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Atlas Brown,Inc. — 13F Holdings & Portfolio

CIK 1388168 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Atlas Brown,Inc. manages $379.2M in 13F-reported U.S. long-equity assets across 357 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.42%), AAPL (5.75%), VTI (3.41%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 7 new positions and exited 8; 65 existing positions rose in reported value and 73 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$379.2M

Long-equity book

Holdings
357

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+7 / −8 / ↑65 / ↓73

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.5% · -0%AAPL5.8% · -1%VTI3.4% · +3%MSFT3.2% · -0%JNJ2.2% · -0%JPM2.1% · -0%ABBV2.1% · -0%XOM1.8% · +0%GOOG1.8% · -0%AMZN1.7% · -0%SPY1.6% · -3%IVV1.6% · +5%IWF1.3% · -1%CVX1.3% · +0%PG1.2% · +0%IWP1.2% · -0%INTC1.2% · +2%COST1.2% · -0%META1.1% · -0%IWN1.1% · -1%AMAT1.1% · +2%GOOGL1.0% · -0%TJX1.0% · -0%CAT1.0% · -3%IWO1.0% · -1%IVW1.0% · +2%BRK.B0.9% · -1%IWS0.8% · -0%FTEC0.8% · -0%HD0.8% · -0%PEP0.8% · +1%QQQ0.8% · -2%IWD0.8% · -0%NET0.8% · -0%EEM0.8% · -1%EFA0.7% · -1%VTV0.7% · -1%GE0.7% · -0%LLY0.7% · +8%NOBL0.6% · +0%MRK0.6% · +1%PFE0.6% · +2%GEV0.6% · -0%CSCO0.6% · -0%ADP0.6% · -0%BAC0.6% · -1%DIS0.5% · +0%ABT0.5% · +0%VEU0.5% · +4%AXTI0.5% · 0%IEF0.5% · +3%CRM0.5% · +0%RTX0.5% · +0%V0.5% · +0%JCI0.5% · 0%ORCL0.4% · -0%WMT0.4% · +4%KO0.4% · -0%CMI0.4% · +0%BP0.4% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$605.2M
Discretionary
$584.8M
Employees
9
Accounts
1,194
Address
333 EAST MAIN STREET
SUITE 400
LOUISVILLE, KY 40202-1259
Phone
(502) 271-2900
Website
Name Title / Status Ownership Type
HANCOCK, III, WILLIAM, WAYNE ControlCHAIRMAN
since Mar 2009
10–25%Individual
LAMKIN, CHERRI, LYN ControlCHIEF COMPLIANCE OFFICER
since Mar 2016
Less than 5%Individual
MIDDLETON, CHARLES, GIBSON ControlDIRECTOR
since Jan 2005
5–10%Individual
ROBINSON, MICHAEL, SCOTT ControlPRESIDENT AND CEO
since Jan 2016
Less than 5%Individual
HANCOCK, MARY, COLLISSHAREHOLDER
since Nov 2010
5–10%Individual
Ownership & leadership changes · 6 filings with changes since Mar 27, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2022 filing
  • No longer listedRUSSELL, DAVID, BROWER · EXECUTIVE VICE PRESIDENT · 5–10% · control person · listed since May 2014
Mar 27, 2019 filing
  • No longer listedHANCOCK, JR, WILLIAM, WAYNE · SHAREHOLDER · 5–10% · listed since Nov 2010
  • No longer listedSTREET, WILLIAM, MAY · CHAIRMAN · 10–25% · control person · listed since Jul 2013
  • ChangedHANCOCK, III, WILLIAM, WAYNE · title VICE-CHAIRMAN → CHAIRMAN
Mar 30, 2016 filing
  • No longer listedMIDDLETON, LAWRENCE, JONES · RETIRED · 10–25% · listed since Jan 2007
  • AddedLAMKIN, CHERRI, LYN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedROBINSON, MICHAEL, SCOTT · title CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER → PRESIDENT AND CEO
Mar 31, 2015 filing
  • ChangedHANCOCK, III, WILLIAM, WAYNE · title CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER → VICE-CHAIRMAN
  • ChangedMIDDLETON, CHARLES, GIBSON · title SHAREHOLDER → DIRECTOR
  • ChangedROBINSON, MICHAEL, SCOTT · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER
  • ChangedSTREET, WILLIAM, MAY · title SHAREHOLDER → CHAIRMAN
May 22, 2014 filing
  • AddedRUSSELL, DAVID, BROWER · EXECUTIVE VICE PRESIDENT · 5–10% · control person
Jul 26, 2013 filing
  • No longer listedJONES, MARY, DENNIS · EXECUTIVE VICE PRESIDENT · 5–10% · control person · listed since Mar 2005
  • AddedSTREET, WILLIAM, MAY · SHAREHOLDER · 10–25% · control person
Mar 27, 2012 filing (earliest on record)
  • ListedHANCOCK, III, WILLIAM, WAYNE · CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER · 10–25% · control person
  • ListedHANCOCK, JR, WILLIAM, WAYNE · SHAREHOLDER · 5–10%
  • ListedHANCOCK, MARY, COLLIS · SHAREHOLDER · 5–10%
  • ListedJONES, MARY, DENNIS · EXECUTIVE VICE PRESIDENT · 5–10% · control person
  • ListedMIDDLETON, CHARLES, GIBSON · SHAREHOLDER · 5–10% · control person
  • ListedMIDDLETON, LAWRENCE, JONES · RETIRED · 10–25%
  • ListedROBINSON, MICHAEL, SCOTT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Atlas Brown,Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION COM NVDA 67066G104 $28.1M 7.42% 123,130 SH
2 APPLE INC COM AAPL 037833100 $21.8M 5.75% 65,422 SH
3 VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $12.9M 3.41% 34,575 SH
4 MICROSOFT CORP COM MSFT 594918104 $11.7M 3.09% 22,863 SH
5 JOHNSON & JOHNSON COM JNJ 478160104 $8.4M 2.22% 31,844 SH
6 JPMORGAN CHASE & CO COM JPM 46625H100 $7.8M 2.07% 23,687 SH
7 ABBVIE INC COM ABBV 00287Y109 $7.8M 2.06% 29,789 SH
8 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $6.8M 1.81% 42,083 SH
9 ALPHABET INC CAP STK CL C GOOG 02079K107 $6.7M 1.76% 19,539 SH
10 AMAZON COM INC COM AMZN 023135106 $6.4M 1.68% 25,563 SH
11 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $6.2M 1.63% 8,085 SH
12 ISHARES CORE S&P 500 ETF IVV 464287200 $6.1M 1.62% 8,002 SH
13 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $5.1M 1.35% 40,783 SH
14 CHEVRON CORPORATION COM CVX 166764100 $4.9M 1.30% 24,080 SH
15 PROCTER & GAMBLE CO COM PG 742718109 $4.5M 1.18% 30,784 SH
16 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $4.5M 1.18% 32,458 SH
17 INTEL CORP COM INTC 458140100 $4.4M 1.16% 36,445 SH
18 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $4.4M 1.15% 4,807 SH
19 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $4.2M 1.10% 19,940 SH
20 APPLIED MATLS INC COM AMAT 038222105 $4.1M 1.09% 8,047 SH
21 META PLATFORMS INC CL A META 30303M102 $4.1M 1.08% 5,672 SH
22 TJX COS INC NEW COM TJX 872540109 $3.7M 0.97% 27,756 SH
23 CATERPILLAR INC COM CAT 149123101 $3.7M 0.96% 4,504 SH
24 ISHARES RUSSELL 2000 GROWTH ETF IWO 464287648 $3.6M 0.96% 10,208 SH
25 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.6M 0.96% 10,528 SH
26 ISHARES S&P 500 GROWTH ETF IVW 464287309 $3.6M 0.95% 25,405 SH
27 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.2M 0.85% 6,510 SH
28 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $3.2M 0.85% 20,020 SH
29 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF FTEC 316092808 $3.1M 0.83% 10,453 SH
30 HOME DEPOT INC COM HD 437076102 $3.1M 0.82% 10,944 SH
31 PEPSICO INC COM PEP 713448108 $3.1M 0.81% 24,327 SH
32 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $3.0M 0.80% 4,075 SH
33 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $2.9M 0.78% 11,859 SH
34 CLOUDFLARE INC CL A COM NET 18915M107 $2.9M 0.76% 8,261 SH
35 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $2.9M 0.75% 42,849 SH
36 ISHARES MSCI EAFE ETF EFA 464287465 $2.8M 0.74% 26,916 SH
37 VANGUARD MORNINGSTAR VALUE ETF VTV 922908744 $2.8M 0.73% 12,744 SH
38 GE AEROSPACE COM NEW GE 369604301 $2.6M 0.69% 8,403 SH
39 ELI LILLY & CO COM LLY 532457108 $2.5M 0.65% 2,124 SH
40 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF NOBL 74348A467 $2.4M 0.63% 44,129 SH
41 MERCK & CO INC COM MRK 58933Y105 $2.4M 0.62% 16,227 SH
42 PFIZER INC COM PFE 717081103 $2.3M 0.62% 82,007 SH
43 GE VERNOVA INC COM GEV 36828A101 $2.3M 0.61% 2,431 SH
44 CISCO SYS INC COM CSCO 17275R102 $2.2M 0.57% 20,019 SH
45 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $2.1M 0.55% 8,107 SH
46 BANK OF AMER CORP COM BAC 060505104 $2.1M 0.54% 37,887 SH
47 DISNEY WALT CO COM DIS 254687106 $2.1M 0.54% 19,612 SH
48 ABBOTT LABORATORIES COM ABT 002824100 $2.0M 0.53% 20,153 SH
49 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VEU 922042775 $2.0M 0.52% 23,936 SH
50 AXT INC COM AXTI 00246W103 $1.9M 0.51% 25,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $379.2M 357 0001388168-26-000004
2026-06-30 2026-07-09 $372.5M 354 0001388168-26-000003
2026-03-31 2026-04-17 $332.2M 339 0001388168-26-000002
2025-12-31 2026-01-09 $336.4M 338 0001388168-26-000001
Filer Information
Address
333 E. MAIN STREET
SUITE 400
LOUISVILLE, KY 40202
Phone
(502) 271-2900
Filing Manager
Atlas Brown,Inc.
LOUISVILLE, KY
Signatory
Cherri Lamkin
CCO