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Atlas Brown,Inc. — 13F Holdings & Portfolio

CIK 1388168 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Atlas Brown,Inc. manages $372.5M in 13F-reported U.S. long-equity assets across 354 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.65%), AAPL (5.13%), VTI (3.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 6, added to 130, and trimmed 41.

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.

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
Loading holdings…
AUM

$372.5M

Long-equity book

Holdings

354

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+17 / −6 / ↑130 / ↓41

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INTEL CORP COM$3.4M +202.5%
  • NVIDIA CORPORATION COM$3.0M +13.6%
  • APPLIED MATLS INC COM$2.6M +84.6%
  • APPLE INC COM$2.1M +12.4%
  • CATERPILLAR INC COM$1.6M +46.5%
Show all 130 →

Top Trims

  • CHEVRON CORPORATION COM-$994.8K -19.9%
  • CUMMINS INC COM-$518.3K -18.7%
  • AT&T INC COM-$502.0K -28.7%
  • PEPSICO INC COM-$494.3K -13.1%
  • NETFLIX INC. COM-$463.8K -25.8%
Show all 41 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$5.8M
  • AVANTIS U.S. SMALL CAP VALUE ETF$1.2M
  • MICRON TECHNOLOGY INC COM$556.9K
  • UBER TECHNOLOGIES INC COM$531.3K
  • MARVELL TECHNOLOGY INC COM$457.0K
Show all 17 →

Exited Positions

  • EXXON MOBIL CORP COM$7.2M
  • HONEYWELL INTL INC COM$371.7K
  • CONOCOPHILLIPS COM$226.0K
  • BROADRIDGE FINL SOLUTIONS INC COM$222.6K
  • AMERICAN TOWER CORP COM$204.9K
Show all 6 →
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 $24.8M 6.65% 123,843 SH
2 APPLE INC COM AAPL 037833100 $19.1M 5.13% 66,093 SH
3 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $12.4M 3.33% 33,530 SH
4 MICROSOFT CORP COM MSFT 594918104 $8.6M 2.30% 22,943 SH
5 JOHNSON & JOHNSON COM JNJ 478160104 $8.1M 2.18% 31,933 SH
6 JPMORGAN CHASE & CO COM JPM 46625H100 $7.8M 2.09% 23,792 SH
7 ABBVIE INC COM ABBV 00287Y109 $7.5M 2.02% 29,884 SH
8 ALPHABET INC CAP STK CL C GOOG 02079K107 $6.9M 1.86% 19,634 SH
9 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $6.2M 1.67% 8,316 SH
10 AMAZON COM INC COM AMZN 023135106 $6.1M 1.64% 25,677 SH
11 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $5.7M 1.54% 42,043 SH
12 ISHARES CORE S&P 500 ETF IVV 464287200 $5.7M 1.53% 7,593 SH
13 APPLIED MATLS INC COM AMAT 038222105 $5.7M 1.53% 7,860 SH
14 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $5.1M 1.37% 41,163 SH
15 INTEL CORP COM INTC 458140100 $5.0M 1.34% 35,680 SH
16 CATERPILLAR INC COM CAT 149123101 $5.0M 1.33% 4,649 SH
17 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $4.8M 1.28% 32,484 SH
18 PROCTER & GAMBLE CO COM PG 742718109 $4.5M 1.21% 30,691 SH
19 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $4.5M 1.21% 4,803 SH
20 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $4.4M 1.19% 20,079 SH
21 TJX COS INC NEW COM TJX 872540109 $4.2M 1.13% 27,815 SH
22 ISHARES RUSSELL 2000 GROWTH ETF IWO 464287648 $4.1M 1.09% 10,295 SH
23 CHEVRON CORPORATION COM CVX 166764100 $4.0M 1.07% 24,008 SH
24 HOME DEPOT INC COM HD 437076102 $3.9M 1.04% 10,967 SH
25 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.8M 1.01% 10,552 SH
26 ISHARES S&P 500 GROWTH ETF IVW 464287309 $3.4M 0.92% 24,949 SH
27 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $3.3M 0.89% 20,039 SH
28 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.3M 0.88% 6,574 SH
29 PEPSICO INC COM PEP 713448108 $3.3M 0.88% 24,194 SH
30 META PLATFORMS INC CL A META 30303M102 $3.2M 0.86% 5,713 SH
31 GE AEROSPACE COM NEW GE 369604301 $3.1M 0.85% 8,427 SH
32 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $3.0M 0.82% 4,139 SH
33 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF FTEC 316092808 $3.0M 0.80% 10,481 SH
34 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $2.9M 0.79% 43,101 SH
35 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $2.9M 0.77% 11,860 SH
36 GE VERNOVA INC COM GEV 36828A101 $2.9M 0.77% 2,437 SH
37 ISHARES MSCI EAFE ETF EFA 464287465 $2.8M 0.76% 27,103 SH
38 VANGUARD VALUE ETF VTV 922908744 $2.8M 0.75% 12,844 SH
39 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF NOBL 74348A467 $2.5M 0.66% 44,040 SH
40 CISCO SYS INC COM CSCO 17275R102 $2.4M 0.63% 20,071 SH
41 ELI LILLY & CO COM LLY 532457108 $2.3M 0.63% 1,957 SH
42 CUMMINS INC COM CMI 231021106 $2.3M 0.60% 3,158 SH
43 BANK OF AMER CORP COM BAC 060505104 $2.2M 0.58% 38,125 SH
44 MERCK & CO INC COM MRK 58933Y105 $2.1M 0.55% 16,011 SH
45 CLOUDFLARE INC CL A COM NET 18915M107 $2.0M 0.55% 8,286 SH
46 PFIZER INC COM PFE 717081103 $1.9M 0.52% 80,411 SH
47 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VEU 922042775 $1.9M 0.52% 23,115 SH
48 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $1.9M 0.51% 20,199 SH
49 DISNEY WALT CO COM DIS 254687106 $1.9M 0.51% 19,556 SH
50 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $1.9M 0.50% 6,605 SH
Filing History
Period Filed AUM Holdings Accession
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