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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 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGUS CAPITAL GROUP CORE EQUITY ET 49,626.0 $2.2M 0.73% $44.48 +0.6%
22 GPRK GEOPARK LTD Energy 237,160.0 $2.2M 0.71% +6K +2.7% $9.10 +23.4%
23 AMZN AMAZON COM INC Consumer Cyclical 9,041.0 $2.2M 0.71% -616.0 -6.4% $238.34 +7.0%
24 JPM JPMORGAN CHASE & CO Financial Services 6,490.0 $2.1M 0.70% -2K -22.8% $327.33 +8.4%
25 CVX CHEVRON CORPORATION Energy 12,112.0 $2.0M 0.67% $165.76 +27.3%
26 PG PROCTER & GAMBLE CO Consumer Defensive 13,515.0 $2.0M 0.66% $146.64 -0.3%
27 GE GE AEROSPACE Industrials 4,841.0 $1.8M 0.60% $373.70 -11.4%
28 GOOG ALPHABET INC 5,056.0 $1.8M 0.59% $353.33
29 CGGO CAPITAL GROUP GBL GROWTH EQT 41,188.0 $1.7M 0.58% -2K -3.8% $42.33 -6.1%
30 IWO ISHARES TR 4,272.0 $1.7M 0.56% -36.0 -0.8% $393.93 -5.7%
31 MSFT MICROSOFT CORP Technology 4,475.0 $1.7M 0.55% $373.03 +34.3%
32 MU MICRON TECHNOLOGY INC Technology 1,337.0 $1.5M 0.51% +105.0 +8.5% $1154.40 -19.1%
33 GEV GE VERNOVA INC Utilities 1,285.0 $1.5M 0.50% $1174.72 -23.5%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 5,200.0 $1.5M 0.48% -79.0 -1.5% $281.22 -17.7%
35 UNP UNION PAC CORP Industrials 5,349.0 $1.5M 0.48% $271.98 +6.9%
36 IWF ISHARES TR 11,388.0 $1.4M 0.47% +9K +296.2% $124.17 -2.4%
37 CGMU CAPITAL GRP FIXED INCM ETF T 46,215.0 $1.3M 0.42% -3K -5.8% $27.47 -2.4%
38 FMBH FIRST MID BANCSHARES INC Financial Services 24,930.0 $1.2M 0.40% $48.09 +3.5%
39 CAT CATERPILLAR INC Industrials 1,124.0 $1.2M 0.40% $1064.79 -26.8%
40 LLY ELI LILLY & CO Healthcare 929.0 $1.1M 0.37% $1200.04 -3.3%
Page 2 of 6  ·  115 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%