StockDriftsStockDriftsTop 50 Armstrong Henry H Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 22.48% | 622.4K | $232.2M | -0.96%(-6.02K) | $36.84(+1219.58%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 19.58% | 270 | $202.2M | -1.46%(-4) | $149513.92(+399.89%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18.18% | 375.1K | $187.7M | +1.75%(+6.46K) | $154.52(+224.45%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.94% | 322.9K | $82.0M | +0.86%(+2.76K) | $75.94(+242.97%) | 2026-06-30 | |
| MCO | MOODYS CORP | 6.33% | 144.2K | $65.3M | +0.09%(+123) | $42.15(+1050.45%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 4.97% | 349.8K | $51.3M | -0.95%(-3.37K) | $78.37(+82.75%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.17% | 92.7K | $32.7M | -0.27%(-247) | $60.42(+467.12%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 1.81% | 68.7K | $18.7M | +2.86%(+1.91K) | $157.81(+89.60%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 1.61% | 8.4K | $16.6M | +7.16%(+558) | $970.92(+92.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.59% | 56.6K | $16.4M | -3.00%(-1.75K) | $36.34(+740.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.64% | +8.17% | +48.10% |
| Top 20 Holdings Unweighted | +14.67% | +50.80% | +8.60% | +51.04% |
Armstrong Henry H Associates INC reports $1.03B in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (22.5%), BRK.A (19.6%) and BRK.B (18.2%). The top 20 holdings account for 95.38% of reported assets. Its disclosed equity book has returned +31.64% on a three-year cumulative basis. Figures reflect the Q2 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