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ARMSTRONG HENRY H ASSOCIATES INC

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13F filer, CIK 1056827, PITTSBURGH, PA

ARMSTRONG HENRY H ASSOCIATES INC reported $1,076,721,691 across 62 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-06. Its ten largest share positions make up 89.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001056827-26-000001

Period
2025-12-31
Reported value
$1.08B
Holdings
62
Top 10 weight
89.61%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLadded+1,882$2.01M
UBERadded+20,240$1.65M
RBAadded+8,965$922K
MRKnew+1,973$208K
UNPadded+211$48.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-11,860-$5.74M
APDreduced-16,497-$4.08M
BRK-Areduced-5-$3.77M
BRK-Breduced-4,611-$2.32M
MCOreduced-4,413-$2.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001056827-26-000001, largest first. % of portfolio is the value over $1,076,721,691, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674,124 shares; 2025Q1: 665,373 shares; 2025Q2: 653,037 shares; 2025Q3: 645,997 shares; 2025Q4: 634,137 shares 634,137$307M28.48%-11,860Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 290 shares; 2025Q2: 286 shares; 2025Q3: 284 shares; 2025Q4: 279 shares 279$211M19.56%-5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378,570 shares; 2025Q1: 376,570 shares; 2025Q2: 370,552 shares; 2025Q3: 369,883 shares; 2025Q4: 365,272 shares 365,272$184M17.05%-4,611Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,584 shares; 2025Q1: 150,569 shares; 2025Q2: 148,837 shares; 2025Q3: 148,637 shares; 2025Q4: 144,224 shares 144,224$73.7M6.84%-4,413Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350,656 shares; 2025Q1: 346,112 shares; 2025Q2: 330,479 shares; 2025Q3: 327,811 shares; 2025Q4: 320,797 shares 320,797$66.4M6.17%-7,014Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,898 shares; 2025Q1: 373,664 shares; 2025Q2: 366,705 shares; 2025Q3: 366,890 shares; 2025Q4: 354,872 shares 354,872$50.9M4.72%-12,018Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,256 shares; 2025Q1: 98,751 shares; 2025Q2: 95,751 shares; 2025Q3: 95,619 shares; 2025Q4: 93,770 shares 93,770$29.4M2.73%-1,849Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,885 shares; 2025Q1: 63,094 shares; 2025Q2: 61,276 shares; 2025Q3: 59,336 shares; 2025Q4: 58,963 shares 58,963$16M1.49%-373Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,653 shares; 2025Q1: 65,572 shares; 2025Q2: 65,827 shares; 2025Q3: 65,919 shares; 2025Q4: 66,130 shares 66,130$15.3M1.42%+211Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,944 shares; 2025Q1: 63,788 shares; 2025Q2: 65,218 shares; 2025Q3: 66,129 shares; 2025Q4: 49,632 shares 49,632$12.3M1.14%-16,497Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,965 shares; 2025Q1: 35,715 shares; 2025Q2: 35,417 shares; 2025Q3: 35,397 shares; 2025Q4: 34,647 shares 34,647$10.8M1.01%-750Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,744 shares; 2025Q1: 120,580 shares; 2025Q2: 109,342 shares; 2025Q3: 108,127 shares; 2025Q4: 99,929 shares 99,929$9.6M0.89%-8,198Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,264 shares; 2025Q1: 141,664 shares; 2025Q2: 137,304 shares; 2025Q3: 135,805 shares; 2025Q4: 131,357 shares 131,357$9.18M0.85%-4,448Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,367 shares; 2025Q1: 36,492 shares; 2025Q2: 170,938 shares; 2025Q3: 232,788 shares; 2025Q4: 209,625 shares 209,625$8.41M0.78%-23,163Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,462 shares; 2025Q1: 14,247 shares; 2025Q2: 14,055 shares; 2025Q3: 14,055 shares; 2025Q4: 13,079 shares 13,079$7.47M0.69%-976Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,645 shares; 2025Q1: 3,333 shares; 2025Q2: 4,266 shares; 2025Q3: 4,615 shares; 2025Q4: 6,497 shares 6,497$6.95M0.65%+1,882Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,811 shares; 2025Q1: 17,811 shares; 2025Q2: 17,741 shares; 2025Q3: 17,741 shares; 2025Q4: 17,741 shares 17,741$4.05M0.38%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,001 shares; 2025Q1: 10,980 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 10,896 shares 10,896$3.75M0.35%-12Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,043 shares; 2025Q1: 12,043 shares; 2025Q2: 12,043 shares; 2025Q3: 12,043 shares; 2025Q4: 12,043 shares 12,043$3.71M0.34%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,943 shares; 2025Q1: 14,790 shares; 2025Q2: 14,790 shares; 2025Q3: 14,690 shares; 2025Q4: 14,090 shares 14,090$3.62M0.34%-600Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,956 shares; 2025Q1: 5,456 shares; 2025Q2: 4,668 shares; 2025Q3: 4,673 shares; 2025Q4: 4,674 shares 4,674$3.19M0.3%+1Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,180 shares; 2025Q4: 35,420 shares 35,420$2.89M0.27%+20,240Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,250 shares; 2025Q1: 15,330 shares; 2025Q2: 15,370 shares; 2025Q3: 15,372 shares; 2025Q4: 15,372 shares 15,372$2.87M0.27%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,205 shares; 2025Q1: 12,065 shares; 2025Q2: 11,832 shares; 2025Q3: 11,832 shares; 2025Q4: 11,732 shares 11,732$2.71M0.25%-100Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,663 shares; 2025Q1: 22,663 shares; 2025Q2: 22,293 shares; 2025Q3: 22,293 shares; 2025Q4: 19,093 shares 19,093$2.39M0.22%-3,200Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,305 shares; 2025Q1: 8,305 shares; 2025Q2: 13,965 shares; 2025Q3: 14,090 shares; 2025Q4: 23,055 shares 23,055$2.37M0.22%+8,965Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,216 shares; 2025Q1: 17,120 shares; 2025Q2: 17,120 shares; 2025Q3: 17,107 shares; 2025Q4: 16,190 shares 16,190$2.32M0.22%-917Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,595 shares 6,595$2.31M0.21%-50Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,081 shares; 2025Q1: 17,081 shares; 2025Q2: 17,081 shares; 2025Q3: 17,081 shares; 2025Q4: 17,081 shares 17,081$2.26M0.21%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,593 shares; 2025Q1: 11,593 shares; 2025Q2: 11,593 shares; 2025Q3: 11,593 shares; 2025Q4: 11,580 shares 11,580$1.85M0.17%-13Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,898 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,600 shares 2,600$1.7M0.16%-298Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,043 shares; 2025Q1: 13,109 shares; 2025Q2: 8,157 shares; 2025Q3: 4,268 shares; 2025Q4: 4,141 shares 4,141$1.57M0.15%-127Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 4,449 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares 4,449$1.49M0.14%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,012 shares; 2025Q1: 8,012 shares; 2025Q2: 7,847 shares; 2025Q3: 7,847 shares; 2025Q4: 7,767 shares 7,767$1.19M0.11%-80Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,179 shares; 2025Q1: 9,179 shares; 2025Q2: 9,179 shares; 2025Q3: 9,059 shares; 2025Q4: 9,059 shares 9,059$1.03M0.1%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,865 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473$1.03M0.1%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares 1,071$924K0.09%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,885 shares; 2025Q1: 8,755 shares; 2025Q2: 8,755 shares; 2025Q3: 8,257 shares; 2025Q4: 7,657 shares 7,657$921K0.09%-600Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,023 shares; 2025Q1: 19,953 shares; 2025Q2: 18,913 shares; 2025Q3: 12,148 shares; 2025Q4: 11,598 shares 11,598$790K0.07%-550Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares 6,364$709K0.07%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares 2,238$663K0.06%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares 2,248$652K0.06%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,591 shares; 2025Q1: 10,591 shares; 2025Q2: 6,091 shares; 2025Q3: 6,091 shares; 2025Q4: 6,091 shares 6,091$609K0.06%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,259 shares; 2025Q1: 4,259 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 4,034 shares 4,034$535K0.05%-200Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800$514K0.05%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745$450K0.04%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450$390K0.04%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$389K0.04%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,894 shares; 2025Q1: 15,894 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares; 2025Q4: 15,394 shares 15,394$383K0.04%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,524 shares; 2025Q1: 9,024 shares; 2025Q2: 8,433 shares; 2025Q3: 8,208 shares; 2025Q4: 6,664 shares 6,664$339K0.03%-1,544Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,215 shares; 2025Q1: 44,215 shares; 2025Q2: 44,215 shares; 2025Q3: 44,215 shares; 2025Q4: 44,215 shares 44,215$307K0.03%0Timeline
CDNACAREDX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,036 shares; 2025Q1: 16,036 shares; 2025Q2: 16,036 shares; 2025Q3: 16,036 shares; 2025Q4: 16,036 shares 16,036$302K0.03%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 1,598 shares 1,598$293K0.03%-1,030Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,489 shares 3,489$286K0.03%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 417 shares 417$286K0.03%-95Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares 3,175$252K0.02%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800$248K0.02%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares 1,578$241K0.02%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 336 shares 336$211K0.02%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 464 shares 464$209K0.02%+4Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,973 shares 1,973$208K0.02%newTimeline
NXDRNEXTDOOR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,209 shares; 2025Q1: 10,209 shares; 2025Q2: 10,209 shares; 2025Q3: 10,209 shares; 2025Q4: 10,209 shares 10,209$21.4K<0.01%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ORCLORACLE CORP922$259Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001056827-26-000001 base2026-01-06acceptance time not in the bulk data set