Fund HoldingsARMSTRONG HENRY H ASSOCIATES INC

Total Portfolio Value
$875.35M
Total Bought
$2.57M
Total Sold
$43.53M
Net Transaction
-$40.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Berkshire Hathaway Inc. A3443440178,127182,82820.89%+4,701
Berkshire Hathaway Inc. B351,286350,128-1,158119,788122,65014.01%+2,861
Alphabet Inc Cl C(GOOG)101,289100,529-76012,25313,2551.51%+1,002
Intel Corp(INTC)429,220425,370-3,85014,35315,1221.73%+769
Alphabet Inc Cl A(GOOG)36,35736,407+504,3524,7640.54%+412
Automatic Data Processing16,36216,36203,5963,9360.45%+340
AbbVie Inc(ABBV)23,07523,07503,1093,4400.39%+331
Jacobs Engineering Group Inc17,08117,08102,0312,3320.27%+301
Amgen Inc.(AMGN)0870+87002340.03%+234
Novo Nordisk ADR(NVO)5,16210,324+5,1628359390.11%+103
ExxonMobil Inc.10,52910,297-2321,1291,2110.14%+81
Nvidia Corp(NVDA)1,2251,375+1505185980.07%+80
Waters Corp.(WAT)10,71910,699-202,8572,9340.34%+77
General Electric Co.(GE)13,28413,747+4631,4591,5200.17%+60
Chevron Corp.(CVX)1,3671,36702152310.03%+15
Nutrien(NTR)6,1636,113-503643780.04%+14
Bausch Health Cos Inc44,21544,21503543630.04%+10
Costco Wholesale Corp(COST)1,1611,116-456256300.07%+5
Wal-Mart Stores, Inc(WMT)1,9141,91403013060.03%+5
Expeditors Intl Wash(EXPD)4,5094,734+2255465430.06%-4
TJX Companies(TJX)8,4207,970-4507147080.08%-6
Ishares S&P500 Index Fd52552502342250.03%-9
Sherwin Williams Co(SHW)1,2001,20003193060.03%-13
Nextdoor Hldgs Inc(NXDR)10,20910,209033190.00%-15
RB Global, Inc.8,4207,755-6655054850.06%-21
CareDx Inc.(CDNA)16,03616,03601361120.01%-24
Vanguard Total Stock Mkt ETF3,5003,50007717430.08%-28
Kimberly Clark Corp.(KMB)1,9861,98602742400.03%-34
Merck & Company(MRK)3,0313,03103503120.04%-38
Mastercard Inc(MA)14,82314,628-1955,8305,7910.66%-39
Amazon Com Inc.(AMZN)12,36512,36501,6121,5720.18%-40
Emerson Electric(EMR)5,0644,324-7404584180.05%-40
GE Healthcare Technologies(GEHC)3,9524,105+1533212790.03%-42
Union Pacific Corp(UNP)59,80059,883+8312,23612,1941.39%-42
The Charles Schwab Corp(SCHW)24,59124,59101,3941,3500.15%-44
Darling Ingredients Inc(DAR)4,0704,07002602120.02%-47
Visa Inc.7,5497,499-501,7931,7250.20%-68
Walt Disney Co(DIS)9,1159,059-568147340.08%-80
IBM(IBM)6,5075,607-9008717870.09%-84
Pfizer Inc(PFE)24,19524,19508878030.09%-85
Autodesk Inc5,3704,885-4851,0991,0110.12%-88
Home Depot(HD)10,87310,87303,3783,2850.38%-92
S&P Depository Receipts(SPY)5,9895,98902,6552,5600.29%-95
3M Company(MMM)15,14315,14301,5161,4180.16%-98
Hershey Foods Corporation(HSY)2,4302,43006074860.06%-121
Fastenal Co(FAST)28,57727,582-9951,6861,5070.17%-179
Raytheon Technologies Co(RTX)2,5900-2,5902540-254
PepsiCo Inc.(PEP)17,14217,14203,1752,9050.33%-271
Abbott Laboratories28,70228,652-503,1292,7750.32%-354
McCormick & Co(MKC)28,82326,638-2,1852,5142,0150.23%-499
Coca-Cola Company(KO)169,818167,768-2,05010,2269,3921.07%-835
Air Products & Chemicals57,99057,667-32317,37016,3431.87%-1,027
Apple Inc.(AAPL)69,94969,963+1413,56811,9781.37%-1,590
Medtronic PLC(MDT)177,502172,273-5,22915,63813,4991.54%-2,139
Procter & Gamble(PG)407,020404,087-2,93361,76158,9406.73%-2,821
Johnson & Johnson(JNJ)393,278390,253-3,02565,09560,7826.94%-4,314
Moody's Corp(MCO)161,780160,977-80356,25450,8965.81%-5,358
Microsoft(MSFT)789,477786,491-2,986268,848248,33428.37%-20,514
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