Armstrong, Fleming & Moore, Inc Portfolio Holdings by Sector
Armstrong, Fleming & Moore, Inc
- $184 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGXU CGDV CGGR CGGO IEMG IWO EFG IWF 18 stocks |
$38.5 Million
29.92% of portfolio
|
17
|
1
|
15
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18.5 Million
14.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
SAIC IBM ACN 3 stocks |
$6.13 Million
4.76% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$5.08 Million
3.94% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV BMY PFE 6 stocks |
$4.31 Million
3.34% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4.24 Million
3.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4.12 Million
3.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$3.68 Million
2.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$3.55 Million
2.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.53 Million
2.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.02 Million
2.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CHTR VZ 3 stocks |
$2.81 Million
2.18% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META Z 4 stocks |
$2.61 Million
2.03% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$2.42 Million
1.88% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$2.3 Million
1.78% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$2.16 Million
1.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FMBH PNC MTB USB 4 stocks |
$1.99 Million
1.55% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.83 Million
1.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.8 Million
1.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$1.54 Million
1.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK D ED 5 stocks |
$1.45 Million
1.13% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1.4 Million
1.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
GPRK 1 stocks |
$1.35 Million
1.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.32 Million
1.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O FRT 2 stocks |
$1.1 Million
0.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BX 2 stocks |
$952,926
0.74% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG 2 stocks |
$777,115
0.6% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$705,922
0.55% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$680,539
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT 2 stocks |
$655,845
0.51% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN CRM 2 stocks |
$574,422
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$506,220
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI 2 stocks |
$460,471
0.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$459,726
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$366,206
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$343,073
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$324,055
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$315,788
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$309,878
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$215,911
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$206,957
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$201,118
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|