Armstrong, Fleming & Moore, Inc

Q2 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$301,935
Net value change ($000)
+66,349 (28.2%)
New positions
13
Sold out positions
6
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVLV 40,915 NEW
CGXU 4,373 17.1%
TCHP 4,362 17.7%
AVEM 4,177 19.7%
AAPL 2,972 12.8%
CGDV 2,496 20.8%
MU 1,127 270.9%
NVDA 618 14.6%
MAR 552 13.3%
GOOGL 517 24.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -968 -100.0%
CAVA -881 -3.0%
XOM -720 -19.8%
PLTR -625 -20.2%
CVX -509 -20.2%
AMP -444 -100.0%
JPM -348 -14.1%
PFE -277 -100.0%
T -271 -30.0%
NFLX -260 -25.7%
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