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CIK: 0001388168
Total reported value
$372.5M
$372.5M
226 檔
20.0%
According to the latest 13F quarterly dataset, Atlas Brown,Inc. managed an equity portfolio of $372.5M at the end of Q4 2025, spanning 226 distinct U.S. exchange-listed positions.
In Q4 2025, Atlas Brown,Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.36% | +0.09% | -9.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.83% | +0.01% | -3.61% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.24% | -1.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.25% | +0.04% | -3.34% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | -0.03% | -3.51% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.06% | +0.06% | -0.30% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | -0.17% | -5.08% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.92% | +0.14% | -2.59% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.01% | -1.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.01% | -0.07% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.09% | -0.12% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | -2.16% | EXIT | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.49% | +0.03% | +0.15% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.36% | +0.01% | -0.46% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.13% | -3.53% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.26% | -0.22% | -0.97% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.24% | +1.47% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.08% | +2.42% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.15% | -2.37% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.43% | +3.07% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.05% | -10.08% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.09% | +0.04% | -0.42% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.26% | +0.46% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.99% | +0.12% | +0.02% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | -1.29% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.08% | -4.92% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.87% | — | -0.10% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | +0.32% | -0.96% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 0.80% | -0.23% | +0.13% | |
| 30 | GE | General Electric | Stock-Industrials | 0.78% | +0.12% | -5.31% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.14% | -0.12% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | -0.02% | +0.14% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | — | +0.12% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.03% | +0.10% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.11% | +1.16% | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.72% | +0.13% | +1.20% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | +0.60% | -0.54% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.70% | -0.04% | -3.15% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.07% | -0.01% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.05% | -0.52% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | -5.29% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | +0.02% | -1.84% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.01% | -3.46% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.09% | +0.30% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.13% | +0.26% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.07% | +2.89% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | -0.17% | +2.62% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.01% | -4.45% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.09% | -0.15% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | — | +2.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.4% | -2.59% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.42% | Add |
| 3 | AAPL | Apple Inc | +0.2% | -3.61% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.2% | +0.30% | Add |
| 5 | CMI | Cummins Inc | +0.2% | +0.13% | Add |
| 6 | AMAT | Applied Materials Inc | +0.1% | -0.54% | Trim |
| 7 | AXTI | Axt Inc | +0.1% | — | Unchanged |
| 8 | CAT | Caterpillar Inc | +0.1% | -0.96% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.1% | -5.08% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +0.05% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | -1.28% | Trim |
| 12 | TGT | Target CORP | +0.1% | +20.55% | Add |
| 13 | RTX | Rtx CORP | +0.1% | +2.89% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | -0.97% | Trim |
| 15 | CRM | Salesforce Inc | +0.1% | -0.15% | Trim |
| 16 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.46% | Trim |
| 17 | ABT | Abbott Laboratories | -0.1% | -0.12% | Trim |
| 18 | ORLY | O'reilly Automotive Inc | -0.1% | -3.42% | Trim |
| 19 | GLD | Spdr Gold Shares | -0.1% | -36.94% | Trim |
| 20 | PSKY | Paramount Skydance Cl B | -0.1% | +1.18% | Add |
| 21 | T | At&t Inc | -0.1% | +0.20% | Add |
| 22 | NET | Cloudflare Inc - Class A | -0.1% | -5.96% | Trim |
| 23 | COST | Costco Wholesale CORP | -0.1% | +1.47% | Add |
| 24 | ADP | Automatic Data Processing | -0.1% | -3.46% | Trim |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -3.53% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.2% | -2.37% | Trim |
| 27 | NFLX | Netflix Inc | -0.2% | +896.49% | Add |
| 28 | MCD | Mcdonald's CORP | -0.2% | -29.51% | Trim |
| 29 | MSFT | Microsoft CORP | -0.3% | -1.78% | Trim |
| 30 | ORCL | Oracle CORP | -0.3% | -0.52% | Trim |
| 31 | HUM | Humana Inc | -0.3% | -62.44% | Trim |
| 32 | HD | Home Depot Inc | -0.3% | -10.08% | Trim |
| 33 | NVDA | Nvidia CORP | -0.7% | -9.38% | Trim |
| 34 | WTV | Wisdomtree U.s. Value Fund | — | NEW | New buy |
| 35 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 36 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 37 | FRME | First Merchants CORP | — | EXIT | Sold out |
| 38 | UL | Unilever PLC | — | EXIT | Sold out |
| 39 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 40 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 41 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 42 | EFG | Ishares Msci Eafe Growth ETF | — | EXIT | Sold out |
| 43 | RLI | Rli CORP | — | EXIT | Sold out |
| 44 | COF | Capital One Financial CORP | — | NEW | New buy |
| 45 | ET | Energy Transfer LP | — | NEW | New buy |
| 46 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 47 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 49 | AAAU | Goldman Sachs Physical Gold | — | NEW | New buy |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Atlas Brown,Inc. reported a total U.S. public equity portfolio value of $372.5M across 226 disclosed positions in Q4 2025.
During Q4 2025, Atlas Brown,Inc.'s top holdings by market value included NVDA (7.4%)、AAPL (5.8%)、MSFT (3.4%). The largest single position, NVDA, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 20.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
WTV
市值: $877.0K
Top Position Liquidated / Trimmed
STZ
前期市值: $473.6K
In Q4 2025, Atlas Brown,Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 10 positions, trimming 22 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.