Armstrong, Fleming & Moore, Inc holds a focused book of 115 stocks worth $301.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Cap Group Intl Focus. Their largest long position is Avantis US Large Cap Value at 14% of the equity book. Cloning the disclosed picks since 2024 would be +8% (+4.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1990099/holdings"
Use Arkolith to show Armstrong, Fleming & Moore, Inc's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +10.5%, a 2.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Armstrong, Fleming & Moore, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Armstrong, Fleming & Moore, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $539.7B |
| ROYAL BANK OF CANADA | 78 / 80 | $146.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $13.8B |
| IFP Advisors, Inc | 78 / 80 | $1.2B |
| JPMORGAN CHASE & CO | 77 / 80 | $508.9B |
| LPL Financial LLC | 77 / 80 | $69.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $17.9B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $14.8B |
Ranked by how many of Armstrong, Fleming & Moore, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US LARGE CAP VLU | $40.9M | 448.6K | 13.6% | ▲New New position | |
| 2 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $30.0M | 865.2K | 9.9% | ▼−0.3% Reduced · −2K sh | |
| 3 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $29.1M | 580.1K | 9.6% | ▲+3.8% Added · +21K sh | |
| 4 | Cava Group Inc COM | $28.6M | 363.9K | 9.5% | —Held | |
| 5 | Apple Inc COM | $26.2M | 90.5K | 8.7% | ▼−1.1% Reduced · −977 sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $25.4M | 263.0K | 8.4% | ▼~0% Reduced · −98 sh | |
| 7 | Capital Group Dividend Value SHS CREAT UNIT | $14.5M | 293.9K | 4.8% | ▲+4.3% Added · +12K sh | |
| 8 | Nvidia Corporation COM | $4.9M | 24.2K | 1.6% | ▼−0.1% Reduced · −28 sh | |
| 9 | Marriott Intl Inc New CL A | $4.7M | 12.7K | 1.6% | ▼~0% Reduced · −5 sh | |
| 10 | Johnson & Johnson COM | $3.5M | 13.9K | 1.2% | ▼−0.3% Reduced · −37 sh | |
| 11 | Capital Group New Geography SHS | $3.2M | 85.0K | 1.1% | ▼−2.9% Reduced · −3K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.3K | 1.0% | ▲+7.1% Added · +420 sh | |
| 13 | Costco Wholesale Corporation COM | $3.0M | 3.2K | 1.0% | ▲+3.8% Added · +120 sh | |
| 14 | Exxon Mobil Corp COM | $2.9M | 21.4K | 1.0% | ▼−0.4% Reduced · −92 sh | |
| 15 | RBB Fund Trust FIRS EAGL OV ETF | $2.7M | 49.8K | 0.9% | ▲+9.8% Added · +4K sh | |
| 16 | Alphabet Inc CAP STK CL A | $2.6M | 7.4K | 0.9% | ▲~0% Added · +1 sh | |
| 17 | Science Applications Intl Co COM | $2.6M | 23.4K | 0.9% | ▲~0% Added · +3 sh | |
| 18 | Palantir Technologies Inc CL A | $2.5M | 21.1K | 0.8% | ▲~0% Added · +6 sh | |
| 19 | Capital Group Growth ETF SHS CREAT UNIT | $2.4M | 50.0K | 0.8% | —Held | |
| 20 | Tesla Inc COM | $2.3M | 5.6K | 0.8% | ▼−1.2% Reduced · −68 sh | |
| 21 | Capital Group Core Equity Et SHS CREAT UNIT | $2.2M | 49.6K | 0.7% | ▼−0.1% Reduced · −62 sh | |
| 22 | Geopark Ltd USD SHS | $2.2M | 237.2K | 0.7% | ▲+2.7% Added · +6K sh | |
| 23 | Amazon Com Inc COM | $2.2M | 9.0K | 0.7% | ▼−6.4% Reduced · −616 sh | |
| 24 | JPMorgan Chase & Co COM | $2.1M | 6.5K | 0.7% | ▼−23% Reduced · −2K sh | |
| 25 | Chevron Corporation COM | $2.0M | 12.1K | 0.7% | ▼−0.4% Reduced · −52 sh | |
| 26 | Procter & Gamble Co COM | $2.0M | 13.5K | 0.7% | —Held | |
| 27 | Ge Aerospace COM NEW | $1.8M | 4.8K | 0.6% | ▲~0% Added · +1 sh | |
| 28 | Alphabet Inc CAP STK CL C | $1.8M | 5.1K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 29 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $1.7M | 41.2K | 0.6% | ▼−3.8% Reduced · −2K sh | |
| 30 | Ishares TR RUS 2000 GRW ETF | $1.7M | 4.3K | 0.6% | ▼−0.8% Reduced · −36 sh | |
| 31 | Microsoft Corp COM | $1.7M | 4.5K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 32 | Micron Technology Inc COM | $1.5M | 1.3K | 0.5% | ▲+8.5% Added · +105 sh | |
| 33 | Ge Vernova Inc COM | $1.5M | 1.3K | 0.5% | —Held | |
| 34 | International Business Machs COM | $1.5M | 5.2K | 0.5% | ▼−1.5% Reduced · −79 sh | |
| 35 | Union Pac Corp COM | $1.5M | 5.3K | 0.5% | —Held | |
| 36 | Ishares TR RUS 1000 GRW ETF | $1.4M | 11.4K | 0.5% | ▲+296% Added · +9K sh | |
| 37 | Capital Grp Fixed Incm ETF T MUN INM ETF | $1.3M | 46.2K | 0.4% | ▼−5.8% Reduced · −3K sh | |
| 38 | First Mid Bancshares Inc COM | $1.2M | 24.9K | 0.4% | —Held | |
| 39 | Caterpillar Inc COM | $1.2M | 1.1K | 0.4% | —Held | |
| 40 | Eli Lilly & Co COM | $1.1M | 929 | 0.4% | —Held | |
| 41 | Merck & Co Inc COM | $1.1M | 8.2K | 0.3% | —Held | |
| 42 | Cisco Sys Inc COM | $1.0M | 8.8K | 0.3% | —Held | |
| 43 | Mastercard Incorporated CL A | $974K | 1.9K | 0.3% | —Held | |
| 44 | Realty Income Corp COM | $878K | 14.2K | 0.3% | ▼−2.5% Reduced · −361 sh | |
| 45 | Verizon Communications Inc COM | $859K | 20.3K | 0.3% | ▲~0% Added · +4 sh | |
| 46 | Emerson Elec Co COM | $856K | 6.0K | 0.3% | ▼−25% Reduced · −2K sh | |
| 47 | Abbvie Inc COM | $807K | 3.2K | 0.3% | —Held | |
| 48 | Capital Group International SHS | $801K | 22.0K | 0.3% | ▲+5.8% Added · +1K sh | |
| 49 | ASML Hldg NV N Y REGISTRY SHS | $770K | 387 | 0.3% | —Held | |
| 50 | Netflix Inc. COM | $752K | 10.5K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 115 | $301.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 108 | $235.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 105 | $216.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 112 | $209.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 106 | $184.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 79 | $82.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 95 | $165.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 99 | $171.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.