StockDriftsStockDriftsTop 50 Armstrong Henry H Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 28.41% | 619.4K | $317.7M | -0.48%(-3.00K) | $36.84(+1348.39%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 17.9% | 268 | $200.2M | -0.74%(-2) | $615017.61(+29.87%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16.59% | 372.5K | $185.5M | -0.70%(-2.62K) | $154.52(+244.45%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 7.64% | 322.6K | $85.4M | -0.07%(-237) | $75.94(+234.18%) | 2026-09-30 | |
| MCO | MOODYS CORP | 5.94% | 146.2K | $66.4M | +1.33%(+1.92K) | $47.55(+912.01%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 4.5% | 346.1K | $50.3M | -1.07%(-3.73K) | $78.37(+101.21%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.83% | 92.7K | $31.6M | +0.04%(+35) | $60.53(+461.99%) | 2026-09-30 | |
| UNP | UNION PAC CORP | 1.69% | 69.6K | $18.9M | +1.30%(+893) | $159.28(+80.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.67% | 56.2K | $18.7M | -0.79%(-448) | $36.34(+843.63%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 1.54% | 9.5K | $17.2M | +13.90%(+1.16K) | $1081.36(+52.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.11% | +9.98% | +60.91% |
| Top 20 Holdings Unweighted | +14.79% | +51.25% | +8.74% | +52.01% |
Armstrong Henry H Associates INC reports $1.12B in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (28.4%), BRK.A (17.9%) and BRK.B (16.6%). The top 20 holdings account for 95.87% of reported assets. Its disclosed equity book has returned +47.11% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Armstrong Henry H Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1056827). View Armstrong Henry H Associates INC’s 13F filings on SEC