Sign in

Armstrong Henry H Associates Inc.

CIK:0001056827
Investment Adviser
$1B AUM
62 holdings
Pittsburgh, PA, United States
Founded:1993
15 employees
Latest filing:Sep 30, 2025

Henry H. Armstrong Associates, Inc. is an SEC-registered independent wealth advisory and investment management firm based in Pittsburgh, Pennsylvania. Founded in 1993, the firm offers investment supervisory and advisory services catered to individuals, families, and endowments, focusing on the preservation and prudent growth of multi-generational wealth. With a philosophy grounded in client-first, fiduciary service, they eschew momentum investing and third-party agendas in favor of thoughtful, tailored solutions. The firm is dedicated to protecting clients’ legacies through disciplined, personalized portfolio management and continuous advisory relationships. Employee count is estimated to be under 20.

Investment Strategy

Henry H. Armstrong Associates, Inc. follows a conservative, client-centric investment approach focused on preserving and steadily growing wealth across generations. The firm avoids momentum investing and high-turnover strategies, instead relying on a disciplined process that emphasizes fundamental analysis and risk management. As fiduciaries, they invest their own assets alongside clients', ensuring alignment of interests and maintaining independence from third-party sales influences or fee-driven tactics. Their typical clientele includes individuals, families, and select endowments, with portfolios constructed to weather market cycles and provide dependable support for long-term financial plans.

Latest 13F Filing Activity

Armstrong Henry H Associates Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions with a total 13F market value of $1B. The fund increased holdings in Johnson & Johnson, Microsoft Corp., Alphabet Inc. among other positions. Armstrong Henry H Associates Inc. reduced exposure to Moodys Corp., Procter and Gamble Co., Waters Corp. among others.

Top Buys
J
JNJJOHNSON & JOHNSON
+$10.3M
M
MSFTMICROSOFT CORP
+$9.8M
G
GOOGALPHABET INC
+$6.3M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+$6.0M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
+$5.8M
Top Sells
M
MCOMOODYS CORP
-$3.8M
P
PGPROCTER AND GAMBLE CO
-$2.1M
W
WATWATERS CORP
-$1.6M
K
KOCOCA COLA CO
-$707.7K
M
MKCMCCORMICK & CO INC
-$621.2K

Top Holdings

M
MSFTMICROSOFT CORP
+30.3%$334.6M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
+19.4%$214.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+16.8%$186.0M
M
MCOMOODYS CORP
+6.4%$70.8M
J
JNJJOHNSON & JOHNSON
+5.5%$60.8M

Equity Positions (62)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP30.27%$334.6M645,997$37.08$517.95+$9.8M
BERKSHIRE HATHAWAY INC DEL19.37%$214.2M284$176503.36$754200.00+$5.8M
BERKSHIRE HATHAWAY INC DEL16.82%$186.0M369,883$163.04$502.74+$6.0M
MOODYS CORP6.41%$70.8M148,637$65.66$476.48-$3.8M
JOHNSON & JOHNSON5.50%$60.8M327,811$91.11$185.42+$10.3M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+36.2%
SERVICES-PREPACKAGED SOFTWARE
+30.4%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+6.4%
PHARMACEUTICAL PREPARATIONS
+6.2%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+5.1%