ARMSTRONG HENRY H ASSOCIATES INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JOHNSON & JOHNSON(JNJ) | 320,797 | 320,096 | -701 | 66,388,926 | 78,244,378 | 7.97% | +11,855,452 |
| FASTENAL CO(FAST) | 209,625 | 263,274 | +53,649 | 8,412,232 | 12,215,920 | 1.24% | +3,803,688 |
| ASML HLDG NV N Y REGISTRY SHS | 6,497 | 7,797 | +1,300 | 6,950,996 | 10,298,669 | 1.05% | +3,347,673 |
| AIR PRODUCTS AND CHEMICALS I | 49,632 | 50,604 | +972 | 12,260,067 | 14,699,811 | 1.50% | +2,439,744 |
| UNION PAC CORP(UNP) | 66,130 | 66,792 | +662 | 15,297,271 | 16,205,191 | 1.65% | +907,920 |
| COCA COLA CO(KO) | 131,357 | 129,057 | -2,300 | 9,183,148 | 9,814,764 | 1.00% | +631,616 |
| GE VERNOVA INC(GEV) | 2,600 | 2,600 | 0 | 1,699,282 | 2,269,540 | 0.23% | +570,258 |
| EXXON MOBIL CORP | 7,657 | 7,657 | 0 | 921,444 | 1,299,087 | 0.13% | +377,643 |
| RB GLOBAL INC(RBA) | 23,055 | 27,034 | +3,979 | 2,371,668 | 2,591,217 | 0.26% | +219,549 |
| CORNING INC(GLW) | 4,450 | 4,450 | 0 | 389,642 | 605,067 | 0.06% | +215,425 |
| PEPSICO INC(PEP) | 16,190 | 16,136 | -54 | 2,323,589 | 2,505,760 | 0.26% | +182,171 |
| PROCTER & GAMBLE CO(PG) | 354,872 | 353,180 | -1,692 | 50,856,763 | 51,013,255 | 5.20% | +156,492 |
| COSTCO WHOLESALE CORPORATION(COST) | 1,071 | 1,071 | 0 | 923,567 | 1,067,177 | 0.11% | +143,610 |
| MICRON TECHNOLOGY INC(MU) | 1,800 | 1,800 | 0 | 513,738 | 608,112 | 0.06% | +94,374 |
| CHEVRON CORPORATION(CVX) | 1,578 | 1,578 | 0 | 240,503 | 326,489 | 0.03% | +85,986 |
| WALMART INC(WMT) | 6,364 | 6,364 | 0 | 709,014 | 790,918 | 0.08% | +81,904 |
| PFIZER INC(PFE) | 15,394 | 15,394 | 0 | 383,311 | 432,264 | 0.04% | +48,953 |
| TJX COS INC NEW(TJX) | 7,767 | 7,672 | -95 | 1,193,089 | 1,225,219 | 0.12% | +32,130 |
| RTX CORPORATION(RTX) | 1,598 | 1,598 | 0 | 293,074 | 308,255 | 0.03% | +15,181 |
| MERCK & CO INC(MRK) | 1,973 | 1,843 | -130 | 207,678 | 221,695 | 0.02% | +14,017 |
| VANGUARD INDEX FDS | 1,745 | 1,745 | 0 | 450,123 | 457,051 | 0.05% | +6,928 |
| SHERWIN WILLIAMS CO(SHW) | 1,200 | 1,200 | 0 | 388,836 | 384,660 | 0.04% | -4,176 |
| VANGUARD INDEX FDS | 2,248 | 2,248 | 0 | 652,415 | 645,581 | 0.07% | -6,834 |
| EMERSON ELEC CO(EMR) | 4,034 | 4,034 | 0 | 535,393 | 528,535 | 0.05% | -6,858 |
| NEXTDOOR HOLDINGS INC(NXDR) | 10,209 | 10,209 | 0 | 21,439 | 14,293 | 0.00% | -7,146 |
| VANGUARD INDEX FDS | 336 | 339 | +3 | 210,716 | 202,570 | 0.02% | -8,146 |
| DONALDSON INC(DCI) | 2,800 | 2,800 | 0 | 248,248 | 237,636 | 0.02% | -10,612 |
| ISHARES TR | 417 | 417 | 0 | 285,620 | 272,389 | 0.03% | -13,231 |
| CAREDX INC(CDNA) | 16,036 | 16,036 | 0 | 302,119 | 278,385 | 0.03% | -23,734 |
| SCHWAB CHARLES CORP(SCHW) | 6,091 | 6,091 | 0 | 608,552 | 572,433 | 0.06% | -36,119 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 3,489 | 3,489 | 0 | 286,168 | 248,348 | 0.03% | -37,820 |
| SOLVENTUM CORP(SOLV) | 3,175 | 3,175 | 0 | 251,587 | 207,328 | 0.02% | -44,259 |
| VANGUARD INDEX FDS | 4,449 | 4,449 | 0 | 1,491,617 | 1,427,284 | 0.15% | -64,333 |
| BAUSCH HEALTH COS INC | 44,215 | 44,215 | 0 | 307,295 | 238,761 | 0.02% | -68,534 |
| JACOBS SOLUTIONS INC(J) | 17,081 | 17,081 | 0 | 2,262,550 | 2,174,070 | 0.22% | -88,480 |
| NOVO-NORDISK A S(NVO) | 6,664 | 6,664 | 0 | 339,065 | 244,902 | 0.02% | -94,163 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 4,674 | 4,742 | +68 | 3,186,961 | 3,083,859 | 0.31% | -103,102 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 2,238 | 2,238 | 0 | 662,918 | 542,469 | 0.06% | -120,449 |
| DISNEY WALT CO(DIS) | 9,059 | 9,059 | 0 | 1,030,643 | 873,107 | 0.09% | -157,536 |
| 3M CO(MMM) | 11,580 | 11,500 | -80 | 1,853,958 | 1,670,145 | 0.17% | -183,813 |
| NVIDIA CORPORATION(NVDA) | 15,372 | 15,372 | 0 | 2,866,878 | 2,680,877 | 0.27% | -186,001 |
| HOME DEPOT INC(HD) | 10,896 | 10,816 | -80 | 3,749,314 | 3,557,275 | 0.36% | -192,039 |
| AUTODESK INC | 3,473 | 3,473 | 0 | 1,028,043 | 831,437 | 0.08% | -196,606 |
| ABBVIE INC(ABBV) | 17,741 | 17,723 | -18 | 4,053,642 | 3,854,576 | 0.39% | -199,066 |
| MCCORMICK & CO INC(MKC) | 11,598 | 11,663 | +65 | 789,940 | 588,282 | 0.06% | -201,658 |
| TESLA INC(TSLA) | 464 | 0 | -464 | 208,671 | 0 | — | -208,671 |
| AMAZON COM INC(AMZN) | 11,732 | 11,732 | 0 | 2,707,981 | 2,443,424 | 0.25% | -264,557 |
| GE AEROSPACE(GE) | 12,043 | 12,043 | 0 | 3,709,606 | 3,417,443 | 0.35% | -292,163 |
| UBER TECHNOLOGIES INC(UBER) | 35,420 | 35,740 | +320 | 2,894,169 | 2,570,779 | 0.26% | -323,390 |
| WATERS CORP(WAT) | 4,141 | 3,952 | -189 | 1,572,877 | 1,176,906 | 0.12% | -395,971 |
| VISA INC(V) | 6,595 | 6,267 | -328 | 2,312,933 | 1,894,139 | 0.19% | -418,794 |
| ABBOTT LABORATORIES | 19,093 | 18,393 | -700 | 2,392,162 | 1,888,410 | 0.19% | -503,752 |
| AUTOMATIC DATA PROCESSING IN | 14,090 | 13,865 | -225 | 3,624,371 | 2,817,091 | 0.29% | -807,280 |
| MASTERCARD INCORPORATED(MA) | 13,079 | 13,050 | -29 | 7,466,540 | 6,520,563 | 0.66% | -945,977 |
| MEDTRONIC PLC(MDT) | 99,929 | 99,609 | -320 | 9,599,222 | 8,631,095 | 0.88% | -968,127 |
| APPLE INC(AAPL) | 58,963 | 58,401 | -562 | 16,029,747 | 14,821,584 | 1.51% | -1,208,163 |
| ALPHABET INC(GOOG) | 93,770 | 92,935 | -835 | 29,424,989 | 26,659,351 | 2.72% | -2,765,638 |
| ALPHABET INC(GOOG) | 34,647 | 24,492 | -10,155 | 10,844,511 | 7,042,920 | 0.72% | -3,801,591 |
| BERKSHIRE HATHAWAY INC DEL | 365,272 | 368,685 | +3,413 | 183,603,921 | 176,673,805 | 18.00% | -6,930,116 |
| MOODYS CORP(MCO) | 144,224 | 144,120 | -104 | 73,676,618 | 62,872,459 | 6.41% | -10,804,159 |
| BERKSHIRE HATHAWAY INC DEL | 279 | 274 | -5 | 210,589,200 | 196,770,360 | 20.05% | -13,818,840 |
| MICROSOFT CORP(MSFT) | 634,137 | 628,422 | -5,715 | 306,681,131 | 232,622,844 | 23.70% | -74,058,287 |