Armstrong Henry H Associates Inc Portfolio Holdings by Sector
Armstrong Henry H Associates Inc
- $1.1 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$400,146
36.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$334,853
30.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$70,822
6.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE 3 stocks |
$65,281
5.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$56,372
5.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Internet Content & Information | Communication Services
GOOG GOOGL KIND 3 stocks |
$31,914
2.9% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW 2 stocks |
$18,449
1.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$15,581
1.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,108
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$13,283
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$11,415
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$11,408
1.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$10,262
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VO VB IVV VOO 5 stocks |
$4,760
0.43% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$4,467
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$4,419
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR DCI 3 stocks |
$4,406
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,311
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU 2 stocks |
$3,169
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,597
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER ADSK 2 stocks |
$2,340
0.21% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$1,799
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,646
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT CDNA 2 stocks |
$1,517
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,442
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,175
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,134
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$1,037
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$812
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$631
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$581
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$455
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$439
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$365
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
BHC 1 stocks |
$285
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$204
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|