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Atlas Brown,Inc. — 13F Holdings & Portfolio

CIK 1388168 · latest 13F-HR filed 2026-04-17

Backtest portfolio

Atlas Brown,Inc. manages $332.2M in 13F-reported U.S. long-equity assets across 339 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.57%), AAPL (5.13%), VTI (3.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 9, added to 67, and trimmed 72.

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

$332.2M

Long-equity book

Holdings

339

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+9 / −9 / ↑67 / ↓72

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP COM$2.1M +41.1%
  • CHEVRON CORPORATION COM$1.2M +32.2%
  • AXT INC COM$1.2M +181.7%
  • JOHNSON & JOHNSON COM$1.1M +15.8%
  • COSTCO WHOLESALE CORPORATION COM$842.9K +21.2%
Show all 67 →

Top Trims

  • MICROSOFT CORP COM-$2.8M -24.5%
  • NVIDIA CORPORATION COM-$2.7M -10.8%
  • APPLE INC COM-$2.4M -12.1%
  • AMAZON COM INC COM-$830.1K -13.0%
  • ALPHABET INC CAP STK CL C-$761.3K -11.8%
Show all 72 →

New Positions

  • MIAMI INTL HLDGS INC COM$2.0M
  • WOLFSPEED INC COM$408.0K
  • CONSTELLATION ENERGY CORP COM$311.6K
  • ADOBE INC COM$245.8K
  • CONOCOPHILLIPS COM$226.0K
Show all 9 →

Exited Positions

  • PAPA JOHNS INTL INC COM$390.6K
  • UNITED PARCEL SERVICE INC CL B$295.2K
  • ALPHATEC HLDGS INC COM NEW$242.1K
  • INTUIT COM$231.5K
  • CAPITAL ONE FINL CORP COM$224.3K
Show all 9 →
All Holdings

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 $21.8M 6.57% 125,140 SH
2 APPLE INC COM AAPL 037833100 $17.0M 5.13% 67,082 SH
3 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $10.9M 3.29% 34,069 SH
4 MICROSOFT CORP COM MSFT 594918104 $8.4M 2.53% 22,731 SH
5 JOHNSON & JOHNSON COM JNJ 478160104 $7.8M 2.35% 31,965 SH
6 EXXON MOBIL CORP COM XOM 30231G102 $7.1M 2.15% 42,079 SH
7 JPMORGAN CHASE & CO COM JPM 46625H100 $7.1M 2.12% 23,973 SH
8 ABBVIE INC COM ABBV 00287Y109 $6.5M 1.96% 29,973 SH
9 ALPHABET INC CAP STK CL C GOOG 02079K107 $5.7M 1.72% 19,872 SH
10 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $5.5M 1.66% 8,479 SH
11 AMAZON COM INC COM AMZN 023135106 $5.4M 1.63% 26,009 SH
12 CHEVRON CORPORATION COM CVX 166764100 $5.0M 1.50% 24,022 SH
13 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $4.8M 1.44% 4,814 SH
14 ISHARES CORE S&P 500 ETF IVV 464287200 $4.8M 1.44% 7,309 SH
15 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $4.5M 1.34% 10,475 SH
16 TJX COS INC NEW COM TJX 872540109 $4.5M 1.34% 27,963 SH
17 PROCTER & GAMBLE CO COM PG 742718109 $4.4M 1.34% 30,714 SH
18 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $4.2M 1.27% 32,901 SH
19 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $3.8M 1.15% 20,081 SH
20 PEPSICO INC COM PEP 713448108 $3.8M 1.13% 24,248 SH
21 HOME DEPOT INC COM HD 437076102 $3.6M 1.08% 10,954 SH
22 CATERPILLAR INC COM CAT 149123101 $3.4M 1.02% 4,770 SH
23 META PLATFORMS INC CL A META 30303M102 $3.3M 1.01% 5,836 SH
24 ISHARES RUSSELL 2000 GROWTH ETF IWO 464287648 $3.2M 0.97% 10,302 SH
25 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.2M 0.96% 6,635 SH
26 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.1M 0.95% 10,925 SH
27 APPLIED MATLS INC COM AMAT 038222105 $3.1M 0.93% 9,019 SH
28 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $3.0M 0.89% 20,243 SH
29 ISHARES S&P 500 GROWTH ETF IVW 464287309 $2.9M 0.86% 25,288 SH
30 CUMMINS INC COM CMI 231021106 $2.8M 0.83% 5,153 SH
31 ISHARES MSCI EAFE ETF EFA 464287465 $2.6M 0.78% 26,811 SH
32 VANGUARD VALUE ETF VTV 922908744 $2.6M 0.78% 13,144 SH
33 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $2.6M 0.77% 11,994 SH
34 GE AEROSPACE COM NEW GE 369604301 $2.4M 0.72% 8,447 SH
35 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $2.4M 0.72% 42,165 SH
36 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $2.4M 0.71% 4,090 SH
37 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF NOBL 74348A467 $2.3M 0.70% 21,975 SH
38 PFIZER INC COM PFE 717081103 $2.3M 0.68% 80,623 SH
39 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF FTEC 316092808 $2.2M 0.67% 10,621 SH
40 ABBOTT LABORATORIES COM ABT 002824100 $2.1M 0.62% 20,166 SH
41 GE VERNOVA INC COM GEV 36828A101 $2.0M 0.61% 2,339 SH
42 WALMART INC COM WMT 931142103 $2.0M 0.60% 16,035 SH
43 MIAMI INTL HLDGS INC COM MIAX 59356Q108 $2.0M 0.60% 50,974 SH
44 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $1.9M 0.58% 20,222 SH
45 MERCK & CO INC COM MRK 58933Y105 $1.9M 0.58% 16,040 SH
46 DISNEY WALT CO COM DIS 254687106 $1.9M 0.57% 19,562 SH
47 BANK OF AMER CORP COM BAC 060505104 $1.9M 0.57% 38,573 SH
48 RTX CORPORATION COM RTX 75513E101 $1.9M 0.56% 9,630 SH
49 AXT INC COM AXTI 00246W103 $1.8M 0.54% 31,650 SH
50 ELI LILLY & CO COM LLY 532457108 $1.8M 0.54% 1,954 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $332.2M 339 0001388168-26-000002
2025-12-31 2026-01-09 $336.4M 338 0001388168-26-000001