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Portfolio (Quarterly) Guide ↗

ARMSTRONG HENRY H ASSOCIATES INC

· CIK 0001056827
13F Portfolio $1.0B AUM 65 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 11 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 900.0 $523K 0.05% NEW $580.91 -16.6%
2 TSLA TESLA INC Consumer Cyclical 534.0 $225K 0.02% NEW $420.60 -19.9%
3 CSCO CISCO SYS INC Technology 1,897.0 $223K 0.02% NEW $117.43 -5.0%
4 STM STMICROELECTRONICS N V Technology 2,950.0 $221K 0.02% NEW $74.89 -30.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.5%
Healthcare 15.6%
Financial Services 12.3%
Consumer Defensive 10.4%
Industrials 7.2%
Communication Services 6.7%
Basic Materials 2.6%
Consumer Cyclical 1.3%
Utilities 0.5%
Energy 0.0%