ARMSTRONG HENRY H ASSOCIATES INC

CIK 1056827 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +8.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas88,71%

Bobot 25 kepemilikan teratas97,23%

Posisi di atas 1%12

Jumlah posisi efektif6,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q3 2026: 0,67% Perkiraan pembelian $7.219.250 · penjualan $8.842.248

Kepemilikan median: 7,0 kuartal Dilacak Q1 2025–Q3 2026 · 88,4% masih dipegang

Posisi baru1

Meningkat12

Menurun22

Tertutup4

Nilai Portofolio $1.1B #2.384 dari 9.339 berdasarkan nilai 13F · top 25.5%

Posisi 61

Per tanggal 30 Sep. 2026

Rincian sektor

Financials 41,3%

Technology 32,3%

Healthcare 9,2%

Industrials 4,9%

Consumer products 4,5%

Communication Services 3,7%

Materials 1,5%

Consumer Staples 1,1%

Retail 0,8%

Energy 0,0%

Lainnya/Tidak terpetakan 0,7%

Portofolio lengkap 61 posisi

					Rentetan
MSFT Microsoft Corporation - Common Stock	$317.692.015	28,41%	619.403	$85.524.128	Turun ×6
BRK-A (diajukan sebagai BRKA) Berkshire Hathaway Inc. Class A	$200.197.340	17,90%	268	$-1.992.160	Turun ×6
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$185.503.256	16,59%	372.534	$-1.489.936	Turun ×1
JNJ Johnson & Johnson Common Stock	$85.409.247	7,64%	322.616	$3.414.329	Turun ×1
MCO Moody's Corporation Common Stock	$66.376.565	5,94%	146.162	$1.046.135	Naik ×2
PG Procter & Gamble Company (The) Common Stock	$50.278.470	4,50%	346.080	$-1.017.631	Turun ×4
GOOG Alphabet Inc. - Class C Capital Stock	$31.594.455	2,83%	92.723	$-1.154.948	Naik ×1
UNP Union Pacific Corporation Common Stock	$18.938.652	1,69%	69.594	$251.907	Naik ×6
AAPL Apple Inc. - Common Stock	$18.715.578	1,67%	56.200	$2.323.999	Turun ×6
ASML ASML Holding N.V. - New York Registry Shares	$17.240.325	1,54%	9.516	$618.139	Naik ×6
APD Air Products and Chemicals, Inc. Common Stock	$16.084.376	1,44%	57.810	$-271.866	Naik ×3
FAST Fastenal Company - Common Stock	$14.309.055	1,28%	288.897	$1.334.073	Naik ×3
KO Coca-Cola Company (The) Common Stock	$10.585.323	0,95%	122.971	$205.392	Turun ×6
GOOGL Alphabet Inc. - Class A Common Stock	$8.345.661	0,75%	24.255	$-340.217	Turun ×6
MDT Medtronic plc. Ordinary Shares	$7.459.346	0,67%	86.445	$83.820	Turun ×6
MA Mastercard Incorporated Common Stock	$6.973.339	0,62%	12.645	$584.155	Naik ×1
ABBV AbbVie Inc. Common Stock	$4.454.093	0,40%	17.027	$19.441	Turun ×3
RBA RB Global, Inc. Common Stock	$4.332.098	0,39%	53.226	$-431.742	Naik ×6
GE GE Aerospace Common Stock	$3.760.909	0,34%	12.043	$-739.922
SPY SPY	$3.616.115	0,32%	4.742	$75.474	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$3.510.658	0,31%	15.372	$434.874
ADP Automatic Data Processing, Inc. - Common Stock	$3.425.747	0,31%	13.275	$320.680	Turun ×1
HD Home Depot, Inc. (The) Common Stock	$3.054.285	0,27%	10.736	$-760.302	Turun ×1
AMZN Amazon.com, Inc. - Common Stock	$2.923.028	0,26%	11.732	$126.823
GEV GE Vernova Inc. Common Stock	$2.471.274	0,22%	2.600	$-583.362
J Jacobs Solutions Inc. Common Stock	$2.310.547	0,21%	17.081	$158.341
V Visa Inc.	$2.248.328	0,20%	6.257	$101.613
PEP PepsiCo, Inc. - Common Stock	$1.943.759	0,17%	15.339	$-241.056	Turun ×1
MU Micron Technology, Inc. - Common Stock	$1.917.198	0,17%	1.800	$-160.524
MMM 3M Company Common Stock	$1.887.725	0,17%	11.500	$25.760
VTI Vanguard Morningstar Total Stock Market ETF	$1.667.988	0,15%	4.457	$21.680	Naik ×1
ABT Abbott Laboratories Common Stock	$1.655.403	0,15%	16.750	$-4.504	Turun ×4
DCI Donaldson Company, Inc. Common Stock	$1.635.917	0,15%	18.795	$210.369	Naik ×2
WAT Waters Corporation Common Stock	$1.482.942	0,13%	3.375	$103.544	Turun ×6
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.083.427	0,10%	6.657		Naik ×1
CDNA CareDx, Inc. - Common Stock	$1.042.340	0,09%	16.036	$585.314
ADSK Autodesk, Inc. - Common Stock	$1.020.547	0,09%	4.883	$110.078	Naik ×2
TJX TJX Companies, Inc. (The) Common Stock	$976.713	0,09%	7.382	$-187.110	Turun ×1
COST Costco Wholesale Corporation - Common Stock	$974.975	0,09%	1.071	$-26.914
DIS Walt Disney Company (The) Common Stock	$943.996	0,08%	8.999	$73.992	Turun ×2
VO Vanguard Morningstar Mid-Cap ETF	$705.153	0,06%	8.992	$-19.333
GLW Corning Incorporated Common Stock	$661.168	0,06%	4.300	$-437.181
WMT Walmart Inc. - Common Stock	$628.829	0,06%	6.051	$-75.726	Turun ×2
EMR Emerson Electric Company Common Stock	$600.858	0,05%	3.874	$46.294
AMD Advanced Micro Devices, Inc. - Common Stock	$550.584	0,05%	900	$27.765
VB Vanguard Morningstar Small-Cap ETF	$496.436	0,04%	1.745	$-32.509
IBM International Business Machines Corporation Common Stock	$492.204	0,04%	2.238	$-137.144
PFE Pfizer, Inc. Common Stock	$436.185	0,04%	15.294	$65.497	Turun ×1
SCHW Charles Schwab Corporation (The) Common Stock	$399.855	0,04%	4.091	$22.378
SHW Sherwin-Williams Company (The) Common Stock	$387.924	0,03%	1.200	$-25.260
IVV iShares Core S&P 500 ETF	$319.360	0,03%	417	$7.072
MKC McCormick & Company, Incorporated Common Stock	$315.428	0,03%	6.798	$-52.790	Turun ×2
CVX Chevron Corporation Common Stock	$301.823	0,03%	1.478	$56.829
RTX RTX Corporation Common Stock	$296.669	0,03%	1.598	$-6.520
SOLV Solventum Corporation Common Stock	$279.877	0,03%	3.175	$34.925
MRK Merck & Company, Inc. Common Stock (new)	$267.807	0,02%	1.843	$30.981
BHC Bausch Health Companies Inc. Common Stock	$256.142	0,02%	43.935	$38.162	Turun ×1
NVO Novo Nordisk A/S Common Stock	$252.633	0,02%	6.664	$-66.840
VOO Vanguard S&P 500 ETF	$230.092	0,02%	328	$-57.130	Turun ×1
GEHC GE HealthCare Technologies Inc. - Common Stock	$228.076	0,02%	3.489	$4.745
NXDR Nextdoor Holdings, Inc. Class A Common Stock	$24.808	0,00%	10.209	$1.633
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
UNP	$18.938.652	1,69%	naik ×6
ASML	$17.240.325	1,54%	naik ×6
APD	$16.084.376	1,44%	naik ×3
FAST	$14.309.055	1,28%	naik ×3
RBA	$4.332.098	0,39%	naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.083.427	6.657	0,10%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
MSFT	Dipangkas	-3K	+$85.5M
JNJ	Dipangkas	-237	+$3.4M
AAPL	Dipangkas	-448	+$2.3M
BRK-A (diajukan sebagai BRKA)	Dipangkas	-2	-$2.0M
BRK-B (diajukan sebagai BRKB)	Dipangkas	-1K	-$1.5M
FAST	Beli lebih banyak	+19K	+$1.3M
GOOG	Beli lebih banyak	+35	-$1.2M
MCO	Beli lebih banyak	+2K	+$1.0M
PG	Dipangkas	-4K	-$1.0M
HD	Dipangkas	-80	-$760K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
UBER	30 Sep. 2026	25.470	$1.837.916	-2,6%
XOM	30 Juni 2026	7.657	$1.299.087	34,0%
EXPD	30 Juni 2025	4.739	$569.867	71,7%
AMTM	30 Juni 2025	17.081	$310.875	-7,8%
ORCL	31 Des. 2025	922	$259.304	-35,3%
TSLA	30 Sep. 2026	534	$224.601	4,9%
CSCO	30 Sep. 2026	1.897	$222.763	-1,0%
STM	30 Sep. 2026	2.950	$220.926	-17,5%
TSLA	31 Maret 2026	464	$208.671	0,1%