StockDriftsStockDriftsTop 50 Armstrong, Fleming & Moore, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 13.55% | 448.6K | $40.9M | new | $85.01(+11.08%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 9.92% | 865.2K | $30.0M | -0.26%(-2.23K) | $24.67(+41.81%) | 2026-06-30 | |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | 9.62% | 580.1K | $29.1M | +3.78%(+21.13K) | $35.75(+43.93%) | 2026-06-30 | |
| CAVA | CAVA GROUP INC | 9.46% | 363.9K | $28.6M | +0.00%(+0) | $50.68(+21.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.68% | 90.5K | $26.2M | -1.07%(-977) | $209.48(+46.40%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 8.41% | 263.0K | $25.4M | -0.04%(-98) | $73.12(+26.52%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.8% | 293.9K | $14.5M | +4.29%(+12.10K) | $36.14(+41.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.61% | 24.2K | $4.9M | -0.12%(-28) | $59.81(+268.58%) | 2026-06-30 | |
| MAR | MARRIOTT INTL INC NEW | 1.56% | 12.7K | $4.7M | -0.04%(-5) | $173.36(+102.76%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.17% | 13.9K | $3.5M | -0.27%(-37) | $165.22(+58.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.30% | +65.56% | — | — | +65.56% |
| Top 20 Holdings Unweighted | +16.66% | +58.76% | — | — | +58.76% |
Armstrong, Fleming & Moore, Inc reports $301.93M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are AVLV (13.6%), CGXU (9.9%) and TCHP (9.6%). The top 20 holdings account for 77.85% of reported assets. Its disclosed equity book has returned +65.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Armstrong, Fleming & Moore, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990099). View Armstrong, Fleming & Moore, Inc’s 13F filings on SEC