ARMSTRONG HENRY H ASSOCIATES INC
•CIK: 1056827•Filing: Q4 2025
**ARMSTRONG HENRY H ASSOCIATES INC** manages $1.1B across a concentrated portfolio of 62 positions. The firm exhibits significant conviction in technology and industrials, evidenced by top holdings including MSFT at $306.7M and BRK/A at $210.6M. Further allocations include BRK/B ($183.6M), DUT ($73.7M), and JNJ ($66.4M). This structure suggests a value-oriented approach targeting established market leaders.
Total AUM
$1.1B
QoQ Performance
-2.6%
Positions
57
Top 10 Concentration
89.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
BRK.A
BRK.B
MCO
JNJ
MSFT28.5%
BRK.A19.6%
BRK.B17.1%
MCO6.8%
JNJ6.2%
PG4.7%
GOOGL2.7%
AAPL1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.6%
Technology34.0%
Financial7.8%
Healthcare7.7%
Industrial2.0%
Materials1.2%
Consumer Staples1.1%
Consumer1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑6 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022