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James McKay Armstrong

@Armstrong Henry H Associates Inc

Latest period2024 - Q4ReportedManaged Assets$1BTotal holdings58
Assets growth rate-4.19%Assets growth rate (2-Q avg)-26.35%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Armstrong Henry H Associates Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Armstrong Henry H Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1B in assets, with a quarterly growth rate of -4.19% and a 2-quarter average growth rate of -26.35%. The portfolio is managed by James McKay Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.68%
28.41%
$284.143M
674,124 shares@ $421.5 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -9.59%
19.88%
$198.829M
292 shares@ $680920.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.58%
17.16%
$171.598M
378,570 shares@ $453.28 avg price
MCOMoodys Corp
Recent Activity
Decreased -1.56%
7.18%
$71.755M
151,584 shares@ $473.37 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.49%
6.3%
$63.019M
375,898 shares@ $167.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.6%
5.07%
$50.712M
350,656 shares@ $144.62 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.54%
1.91%
$19.093M
100,256 shares@ $190.44 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 11.47%
1.83%
$18.256M
62,944 shares@ $290.04 avg price
AAPLApple Inc
Recent Activity
Decreased -1.02%
1.6%
$15.998M
63,885 shares@ $250.42 avg price
UNPUnion Pac Corp
Recent Activity
Increased 0.01%
1.5%
$14.971M
65,653 shares@ $228.04 avg price