Armstrong, Fleming & Moore, Inc

data from 31/03/2026

Capitalization

$ 235.586 M

8.82%

Performance

$ 59.820 M

40.22%

Average holding period

9 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Armstrong, Fleming & Moore, Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 CAVA CAVA GROUP INC 12.50% 29.437 M $ 363865 2023/12/31 8.081 M $ 37.84 %
2026/03/31 CGXU CAPITAL GROUP INTL FOCUS EQT 10.86% 25.580 M $ 867419 2023/06/30 -46.776 K $ -0.20 %
2026/03/31 TCHP T ROWE PRICE ETF INC 10.48% 24.694 M $ 558950 2023/06/30 -2.878 M $ -11.39 %
2026/03/31 AAPL APPLE INC 9.86% 23.223 M $ 91505 2023/06/30 -1.606 M $ -6.65 %
2026/03/31 AVEM AMERICAN CENTY ETF TR 9.00% 21.204 M $ 263143 2025/09/30 832.473 K $ 4.62 %
2026/03/31 CGDV CAPITAL GROUP DIVIDEND VALUE 5.09% 11.988 M $ 281815 2023/06/30 -275.196 K $ -2.52 %
2026/03/31 NVDA NVIDIA CORPORATION 1.80% 4.233 M $ 24270 2023/06/30 -286.455 K $ -6.49 %
2026/03/31 MAR MARRIOTT INTL INC NEW 1.77% 4.164 M $ 12730 2023/06/30 215.339 K $ 5.42 %
2026/03/31 XOM EXXON MOBIL CORP 1.55% 3.641 M $ 21458 2023/06/30 1.020 M $ 40.98 %
2026/03/31 JNJ JOHNSON & JOHNSON 1.45% 3.410 M $ 13950 2023/06/30 471.624 K $ 18.12 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 1.32% 3.117 M $ 3128 2023/06/30 410.717 K $ 15.55 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 1.31% 3.090 M $ 21125 2023/06/30 -664.803 K $ -17.70 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.20% 2.832 M $ 5911 2023/06/30 -135.939 K $ -4.67 %
2026/03/31 CGNG CAPITAL GROUP NEW GEOGRAPHY 1.17% 2.763 M $ 87519 2024/12/31 -30.573 K $ -1.13 %
2026/03/31 CVX CHEVRON CORPORATION 1.07% 2.517 M $ 12164 2023/06/30 664.287 K $ 35.75 %
2026/03/31 JPM JPMORGAN CHASE & CO 1.05% 2.472 M $ 8404 2023/06/30 -235.816 K $ -8.71 %
2026/03/31 FEOE RBB FUND TRUST 0.97% 2.289 M $ 45369 2026/03/31 0.000 $ 0.00 %
2026/03/31 SAIC SCIENCE APPLICATIONS INTL CO 0.94% 2.224 M $ 23425 2023/06/30 -182.910 K $ -5.70 %
2026/03/31 GPRK GEOPARK LTD 0.93% 2.194 M $ 230968 2023/06/30 467.777 K $ 28.21 %
2026/03/31 GOOGL ALPHABET INC 0.90% 2.128 M $ 7401 2023/06/30 -182.506 K $ -8.13 %
2026/03/31 TSLA TESLA INC 0.89% 2.089 M $ 5620 2023/06/30 -439.516 K $ -17.34 %
2026/03/31 AMZN AMAZON COM INC 0.85% 2.011 M $ 9657 2023/06/30 -187.074 K $ -9.77 %
2026/03/31 CGGR CAPITAL GROUP GROWTH ETF 0.85% 2.011 M $ 50028 2023/06/30 -214.119 K $ -9.62 %
2026/03/31 PG PROCTER & GAMBLE CO 0.83% 1.952 M $ 13515 2023/06/30 13.254 K $ 0.79 %
2026/03/31 CGUS CAPITAL GROUP CORE EQUITY ET 0.81% 1.909 M $ 49688 2023/06/30 -83.040 K $ -4.50 %
2026/03/31 MSFT MICROSOFT CORP 0.70% 1.659 M $ 4481 2023/06/30 -488.629 K $ -23.46 %
2026/03/31 GOOG ALPHABET INC 0.62% 1.452 M $ 5062 2023/06/30 -118.535 K $ -8.59 %
2026/03/31 CGGO CAPITAL GROUP GBL GROWTH EQT 0.61% 1.429 M $ 42815 2023/06/30 -55.043 K $ -3.69 %
2026/03/31 GE GE AEROSPACE 0.58% 1.374 M $ 4840 2023/06/30 -116.205 K $ -7.88 %
2026/03/31 IWO ISHARES TR 0.57% 1.352 M $ 4308 2023/06/30 -39.633 K $ -2.85 %
2026/03/31 CGMU CAPITAL GRP FIXED INCM ETF T 0.57% 1.332 M $ 49055 2023/12/31 -11.780 K $ -0.84 %
2026/03/31 UNP UNION PAC CORP 0.55% 1.298 M $ 5349 2023/06/30 60.443 K $ 4.89 %
2026/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.54% 1.280 M $ 5279 2023/06/30 -284.115 K $ -18.17 %
2026/03/31 IWF ISHARES TR 0.52% 1.225 M $ 2874 2025/03/31 -101.069 K $ -9.91 %
2026/03/31 GEV GE VERNOVA INC 0.48% 1.122 M $ 1285 2024/06/30 279.207 K $ 33.56 %
2026/03/31 EMR EMERSON ELEC CO 0.44% 1.046 M $ 7982 2023/06/30 -13.475 K $ -1.28 %
2026/03/31 FMBH FIRST MID BANCSHARES INC 0.44% 1.027 M $ 24930 2023/06/30 54.596 K $ 5.62 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 0.43% 1.018 M $ 20288 2023/06/30 193.642 K $ 23.25 %
2026/03/31 NFLX NETFLIX INC. 0.43% 1.012 M $ 10530 2023/06/30 23.971 K $ 2.55 %
2026/03/31 MRK MERCK & CO INC 0.42% 984.965 K $ 8188 2023/06/30 119.308 K $ 14.28 %
2026/03/31 HON HONEYWELL INTL INC 0.41% 968.238 K $ 4284 2023/06/30 133.444 K $ 15.86 %
2026/03/31 MA MASTERCARD INCORPORATED 0.40% 947.469 K $ 1896 2023/06/30 -135.033 K $ -12.47 %
2026/03/31 T AT&T INC 0.38% 902.727 K $ 31139 2023/06/30 131.617 K $ 16.71 %
2026/03/31 O REALTY INCOME CORP 0.38% 888.587 K $ 14524 2023/06/30 70.668 K $ 8.53 %
2026/03/31 LLY ELI LILLY & CO 0.36% 854.900 K $ 929 2023/06/30 -138.799 K $ -14.41 %
2026/03/31 CAT CATERPILLAR INC 0.34% 796.142 K $ 1124 2023/06/30 152.403 K $ 23.68 %
2026/03/31 PEP PEPSICO INC 0.34% 791.444 K $ 5097 2023/06/30 59.991 K $ 8.20 %
2026/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.30% 718.140 K $ 1 2023/06/30 -36.660 K $ -4.86 %
2026/03/31 IEFA ISHARES TR 0.30% 704.750 K $ 7785 2023/06/30 8.222 K $ 1.20 %
2026/03/31 ABBV ABBVIE INC 0.30% 697.490 K $ 3207 2023/06/30 -30.877 K $ -4.81 %
2026/03/31 CGIC CAPITAL GROUP INTERNATIONAL 0.29% 688.787 K $ 20803 2024/12/31 9.954 K $ 1.88 %
2026/03/31 CSCO CISCO SYS INC 0.29% 686.411 K $ 8847 2023/06/30 5.092 K $ 0.73 %
2026/03/31 CGBL CAPITAL GROUP CORE BALANCED 0.28% 660.105 K $ 19184 2023/12/31 -17.553 K $ -2.60 %
2026/03/31 KO COCA COLA CO 0.27% 643.682 K $ 8464 2023/06/30 51.968 K $ 8.78 %
2026/03/31 IAU ISHARES GOLD TR 0.26% 602.926 K $ 6839 2025/06/30 47.741 K $ 8.61 %
2026/03/31 PNC PNC FINL SVCS GROUP INC 0.25% 600.579 K $ 2886 2023/06/30 -1.892 K $ -0.31 %
2026/03/31 LMT LOCKHEED MARTIN CORP 0.25% 595.929 K $ 986 2023/06/30 119.029 K $ 24.96 %
2026/03/31 NEE NEXTERA ENERGY INC 0.25% 584.217 K $ 6290 2023/06/30 79.115 K $ 15.70 %
2026/03/31 AOM ISHARES TR 0.24% 570.428 K $ 12042 2023/06/30 -4.335 K $ -0.75 %
2026/03/31 RTX RTX CORPORATION 0.24% 569.055 K $ 2950 2023/06/30 28.025 K $ 5.18 %
2026/03/31 BMY BRISTOL-MYERS SQUIBB CO 0.23% 546.760 K $ 9015 2023/06/30 60.490 K $ 12.44 %
2026/03/31 DIS DISNEY WALT CO 0.23% 543.857 K $ 5643 2023/06/30 -121.695 K $ -15.29 %
2026/03/31 ASML ASML HLDG NV 0.22% 511.222 K $ 387 2023/12/31 97.125 K $ 23.46 %
2026/03/31 CHTR CHARTER COMMUNICATIONS INC 0.21% 501.705 K $ 2324 2023/06/30 16.570 K $ 3.42 %
2026/03/31 WPC WP CAREY INC 0.21% 497.950 K $ 7327 2023/06/30 26.377 K $ 5.59 %
2026/03/31 WMT WALMART INC 0.20% 480.103 K $ 3863 2024/03/31 43.577 K $ 11.55 %
2026/03/31 AMP AMERIPRISE FINL INC 0.19% 444.400 K $ 1000 2023/06/30 -45.940 K $ -9.37 %
2026/03/31 IVW ISHARES TR 0.19% 441.695 K $ 3905 2025/06/30 -28.775 K $ -8.23 %
2026/03/31 IVE ISHARES TR 0.18% 432.224 K $ 2047 2025/06/30 -1.883 K $ -0.43 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.18% 416.258 K $ 1232 2025/12/31 52.849 K $ 18.37 %
2026/03/31 CSX CSX CORP 0.17% 395.312 K $ 9630 2023/06/30 46.223 K $ 13.24 %
2026/03/31 MMM 3M CO 0.16% 383.497 K $ 2641 2023/06/30 -39.271 K $ -9.29 %
2026/03/31 EFA ISHARES TR 0.16% 374.687 K $ 3858 2026/03/31 0.000 $ 0.00 %
2026/03/31 SO SOUTHERN CO 0.16% 374.401 K $ 3879 2023/06/30 36.152 K $ 10.69 %
2026/03/31 SCZ ISHARES TR 0.16% 373.415 K $ 4762 2025/06/30 3.353 K $ 1.13 %
2026/03/31 IQV IQVIA HLDGS INC 0.16% 371.777 K $ 2180 2023/06/30 -119.451 K $ -24.34 %
2026/03/31 IWM ISHARES TR 0.15% 347.448 K $ 1401 2026/03/31 0.000 $ 0.00 %
2026/03/31 BUFR FIRST TR EXCHNG TRADED FD VI 0.15% 342.326 K $ 10137 2024/06/30 -5.179 K $ -1.43 %
2026/03/31 GLDM WORLD GOLD TR 0.14% 329.976 K $ 3560 2025/09/30 26.059 K $ 8.57 %
2026/03/31 GLW CORNING INC 0.13% 316.363 K $ 2327 2025/09/30 112.553 K $ 55.30 %
2026/03/31 HD HOME DEPOT INC 0.13% 308.560 K $ 938 2023/06/30 -13.460 K $ -4.42 %
2026/03/31 FRT FEDERAL RLTY INVT TR NEW 0.13% 306.958 K $ 2890 2026/03/31 0.000 $ 0.00 %
2026/03/31 WBD WARNER BROS DISCOVERY INC 0.13% 306.673 K $ 11168 2023/06/30 -15.188 K $ -4.72 %
2026/03/31 MTB M & T BK CORP 0.13% 306.161 K $ 1481 2023/06/30 7.760 K $ 2.60 %
2026/03/31 IJT ISHARES TR 0.12% 294.195 K $ 2033 2025/06/30 5.342 K $ 2.51 %
2026/03/31 CRM SALESFORCE INC 0.12% 288.475 K $ 1545 2023/06/30 -67.051 K $ -29.54 %
2026/03/31 PFE PFIZER INC 0.12% 277.092 K $ 9868 2023/06/30 31.157 K $ 12.77 %
2026/03/31 AZN ASTRAZENECA PLC 0.12% 272.744 K $ 1383 2026/03/31 0.000 $ 0.00 %
2026/03/31 V VISA INC 0.11% 267.764 K $ 886 2023/06/30 -37.031 K $ -13.82 %
2026/03/31 ESGE ISHARES INC 0.11% 262.868 K $ 5781 2023/12/31 7.515 K $ 2.94 %
2026/03/31 MCD MCDONALDS CORP 0.11% 257.956 K $ 830 2023/06/30 4.282 K $ 1.69 %
2026/03/31 CL COLGATE PALMOLIVE CO 0.11% 254.356 K $ 2984 2023/06/30 18.487 K $ 7.86 %
2026/03/31 USB US BANCORP 0.11% 250.276 K $ 4812 2023/12/31 -6.496 K $ -2.53 %
2026/03/31 DUK DUKE ENERGY CORP NEW 0.11% 248.302 K $ 1896 2024/09/30 26.032 K $ 11.71 %
2026/03/31 META META PLATFORMS INC 0.10% 245.444 K $ 429 2024/06/30 -37.734 K $ -13.33 %
2026/03/31 GMAY FIRST TR EXCHNG TRADED FD VI 0.10% 239.792 K $ 5840 2024/06/30 -1.343 K $ -0.56 %
2026/03/31 D DOMINION ENERGY INC 0.10% 237.987 K $ 3850 2025/06/30 12.403 K $ 5.51 %
2026/03/31 GIS GENERAL MILLS INC 0.10% 237.503 K $ 6381 2023/06/30 -55.503 K $ -19.96 %
2026/03/31 ED CONSOLIDATED EDISON INC 0.10% 236.417 K $ 2089 2025/06/30 28.953 K $ 13.96 %
2026/03/31 IWD ISHARES TR 0.10% 227.674 K $ 1066 2025/03/31 3.533 K $ 1.58 %