ARMSTRONG HENRY H ASSOCIATES INC

Q4 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$1,076,722
Net value change ($000)
-28,818 (-2.6%)
New positions
1
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2025 Next filing: 4/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
GOOGL 6,137 26.4%
JNJ 5,606 9.2%
MCO 2,854 4.0%
ASML 2,483 55.6%
GOOGL 2,240 26.0%
UBER 1,407 94.6%
AAPL 921 6.1%
RBA 845 55.3%
WAT 293 22.9%
MU 213 70.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -27,913 -8.3%
APD -5,775 -32.0%
PG -5,516 -9.8%
BRK-B -3,604 -1.7%
FAST -3,004 -26.3%
BRK-B -2,351 -1.3%
MDT -699 -6.8%
ADP -688 -16.0%
HD -671 -15.2%
ABT -594 -19.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type