Armstrong Henry H Associates Inc Portfolio Holdings

Armstrong Henry H Associates Inc

  • $1.05 Billion
  • Q2 2025

Armstrong Henry H Associates Inc has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $325M, Berkshire Hathaway Inc with a value of $208M, Berkshire Hathaway Inc Class B with a value of $180M, Moodys Corp with a value of $74.7M, and Procter & Gamble CO with a value of $58.4M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $1.02B to 1.05B.

Below you can find more details about Armstrong Henry H Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
Financial Services: $474 Million
Technology: $345 Million
Consumer Defensive: $73.5 Million
Healthcare: $70.7 Million
Industrials: $32.7 Million
Communication Services: $24.4 Million
Basic Materials: $18.8 Million
Consumer Cyclical: $7.56 Million
Other: $6.76 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$325 Million 30.83% of portfolio
653,037
Q2 2025 Reduced 1.85%
$423B
$208 Million 19.78% of portfolio
286
Q2 2025 Reduced 1.38%
$621B
$180 Million 17.08% of portfolio
370,552
Q2 2025 Reduced 1.6%
$368B
$58.4 Million 5.54% of portfolio
366,705
Q2 2025 Reduced 1.86%
$452B
$50.5 Million 4.79% of portfolio
330,479
Q2 2025 Reduced 4.52%
$1.24T
$17 Million 1.61% of portfolio
95,751
Q2 2025 Reduced 3.04%
$3.69T
$12.6 Million 1.19% of portfolio
61,276
Q2 2025 Reduced 2.88%
$306B
$9.71 Million 0.92% of portfolio
137,304
Q2 2025 Reduced 3.08%
$548B
$7.9 Million 0.75% of portfolio
14,055
Q2 2025 Reduced 1.35%
$1.21T
$6.24 Million 0.59% of portfolio
35,417
Q2 2025 Reduced 0.83%
$405B
$4 Million 0.38% of portfolio
10,908
Q2 2025 Reduced 0.66%
$295B
$3.42 Million 0.32% of portfolio
4,266
Q2 2025 Added 27.99%
$351B
$3.29 Million 0.31% of portfolio
17,741
Q2 2025 Reduced 0.39%
$306B
$3.1 Million 0.29% of portfolio
12,043
Q4 2024 Reduced 3.7%
$229B
$3.03 Million 0.29% of portfolio
22,293
Q2 2025 Reduced 1.63%
$2.26T
$2.6 Million 0.25% of portfolio
11,832
Q2 2025 Reduced 1.93%
$551B
$2.36 Million 0.22% of portfolio
6,645
Q2 2025 Reduced 5.14%
$202B
$2.26 Million 0.21% of portfolio
17,120
Q1 2025 Reduced 0.56%
$207B
$1.14 Million 0.11% of portfolio
9,179
Q1 2024 Added 1.32%
$439B
$1.07 Million 0.1% of portfolio
1,076
Q1 2025 Added 4.36%
$442B
$943,000 0.09% of portfolio
8,755
Q1 2025 Reduced 1.46%
$210B
$659,000 0.06% of portfolio
2,238
Q4 2024 Reduced 27.64%
$281B
$622,000 0.06% of portfolio
6,364
Q4 2024 Reduced 0.78%
$229B
$383,000 0.04% of portfolio
2,628
Q2 2024 Added 1.47%
$302B
$225,000 0.02% of portfolio
1,578
Q3 2024 Reduced 5.96%
$684B
$201,000 0.02% of portfolio
922
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $1.05 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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