ARMSTRONG HENRY H ASSOCIATES INC

Q1 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$981,382
Net value change ($000)
-95,340 (-8.9%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 11,855 17.9%
FAST 3,804 45.2%
ASML 3,348 48.2%
APD 2,440 19.9%
UNP 908 5.9%
KO 632 6.9%
GEV 571 33.6%
XOM 378 41.0%
RBA 219 9.2%
GLW 215 55.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -74,058 -24.1%
BRK-B -13,819 -6.6%
MCO -10,805 -14.7%
BRK-B -6,930 -3.8%
GOOGL -3,802 -35.1%
GOOGL -2,766 -9.4%
AAPL -1,208 -7.5%
MDT -968 -10.1%
MA -946 -12.7%
ADP -807 -22.3%
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