Armstrong, Fleming & Moore, Inc

CIK: 0001990099SEC EDGAR →

Portfolio Value

$216.5M

Holdings

105

As of

Q4 2025

New Positions

105

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

T ROWE PRICE ETF INC

506,688$25.3M
11.67%
2

APPLE INC

88,869$24.2M
11.16%
3

CAPITAL GROUP INTL FOCUS EQT

779,611$23.0M
10.64%
4

CAVA GROUP INC

363,865$21.4M
9.86%
5

AMERICAN CENTY ETF TR

233,841$18.0M
8.32%
6

CAPITAL GROUP DIVIDEND VALUE

250,179$10.9M
5.04%
7

NVIDIA CORPORATION

23,674$4.4M
2.04%
8

MARRIOTT INTL INC NEW

12,795$4.0M
1.83%
9

PALANTIR TECHNOLOGIES INC

21,125$3.8M
1.73%
10

SCIENCE APPLICATIONS INTL CO

31,866$3.2M
1.48%

Quarterly Changes

Top Buys

TMEDNEW
$25.3M
AAPLNEW
$24.2M
CGXUNEW
$23.0M
CAVANEW
$21.4M
AVEMNEW
$18.0M

Top Sells

No sells this quarter

New Positions (105)

$25.3M · 507K shares
$24.2M · 89K shares
$23.0M · 780K shares
$21.4M · 364K shares
$18.0M · 234K shares
$10.9M · 250K shares
$4.4M · 24K shares
$4.0M · 13K shares
$3.8M · 21K shares
$3.2M · 32K shares
$2.9M · 6K shares
$2.7M · 85K shares
$2.7M · 8K shares
$2.6M · 3K shares
$2.6M · 13K shares
$2.5M · 6K shares
$2.5M · 21K shares
$2.2M · 7K shares
$2.2M · 50K shares
$2.1M · 4K shares
$1.9M · 8K shares
$1.9M · 12K shares
$1.8M · 46K shares
$1.7M · 12K shares
$1.7M · 224K shares
$1.6M · 5K shares
$1.5M · 43K shares
$1.5M · 5K shares
$1.4M · 51K shares
$1.4M · 4K shares
$1.4M · 4K shares
$1.2M · 5K shares
$1.1M · 2K shares
$1.1M · 8K shares
$1.0M · 2K shares
$972K · 25K shares
$963K · 896 shares
$940K · 10K shares
$841K · 4K shares
$835K · 8K shares
$832K · 20K shares
$831K · 1K shares
$828K · 15K shares
$796K · 7K shares
$787K · 32K shares
$754K · 1 shares
$731K · 5K shares
$700K · 9K shares
$687K · 8K shares
$674K · 19K shares
$643K · 1K shares
$641K · 3K shares
$617K · 3K shares
$591K · 8K shares
$574K · 12K shares
$554K · 7K shares
$541K · 3K shares
$530K · 16K shares
$504K · 6K shares
$490K · 1K shares
$490K · 2K shares
$486K · 9K shares
$485K · 2K shares
$476K · 986 shares
$471K · 7K shares
$434K · 2K shares
$422K · 3K shares
$414K · 387 shares
$377K · 3K shares
$362K · 11K shares
$349K · 10K shares
$349K · 3K shares
$338K · 4K shares
$321K · 11K shares
$304K · 885 shares
$303K · 4K shares
$299K · 6K shares
$298K · 1K shares
$295K · 4K shares
$287K · 1K shares
$283K · 429 shares
$278K · 6K shares
$267K · 764 shares
$256K · 5K shares
$256K · 4K shares
$255K · 6K shares
$254K · 3K shares
$253K · 830 shares
$243K · 10K shares
$241K · 6K shares
$237K · 1K shares
$235K · 3K shares
$230K · 1K shares
$227K · 857 shares
$224K · 7K shares
$224K · 4K shares
$223K · 1K shares
$222K · 2K shares
$218K · 2K shares
$212K · 2K shares
$207K · 2K shares
$205K · 2K shares
$203K · 2K shares
$201K · 8K shares
$86K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$75.9M35.0%
Technology12$41.3M19.1%
Unknown6$30.7M14.2%
Consumer Cyclical7$30.5M14.1%
Communication Services10$7.6M3.5%
Industrials9$7.0M3.3%
Healthcare9$6.8M3.1%
Consumer Defensive7$6.5M3.0%
Energy3$6.0M2.8%
Utilities6$2.3M1.1%
Real Estate4$1.8M0.8%