Armstrong, Fleming & Moore, Inc

13F filer · CIK 0001990099

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$302MU.S. long equity reported on 13F

Positions869 new · 4 closed

Net flow last quarter-$162KBuys minus sells

Top 10 positions weight27.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202686 positions
CAVACava Group, Inc.	$28.6M	9.46%	0.31%	Not reported	Q4 2023
AAPLApple Inc.	$26.2M	8.68%	0.00%	-1.1%	Q2 2023
NVDANvidia Corp	$4.85M	1.61%	0.00%	-0.1%	Q2 2023
MARMarriott International Inc	$4.72M	1.56%	0.00%	0.0%	Q2 2023
JNJJohnson & Johnson	$3.53M	1.17%	0.00%	-0.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$3.17M	1.05%	Not reported	+7.1%	Q2 2023
COSTCostco Wholesale Corp	$3.04M	1.01%	0.00%	+3.8%	Q2 2023
XOMExxonMobil Holdings Corp	$2.92M	0.97%	0.00%	-0.4%	Q2 2023
GOOGLAlphabet Inc.	$2.65M	0.88%	0.00%	0.0%	Q2 2023
SAICScience Applications International Corp	$2.59M	0.86%	0.06%	0.0%	Q2 2023
PLTRPalantir Technologies Inc.	$2.47M	0.82%	0.00%	0.0%	Q2 2023
TSLATesla, Inc.	$2.34M	0.77%	0.00%	-1.2%	Q2 2023
GPRKGeoPark Ltd	$2.16M	0.71%	0.46%	+2.7%	Q2 2023
AMZNAmazon Com Inc	$2.15M	0.71%	0.00%	-6.4%	Q2 2023
JPMJPMorgan Chase & Co	$2.12M	0.70%	0.00%	-22.8%	Q2 2023
CVXChevron Corp	$2.01M	0.66%	0.00%	-0.4%	Q2 2023
PGPROCTER & GAMBLE Co	$1.98M	0.66%	0.00%	Not reported	Q2 2023
GEGeneral Electric Co	$1.81M	0.60%	0.00%	0.0%	Q2 2023
GOOGAlphabet Inc.	$1.79M	0.59%	Not reported	-0.1%	Q2 2023
MSFTMicrosoft Corp	$1.67M	0.55%	0.00%	-0.1%	Q2 2023
MUMicron Technology Inc	$1.54M	0.51%	0.00%	+8.5%	Q4 2025
GEVGE Vernova Inc.	$1.51M	0.50%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$1.46M	0.48%	0.00%	-1.5%	Q2 2023
UNPUnion Pacific Corp	$1.45M	0.48%	0.00%	Not reported	Q2 2023
FMBHFirst Mid Bancshares, Inc.	$1.2M	0.40%	0.09%	Not reported	Q2 2023
CATCaterpillar Inc	$1.2M	0.40%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$1.11M	0.37%	0.00%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$1.05M	0.35%	0.00%	Not reported	Q2 2023
CSCOCisco Systems, Inc.	$1.04M	0.34%	0.00%	Not reported	Q2 2023
MAMastercard Inc	$974K	0.32%	0.00%	Not reported	Q2 2023
ORealty Income Corp	$878K	0.29%	0.00%	-2.5%	Q2 2023
VZVerizon Communications Inc	$859K	0.28%	0.00%	0.0%	Q2 2023
EMREmerson Electric Co	$856K	0.28%	0.00%	-25.1%	Q2 2023
ABBVAbbVie Inc.	$807K	0.27%	0.00%	Not reported	Q2 2023
ASMLAsml Holding NV	$770K	0.26%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$752K	0.25%	0.00%	Not reported	Q2 2023
BRK.ABerkshire Hathaway Inc	$749K	0.25%	Not reported	Not reported	Q2 2023
PNCPNC Financial Services Group, Inc.	$711K	0.24%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$688K	0.23%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$686K	0.23%	0.00%	-0.7%	Q2 2023
TAt&T Inc.	$632K	0.21%	0.00%	-2.0%	Q2 2023
GLWCorning Inc	$594K	0.20%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$560K	0.19%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$553K	0.18%	0.00%	+0.2%	Q2 2023
DISWalt Disney Co	$543K	0.18%	0.00%	Not reported	Q2 2023
WPCW. P. Carey Inc.	$523K	0.17%	0.00%	-0.2%	Q2 2023
IAUIshares Gold Trust	$516K	0.17%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$502K	0.17%	0.00%	Not reported	Q2 2023
HONHoneywell International Inc	$479K	0.16%	0.00%	-0.1%	Q2 2023
HONAHoneywell Aerospace Inc.	$473K	0.16%	Not reported	-0.1%	Q2 2026

Q1 2026Reported Apr 13, 202680 positions
CAVACava Group, Inc.	$29.4M	12.50%	0.31%	Not reported	Q4 2023
AAPLApple Inc.	$23.2M	9.86%	0.00%	+3.0%	Q2 2023
NVDANvidia Corp	$4.23M	1.80%	0.00%	+2.5%	Q2 2023
MARMarriott International Inc	$4.16M	1.77%	0.00%	-0.5%	Q2 2023
XOMExxonMobil Holdings Corp	$3.64M	1.55%	0.00%	+3.8%	Q2 2023
JNJJohnson & Johnson	$3.41M	1.45%	0.00%	+10.9%	Q2 2023
COSTCostco Wholesale Corp	$3.12M	1.32%	0.00%	+2.1%	Q2 2023
PLTRPalantir Technologies Inc.	$3.09M	1.31%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.83M	1.20%	Not reported	+2.0%	Q2 2023
CVXChevron Corp	$2.52M	1.07%	0.00%	-0.2%	Q2 2023
JPMJPMorgan Chase & Co	$2.47M	1.05%	0.00%	Not reported	Q2 2023
SAICScience Applications International Corp	$2.22M	0.94%	0.05%	-26.5%	Q2 2023
GPRKGeoPark Ltd	$2.19M	0.93%	0.45%	+3.2%	Q2 2023
GOOGLAlphabet Inc.	$2.13M	0.90%	0.00%	+3.2%	Q2 2023
TSLATesla, Inc.	$2.09M	0.89%	0.00%	-0.3%	Q2 2023
AMZNAmazon Com Inc	$2.01M	0.85%	0.00%	+16.4%	Q2 2023
PGPROCTER & GAMBLE Co	$1.95M	0.83%	0.00%	+15.2%	Q2 2023
MSFTMicrosoft Corp	$1.66M	0.70%	0.00%	+4.0%	Q2 2023
GOOGAlphabet Inc.	$1.45M	0.62%	Not reported	+15.1%	Q2 2023
GEGeneral Electric Co	$1.37M	0.58%	0.00%	+1.0%	Q2 2023
UNPUnion Pacific Corp	$1.3M	0.55%	0.00%	Not reported	Q2 2023
IBMInternational Business Machines Corp	$1.28M	0.54%	0.00%	Not reported	Q2 2023
GEVGE Vernova Inc.	$1.12M	0.48%	0.00%	+0.9%	Q2 2024
EMREmerson Electric Co	$1.05M	0.44%	0.00%	+0.7%	Q2 2023
FMBHFirst Mid Bancshares, Inc.	$1.03M	0.44%	0.09%	Not reported	Q2 2023
VZVerizon Communications Inc	$1.02M	0.43%	0.00%	-0.8%	Q2 2023
NFLXNetflix Inc	$1.01M	0.43%	0.00%	+5.0%	Q2 2023
MRKMerck & Co., Inc.	$985K	0.42%	0.00%	+3.2%	Q2 2023
HONHoneywell International Inc	$968K	0.41%	0.00%	-0.7%	Q2 2023
MAMastercard Inc	$947K	0.40%	0.00%	Not reported	Q2 2023
TAt&T Inc.	$903K	0.38%	0.00%	-1.8%	Q2 2023
ORealty Income Corp	$889K	0.38%	0.00%	-1.1%	Q2 2023
LLYELI LILLY & Co	$855K	0.36%	0.00%	+3.7%	Q2 2023
CATCaterpillar Inc	$796K	0.34%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$791K	0.34%	0.00%	Not reported	Q2 2023
BRK.ABerkshire Hathaway Inc	$718K	0.30%	Not reported	Not reported	Q2 2023
ABBVAbbVie Inc.	$697K	0.30%	0.00%	+14.3%	Q2 2023
CSCOCisco Systems, Inc.	$686K	0.29%	0.00%	-2.7%	Q2 2023
KOCoca Cola Co	$644K	0.27%	0.00%	Not reported	Q2 2023
IAUIshares Gold Trust	$603K	0.26%	0.00%	+0.1%	Q2 2025
PNCPNC Financial Services Group, Inc.	$601K	0.25%	0.00%	-2.4%	Q2 2023
LMTLockheed Martin Corp	$596K	0.25%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$584K	0.25%	0.00%	+0.2%	Q2 2023
RTXRTX Corp	$569K	0.24%	0.00%	Not reported	Q2 2023
BMYBristol Myers Squibb Co	$547K	0.23%	0.00%	Not reported	Q2 2023
DISWalt Disney Co	$544K	0.23%	0.00%	-19.4%	Q2 2023
ASMLAsml Holding NV	$511K	0.22%	0.00%	Not reported	Q4 2023
CHTRCharter Communications, Inc.	$502K	0.21%	0.00%	Not reported	Q2 2023
WPCW. P. Carey Inc.	$498K	0.21%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$480K	0.20%	0.00%	+14.1%	Q1 2024

Q4 2025Reported Jan 16, 202680 positions
AAPLApple Inc.	$24.2M	11.16%	0.00%	-0.9%	Q2 2023
CAVACava Group, Inc.	$21.4M	9.86%	0.31%	+0.3%	Q4 2023
NVDANvidia Corp	$4.42M	2.04%	0.00%	+1.2%	Q2 2023
MARMarriott International Inc	$3.97M	1.83%	0.00%	-1.2%	Q2 2023
PLTRPalantir Technologies Inc.	$3.75M	1.73%	0.00%	Not reported	Q2 2023
SAICScience Applications International Corp	$3.21M	1.48%	0.07%	-1.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.91M	1.35%	Not reported	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$2.71M	1.25%	0.00%	-5.4%	Q2 2023
COSTCostco Wholesale Corp	$2.64M	1.22%	0.00%	-20.7%	Q2 2023
JNJJohnson & Johnson	$2.6M	1.20%	0.00%	+0.1%	Q2 2023
TSLATesla, Inc.	$2.54M	1.17%	0.00%	-0.3%	Q2 2023
XOMExxonMobil Holdings Corp	$2.49M	1.15%	0.00%	-2.7%	Q2 2023
GOOGLAlphabet Inc.	$2.25M	1.04%	0.00%	0.0%	Q2 2023
MSFTMicrosoft Corp	$2.08M	0.96%	0.00%	+1.2%	Q2 2023
AMZNAmazon Com Inc	$1.91M	0.88%	0.00%	-2.0%	Q2 2023
CVXChevron Corp	$1.86M	0.86%	0.00%	-4.5%	Q2 2023
PGPROCTER & GAMBLE Co	$1.68M	0.78%	0.00%	-0.5%	Q2 2023
GPRKGeoPark Ltd	$1.66M	0.77%	0.43%	+3.9%	Q2 2023
IBMInternational Business Machines Corp	$1.56M	0.72%	0.00%	-1.5%	Q2 2023
GEGeneral Electric Co	$1.48M	0.68%	0.00%	0.0%	Q2 2023
GOOGAlphabet Inc.	$1.38M	0.64%	Not reported	Not reported	Q2 2023
UNPUnion Pacific Corp	$1.24M	0.57%	0.00%	Not reported	Q2 2023
MAMastercard Inc	$1.08M	0.50%	0.00%	-1.8%	Q2 2023
EMREmerson Electric Co	$1.05M	0.49%	0.00%	-0.8%	Q2 2023
FMBHFirst Mid Bancshares, Inc.	$972K	0.45%	0.10%	Not reported	Q2 2023
LLYELI LILLY & Co	$963K	0.45%	0.00%	Not reported	Q2 2023
NFLXNetflix Inc	$940K	0.43%	0.00%	-0.2%	Q2 2023
HONHoneywell International Inc	$841K	0.39%	0.00%	0.0%	Q2 2023
MRKMerck & Co., Inc.	$836K	0.39%	0.00%	Not reported	Q2 2023
VZVerizon Communications Inc	$833K	0.38%	0.00%	-0.9%	Q2 2023
GEVGE Vernova Inc.	$832K	0.38%	0.00%	Not reported	Q2 2024
ORealty Income Corp	$828K	0.38%	0.00%	+0.1%	Q2 2023
DISWalt Disney Co	$796K	0.37%	0.00%	-2.9%	Q2 2023
TAt&T Inc.	$788K	0.36%	0.00%	-1.8%	Q2 2023
BRK.ABerkshire Hathaway Inc	$755K	0.35%	Not reported	Not reported	Q2 2023
PEPPepsico Inc	$731K	0.34%	0.00%	-6.2%	Q2 2023
CSCOCisco Systems, Inc.	$700K	0.32%	0.00%	-7.3%	Q2 2023
CATCaterpillar Inc	$644K	0.30%	0.00%	-5.1%	Q2 2023
ABBVAbbVie Inc.	$641K	0.30%	0.00%	-6.0%	Q2 2023
PNCPNC Financial Services Group, Inc.	$617K	0.29%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$592K	0.27%	0.00%	0.0%	Q2 2023
IAUIshares Gold Trust	$554K	0.26%	0.00%	+0.2%	Q2 2025
RTXRTX Corp	$541K	0.25%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$504K	0.23%	0.00%	-1.2%	Q2 2023
IQVIqvia Holdings Inc.	$491K	0.23%	0.00%	Not reported	Q2 2023
AMPAmeriprise Financial Inc	$490K	0.23%	0.00%	Not reported	Q2 2023
BMYBristol Myers Squibb Co	$486K	0.22%	0.00%	+12.2%	Q2 2023
CHTRCharter Communications, Inc.	$485K	0.22%	0.00%	Not reported	Q2 2023
LMTLockheed Martin Corp	$477K	0.22%	0.00%	Not reported	Q2 2023
WPCW. P. Carey Inc.	$472K	0.22%	0.00%	-1.1%	Q2 2023

Q3 2025Reported Oct 20, 202585 positions
AAPLApple Inc.	$22.8M	10.91%	0.00%	-0.4%	Q2 2023
CAVACava Group, Inc.	$21.9M	10.47%	0.31%	+0.9%	Q4 2023
NVDANvidia Corp	$4.37M	2.09%	0.00%	+0.6%	Q2 2023
PLTRPalantir Technologies Inc.	$3.85M	1.84%	0.00%	Not reported	Q2 2023
COSTCostco Wholesale Corp	$3.57M	1.71%	0.00%	-2.4%	Q2 2023
MARMarriott International Inc	$3.37M	1.61%	0.00%	-0.2%	Q2 2023
SAICScience Applications International Corp	$3.21M	1.53%	0.07%	-14.1%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.91M	1.39%	Not reported	+0.6%	Q2 2023
JPMJPMorgan Chase & Co	$2.8M	1.34%	0.00%	-14.7%	Q2 2023
TSLATesla, Inc.	$2.52M	1.20%	0.00%	-0.5%	Q2 2023
XOMExxonMobil Holdings Corp	$2.39M	1.14%	0.00%	+0.1%	Q2 2023
JNJJohnson & Johnson	$2.33M	1.11%	0.00%	-0.1%	Q2 2023
MSFTMicrosoft Corp	$2.2M	1.05%	0.00%	-3.7%	Q2 2023
CVXChevron Corp	$1.98M	0.95%	0.00%	Not reported	Q2 2023
AMZNAmazon Com Inc	$1.86M	0.89%	0.00%	+1.5%	Q2 2023
PGPROCTER & GAMBLE Co	$1.81M	0.86%	0.00%	-0.9%	Q2 2023
GOOGLAlphabet Inc.	$1.74M	0.83%	0.00%	0.0%	Q2 2023
IBMInternational Business Machines Corp	$1.51M	0.72%	0.00%	Not reported	Q2 2023
GEGeneral Electric Co	$1.44M	0.69%	0.00%	+1.7%	Q2 2023
GPRKGeoPark Ltd	$1.37M	0.66%	0.42%	+3.9%	Q2 2023
UNPUnion Pacific Corp	$1.26M	0.60%	0.00%	Not reported	Q2 2023
NFLXNetflix Inc	$1.2M	0.58%	0.00%	-0.3%	Q2 2023
MAMastercard Inc	$1.1M	0.52%	0.00%	+155.6%	Q2 2023
GOOGAlphabet Inc.	$1.07M	0.51%	Not reported	Not reported	Q2 2023
EMREmerson Electric Co	$1.05M	0.50%	0.00%	-1.8%	Q2 2023
FMBHFirst Mid Bancshares, Inc.	$944K	0.45%	0.10%	Not reported	Q2 2023
TAt&T Inc.	$912K	0.44%	0.00%	-2.8%	Q2 2023
HONHoneywell International Inc	$908K	0.43%	0.00%	+0.6%	Q2 2023
VZVerizon Communications Inc	$907K	0.43%	0.00%	-0.9%	Q2 2023
ORealty Income Corp	$893K	0.43%	0.00%	-5.6%	Q2 2023
DISWalt Disney Co	$825K	0.39%	0.00%	+0.5%	Q2 2023
GEVGE Vernova Inc.	$783K	0.37%	0.00%	+0.1%	Q2 2024
PEPPepsico Inc	$763K	0.36%	0.00%	Not reported	Q2 2023
BRK.ABerkshire Hathaway Inc	$754K	0.36%	Not reported	Not reported	Q2 2023
ABBVAbbVie Inc.	$691K	0.33%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$684K	0.33%	0.00%	+18.5%	Q2 2023
CSCOCisco Systems, Inc.	$671K	0.32%	0.00%	0.0%	Q2 2023
MRKMerck & Co., Inc.	$666K	0.32%	0.00%	Not reported	Q2 2023
CHTRCharter Communications, Inc.	$639K	0.31%	0.00%	Not reported	Q2 2023
PNCPNC Financial Services Group, Inc.	$594K	0.28%	0.00%	Not reported	Q2 2023
CATCaterpillar Inc	$565K	0.27%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$561K	0.27%	0.00%	Not reported	Q2 2023
APDAir Products & Chemicals, Inc.	$549K	0.26%	0.00%	Not reported	Q2 2023
WPCW. P. Carey Inc.	$500K	0.24%	0.00%	-8.7%	Q2 2023
IAUIshares Gold Trust	$496K	0.24%	0.00%	Not reported	Q2 2025
RTXRTX Corp	$494K	0.24%	0.00%	Not reported	Q2 2023
LMTLockheed Martin Corp	$492K	0.24%	0.00%	+102.9%	Q2 2023
AMPAmeriprise Financial Inc	$491K	0.23%	0.00%	Not reported	Q2 2023
BXBlackstone Inc.	$488K	0.23%	0.00%	+2.0%	Q2 2023
NEENextera Energy Inc	$480K	0.23%	0.00%	+0.4%	Q2 2023

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