AB

Atlas Brown,Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$372.5M

Reporting period: 2026-06-30 · Number of holdings: 354

Atlas Brown,Inc. disclosed 354 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $372.5M and a quarterly turnover rate of 20.9%.

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Personality snowflake

Concentration
6.32
Portfolio Stability
20.94
Momentum/Contrarian
100
Sector conviction
56.92
Diversification
100
Sizing Uniformity
83.4

Recent moves

  • Sold out XOM

  • New buy 30233Q108

  • Add INTC

    -4.4%　$3.4M

  • Add AMAT

    -12.7%　$2.6M

  • Trim CVX

    -0.1%　-$994.8K

  • Add CAT

    -2.5%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 237 holdings (of 354 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.74%+0.09%-1.02%
2AAPLApple INCStock-Tech5.20%+0.01%-1.45%
3VTIVanguard Total Stock Mkt ETFETF-Other3.33%+0.04%-1.58%
4MSFTMicrosoft CORPStock-Tech2.34%—+0.99%
5JNJJohnson & JohnsonStock-Healthcare2.19%—-0.12%
6JPMJpmorgan Chase & CoStock-Financials2.11%-0.03%-0.77%
7ABBVAbbvie INCStock-Healthcare2.03%+0.06%-0.28%
8GOOGAlphabet Inc-cl CStock-Comm Services1.86%+0.14%-1.20%
9AMZNAmazon.com INCStock-Consumer Disc1.68%+0.01%-1.15%
10SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.67%+0.01%-1.92%
11✓ Stock-Other1.55%+1.55%NEW
12AMATApplied Materials INCStock-Tech1.54%+0.60%-12.74%
13IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.53%+0.09%+3.89%
14IWFIshares Russell 1000 GrowthETF-Other1.37%+0.03%+292.96%
15INTCIntel CORPStock-Tech1.35%+0.85%-4.38%
16CATCaterpillar INCStock-Industrials1.34%+0.32%-2.52%
17IWPIshares Russell Mid-cap GrowETF-Other1.28%+0.01%-1.27%
18COSTCostco Wholesale CORPStock-Consumer Staples1.21%—-0.27%
19PGProcter & Gamble Co/theStock-Consumer Staples1.21%—+0.05%
20IWNIshares Russell 2000 Value EETF-Small Cap1.19%+0.04%-0.01%
21TJXTjx Companies INCStock-Consumer Disc1.13%—-0.55%
22IWOIshares Russell 2000 GrowthETF-Small Cap1.09%+0.12%-0.07%
23GOOGLAlphabet Inc-cl AStock-Comm Services1.08%+0.08%-3.26%
24CVXChevron CORPStock-Energy1.07%-0.43%-0.07%
25HDHome Depot INCStock-Consumer Disc1.04%——
26IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.92%+0.06%-1.34%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.90%—-1.03%
28IWSIshares Russell Mid-cap ValuETF-Other0.89%—-1.01%
29METAMeta Platforms Inc-class AStock-Comm Services0.88%—-2.03%
30PEPPepsico INCStock-Consumer Staples0.88%-0.26%-0.30%
31GEGeneral ElectricStock-Industrials0.85%+0.12%-0.18%
32QQQInvesco Qqq Trust Series 1ETF-Tech0.82%+0.11%+1.20%
33FTECFidelity Msci Info Tech IndxETF-Tech0.80%+0.13%-1.32%
34EEMIshares Msci Emerging MarketETF-Emerging Markets0.79%+0.07%+2.22%
35GEVGE Vernova INCStock-Industrials0.78%+0.16%+4.15%
36IWDIshares Russell 1000 Value EETF-Other0.77%—-1.12%
37EFAIshares Msci Eafe ETFETF-Other0.76%—+1.09%
38VTVVanguard Value ETFETF-Other0.75%—-2.28%
39NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth0.66%—+100.41%
40LLYEli Lilly & CoStock-Healthcare0.65%+0.09%+0.20%
41CSCOCisco Systems INCStock-Tech0.64%+0.16%-1.27%
42CMICummins INCStock-Industrials0.61%-0.23%-38.63%
43BACBank Of America CORPStock-Financials0.59%—-1.20%
44MRKMerck & Co. INC.Stock-Healthcare0.56%—-0.21%
45NETCloudflare INC - Class AStock-Tech0.55%—-0.48%
46PFEPfizer INCStock-Healthcare0.52%—-0.27%
47VEUVanguard Ftse All-world Ex-uETF-Other0.52%—-1.09%
48IEFIshares 7-10 Year Treasury BETF-Gov Bonds0.51%—-0.11%
49DISWalt Disney Co/theStock-Comm Services0.51%—-0.06%
50IBMIntl Business Machines CORPStock-Tech0.50%—-0.63%
1–50 of 237

Holding changes this quarter

Atlas Brown,Inc.'s most significant position changes for 2026-06-30: Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Avantis US Small Cap Value (AVUV); New buy: Micron Technology INC (MU); New buy: Uber Technologies INC (UBER).

Position changes disclosed by Atlas Brown,Inc. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1✓ +1.6%NEWNew buy
2INTCIntel CORP+0.9%-4.38%Trim
3AMATApplied Materials INC+0.6%-12.74%Trim
4CATCaterpillar INC+0.3%-2.52%Trim
5AVUVAvantis US Small Cap Value+0.3%NEWNew buy
6WOLFWolfspeed INC+0.3%+29.20%Add
7SITMSitime CORP+0.2%-0.38%Trim
8AMDAdvanced Micro Devices+0.2%-6.64%Trim
9GEVGE Vernova INC+0.2%+4.15%Add
10CSCOCisco Systems INC+0.2%-1.27%Trim
11MUMicron Technology INC+0.2%NEWNew buy
12GOOGAlphabet Inc-cl C+0.1%-1.20%Trim
13UBERUber Technologies INC+0.1%NEWNew buy
14FTECFidelity Msci Info Tech Indx+0.1%-1.32%Trim
15IWOIshares Russell 2000 Growth+0.1%-0.07%Trim
16GEGeneral Electric+0.1%-0.18%Trim
17MRVLMarvell Technology INC+0.1%NEWNew buy
18QQQInvesco Qqq Trust Series 1+0.1%+1.20%Add
19VBVanguard Small-cap ETF+0.1%+62.37%Add
20INTUIntuit INC+0.1%NEWNew buy
21HUMHumana INC+0.1%-14.73%Trim
22NVDANvidia CORP+0.1%-1.02%Trim
23IVVIshares Core S&p 500 ETF+0.1%+3.89%Add
24LLYEli Lilly & Co+0.1%+0.20%Add
25ASMLASML Holding N.V.+0.1%-3.81%Trim
26AMKRAmkor Technology INC+0.1%-0.74%Trim
27GOOGLAlphabet Inc-cl A+0.1%-3.26%Trim
28GSGoldman Sachs Group INC+0.1%+65.36%Add
29EEMIshares Msci Emerging Market+0.1%+2.22%Add
30ABBVAbbvie INC+0.1%-0.28%Trim
31IVWIshares S&p 500 Growth ETF+0.1%-1.34%Trim
32AVEMAvantis Emerging Markets Eq+0.1%+8.73%Add
33VTIVanguard Total Stock Mkt ETF0%-1.58%Trim
34IWNIshares Russell 2000 Value E0%-0.01%Trim
35IWFIshares Russell 1000 Growth0%+292.96%Add
36AAPLApple INC0%-1.45%Trim
37AMZNAmazon.com INC0%-1.15%Trim
38SPYSs Spdr S&p 500 ETF Trust-us0%-1.92%Trim
39IWPIshares Russell Mid-cap Grow0%-1.27%Trim
40IWSIshares Russell Mid-cap Valu—-1.01%Trim
41JPMJpmorgan Chase & Co0%-0.77%Trim
42HONHoneywell International INC-0.1%EXITSold out
43UIUbiquiti INC-0.1%-2.81%Trim
44BPBp Plc-spons Adr-0.2%+1.01%Add
45NFLXNetflix INC-0.2%-0.04%Trim
46TAt&t INC-0.2%-0.14%Trim
47CMICummins INC-0.2%-38.63%Trim
48PEPPepsico INC-0.3%-0.30%Trim
49CVXChevron CORP-0.4%-0.07%Trim
50XOMExxon Mobil CORP-2.2%EXITSold out

FAQ

What is Atlas Brown,Inc. and what type of investor is it?
Atlas Brown,Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $372.5M, spread across 354 disclosed positions.
What are Atlas Brown,Inc.'s largest equity positions?
Based on the latest 13F filing, Atlas Brown,Inc.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $25.1M (6.7%) 2. Apple INC (AAPL) — $19.4M (5.2%) 3. Vanguard Total Stock Mkt ETF (VTI) — $12.4M (3.3%) 4. Microsoft CORP (MSFT) — $8.7M (2.3%) 5. Johnson & Johnson (JNJ) — $8.2M (2.2%)
What changes did Atlas Brown,Inc. make in its most recent portfolio filing?
In the latest reported quarter, Atlas Brown,Inc. made 50 notable position adjustments: 6 new positions were initiated, 11 existing holdings were added to, 31 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Avantis US Small Cap Value (AVUV); New buy: Micron Technology INC (MU); New buy: Uber Technologies INC (UBER)
What sectors does Atlas Brown,Inc. focus on?
Atlas Brown,Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.1% • Health Care: 13.2% • Industrials: 10.6% • Consumer Discretionary: 9.2% • Communication Services: 8.7% • Financials: 8.6%

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