Armstrong, Fleming & Moore, Inc

Q3 2025 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
112
Total value ($000)
$209,331
Net value change ($000)
+25,170 (13.7%)
New positions
12
Sold out positions
7
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 15,143 NEW
AAPL 4,362 23.6%
TCHP 3,386 17.1%
CGXU 2,878 14.7%
CGNG 2,138 483.7%
CGDV 1,648 23.6%
PLTR 974 33.8%
TSLA 710 39.3%
NVDA 689 18.7%
MA 674 159.0%
Top Reduces (Value $000, Stocks/ETFs)
CAVA -8,382 -27.7%
IEMG -1,333 -100.0%
EFG -1,038 -100.0%
SAIC -1,025 -24.2%
COST -343 -8.8%
CHTR -311 -32.7%
DRI -218 -100.0%
JPM -217 -7.2%
CARR -216 -100.0%
PPG -210 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type