SEC 13F Intelligence

Managers / Q2 2026

ARMSTRONG HENRY H ASSOCIATES INC

CIK 0001056827 · ONE GATEWAY CENTER, 420 FT. DUQUESNE BLVD. STE 1425, PITTSBURGH, PA, 15222 · 4124711551

Reported Value
$1.0B
Q2 2026
Positions
65
Filings on Record
34
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Armstrong Henry H Associates Inc reported $1.0B in U.S.-listed holdings across 65 positions for Q2 2026.

The portfolio is heavily concentrated: MSFT alone accounts for 22.5% of reported value.

Compared with Q1 2026, the fund opened 4 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $609MQ4 ’18Q1 ’19: $648MQ2 ’19: $731MQ3 ’19: $610MQ4 ’19: $695MQ4 ’19Q1 ’20: $603MQ2 ’20: $668MQ3 ’20: $722MQ4 ’20: $759MQ4 ’20Q1 ’21: $812MQ2 ’21: $870MQ3 ’21: $864MQ4 ’21: $953MQ4 ’21Q1 ’22: $948MQ2 ’22: $793MQ3 ’22: $738MQ4 ’22: $807MQ4 ’22Q1 ’23: $821,249Q2 ’23: $905MQ3 ’23: $875MQ4 ’23: $941MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $2.0BQ3 ’24: $1.0BQ4 ’24: $1.0BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.1BQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $981MQ2 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$1.0B65Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$981M62Apr 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B63Jan 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B63Oct 2, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B58Jul 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B58Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B58Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B63Oct 2, 202413F-HRchanges · EDGAR ↗
Q2 2024REVEALED$2.0B115Jul 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.0B56Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$941M58Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$875M57Oct 16, 202313F-HRchanges · EDGAR ↗
Q2 2023$905M57Jul 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$821,24959Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$807M62Jan 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$738M60Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$793M62Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$948M61Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$953M60Jan 20, 202213F-HRchanges · EDGAR ↗
Q3 2021$864M59Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$870M60Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$812M60Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$759M60Feb 1, 202113F-HRchanges · EDGAR ↗
Q3 2020$722M57Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$668M56Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$603M55May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$695M65Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$610M51Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$731M52Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$648M51Apr 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$609M51Jan 28, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.