Armstrong, Fleming & Moore, Inc

Q1 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$235,586
Net value change ($000)
+19,099 (8.8%)
New positions
8
Sold out positions
4
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CAVA 8,082 37.8%
AVEM 3,194 17.7%
CGXU 2,542 11.0%
FEOE 2,289 NEW
XOM 1,153 46.3%
CGDV 1,070 9.8%
JNJ 807 31.0%
CVX 659 35.5%
GPRK 536 32.3%
COST 475 18.0%
Top Reduces (Value $000, Stocks/ETFs)
SAIC -984 -30.7%
AAPL -937 -3.9%
PLTR -665 -17.7%
TCHP -569 -2.3%
TSLA -446 -17.6%
MSFT -424 -20.4%
NVO -299 -100.0%
IBM -284 -18.2%
ZG -256 -100.0%
AZN -254 -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