Armstrong Henry H Associates Inc holds a concentrated book of 64 stocks worth $1.0B as of Q2 2026 (disclosed Jul 7, 2026, a ~45-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 equity book.
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Use Arkolith to show ARMSTRONG HENRY H ASSOCIATES INC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as Armstrong Henry H Associates Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 65 / 64 | $2.2T |
| MORGAN STANLEY | 65 / 64 | $544.9B |
| JPMORGAN CHASE & CO | 65 / 64 | $542.3B |
| BANK OF AMERICA CORP /DE/ | 65 / 64 | $340.8B |
| GOLDMAN SACHS GROUP INC | 65 / 64 | $259.7B |
| Bank of New York Mellon Corp | 65 / 64 | $203.3B |
| ROYAL BANK OF CANADA | 65 / 64 | $157.1B |
| WELLS FARGO & COMPANY/MN | 65 / 64 | $150.0B |
Ranked by how many of Armstrong Henry H Associates Inc's top 64 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | —Held | |
| 48 | Sherwin Williams Co COM | $413K | 1.2K | 0.0% | —Held | |
| 49 | Schwab Charles Corp COM | $377K | 4.1K | 0.0% | ▼−33% Reduced · −2K sh | |
| 50 | Pfizer Inc COM | $371K | 15.4K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 65 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 62 | $981.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 63 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 2, 2025 | 63 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 58 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 58 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 58 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 63 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.