ARMSTRONG HENRY H ASSOCIATES INC Diversified Active

Name: ARMSTRONG HENRY H ASSOCIATES INC Q2 2026 13F Filing | 13F Explorer
Creator: ARMSTRONG HENRY H ASSOCIATES INC
Published: 2026-07-07

Location: Pittsburgh, PA

CIK: 0001056827 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 7, 2026

Total Value: $1.033B (100.0% shares, 0.0% debt)

Holdings (64)

New Positions (4)

AMD ADVANCED MICRO DEVICES INC 0.1%

Value $523K Shares 900 Est. Cost $580.91 Unrealized —

TSLA TESLA INC 0.0%

Value $225K Shares 534 Est. Cost $420.60 Unrealized —

CSCO CISCO SYS INC 0.0%

Value $223K Shares 1,897 Est. Cost $117.43 Unrealized —

STM STMICROELECTRONICS N V 0.0%

Value $221K Shares 2,950 Est. Cost $74.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	900	$523K	0.1%	$580.91	—	COM	007903107
TSLA	TESLA INC	534	$225K	0.0%	$420.60	—	COM	88160R101
CSCO	CISCO SYS INC	1,897	$223K	0.0%	$117.43	—	COM	17275R102
STM	STMICROELECTRONICS N V	2,950	$221K	0.0%	$74.89	—	NY REGISTRY	861012102

Increased Positions (10)

BRK/B BERKSHIRE HATHAWAY INC DEL 18.2%

Value $188M (+6.3%) Shares 375,150 (+1.8%) Est. Cost $165.35 Unrealized —

ASML ASML HLDG NV 1.6%

Value $16.62M (+61.4%) Shares 8,355 (+7.2%) Est. Cost $1015.57 Unrealized —

UNP UNION PAC CORP 1.8%

Value $18.69M (+15.3%) Shares 68,701 (+2.9%) Est. Cost $139.70 Unrealized —

RBA RB GLOBAL INC 0.5%

Value $4.764M (+83.8%) Shares 40,909 (+51.3%) Est. Cost $101.33 Unrealized —

APD AIR PRODUCTS AND CHEMICALS I 1.6%

Value $16.36M (+11.3%) Shares 55,789 (+10.2%) Est. Cost $203.27 Unrealized —

DCI DONALDSON INC 0.1%

Value $1.426M (+499.9%) Shares 15,880 (+467.1%) Est. Cost $87.13 Unrealized —

FAST FASTENAL CO 1.3%

Value $12.97M (+6.2%) Shares 270,143 (+2.6%) Est. Cost $39.81 Unrealized —

VOO VANGUARD INDEX FDS 0.0%

Value $287K (+41.8%) Shares 418 (+23.3%) Est. Cost $626.51 Unrealized —

ADSK AUTODESK INC 0.1%

Value $910K (+9.5%) Shares 4,683 (+34.8%) Est. Cost $258.83 Unrealized —

VO VANGUARD INDEX FDS 0.1%

Value $724K (+12.2%) Shares 8,992 (+300.0%) Est. Cost $125.08 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	375,150 (+1.8%)	$188M (+6.3%)	18.2%	$165.35	—	CL B NEW	084670702
ASML	ASML HLDG NV	8,355 (+7.2%)	$16.62M (+61.4%)	1.6%	$1015.57	—	N Y REGISTRY SHS	N07059210
UNP	UNION PAC CORP	68,701 (+2.9%)	$18.69M (+15.3%)	1.8%	$139.70	—	COM	907818108
RBA	RB GLOBAL INC	40,909 (+51.3%)	$4.764M (+83.8%)	0.5%	$101.33	—	COM	74935Q107
APD	AIR PRODUCTS AND CHEMICALS I	55,789 (+10.2%)	$16.36M (+11.3%)	1.6%	$203.27	—	COM	009158106
DCI	DONALDSON INC	15,880 (+467.1%)	$1.426M (+499.9%)	0.1%	$87.13	—	COM	257651109
FAST	FASTENAL CO	270,143 (+2.6%)	$12.97M (+6.2%)	1.3%	$39.81	—	COM	311900104
VOO	VANGUARD INDEX FDS	418 (+23.3%)	$287K (+41.8%)	0.0%	$626.51	—	S&P 500 ETF SHS	922908363
ADSK	AUTODESK INC	4,683 (+34.8%)	$910K (+9.5%)	0.1%	$258.83	—	COM	052769106
VO	VANGUARD INDEX FDS	8,992 (+300.0%)	$724K (+12.2%)	0.1%	$125.08	—	MID CAP ETF	922908629

Exited Positions (1)

XOM EXXON MOBIL CORP 0.1%

Value $1.299M Shares 7,657 Est. Cost $61.00 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	7,657	$1.299M	0.1%	$61.00	—	—	30231G102

Decreased Positions (13)

BRK/A BERKSHIRE HATHAWAY INC DEL 19.6%

Value $202M (+2.8%) Shares 270 (-1.5%) Est. Cost $608601.20 Unrealized —

AAPL APPLE INC 1.6%

Value $16.39M (+10.6%) Shares 56,648 (-3.0%) Est. Cost $92.69 Unrealized —

MDT MEDTRONIC PLC 0.7%

Value $7.376M (-14.5%) Shares 94,280 (-5.3%) Est. Cost $68.80 Unrealized —

UBER UBER TECHNOLOGIES INC 0.2%

Value $1.838M (-28.5%) Shares 25,470 (-28.7%) Est. Cost $91.53 Unrealized —

KO COCA COLA CO 1.0%

Value $10.38M (+5.8%) Shares 127,722 (-1.0%) Est. Cost $29.79 Unrealized —

GLW CORNING INC 0.1%

Value $1.098M (+81.5%) Shares 4,300 (-3.4%) Est. Cost $40.86 Unrealized —

MKC MCCORMICK & CO INC 0.0%

Value $368K (-37.4%) Shares 7,303 (-37.4%) Est. Cost $69.53 Unrealized —

WAT WATERS CORP 0.1%

Value $1.379M (+17.2%) Shares 3,678 (-6.9%) Est. Cost $207.35 Unrealized —

SCHW SCHWAB CHARLES CORP 0.0%

Value $377K (-34.1%) Shares 4,091 (-32.8%) Est. Cost $40.49 Unrealized —

MA MASTERCARD INCORPORATED 0.6%

Value $6.389M (-2.0%) Shares 12,440 (-4.7%) Est. Cost $155.38 Unrealized —

WMT WALMART INC 0.1%

Value $705K (-10.9%) Shares 6,221 (-2.2%) Est. Cost $50.44 Unrealized —

CVX CHEVRON CORPORATION 0.0%

Value $245K (-25.0%) Shares 1,478 (-6.3%) Est. Cost $151.24 Unrealized —

EMR EMERSON ELEC CO 0.1%

Value $555K (+4.9%) Shares 3,874 (-4.0%) Est. Cost $46.94 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	270 (-1.5%)	$202M (+2.8%)	19.6%	$608601.20	—	CL A	084670108
AAPL	APPLE INC	56,648 (-3.0%)	$16.39M (+10.6%)	1.6%	$92.69	—	COM	037833100
MDT	MEDTRONIC PLC	94,280 (-5.3%)	$7.376M (-14.5%)	0.7%	$68.80	—	SHS	G5960L103
UBER	UBER TECHNOLOGIES INC	25,470 (-28.7%)	$1.838M (-28.5%)	0.2%	$91.53	—	COM	90353T100
KO	COCA COLA CO	127,722 (-1.0%)	$10.38M (+5.8%)	1.0%	$29.79	—	COM	191216100
GLW	CORNING INC	4,300 (-3.4%)	$1.098M (+81.5%)	0.1%	$40.86	—	COM	219350105
MKC	MCCORMICK & CO INC	7,303 (-37.4%)	$368K (-37.4%)	0.0%	$69.53	—	COM NON VTG	579780206
WAT	WATERS CORP	3,678 (-6.9%)	$1.379M (+17.2%)	0.1%	$207.35	—	COM	941848103
SCHW	SCHWAB CHARLES CORP	4,091 (-32.8%)	$377K (-34.1%)	0.0%	$40.49	—	COM	808513105
MA	MASTERCARD INCORPORATED	12,440 (-4.7%)	$6.389M (-2.0%)	0.6%	$155.38	—	CL A	57636Q104
WMT	WALMART INC	6,221 (-2.2%)	$705K (-10.9%)	0.1%	$50.44	—	COM	931142103
CVX	CHEVRON CORPORATION	1,478 (-6.3%)	$245K (-25.0%)	0.0%	$151.24	—	COM	166764100
EMR	EMERSON ELEC CO	3,874 (-4.0%)	$555K (+4.9%)	0.1%	$46.94	—	COM	291011104

Unchanged Positions (37)

GOOG ALPHABET INC 3.2%

Value $32.75M Shares 92,688 Est. Cost $109.24 Unrealized —

JNJ JOHNSON & JOHNSON 7.9%

Value $81.99M Shares 322,853 Est. Cost $61.71 Unrealized —

MCO MOODYS CORP 6.3%

Value $65.33M Shares 144,243 Est. Cost $55.96 Unrealized —

GOOGL ALPHABET INC 0.8%

Value $8.686M Shares 24,305 Est. Cost $107.78 Unrealized —

MU MICRON TECHNOLOGY INC 0.2%

Value $2.078M Shares 1,800 Est. Cost $93.22 Unrealized —

GE GE AEROSPACE 0.4%

Value $4.501M Shares 12,043 Est. Cost $63.82 Unrealized —

GEV GE VERNOVA INC 0.3%

Value $3.055M Shares 2,600 Est. Cost $158.10 Unrealized —

ABBV ABBVIE INC 0.4%

Value $4.435M Shares 17,623 Est. Cost $29.61 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.3%

Value $3.541M Shares 4,741 Est. Cost $381.36 Unrealized —

MSFT MICROSOFT CORP 22.5%

Value $232M Shares 622,401 Est. Cost $28.04 Unrealized —

NVDA NVIDIA CORPORATION 0.3%

Value $3.076M Shares 15,372 Est. Cost $108.37 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $2.796M Shares 11,732 Est. Cost $123.55 Unrealized —

PEP PEPSICO INC 0.2%

Value $2.185M Shares 16,136 Est. Cost $60.82 Unrealized —

ADP AUTOMATIC DATA PROCESSING IN 0.3%

Value $3.105M Shares 13,865 Est. Cost $47.22 Unrealized —

PG PROCTER & GAMBLE CO 5.0%

Value $51.3M Shares 349,810 Est. Cost $58.90 Unrealized —

HD HOME DEPOT INC 0.4%

Value $3.815M Shares 10,816 Est. Cost $198.04 Unrealized —

V VISA INC 0.2%

Value $2.147M Shares 6,257 Est. Cost $272.36 Unrealized —

ABT ABBOTT LABORATORIES 0.2%

Value $1.66M Shares 18,293 Est. Cost $31.52 Unrealized —

VTI VANGUARD INDEX FDS 0.2%

Value $1.646M Shares 4,449 Est. Cost $169.18 Unrealized —

MMM 3M CO 0.2%

Value $1.862M Shares 11,500 Est. Cost $62.65 Unrealized —

CDNA CAREDX INC 0.0%

Value $457K Shares 16,036 Est. Cost $28.46 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $629K Shares 2,238 Est. Cost $117.57 Unrealized —

NVO NOVO-NORDISK A S 0.0%

Value $319K Shares 6,664 Est. Cost $95.27 Unrealized —

VB VANGUARD INDEX FDS 0.1%

Value $529K Shares 1,745 Est. Cost $221.75 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.1%

Value $1.002M Shares 1,071 Est. Cost $224.77 Unrealized —

PFE PFIZER INC 0.0%

Value $371K Shares 15,394 Est. Cost $23.60 Unrealized —

TJX TJX COS INC NEW 0.1%

Value $1.164M Shares 7,682 Est. Cost $40.76 Unrealized —

IVV ISHARES TR 0.0%

Value $312K Shares 417 Est. Cost $417.29 Unrealized —

SOLV SOLVENTUM CORP 0.0%

Value $245K Shares 3,175 Est. Cost $60.14 Unrealized —

SHW SHERWIN WILLIAMS CO 0.0%

Value $413K Shares 1,200 Est. Cost $246.25 Unrealized —

GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%

Value $223K Shares 3,489 Est. Cost $71.13 Unrealized —

J JACOBS SOLUTIONS INC 0.2%

Value $2.152M Shares 17,081 Est. Cost $115.29 Unrealized —

BHC BAUSCH HEALTH COS INC 0.0%

Value $218K Shares 44,215 Est. Cost $22.90 Unrealized —

MRK MERCK & CO INC 0.0%

Value $237K Shares 1,843 Est. Cost $93.24 Unrealized —

NXDR NEXTDOOR HOLDINGS INC 0.0%

Value $23,175 Shares 10,209 Est. Cost $2.34 Unrealized —

RTX RTX CORPORATION 0.0%

Value $303K Shares 1,598 Est. Cost $76.14 Unrealized —

DIS DISNEY WALT CO 0.1%

Value $870K Shares 9,039 Est. Cost $58.53 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	92,688	$32.75M	3.2%	$109.24	—	CAP STK CL C	02079K107
JNJ	JOHNSON & JOHNSON	322,853	$81.99M	7.9%	$61.71	—	COM	478160104
MCO	MOODYS CORP	144,243	$65.33M	6.3%	$55.96	—	COM	615369105
GOOGL	ALPHABET INC	24,305	$8.686M	0.8%	$107.78	—	CAP STK CL A	02079K305
MU	MICRON TECHNOLOGY INC	1,800	$2.078M	0.2%	$93.22	—	COM	595112103
GE	GE AEROSPACE	12,043	$4.501M	0.4%	$63.82	—	COM NEW	369604301
GEV	GE VERNOVA INC	2,600	$3.055M	0.3%	$158.10	—	COM	36828A101
ABBV	ABBVIE INC	17,623	$4.435M	0.4%	$29.61	—	COM	00287Y109
SPY	STATE STR SPDR S&P 500 ETF T	4,741	$3.541M	0.3%	$381.36	—	TR UNIT	78462F103
MSFT	MICROSOFT CORP	622,401	$232M	22.5%	$28.04	—	COM	594918104
NVDA	NVIDIA CORPORATION	15,372	$3.076M	0.3%	$108.37	—	COM	67066G104
AMZN	AMAZON COM INC	11,732	$2.796M	0.3%	$123.55	—	COM	023135106
PEP	PEPSICO INC	16,136	$2.185M	0.2%	$60.82	—	COM	713448108
ADP	AUTOMATIC DATA PROCESSING IN	13,865	$3.105M	0.3%	$47.22	—	COM	053015103
PG	PROCTER & GAMBLE CO	349,810	$51.3M	5.0%	$58.90	—	COM	742718109
HD	HOME DEPOT INC	10,816	$3.815M	0.4%	$198.04	—	COM	437076102
V	VISA INC	6,257	$2.147M	0.2%	$272.36	—	COM CL A	92826C839
ABT	ABBOTT LABORATORIES	18,293	$1.66M	0.2%	$31.52	—	COM	002824100
VTI	VANGUARD INDEX FDS	4,449	$1.646M	0.2%	$169.18	—	TOTAL STK MKT	922908769
MMM	3M CO	11,500	$1.862M	0.2%	$62.65	—	COM	88579Y101
CDNA	CAREDX INC	16,036	$457K	0.0%	$28.46	—	COM	14167L103
IBM	INTERNATIONAL BUSINESS MACHS	2,238	$629K	0.1%	$117.57	—	COM	459200101
NVO	NOVO-NORDISK A S	6,664	$319K	0.0%	$95.27	—	ADR	670100205
VB	VANGUARD INDEX FDS	1,745	$529K	0.1%	$221.75	—	SMALL CP ETF	922908751
COST	COSTCO WHOLESALE CORPORATION	1,071	$1.002M	0.1%	$224.77	—	COM	22160K105
PFE	PFIZER INC	15,394	$371K	0.0%	$23.60	—	COM	717081103
TJX	TJX COS INC NEW	7,682	$1.164M	0.1%	$40.76	—	COM	872540109
IVV	ISHARES TR	417	$312K	0.0%	$417.29	—	CORE S&P500 ETF	464287200
SOLV	SOLVENTUM CORP	3,175	$245K	0.0%	$60.14	—	COM SHS	83444M101
SHW	SHERWIN WILLIAMS CO	1,200	$413K	0.0%	$246.25	—	COM	824348106
GEHC	GE HEALTHCARE TECHNOLOGIES I	3,489	$223K	0.0%	$71.13	—	COMMON STOCK	36266G107
J	JACOBS SOLUTIONS INC	17,081	$2.152M	0.2%	$115.29	—	COM	46982L108
BHC	BAUSCH HEALTH COS INC	44,215	$218K	0.0%	$22.90	—	COM	071734107
MRK	MERCK & CO INC	1,843	$237K	0.0%	$93.24	—	COM	58933Y105
NXDR	NEXTDOOR HOLDINGS INC	10,209	$23,175	0.0%	$2.34	—	COM CL A	65345M108
RTX	RTX CORPORATION	1,598	$303K	0.0%	$76.14	—	COM	75513E101
DIS	DISNEY WALT CO	9,039	$870K	0.1%	$58.53	—	COM	254687106