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Portfolio (Quarterly) Guide ↗

Armstrong, Fleming & Moore, Inc

· CIK 0001990099
13F Portfolio $302M AUM 115 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 13 Added 21 Reduced 6 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,363.0 $218K 0.07% -30.0 -1.2% $92.09 -4.5%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Consumer Cyclical 29.6%
Healthcare 5.7%
Industrials 5.7%
Consumer Defensive 5.6%
Financial Services 5.5%
Energy 5.4%
Communication Services 5.0%
Utilities 2.4%
Real Estate 1.5%