Armstrong Henry H Associates Inc holds a concentrated book of 64 reported positions worth $1.0B as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 22% of the reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.4 points over this window.
Growth of $10,000 cloning Armstrong Henry H Associates Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Armstrong Henry H Associates Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 64 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 64 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 64 | $160.9M |
| Swiss Re Ltd | 41 / 64 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 55 / 64 | $279.5B |
| Prospect Hill Management, LLC | 7 / 64 | $237.3M |
| New World Advisors LLC | 34 / 64 | $526.5M |
| H&H International Investment, LLC | 7 / 64 | $16.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Armstrong Henry H Associates Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $232.2M | 622.4K | 22.5% | ▼−0.9% Reduced · −6K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $202.2M | 270 | 19.6% | ▼−1.4% Reduced · −4 sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $187.7M | 375.1K | 18.2% | ▲+1.8% Added · +6K sh | |
| 4 | Johnson & Johnson COM | $82.0M | 322.9K | 7.9% | ▲+0.9% Added · +3K sh | |
| 5 | Moodys Corp COM | $65.3M | 144.2K | 6.3% | ▲+0.1% Added · +123 sh | |
| 6 | Procter & Gamble Co COM | $51.3M | 349.8K | 5.0% | ▼−0.9% Reduced · −3K sh | |
| 7 | Alphabet Inc CAP STK CL C | $32.7M | 92.7K | 3.2% | ▼−0.3% Reduced · −247 sh | |
| 8 | Union Pac Corp COM | $18.7M | 68.7K | 1.8% | ▲+2.9% Added · +2K sh | |
| 9 | ASML Hldg NV N Y REGISTRY SHS | $16.6M | 8.4K | 1.6% | ▲+7.2% Added · +558 sh | |
| 10 | Apple Inc COM | $16.4M | 56.6K | 1.6% | ▼−3.0% Reduced · −2K sh | |
| 11 | Air Products And Chemicals I COM | $16.4M | 55.8K | 1.6% | ▲+10% Added · +5K sh | |
| 12 | Fastenal Co COM | $13.0M | 270.1K | 1.3% | ▲+2.6% Added · +7K sh | |
| 13 | Coca Cola Co COM | $10.4M | 127.7K | 1.0% | ▼−1.0% Reduced · −1K sh | |
| 14 | Alphabet Inc CAP STK CL A | $8.7M | 24.3K | 0.8% | ▼−0.8% Reduced · −187 sh | |
| 15 | Medtronic PLC SHS | $7.4M | 94.3K | 0.7% | ▼−5.3% Reduced · −5K sh | |
| 16 | Mastercard Incorporated CL A | $6.4M | 12.4K | 0.6% | ▼−4.7% Reduced · −610 sh | |
| 17 | RB Global Inc COM | $4.8M | 40.9K | 0.5% | ▲+51% Added · +14K sh | |
| 18 | Ge Aerospace COM NEW | $4.5M | 12.0K | 0.4% | —Held | |
| 19 | Abbvie Inc COM | $4.4M | 17.6K | 0.4% | ▼−0.6% Reduced · −100 sh | |
| 20 | Home Depot Inc COM | $3.8M | 10.8K | 0.4% | —Held | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $3.5M | 4.7K | 0.3% | ▼~0% Reduced · −1 sh | |
| 22 | Automatic Data Processing In COM | $3.1M | 13.9K | 0.3% | —Held | |
| 23 | Nvidia Corporation COM | $3.1M | 15.4K | 0.3% | —Held | |
| 24 | Ge Vernova Inc COM | $3.1M | 2.6K | 0.3% | —Held | |
| 25 | Amazon Com Inc COM | $2.8M | 11.7K | 0.3% | —Held | |
| 26 | Pepsico Inc COM | $2.2M | 16.1K | 0.2% | —Held | |
| 27 | Jacobs Solutions Inc COM | $2.2M | 17.1K | 0.2% | —Held | |
| 28 | Visa Inc COM CL A | $2.1M | 6.3K | 0.2% | ▼−0.1% Reduced · −10 sh | |
| 29 | Micron Technology Inc COM | $2.1M | 1.8K | 0.2% | —Held | |
| 30 | 3M Co COM | $1.9M | 11.5K | 0.2% | —Held | |
| 31 | Uber Technologies Inc COM | $1.8M | 25.5K | 0.2% | ▼−29% Reduced · −10K sh | |
| 32 | Abbott Laboratories COM | $1.7M | 18.3K | 0.2% | ▼−0.5% Reduced · −100 sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 0.2% | —Held | |
| 34 | Donaldson Inc COM | $1.4M | 15.9K | 0.1% | ▲+467% Added · +13K sh | |
| 35 | Waters Corp COM | $1.4M | 3.7K | 0.1% | ▼−6.9% Reduced · −274 sh | |
| 36 | TJX Cos Inc New COM | $1.2M | 7.7K | 0.1% | ▲+0.1% Added · +10 sh | |
| 37 | Corning Inc COM | $1.1M | 4.3K | 0.1% | ▼−3.4% Reduced · −150 sh | |
| 38 | Costco Wholesale Corporation COM | $1.0M | 1.1K | 0.1% | —Held | |
| 39 | Autodesk Inc COM | $910K | 4.7K | 0.1% | ▲+35% Added · +1K sh | |
| 40 | Disney Walt Co COM | $870K | 9.0K | 0.1% | ▼−0.2% Reduced · −20 sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $724K | 9.0K | 0.1% | ▲+300% Added · +7K sh | |
| 42 | Walmart Inc COM | $705K | 6.2K | 0.1% | ▼−2.2% Reduced · −143 sh | |
| 43 | International Business Machs COM | $629K | 2.2K | 0.1% | —Held | |
| 44 | Emerson Elec Co COM | $555K | 3.9K | 0.1% | ▼−4.0% Reduced · −160 sh | |
| 45 | Vanguard Index FDS SMALL CP ETF | $529K | 1.7K | 0.1% | —Held | |
| 46 | Advanced Micro Devices Inc COM | $523K | 900 | 0.1% | ▲New New position | |
| 47 | Caredx Inc COM | $457K | 16.0K | <0.1% | —Held | |
| 48 | Sherwin Williams Co COM | $413K | 1.2K | <0.1% | —Held | |
| 49 | Schwab Charles Corp COM | $377K | 4.1K | <0.1% | ▼−33% Reduced · −2K sh | |
| 50 | Pfizer Inc COM | $371K | 15.4K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1056827/holdings"
Use Arkolith to show ARMSTRONG HENRY H ASSOCIATES INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 65 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 7d | 62 | $981.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 6d | 63 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 2, 2025 | 2d | 63 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 58 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 58 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 58 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 2d | 63 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.