Armstrong, Fleming & Moore, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Armstrong, Fleming & Moore, Inc reported 106 stock positions worth $184.2 million. Its top holding was Cava (CAVA) at 16.4% of the portfolio, followed by T Rowe Price Blue Chip Growt (TCHP, 10.8%) and Cap Group Intl Focus (CGXU, 10.6%). Compared with Q1 2025, it opened 87 new positions, sold out of 60, added to 16 and reduced 2. The biggest buy was a new position in Cava (CAVA) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001990099
- Portfolio Value
- $184.2M (Q2 2025)
- SEC Filing
- 0001085146-25-004076 ↗ filed Jul 23, 2025
Holdings Value
Holdings 106 stocks · $184.2M
| CAVA Cava Group Inc. | 16.45% | 359,652 | $30.3M | New |
| TCHP T Rowe Price Blue Chip Growt | 10.78% | 437,876 | $19.9M | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 10.65% | 722,601 | $19.6M | New |
| AAPL Apple Inc. | 10.03% | 90,013 | $18.5M | Add +813.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.79% | 176,540 | $7.0M | New |
| SAIC Science Applications Inte | 2.30% | 37,632 | $4.2M | New |
| COST Costco Wholesale Corp. | 2.13% | 3,955 | $3.9M | New |
| NVDA Nvidia Corp. | 2.00% | 23,271 | $3.7M | New |
| MAR Marriott International Class A | 1.93% | 12,979 | $3.5M | New |
| JPM JPMorgan Chase & Co. | 1.64% | 10,417 | $3.0M | Add +105.5% |
| PLTR Palantir Technologies Inc. Class A | 1.56% | 21,125 | $2.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 5,760 | $2.8M | Reduce -78.2% |
| XOM Exxon Mobil Corp. | 1.24% | 21,224 | $2.3M | Add +623.9% |
| MSFT Microsoft Corp. | 1.19% | 4,420 | $2.2M | Add +352.4% |
| CGGR Cap Group Growth Equity | 1.11% | 50,413 | $2.0M | New |
| JNJ Johnson & Johnson | 1.04% | 12,588 | $1.9M | Add +221.5% |
| PG The Procter & Gamble Co. | 1.03% | 11,888 | $1.9M | New |
| AMZN Amazon.com Inc. | 0.99% | 8,345 | $1.8M | Add +130.7% |
| CVX Chevron Corp. | 0.99% | 12,766 | $1.8M | New |
| TSLA Tesla Inc. | 0.98% | 5,682 | $1.8M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 5,358 | $1.6M | New |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.85% | 42,441 | $1.6M | New |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.76% | 43,657 | $1.4M | New |
| GPRK Geopark Ltd. | 0.73% | 207,224 | $1.4M | New |
| NFLX Netflix Inc. | 0.73% | 1,008 | $1.3M | New |
| IEMG iShares Core MSCI Emerging | 0.72% | 22,210 | $1.3M | New |
| CGMU Cap Group Municipal Income | 0.70% | 48,249 | $1.3M | New |
| GOOGL Alphabet Inc. Class A | 0.69% | 7,174 | $1.3M | Add +438.6% |
| UNP Union Pacific Corp. | 0.67% | 5,349 | $1.2M | New |
| IWO iShares Russell 2000 Growth | 0.67% | 4,298 | $1.2M | Add +19.0% |
| GE General Electric filed as GE AEROSPACE | 0.66% | 4,711 | $1.2M | New |
| EMR Emerson Electric Co. | 0.59% | 8,134 | $1.1M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.56% | 9,267 | $1.0M | New |
| HON Honeywell International Inc. | 0.54% | 4,285 | $998K | New |
| T AT&T Inc. | 0.52% | 33,222 | $961K | New |
| CHTR Charter Communications Inc. Class A | 0.52% | 2,324 | $950K | New |
| FMBH First Mid Bancshares Inc. | 0.51% | 24,930 | $935K | New |
| IWF iShares Russell 1000 Growth | 0.49% | 2,124 | $902K | Add +49.8% |
| VZ Verizon Communications Inc. | 0.49% | 20,836 | $902K | Add +292.5% |
| O Realty Income Corp. | 0.49% | 15,546 | $896K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 7,176 | $890K | New |
| GOOG Alphabet Inc. Class C | 0.42% | 4,400 | $781K | Add +119.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 1 | $729K | No change |
| PEP Pepsico Inc. | 0.39% | 5,431 | $717K | Add +158.3% |
| CSCO Cisco Systems Inc. | 0.37% | 9,809 | $681K | New |
| GEV GE Vernova Inc. | 0.37% | 1,272 | $673K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 7,902 | $660K | New |
| MRK Merck & Co. Inc. | 0.34% | 7,938 | $628K | New |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 10,916 | $621K | Reduce -77.0% |
| KO The Coca-Cola Co. | 0.33% | 8,463 | $599K | Add +19.6% |
| LLY Eli Lilly & Co. | 0.32% | 756 | $590K | Add +196.5% |
| APD Air Products & Chemicals Inc. | 0.31% | 2,012 | $568K | New |
| AOM iShares Core 40/60 Moderate | 0.30% | 12,042 | $554K | New |
| ABBV Abbvie Inc. | 0.30% | 2,985 | $554K | Add +16.0% |
| PNC PNC Financial Services Group | 0.30% | 2,957 | $551K | Add +8.6% |
| AMP Ameriprise Financial Inc. | 0.29% | 1,000 | $534K | New |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.29% | 15,918 | $532K | New |
| WPC WP Carey Inc. | 0.27% | 8,115 | $506K | New |
| CAT Caterpillar Inc. | 0.25% | 1,184 | $460K | New |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.24% | 15,355 | $442K | New |
| NEE Nextera Energy Inc. | 0.24% | 6,328 | $439K | New |
| RTX RTX Corp. | 0.23% | 2,950 | $431K | New |
| IAU iShares Gold Trust | 0.23% | 6,820 | $425K | New |
| MA Mastercard Inc. Class A | 0.23% | 755 | $424K | New |
| BX Blackstone Inc. | 0.23% | 2,802 | $419K | New |
| MMM 3M Co. | 0.22% | 2,641 | $402K | New |
| IVE iShares S&P 500 Value ETF | 0.22% | 2,047 | $400K | New |
| BMY Bristol-Myers Squibb Co. | 0.20% | 8,064 | $373K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.20% | 5,306 | $366K | New |
| SO The Southern Co. | 0.19% | 3,879 | $356K | New |
| IQV Iqvia Holdings Inc. | 0.19% | 2,177 | $343K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.18% | 10,570 | $336K | New |
| COIN Coinbase Global Inc. Class A | 0.18% | 938 | $329K | New |
| WMT Walmart Inc. | 0.18% | 3,336 | $326K | New |
| HD Home Depot Inc. | 0.18% | 884 | $324K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 394 | $316K | New |
| CSX CSX Corp. | 0.17% | 9,630 | $314K | New |
| IVW iShares S&P 500 Growth ETF | 0.17% | 2,835 | $312K | New |
| GIS General Mills Inc. | 0.17% | 5,981 | $310K | New |
| ACN Accenture PLC Class A | 0.17% | 1,035 | $309K | New |
| META Meta Platforms Inc. Class A | 0.16% | 410 | $303K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.16% | 1,481 | $287K | New |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.15% | 9,794 | $285K | New |
| V Visa Inc. Class A | 0.15% | 793 | $282K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.15% | 3,760 | $273K | New |
| CL Colgate-Palmolive Co. | 0.15% | 2,977 | $271K | New |
| Z Zillow Group Inc. Class C | 0.14% | 3,754 | $263K | New |
| CRM Salesforce Inc. | 0.13% | 901 | $246K | New |
| MCD McDonald's Corp. | 0.13% | 830 | $243K | New |
| PFE Pfizer Inc. | 0.13% | 9,855 | $239K | New |
| DUK Duke Energy Corp. | 0.13% | 1,981 | $234K | New |
| GMAY FT Vest U.S. Equity Moderate | 0.12% | 5,840 | $229K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 5,747 | $225K | New |
| LMT Lockheed Martin Corp. | 0.12% | 486 | $225K | New |
| DRI Darden Restaurants Inc. | 0.12% | 1,000 | $218K | New |
| USB US Bancorp | 0.12% | 4,812 | $218K | New |
| CARR Carrier Global Corp. | 0.12% | 2,950 | $216K | New |
| D Dominion Energy Inc. | 0.11% | 3,744 | $212K | New |
| ED Consolidated Edison Inc. | 0.11% | 2,089 | $210K | New |
| PPG PPG Industries Inc. | 0.11% | 1,843 | $210K | New |
| CBRE CBRE Group Inc. Class A | 0.11% | 1,477 | $207K | New |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.11% | 7,089 | $207K | New |
| FRT Federal Realty Invs Trust | 0.11% | 2,140 | $203K | New |
| CTVA Corteva Inc. | 0.11% | 2,698 | $201K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.11% | 1,505 | $200K | New |
| WBD Warner Bros Discovery Inc. | 0.10% | 15,858 | $182K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -78.2% | 1.52% | −15.53 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −6.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −4.06 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −3.86 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −3.81 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −3.27 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −3.15 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −3.09 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −2.97 |
| JEPI JPMorgan Equity Premium Inco | Reduce -77.0% | 0.34% | −2.95 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −2.55 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −2.33 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −2.32 |
| REGL Prshrs S&P Mid 400 DVD Arist | Sold out | 0.00% | −2.01 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −1.98 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −1.96 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −1.50 |
| AEP American Electric Power | Sold out | 0.00% | −1.31 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −1.26 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −1.19 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −1.14 |
| ITW Illinois Tool Works | Sold out | 0.00% | −1.13 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.85 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.77 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −0.58 |
| C Citigroup Inc. | Sold out | 0.00% | −0.57 |
| JOET Virtus Terranova US Qual Mom | Sold out | 0.00% | −0.57 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.53 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.52 |
| AIVL Wisdomtree US AI Enhanced Va | Sold out | 0.00% | −0.50 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.48 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.47 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.45 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.45 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.44 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.41 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.41 |
| PM Philip Morris International | Sold out | 0.00% | −0.41 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.40 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.40 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.40 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.40 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.38 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.37 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.36 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.34 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.34 |
| DEA Easterly Govt Pptys Inc. | Sold out | 0.00% | −0.34 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.33 |
Portfolio Buys Q1 2025 → Q2 2025
| CAVA Cava Group Inc. | New | 16.45% | +16.45 |
| TCHP T Rowe Price Blue Chip Growt | New | 10.78% | +10.78 |
| CGXU Cap Group Intl Focus | New | 10.65% | +10.65 |
| AAPL Apple Inc. | Add +813.6% | 10.03% | +7.38 |
| CGDV Cap Group Dividend Value | New | 3.79% | +3.79 |
| SAIC Science Applications Inte | New | 2.30% | +2.30 |
| COST Costco Wholesale Corp. | New | 2.13% | +2.13 |
| NVDA Nvidia Corp. | New | 2.00% | +2.00 |
| MAR Marriott International Class A | New | 1.93% | +1.93 |
| PLTR Palantir Technologies Inc. Class A | New | 1.56% | +1.56 |
| CGGR Cap Group Growth Equity | New | 1.11% | +1.11 |
| PG The Procter & Gamble Co. | New | 1.03% | +1.03 |
| CVX Chevron Corp. | New | 0.99% | +0.99 |
| TSLA Tesla Inc. | New | 0.98% | +0.98 |
| IBM Intl Business Machines Corp. | New | 0.86% | +0.86 |
| CGUS Cap Group Core Equity | New | 0.85% | +0.85 |
| XOM Exxon Mobil Corp. | Add +623.9% | 1.24% | +0.82 |
| CGGO Cap Group Global Growth | New | 0.76% | +0.76 |
| MSFT Microsoft Corp. | Add +352.4% | 1.19% | +0.75 |
| GPRK Geopark Ltd. | New | 0.73% | +0.73 |
| NFLX Netflix Inc. | New | 0.73% | +0.73 |
| IEMG iShares Core MSCI Emerging | New | 0.72% | +0.72 |
| CGMU Cap Group Municipal Income | New | 0.70% | +0.70 |
| UNP Union Pacific Corp. | New | 0.67% | +0.67 |
| GE General Electric | New | 0.66% | +0.66 |
| EMR Emerson Electric Co. | New | 0.59% | +0.59 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.56% | +0.56 |
| HON Honeywell International Inc. | New | 0.54% | +0.54 |
| T AT&T Inc. | New | 0.52% | +0.52 |
| CHTR Charter Communications Inc. Class A | New | 0.52% | +0.52 |
| FMBH First Mid Bancshares Inc. | New | 0.51% | +0.51 |
| O Realty Income Corp. | New | 0.49% | +0.49 |
| DIS The Walt Disney Co. | New | 0.48% | +0.48 |
| GOOGL Alphabet Inc. Class A | Add +438.6% | 0.69% | +0.44 |
| CSCO Cisco Systems Inc. | New | 0.37% | +0.37 |
| GEV GE Vernova Inc. | New | 0.37% | +0.37 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.36% | +0.36 |
| MRK Merck & Co. Inc. | New | 0.34% | +0.34 |
| APD Air Products & Chemicals Inc. | New | 0.31% | +0.31 |
| AOM iShares Core 40/60 Moderate | New | 0.30% | +0.30 |
| AMP Ameriprise Financial Inc. | New | 0.29% | +0.29 |
| CGBL Cap Group Core Balanced | New | 0.29% | +0.29 |
| WPC WP Carey Inc. | New | 0.27% | +0.27 |
| JNJ Johnson & Johnson | Add +221.5% | 1.04% | +0.26 |
| CAT Caterpillar Inc. | New | 0.25% | +0.25 |
| CGNG Cap Group New Geography Eq | New | 0.24% | +0.24 |
| NEE Nextera Energy Inc. | New | 0.24% | +0.24 |
| RTX RTX Corp. | New | 0.23% | +0.23 |
| IAU iShares Gold Trust | New | 0.23% | +0.23 |
| MA Mastercard Inc. Class A | New | 0.23% | +0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 115 | $301.9M | AVLV, CGXU, TCHP, CAVA, AAPL |
| Q1 2026 | 108 | $235.6M | CAVA, CGXU, TCHP, AAPL, AVEM |
| Q4 2025 | 105 | $216.5M | TCHP, AAPL, CGXU, CAVA, AVEM |
| Q3 2025 | 112 | $209.3M | TCHP, AAPL, CGXU, CAVA, AVEM |
| Q2 2025 | 106 | $184.2M | CAVA, TCHP, CGXU, AAPL, CGDV |
| Q1 2025 | 79 | $82.6M | BRK.B, RSP, SPYM, IUSG, COF |
| Q4 2024 | 95 | $165.1M | CAVA, AAPL, CGXU, TCHP, CGDV |
| Q3 2024 | 99 | $171.5M | CAVA, AAPL, CGXU, TCHP, SAIC |
| Q2 2024 | 94 | $155.9M | CAVA, AAPL, CGXU, TCHP, SAIC |
| Q1 2024 | 92 | $144.5M | CAVA, AAPL, CGXU, TCHP, SAIC |