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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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTB M & T BK CORP Financial Services 1,481.0 $353K 0.12% $238.02 -2.5%
82 EFA ISHARES TR 3,221.0 $335K 0.11% -637.0 -16.5% $103.87 +2.5%
83 HD HOME DEPOT INC Consumer Cyclical 938.0 $331K 0.11% $352.75 -9.3%
84 ESGE ISHARES INC 5,786.0 $316K 0.10% $54.69 -1.5%
85 SO SOUTHERN CO Utilities 3,179.0 $304K 0.10% -700.0 -18.1% $95.71 -8.0%
86 V VISA INC Financial Services 886.0 $304K 0.10% $343.06 +8.6%
87 WBD WARNER BROS DISCOVERY INC Communication Services 11,168.0 $298K 0.10% $26.66 +6.2%
88 USB US BANCORP Financial Services 4,812.0 $291K 0.10% $60.40 +1.3%
89 CGDG CAPITAL GROUP DIVIDEND GROWE 7,601.0 $285K 0.09% +2K +24.9% $37.51 +2.5%
90 GLDM WORLD GOLD TR Financial Services 3,560.0 $283K 0.09% $79.42 +7.8%
91 IWM ISHARES TR 916.0 $275K 0.09% -485.0 -34.6% $300.45 -3.3%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 2,984.0 $274K 0.09% $91.69 -2.2%
93 D DOMINION ENERGY INC Utilities 3,859.0 $264K 0.09% $68.28 -2.8%
94 AZN ASTRAZENECA PLC Healthcare 1,383.0 $262K 0.09% $189.61 -14.3%
95 IWD ISHARES TR 1,069.0 $259K 0.09% $242.40 +5.6%
96 GMAY FIRST TR EXCHNG TRADED FD VI 5,840.0 $251K 0.08% $43.04 +1.6%
97 NVO NOVO-NORDISK A S Healthcare 5,173.0 $248K 0.08% NEW $47.94 -5.9%
98 MS MORGAN STANLEY Financial Services 1,158.0 $242K 0.08% NEW $209.04 +1.0%
99 META META PLATFORMS INC Communication Services 429.0 $242K 0.08% $563.29 +2.7%
100 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 343.0 $241K 0.08% NEW $703.34 -3.3%
Page 5 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%