ARMSTRONG HENRY H ASSOCIATES INC
SEC Form 13F institutional filer · CIK 0001056827
13F-HR · 53 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$0.97B
Top-10 concentration
90.0%
ARMSTRONG HENRY H ASSOCIATES INC — $967M AUM allocation strategy
ARMSTRONG HENRY H ASSOCIATES INC files SEC Form 13F and reports $967M of long US equity value across 53 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.6%, followed by Financials 25.4% and Industrials 23.9%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ARMSTRONG HENRY H ASSOCIATES INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$967M
total across 53 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FAST +53.6K sh · +$3.8M+$BRK.B +3.41K sh · −$6.93M+$APD +972 sh · +$2.44M
Biggest trims (shares)
−$GOOG −10.2K sh · −$3.8M−$MSFT −5.71K sh · −$74.1M−$KO −2.3K sh · +$632K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software24.1%—
- Aerospace & Defense20.7%—
- Multi-Sector Holdings18.3%—
- Pharmaceuticals8.1%—
- Financial Exchanges & Data6.5%—
- Personal Care Products5.3%—
- Interactive Media & Services3.5%—
- Rail Transportation1.6%—
- Other holdings11.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 628K | $233M | -5.71K | 24.1% |
| $HONA | Honeywell Aerospace Inc | 274 | $197M | -5 | 20.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 369K | $177M | +3.41K | 18.3% |
| $JNJ | Johnson & Johnson | 320K | $78.2M | -701 | 8.1% |
| $MCO | Moody's Corporation | 144K | $62.9M | -104 | 6.5% |
| $PG | Procter & Gamble Company | 353K | $51M | -1.69K | 5.3% |
| $GOOGL | Alphabet Inc | 92.9K | $26.7M | -835 | 2.8% |
| $UNP | Union Pacific Corporation | 66.8K | $16.2M | +662 | 1.7% |
| $AAPL | Apple Inc | 58.4K | $14.8M | -562 | 1.5% |
| $APD | Air Products and Chemicals Inc | 50.6K | $14.7M | +972 | 1.5% |
…and 43 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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