Armstrong, Fleming & Moore, Inc

RIA/Wealth

Armstrong, Fleming & Moore, Inc is a RIA/Wealth based in Washington, DC led by Alexandra Armstrong, reporting $1.1B in AUM as of Q3 2025 with 40% ETF concentration and 62% concentrated in top 10 holdings.

ChairmanAlexandra Armstrong

Portfolio Value: $209.3M
Positions: 112
Top Holding: TCHP at 11.1%
Last Reported: Q3 2025

Address1800 M Street Nw, #1010-s, Washington, DC, 20036, United States

Top Holdings

Largest long holdings in Armstrong, Fleming & Moore, Inc's portfolio (61.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 T. Rowe Price Blue Chip Growth TCHP	ETF ETF	$23.2M	11.10%	+$1.8M Bought	— 475.5K shares	Q2 2023 Held for 2y 5m
2 Apple AAPL	Consumer Electronics Technology	$22.8M	10.91%	-$90.4K Sold	0.00% 89.7K shares	Q2 2023 Held for 2y 5m
3 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$22.5M	10.74%	+$1.1M Bought	— 759.0K shares	Q2 2023 Held for 2y 5m
4 CAVA Group CAVA	Restaurants Consumer Cyclical	$21.9M	10.47%	+$184.6K Bought	0.31% 362.7K shares	Q4 2023 Held for 1y 11m
5 Avantis Emerging Markets Equity AVEM	ETF ETF	$15.1M	7.23%	+$15.1M New	— 201.6K shares	Q3 2025 Held for 2 months
6 CGDV Capital Group Dividend Value CGDV	ETF ETF	$8.6M	4.12%	+$1.2M Bought	— 205.1K shares	Q2 2023 Held for 2y 5m
7 Nvidia NVDA	Semiconductors Technology	$4.4M	2.09%	+$24.1K Bought	0.00% 23.4K shares	Q2 2023 Held for 2y 5m
8 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$3.9M	1.84%	—	0.00% 21.1K shares	Q2 2023 Held for 2y 5m
9 Costco Wholesale COST	Discount Stores Consumer Defensive	$3.6M	1.71%	-$87.9K Sold	0.00% 3.9K shares	Q2 2023 Held for 2y 5m
10 Marriott International MAR	Travel Lodging Consumer Cyclical	$3.4M	1.61%	-$8.1K Sold	0.00% 12.9K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Armstrong, Fleming & Moore, Inc's latest filing

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Market Value

$209.3M

Prior: $184.2M

Q/Q Change

+13.67%

+$25.2M

Net Flows % of MV

+9.65%

Turnover Ratio

7.41%

New Purchases

10 stocks

$17.1M

Added To

34 stocks

+$8.2M

Sold Out Of

7 stocks

$3.4M

Reduced Holdings

23 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 Avantis Emerging Markets Equity AVEM	New	0 → 201.6K +$15.1M
2 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 3.6K +$272.2K
3 O'Reilly Automotive ORLY	New	0 → 2.4K +$258.0K
4 American Tower AMT	New	0 → 1.3K +$252.0K
5 Deere & Company DE	New	0 → 540.0 +$247.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core MSCI Emerging Markets IEMG	Sold	22.2K → 0 −$1.3M
2 iShares MSCI EAFE Growth EFG	Sold	9.3K → 0 −$1.0M
3 Darden Restaurants DRI	Sold	1.0K → 0 −$218.0K
4 Carrier Global CARR	Sold	3.0K → 0 −$215.9K
5 PPG Industries PPG	Sold	1.8K → 0 −$209.6K