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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
HDHome Depot Inc
Recent Activity
Decreased -1.21%
0.43%
$4.279M
11,001 shares@ $389.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.56%
0.35%
$3.491M
5,956 shares@ $586.07 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.51%
0.32%
$3.165M
17,811 shares@ $177.71 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.29%
0.27%
$2.678M
12,205 shares@ $219.4 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.22%
0.27%
$2.618M
17,216 shares@ $152.07 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.99%
0.26%
$2.563M
22,663 shares@ $113.12 avg price
VVisa Inc
Recent Activity
Decreased -0.72%
0.23%
$2.214M
7,005 shares@ $316.05 avg price
GEGe Aerospace
Recent Activity
Decreased -3.7%
0.21%
$2.009M
12,043 shares@ $166.8 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -3.96%
0.17%
$1.679M
22,023 shares@ $76.25 avg price
MMM3m Co
Recent Activity
Decreased -9.38%
0.15%
$1.497M
11,593 shares@ $129.1 avg price