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Portfolio (Quarterly) Guide ↗

ARMSTRONG HENRY H ASSOCIATES INC

· CIK 0001056827
13F Portfolio $1.1B AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 2,238.0 $663K 0.06% NEW $296.21 -15.5%
42 VO VANGUARD INDEX FDS 2,248.0 $652K 0.06% NEW $290.22 -72.9%
43 SCHW SCHWAB CHARLES CORP Financial Services 6,091.0 $609K 0.06% NEW $99.91 -10.1%
44 EMR EMERSON ELEC CO Industrials 4,034.0 $535K 0.05% NEW $132.72 +5.3%
45 MU MICRON TECHNOLOGY INC Technology 1,800.0 $514K 0.05% NEW $285.41 +214.6%
46 VB VANGUARD INDEX FDS 1,745.0 $450K 0.04% NEW $257.95 +13.5%
47 GLW CORNING INC Technology 4,450.0 $390K 0.04% NEW $87.56 +126.6%
48 SHW SHERWIN WILLIAMS CO Basic Materials 1,200.0 $389K 0.04% NEW $324.03 -4.1%
49 PFE PFIZER INC Healthcare 15,394.0 $383K 0.04% NEW $24.90 +3.4%
50 NVO NOVO-NORDISK A S Healthcare 6,664.0 $339K 0.03% NEW $50.88 -12.7%
51 BHC BAUSCH HEALTH COS INC Healthcare 44,215.0 $307K 0.03% NEW $6.95 -22.9%
52 CDNA CAREDX INC Healthcare 16,036.0 $302K 0.03% NEW $18.84 +14.5%
53 RTX RTX CORPORATION Industrials 1,598.0 $293K 0.03% NEW $183.40 -2.8%
54 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,489.0 $286K 0.03% NEW $82.02 -21.0%
55 IVV ISHARES TR 417.0 $286K 0.03% NEW $684.94 +10.0%
56 SOLV SOLVENTUM CORP Healthcare 3,175.0 $252K 0.02% NEW $79.24 -3.9%
57 DCI DONALDSON INC Industrials 2,800.0 $248K 0.02% NEW $88.66 -4.8%
58 CVX CHEVRON CORP NEW Energy 1,578.0 $241K 0.02% NEW $152.41 +21.7%
59 VOO VANGUARD INDEX FDS 336.0 $211K 0.02% NEW $627.13 +9.9%
60 TSLA TESLA INC Consumer Cyclical 464.0 $209K 0.02% NEW $449.72 -3.9%
Page 3 of 4  ·  62 positions

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 49.9%
Financial Services 12.9%
Healthcare 12.7%
Consumer Defensive 9.6%
Communication Services 6.1%
Industrials 5.4%
Basic Materials 1.9%
Consumer Cyclical 1.2%
Utilities 0.3%
Energy 0.2%