13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001990099
Total reported value
$301.9M
$301.9M
105 檔
37.0%
In Q4 2025, Armstrong, Fleming & Moore, Inc's U.S. equity holdings reached a combined market value of $301.9M, distributed across 105 disclosed stock positions.
In Q4 2025, Armstrong, Fleming & Moore, Inc adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 11.67% | -0.86% | +6.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.16% | -1.18% | -0.88% | |
| 3 | CGXU | Cap Group Intl Focus | ETF-Other | 10.64% | -0.94% | +2.71% | |
| 4 | CAVA | Cava Group Inc | Stock-Consumer Disc | 9.86% | -3.04% | +0.32% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.32% | -0.59% | +15.99% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 5.04% | -0.29% | +21.98% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | -0.19% | +1.17% | |
| 8 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.83% | -0.21% | -1.18% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.73% | -0.49% | — | |
| 10 | SAIC | Science Applications Inte | Stock-Tech | 1.48% | -0.08% | -1.45% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.15% | — | |
| 12 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.25% | -0.12% | +1.70% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.35% | -5.42% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.31% | -20.65% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.28% | +0.06% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.12% | -0.34% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.58% | -2.65% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.02% | -0.01% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 1.03% | -0.07% | +0.42% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.15% | +1.17% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.14% | -2.03% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.41% | -4.50% | |
| 23 | CGUS | Cap Group Core Equity | ETF-Other | 0.85% | -0.08% | +8.96% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.17% | -0.45% | |
| 25 | GPRK | GeoPark Limited | Stock-Other | 0.77% | -0.22% | +3.93% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | -0.06% | -1.47% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.69% | -0.03% | +1.05% | |
| 28 | GE | General Electric | Stock-Industrials | 0.68% | +0.02% | +0.02% | |
| 29 | CGMU | Cap Group Municipal Income | ETF-Other | 0.65% | -0.15% | +0.09% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.64% | -0.01% | +0.19% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.03% | — | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | -0.07% | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.08% | -1.76% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.49% | -0.16% | -0.76% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.05% | -0.55% | |
| 36 | FMBH | First Mid Bancshares Inc | Stock-Other | 0.45% | -0.04% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.01% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.18% | +898.01% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.41% | EXIT | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.07% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.15% | -0.93% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | +0.02% | — | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.38% | -0.09% | +0.07% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | -0.05% | -2.93% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.17% | -1.79% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.05% | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.11% | -6.15% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.05% | -7.31% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.05% | +0.62% | |
| 50 | CGBL | Cap Group Core Balanced | ETF-Other | 0.31% | -0.04% | +1.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +1.1% | +15.99% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.9% | +21.98% | Add |
| 3 | TCHP | T Rowe Price Blue Chip Growt | +0.6% | +6.55% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -0.88% | Trim |
| 5 | MAR | Marriott International -cl A | +0.2% | -1.18% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.01% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 8 | GPRK | GeoPark Limited | +0.1% | +3.93% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.06% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 12 | CGUS | Cap Group Core Equity | +0.1% | +8.96% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +12.24% | Add |
| 14 | WBD | Warner Bros Discovery Inc | +0.1% | — | Unchanged |
| 15 | CAT | Caterpillar Inc | 0% | -5.07% | Trim |
| 16 | IQV | Iqvia Holdings Inc | 0% | — | Unchanged |
| 17 | CGNG | Cap Group New Geography Eq | 0% | +1.70% | Add |
| 18 | IAU | Ishares Gold Trust | 0% | +0.15% | Add |
| 19 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | 0% | -2.65% | Trim |
| 21 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 22 | RTX | Rtx CORP | 0% | — | Unchanged |
| 23 | GLDM | Spdr Gold Minishares Trust | 0% | — | Unchanged |
| 24 | ASML | ASML Holding N.V. | 0% | -2.76% | Trim |
| 25 | USB | US Bancorp | 0% | — | Unchanged |
| 26 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 27 | LUMN | Lumen Technologies Inc | 0% | +1.32% | Add |
| 28 | IBM | Intl Business Machines CORP | — | -1.47% | Trim |
| 29 | CGGO | Cap Group Global Growth | — | +1.05% | Add |
| 30 | KO | Coca-cola Co/the | — | +0.01% | Add |
| 31 | CSCO | Cisco Systems Inc | — | -7.31% | Trim |
| 32 | WMT | Walmart Inc | — | — | Unchanged |
| 33 | FMBH | First Mid Bancshares Inc | — | — | Unchanged |
| 34 | CGIC | Cap Group Intl Core Eq | — | — | Unchanged |
| 35 | NEE | Nextera Energy Inc | — | -1.18% | Trim |
| 36 | CRM | Salesforce Inc | — | — | Unchanged |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | +0.62% | Add |
| 38 | CGBL | Cap Group Core Balanced | — | +1.27% | Add |
| 39 | MMM | 3m Co | — | — | Unchanged |
| 40 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | — | — | Unchanged |
| 42 | IWD | Ishares Russell 1000 Value E | — | +0.38% | Add |
| 43 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 44 | CSX | Csx CORP | — | — | Unchanged |
| 45 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 46 | SCZ | Ishares Msci Eafe Small-cap | — | +1.36% | Add |
| 47 | CGGE | Cap Group Global Eq | — | +0.01% | Add |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | — | +0.65% | Add |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | — | +0.59% | Add |
| 50 | MTB | M & T Bank CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Armstrong, Fleming & Moore, Inc reported a total U.S. public equity portfolio value of $301.9M across 105 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TCHP, AAPL, CGXU) accounted for 37.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $287.7K
Top Position Liquidated / Trimmed
JEPI
前期市值: $623.3K
During Q4 2025, Armstrong, Fleming & Moore, Inc's top holdings by market value included TCHP (11.7%)、AAPL (11.2%)、CGXU (10.6%). The largest single position, TCHP, represented 11.7% of total portfolio value.
In Q4 2025, Armstrong, Fleming & Moore, Inc made 70 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 31 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.