Armstrong, Fleming & Moore, Inc

Q4 2025 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$216,487
Net value change ($000)
+7,156 (3.4%)
New positions
1
Sold out positions
8
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,867 18.9%
CGDV 2,298 26.7%
TCHP 2,019 8.7%
AAPL 1,330 5.8%
MAR 597 17.7%
CGXU 556 2.5%
GOOGL 501 28.7%
GOOGL 309 28.8%
MU 288 NEW
GPRK 286 20.8%
Top Reduces (Value $000, Stocks/ETFs)
COST -931 -26.1%
JEPI -623 -100.0%
CAVA -556 -2.5%
APD -549 -100.0%
BX -488 -100.0%
COIN -432 -100.0%
NFLX -265 -22.0%
ACN -257 -100.0%
DE -247 -100.0%
ORCL -231 -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