Data as of Q4 2025 (Dec 31, 2025)

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
DUT
JNJ
MSFT28.5%
BRK/A19.6%
BRK/B17.1%
DUT6.8%
JNJ6.2%
PG4.7%
GOOG2.7%
AAPL1.5%

📈 Biggest Buys

ASML
ASML HOLDING N V
+40.8%
0.6% of portfolio
UBER
UBER TECHNOLOGIES INC
+133.3%
0.3% of portfolio
RBA
RB GLOBAL INC
+63.6%
0.2% of portfolio
MRK
MERCK & CO INC
NEW
0.0% of portfolio
UNP
UNION PAC CORP
+0.3%
1.4% of portfolio

📉 Biggest Sells

MSFT
MICROSOFT CORP
-1.8%
28.5% of portfolio
APD
AIR PRODS & CHEMS INC
-24.9%
1.1% of portfolio
BRK/A
BERKSHIRE HATHAWAY INC DEL
-1.8%
19.6% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-1.2%
17.1% of portfolio
DUT
MOODYS CORP
-3.0%
6.8% of portfolio

Sector Breakdown

Financial37.6%
Technology34.0%
Other14.9%
Healthcare7.7%
Industrial2.0%
Materials1.2%
Consumer Staples1.1%
Consumer1.0%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$259.3K

Changes from Q3 2025

NEW1 new position
↑6 increased
↓30 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT28.5%
MICROSOFT CORP
$306.7M
BRK/A19.6%
BERKSHIRE HATHAWAY INC DEL
$210.6M
BRK/B17.1%
BERKSHIRE HATHAWAY INC DEL
$183.6M
DUT6.8%
MOODYS CORP
$73.7M
JNJ6.2%
JOHNSON & JOHNSON
$66.4M

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