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CIK: 0001388168
Total reported value
$372.5M
$372.5M
226 檔
17.9%
As reported in its official Q1 2026 Form 13F filing, Atlas Brown,Inc.'s tracked investment portfolio stood at $372.5M with 226 total positions.
Atlas Brown,Inc. executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 9 holdings and trimming 81 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, VTI) accounted for 17.9% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.65% | +0.09% | -4.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.01% | -5.79% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.29% | +0.04% | +4.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.24% | -1.37% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.36% | -0.17% | -1.93% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.16% | -2.16% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | -0.03% | +0.25% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | +0.06% | -0.92% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.14% | -3.50% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.01% | -3.62% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.01% | -4.71% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.43% | -2.65% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.24% | +4.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.09% | -2.09% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.35% | -0.22% | +1.22% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.03% | -0.83% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.13% | -1.45% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.27% | +0.01% | -1.20% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.15% | +0.04% | -0.87% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.26% | +1.41% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.05% | +0.85% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.15% | +2.00% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.32% | -2.79% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.08% | -7.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.08% | +6.35% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.97% | +0.12% | -0.43% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.60% | -0.59% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.89% | — | -2.04% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.06% | -5.06% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 0.84% | -0.23% | -1.49% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.02% | +0.83% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | -0.03% | -1.17% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | — | -1.16% | |
| 34 | GE | General Electric | Stock-Industrials | 0.73% | +0.12% | +0.04% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.72% | +0.07% | +1.77% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.11% | -0.20% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.70% | -0.04% | -2.49% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | -0.17% | +0.70% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.67% | +0.13% | -1.85% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.14% | -0.85% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.62% | +0.16% | -0.59% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.13% | -12.76% | |
| 43 | MIAX | Miami International Holdings | Stock-Other | 0.60% | -0.15% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.03% | +0.07% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.58% | -0.07% | +23.22% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | +0.02% | +0.05% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.06% | +2.81% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.07% | -11.41% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | +1.52% | |
| 50 | AXTI | Axt Inc | Stock-Other | 0.54% | -0.06% | -19.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +0.07% | Add |
| 2 | CVX | Chevron CORP | +0.4% | -2.65% | Trim |
| 3 | AXTI | Axt Inc | +0.4% | -19.16% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.93% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.3% | +4.85% | Add |
| 6 | AMAT | Applied Materials Inc | +0.2% | -0.59% | Trim |
| 7 | CAT | Caterpillar Inc | +0.2% | -2.79% | Trim |
| 8 | GEV | GE Vernova Inc | +0.2% | -0.59% | Trim |
| 9 | BP | Bp Plc-spons Adr | +0.1% | -0.45% | Trim |
| 10 | PEP | Pepsico Inc | +0.1% | +1.41% | Add |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +23.22% | Add |
| 12 | UI | Ubiquiti Inc | +0.1% | — | Unchanged |
| 13 | T | At&t Inc | +0.1% | +2.48% | Add |
| 14 | ORLY | O'reilly Automotive Inc | +0.1% | +28.10% | Add |
| 15 | PFE | Pfizer Inc | +0.1% | +0.70% | Add |
| 16 | INTC | Intel CORP | +0.1% | -0.28% | Trim |
| 17 | TJX | Tjx Companies Inc | +0.1% | +1.22% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.07% | Add |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | +78.87% | Add |
| 20 | NEE | Nextera Energy Inc | +0.1% | +0.22% | Add |
| 21 | SYBT | Stock Yards Bancorp Inc | +0.1% | +46.25% | Add |
| 22 | IWN | Ishares Russell 2000 Value E | +0.1% | -0.87% | Trim |
| 23 | ASML | ASML Holding N.V. | +0.1% | -2.96% | Trim |
| 24 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | +1.77% | Add |
| 26 | DUK | Duke Energy CORP | 0% | +0.42% | Add |
| 27 | KR | Kroger Co | 0% | +0.02% | Add |
| 28 | KO | Coca-cola Co/the | 0% | +0.20% | Add |
| 29 | FXZ | First Trust Materials Alphad | 0% | +26.88% | Add |
| 30 | CMI | Cummins Inc | 0% | -1.49% | Trim |
| 31 | VEU | Vanguard Ftse All-world Ex-u | 0% | +3.80% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.42% | Add |
| 33 | WEN | Wendy's Co/the | 0% | +189.55% | Add |
| 34 | UNP | Union Pacific CORP | 0% | +2.49% | Add |
| 35 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 36 | TGT | Target CORP | 0% | -11.64% | Trim |
| 37 | BMY | Bristol-myers Squibb Co | 0% | -0.01% | Trim |
| 38 | HON | Honeywell International Inc | 0% | +13.46% | Add |
| 39 | UTG | Reaves Utility Income Fund | 0% | +4.28% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 41 | NOC | Northrop Grumman CORP | 0% | +6.38% | Add |
| 42 | VZ | Verizon Communications Inc | 0% | -12.08% | Trim |
| 43 | NET | Cloudflare Inc - Class A | 0% | +0.30% | Add |
| 44 | FSTA | Fidelity Msci Cons Stap Indx | 0% | -0.35% | Trim |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +42.25% | Add |
| 46 | AVEM | Avantis Emerging Markets Eq | 0% | +1.93% | Add |
| 47 | NFLX | Netflix Inc | 0% | +1.49% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.35% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | +10.69% | Add |
| 50 | KMI | Kinder Morgan, Inc. | 0% | +0.11% | Add |
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 Q1 2026.
During Q1 2026, Atlas Brown,Inc.'s top holdings by market value included NVDA (6.7%)、AAPL (5.2%)、VTI (3.3%). The largest single position, NVDA, represented 6.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
MIAX
市值: $2.0M
Top Position Liquidated / Trimmed
PZZA
前期市值: $390.6K
In Q1 2026, Atlas Brown,Inc. made 179 total portfolio adjustments, initiating 9 new buys, adding to 80 positions, trimming 81 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.
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