ARMSTRONG HENRY H ASSOCIATES INC

Q3 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$1,118,175
Net value change ($000)
+85,627 (8.3%)
New positions
1
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 85,524 36.8%
JNJ 3,414 4.2%
AAPL 2,324 14.2%
FAST 1,334 10.3%
EXXONMOBIL HOLDINGS CORP 1,083 NEW
MCO 1,047 1.6%
ASML 618 3.7%
CDNA 585 128.0%
MA 584 9.1%
NVDA 435 14.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -2,218 -1.2%
BRK-B -1,993 -1.0%
UBER -1,838 -100.0%
GOOGL -1,155 -3.5%
PG -1,018 -2.0%
HD -761 -19.9%
GE -740 -16.4%
GEV -584 -19.1%
GLW -437 -39.8%
RBA -432 -9.1%
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