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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
DISDisney Walt Co
Recent Activity
0.11%
$1.022M
9,179 shares@ $111.36 avg price
VTIVanguard Index Fds
Recent Activity
0.11%
$1.014M
3,500 shares@ $289.81 avg price
TJXTjx Cos Inc New
Recent Activity
0.1%
$967,930
8,012 shares@ $120.82 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -19.67%
0.1%
$955,760
8,885 shares@ $107.58 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -3.81%
0.1%
$953,240
2,898 shares@ $328.94 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.61%
0.1%
$944,675
1,031 shares@ $916.28 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -0.69%
0.09%
$849,764
2,875 shares@ $295.58 avg price
NVONovo-nordisk A S
Recent Activity
0.09%
$819,255
9,524 shares@ $86.03 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -39.79%
0.08%
$783,840
10,591 shares@ $74.02 avg price
RBARb Global Inc
Recent Activity
Increased 3.88%
0.08%
$749,195
8,305 shares@ $90.22 avg price