ARMSTRONG HENRY H ASSOCIATES INC

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$1,032,548
Net value change ($000)
+51,166 (5.2%)
New positions
4
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BRK-B 11,047 6.3%
ASML 6,323 61.4%
GOOGL 6,090 22.8%
BRK-B 5,420 2.8%
JNJ 3,751 4.8%
UNP 2,482 15.3%
MCO 2,458 3.9%
RBA 2,173 83.9%
APD 1,656 11.3%
GOOGL 1,643 23.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,299 -100.0%
MDT -1,255 -14.5%
UBER -733 -28.5%
MSFT -455 -0.2%
PEP -321 -12.8%
ABT -228 -12.1%
MKC -220 -37.4%
SCHW -195 -34.1%
MA -132 -2.0%
WMT -86 -10.9%
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