ARMSTRONG HENRY H ASSOCIATES INC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 63 stocks valued at a total of $807.00Mil. The top holdings were MSFT(23.92%), BRK.A(20.63%), and BRK.B(13.17%).
According to GuruFocus data, these were ARMSTRONG HENRY H ASSOCIATES INC’s top five trades of the quarter.
Jacobs Solutions Inc
The guru sold out of their 17,881-share investment in NYSE:J. Previously, the stock had a 0.29% weight in the equity portfolio. Shares traded for an average price of $125.26 during the quarter.
On 01/09/2023, Jacobs Solutions Inc traded for a price of $128.43 per share and a market cap of $16.27Bil. The stock has returned -5.67% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Jacobs Solutions Inc has a price-earnings ratio of 25.80, a price-book ratio of 2.70, a price-earnings-to-growth (PEG) ratio of 1.07, a EV-to-Ebitda ratio of 15.14 and a price-sales ratio of 1.12.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 5.
Jacobs Solutions Inc
The guru established a new position worth 17,881 shares in FRA:Z0Y, giving the stock a 0.26% weight in the equity portfolio. Shares traded for an average price of €123.94 during the quarter.
On 01/09/2023, Jacobs Solutions Inc traded for a price of €117 per share and a market cap of €16.53Bil. The stock has returned -4.16% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Jacobs Solutions Inc has a price-earnings ratio of 25.81, a price-book ratio of 2.70, a price-earnings-to-growth (PEG) ratio of 1.07, a EV-to-Ebitda ratio of 15.10 and a price-sales ratio of 1.11.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 6.
Berkshire Hathaway Inc
During the quarter, ARMSTRONG HENRY H ASSOCIATES INC bought 3 shares of NYSE:BRK.A for a total holding of 360. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $428128.
On 01/09/2023, Berkshire Hathaway Inc traded for a price of $483352.75 per share and a market cap of $705.01Bil. The stock has returned 0.76% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.56, a EV-to-Ebitda ratio of 70.80 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 1.18, earning the stock a GF Value rank of 3.
Novo Nordisk A/S
The guru established a new position worth 8,705 shares in NYSE:NVO, giving the stock a 0.12% weight in the equity portfolio. Shares traded for an average price of $107.14 during the quarter.
On 01/09/2023, Novo Nordisk A/S traded for a price of $137.84 per share and a market cap of $310.13Bil. The stock has returned 37.39% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Novo Nordisk A/S has a price-earnings ratio of 41.53, a price-book ratio of 28.36, a price-earnings-to-growth (PEG) ratio of 5.93, a EV-to-Ebitda ratio of 26.52 and a price-sales ratio of 13.11.
The price-to-GF Value ratio is 1.59, earning the stock a GF Value rank of 1.
Apple Inc
During the quarter, ARMSTRONG HENRY H ASSOCIATES INC bought 4,834 shares of NAS:AAPL for a total holding of 75,478. The trade had a 0.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.95.
On 01/09/2023, Apple Inc traded for a price of $132.375 per share and a market cap of $2,111.80Bil. The stock has returned -22.37% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 21.73, a price-book ratio of 41.75, a price-earnings-to-growth (PEG) ratio of 1.25, a EV-to-Ebitda ratio of 16.05 and a price-sales ratio of 5.51.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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