ARMSTRONG HENRY H ASSOCIATES INC

Q3 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Date filed
10/2/2025
Form type
13F-HR
Num holdings
62
Total value ($000)
$1,105,540
Net value change ($000)
+45,935 (4.3%)
New positions
4
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 10,302 20.4%
MSFT 9,767 3.0%
GOOGL 6,303 37.1%
BRK-B 5,952 3.3%
BRK-B 5,756 2.8%
FAST 4,237 59.0%
AAPL 2,537 20.2%
GOOGL 2,363 37.9%
UBER 1,487 NEW
ASML 1,049 30.7%
Top Reduces (Value $000, Stocks/ETFs)
MCO -3,832 -5.1%
PG -2,050 -3.5%
WAT -1,567 -55.0%
KO -707 -7.3%
MKC -621 -43.3%
APD -360 -2.0%
ADP -249 -5.5%
NVO -127 -21.8%
DIS -101 -8.9%
V -91 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type