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Portfolio (Quarterly) Guide ↗

ARMSTRONG HENRY H ASSOCIATES INC

· CIK 0001056827
13F Portfolio $981M AUM 62 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 Added 14 Reduced 1 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NXDR NEXTDOOR HOLDINGS INC Communication Services 10,209.0 $14K 0.00% $1.40 +44.3%
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Healthcare 15.9%
Financial Services 12.4%
Consumer Defensive 10.9%
Industrials 6.6%
Communication Services 5.7%
Basic Materials 2.5%
Consumer Cyclical 1.2%
Utilities 0.4%
Energy 0.3%