Fund HoldingsARMSTRONG HENRY H ASSOCIATES INC

Total Portfolio Value
$1.03B
Total Bought
$1.03B
Total Sold
$941.23M
Net Transaction
+$86.69M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)0752,963+752,9630316,78730.82%+316,787
BERKSHIRE HATHAWAY INC DEL0331+3310210,00020.43%+210,000
BERKSHIRE HATHAWAY INC DEL0354,010+354,0100148,86814.48%+148,868
PROCTER AND GAMBLE CO(PG)0397,378+397,378064,4756.27%+64,475
MOODYS CORP(MCO)0157,251+157,251061,8046.01%+61,804
JOHNSON & JOHNSON(JNJ)0375,789+375,789059,4465.78%+59,446
INTEL CORP(INTC)0448,461+448,461019,8091.93%+19,809
UNION PAC CORP(UNP)064,204+64,204015,7901.54%+15,790
ALPHABET INC(GOOG)099,266+99,266015,1141.47%+15,114
MEDTRONIC PLC(MDT)0150,523+150,523013,1181.28%+13,118
AIR PRODS & CHEMS INC053,991+53,991013,0801.27%+13,080
APPLE INC(AAPL)069,335+69,335011,8901.16%+11,890
COCA COLA CO(KO)0155,682+155,68209,5250.93%+9,525
MASTERCARD INCORPORATED(MA)014,563+14,56307,0130.68%+7,013
ALPHABET INC(GOOG)036,362+36,36205,4880.53%+5,488
HOME DEPOT INC(HD)011,124+11,12404,2670.42%+4,267
AUTOMATIC DATA PROCESSING IN015,078+15,07803,7660.37%+3,766
WATERS CORP(WAT)010,819+10,81903,7240.36%+3,724
ABBVIE INC(ABBV)018,675+18,67503,4010.33%+3,401
SPDR S&P 500 ETF TR(SPY)05,990+5,99003,1330.30%+3,133
PEPSICO INC(PEP)017,319+17,31903,0310.29%+3,031
ABBOTT LABS024,252+24,25202,7560.27%+2,756
JACOBS SOLUTIONS INC(J)017,081+17,08102,6260.26%+2,626
AMAZON COM INC(AMZN)012,385+12,38502,2340.22%+2,234
FASTENAL CO(FAST)028,922+28,92202,2310.22%+2,231
GENERAL ELECTRIC CO(GE)012,602+12,60202,2120.22%+2,212
VISA INC(V)07,142+7,14201,9930.19%+1,993
MCCORMICK & CO INC(MKC)024,273+24,27301,8640.18%+1,864
SCHWAB CHARLES CORP(SCHW)019,591+19,59101,4170.14%+1,417
EXXON MOBIL CORP012,110+12,11001,4080.14%+1,408
NVIDIA CORPORATION(NVDA)01,525+1,52501,3780.13%+1,378
3M CO(MMM)012,793+12,79301,3570.13%+1,357
NOVO-NORDISK A S(NVO)010,324+10,32401,3260.13%+1,326
AUTODESK INC04,470+4,47001,1640.11%+1,164
DISNEY WALT CO(DIS)09,179+9,17901,1230.11%+1,123
VANGUARD INDEX FDS03,500+3,50009100.09%+910
COSTCO WHSL CORP NEW(COST)01,116+1,11608180.08%+818
TJX COS INC NEW(TJX)07,970+7,97008080.08%+808
INTERNATIONAL BUSINESS MACHS(IBM)04,225+4,22508070.08%+807
EXPEDITORS INTL WASH INC(EXPD)04,964+4,96406030.06%+603
RB GLOBAL INC(RBA)07,755+7,75505910.06%+591
EMERSON ELEC CO(EMR)04,484+4,48405090.05%+509
PFIZER INC(PFE)018,022+18,02205000.05%+500
BAUSCH HEALTH COS INC044,215+44,21504690.05%+469
MERCK & CO INC(MRK)03,223+3,22304250.04%+425
SHERWIN WILLIAMS CO(SHW)01,200+1,20004170.04%+417
WALMART INC(WMT)05,852+5,85203520.03%+352
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,799+3,79903450.03%+345
AMGEN INC(AMGN)01,106+1,10603140.03%+314
ISHARES TR0581+58103050.03%+305
RTX CORPORATION(RTX)02,590+2,59002530.02%+253
CHEVRON CORP NEW(CVX)01,550+1,55002440.02%+244
DONALDSON INC(DCI)03,175+3,17502370.02%+237
ADVANCED MICRO DEVICES INC(AMD)01,115+1,11502010.02%+201
CAREDX INC(CDNA)016,036+16,03601700.02%+170
NEXTDOOR HOLDINGS INC(NXDR)010,209+10,2090230.00%+23
Nextdoor Hldgs Inc(NXDR)10,2090-10,209190-19
CareDx Inc.(CDNA)16,0360-16,0361920-192
Darling Ingredients Inc(DAR)4,0700-4,0702030-203
Chevron Corp.(CVX)1,3670-1,3672040-204
Donaldson Company Inc.(DCI)3,1750-3,1752070-207
Raytheon Technologies Co(RTX)2,5900-2,5902180-218
Kimberly Clark Corp.(KMB)1,9860-1,9862410-241
iShares S&P500 Index Fd5250-5252510-251
Amgen Inc.(AMGN)8710-8712510-251
Wal-Mart Stores, Inc(WMT)1,9140-1,9143020-302
GE Healthcare Technologies(GEHC)4,0390-4,0393120-312
Merck & Company(MRK)3,0310-3,0313300-330
Bausch Health Cos Inc44,2150-44,2153550-355
Sherwin Williams Co(SHW)1,2000-1,2003740-374
Emerson Electric(EMR)4,3240-4,3244210-421
Hershey Foods Corporation(HSY)2,4300-2,4304530-453
RB Global, Inc.7,7550-7,7555190-519
Pfizer Inc(PFE)18,3220-18,3225270-527
Expeditors Intl Wash(EXPD)4,8840-4,8846210-621
Costco Wholesale Corp(COST)1,1160-1,1167370-737
TJX Companies(TJX)7,9700-7,9707480-748
Nvidia Corp(NVDA)1,5250-1,5257550-755
IBM(IBM)4,9450-4,9458090-809
Walt Disney Co(DIS)9,0590-9,0598180-818
Vanguard Total Stock Mkt ETF3,5000-3,5008300-830
ExxonMobil Inc.9,9340-9,9349930-993
Novo Nordisk ADR(NVO)10,3240-10,3241,0680-1,068
Autodesk Inc4,8450-4,8451,1800-1,180
The Charles Schwab Corp(SCHW)19,5910-19,5911,3480-1,348
3M Company(MMM)15,1430-15,1431,6550-1,655
McCormick & Co(MKC)24,6480-24,6481,6860-1,686
General Electric Co.(GE)13,3240-13,3241,7010-1,701
Fastenal Co(FAST)28,0720-28,0721,8180-1,818
Amazon Com Inc.(AMZN)12,3650-12,3651,8790-1,879
Visa Inc.7,3490-7,3491,9130-1,913
Jacobs Engineering Group Inc17,0810-17,0812,2170-2,217
Abbott Laboratories24,6520-24,6522,7130-2,713
S&P Depository Receipts(SPY)5,9890-5,9892,8470-2,847
PepsiCo Inc.(PEP)17,1420-17,1422,9110-2,911
AbbVie Inc(ABBV)19,0750-19,0752,9560-2,956
Waters Corp.(WAT)10,7790-10,7793,5490-3,549
Home Depot(HD)10,9030-10,9033,7780-3,778
Automatic Data Processing16,2780-16,2783,7920-3,792
Alphabet Inc Cl A(GOOG)36,4070-36,4075,0860-5,086
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