Armstrong Henry H Associates Inc Portfolio Holdings by Sector
Armstrong Henry H Associates Inc
- $1.05 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$388,439
36.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$325,028
30.85% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$74,655
7.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
$58,423
5.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE 3 stocks |
$54,146
5.14% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL KIND 3 stocks |
$23,242
2.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW 2 stocks |
$18,807
1.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$15,145
1.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,571
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$12,563
1.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$11,974
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$10,257
0.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$7,179
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,561
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VO VB IVV 4 stocks |
$4,243
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$3,999
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$3,663
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$3,418
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT CDNA 2 stocks |
$3,160
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU 2 stocks |
$2,649
0.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,595
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$1,764
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,687
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$1,433
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,352
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,168
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$1,138
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$969
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK 1 stocks |
$704
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$659
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$582
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$555
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$383
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
BHC 1 stocks |
$294
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$234
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|