Atlas Brown,Inc.

CIK

1388168

Location

LOUISVILLE, KY

Portfolio Value

Small $256,887,001

Diversification

Diversified

Filing Date

Global Rank

#1,081 / 3,203 ▲ 2780

Top Industry

Semiconductors 15.5%

3Y Alpha vs SPY

-2.3%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.8%

SPY

+65.3%

Annualised alpha

+0.1%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

154 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.8%

+0.5 pts

Top 5

26.9%

+0.4 pts

Top 10

38.9%

−0.1 pts

HHI

262

Diversified+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$91,324,751	30
Healthcare	11.8%	$30,378,111	21
Financial Services	10.8%	$27,858,594	20
Industrials	10.4%	$26,754,424	22
Consumer Cyclical	8.2%	$21,163,107	14
Consumer Defensive	8.0%	$20,635,667	15
Communication Services	5.5%	$14,211,815	9
Unclassified	4.1%	$10,513,285	6
Energy	2.6%	$6,746,623	6
Utilities	1.3%	$3,429,550	4
Basic Materials	1.1%	$2,896,376	5
Real Estate	0.4%	$974,698	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAG	Conagra Brands Inc.	+7,392	20,073	$270,182
WOLF	Wolfspeed, Inc.	+7,300	32,300	$1,558,475
WEN	Wendy's Co	+5,000	35,000	$290,150
PYPL	PayPal Holdings, Inc.	+4,649	12,041	$519,930
ADBE	Adobe Inc.	+1,737	2,748	$563,394
CEG	Constellation Energy Corp	+670	1,786	$443,587
PLTR	Palantir Technologies Inc.	+584	6,027	$703,170
FCX	Freeport-Mcmoran Inc	+509	10,071	$633,364
AVGO	Broadcom Inc.	+461	2,387	$901,689
CRM	Salesforce, Inc.	+436	7,949	$1,245,289
BP	Bp PLC	+370	36,925	$1,364,378
ORCL	Oracle Corp	+320	12,421	$1,820,297
GS	Goldman Sachs Group Inc	+283	716	$724,140
MSFT	Microsoft Corp	+230	23,402	$8,729,413
DOC	Healthpeak Properties, Inc.	+135	13,329	$285,240
GEV	GE Vernova Inc.	+98	2,457	$2,886,630
IAU	Ishares Gold Trust	+70	4,381	$330,809
F	Ford Motor Co	+51	47,486	$660,054
QQQ	Invesco Qqq Trust, Series 1	+49	4,139	$3,047,959
MO	Altria Group, Inc.	+35	6,393	$459,975
CVS	CVS HEALTH Corp	+33	5,386	$557,181
SYBT	Stock Yards Bancorp, Inc.	+28	8,705	$665,671
ADP	Automatic Data Processing Inc	+27	8,210	$1,838,629
AAAU	Goldman Sachs Physical Gold ETF	+24	5,781	$228,754
FITB	Fifth Third Bancorp	+18	5,741	$323,619
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OGN	Organon & Co.	−68,870	11,307	$153,096
PSKY	Paramount Skydance Corp	−9,751	31,495	$310,539
AXTI	Axt Inc	−6,650	25,000	$1,802,000
MIAX	Miami International Holdings, Inc.	−6,068	44,906	$1,668,706
EPD	Enterprise Products Partners L.P.	−3,280	9,212	$338,633
CMI	Cummins Inc	−1,995	3,169	$2,260,162
INTC	Intel Corp	−1,648	35,965	$5,021,792
NVDA	Nvidia Corp	−1,299	125,429	$25,097,087
AMAT	Applied Materials Inc /De	−1,159	7,940	$5,740,620
CHDN	Churchill Downs Inc	−1,110	3,201	$286,937
AAPL	Apple Inc.	−987	66,999	$19,386,830
VZ	Verizon Communications Inc	−792	20,234	$856,707
WMT	Walmart Inc.	−702	15,643	$1,771,725
BAC	Bank Of America Corp /De/	−468	38,535	$2,195,723
UTG	Reaves Utility Income Fund	−463	19,998	$814,318
GOOGL	Alphabet Inc.	−378	11,224	$4,011,120
CMCSA	Comcast Corp	−357	32,112	$788,348
HUM	Humana Inc	−349	2,021	$802,781
AMZN	Amazon Com Inc	−307	26,297	$6,267,626
RPM	Rpm International Inc/De/	−300	4,320	$480,168
CSCO	Cisco Systems, Inc.	−263	20,366	$2,392,189
UTF	Cohen & Steers Infrastructure Fund Inc	−259	22,012	$607,311
QCOM	Qualcomm Inc/De	−244	3,328	$614,980
PFE	Pfizer Inc	−217	80,876	$1,947,493
JPM	Jpmorgan Chase & Co	−185	23,967	$7,845,117
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	482	$556,367
UBER	Uber Technologies, Inc	7,363	$531,313
MRVL	Marvell Technology, Inc.	1,534	$456,962
INTU	Intuit Inc.	1,534	$400,374
KLAC	Kla Corp	1,115	$336,406
PANW	Palo Alto Networks Inc	841	$286,796
GPK	Graphic Packaging Holding Co	25,000	$264,250
FISV	Fiserv Inc	4,734	$232,202
CL	Colgate Palmolive Co	2,280	$209,030
DE	Deere & Co	318	$201,716
JBS	Jbs N.V.	10,000	$118,500
ATEC	Alphatec Holdings, Inc.	12,800	$110,720
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	42,349	$7,184,931
HON	Honeywell International Inc	1,644	$371,593
COP	Conocophillips	1,712	$225,984
BR	Broadridge Financial Solutions, Inc.	1,370	$222,596
AMT	American Tower Corp /Ma/	1,187	$204,851
VG	Venture Global, Inc.	10,000	$157,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 tracked positions · $256,887,001 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 154 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	125,429	-1,299	$25,097,087	+13.6%	9.77%
AAPL	Apple Inc. Technology	Reduced	66,999	-987	$19,386,830	+12.4%	7.55%
MSFT	Microsoft Corp Technology	Added	23,402	+230	$8,729,413	+1.8%	3.40%
JNJ	Johnson & Johnson Healthcare	Reduced	32,094	-38	$8,150,913	+3.8%	3.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,967	-185	$7,845,117	+10.4%	3.05%
ABBV	AbbVie Inc. Healthcare	Reduced	30,004	-83	$7,550,205	+15.4%	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,297	-307	$6,267,626	+13.1%	2.44%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,316	-163	$6,210,139	+12.6%	2.42%
AMAT	Applied Materials Inc /De Technology	Reduced	7,940	-1,159	$5,740,620	+84.6%	2.23%
INTC	Intel Corp Technology	Reduced	35,965	-1,648	$5,021,792	+202.5%	1.95%
CAT	Caterpillar Inc Industrials	Reduced	4,680	-121	$4,983,731	+46.5%	1.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,831	-13	$4,519,255	−6.4%	1.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	30,812	+14	$4,518,271	+1.6%	1.76%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	27,876	-153	$4,223,213	−5.7%	1.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,224	-378	$4,011,120	+20.2%	1.56%
CVX	Chevron Corp Energy	Reduced	24,103	-16	$3,995,313	−19.9%	1.56%
HD	Home Depot, Inc. Consumer Cyclical	Held	11,007	0	$3,881,948	+7.2%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,694	-70	$3,349,609	+3.3%	1.30%
META	Meta Platforms, Inc. Communication Services	Reduced	5,848	-121	$3,294,119	−3.5%	1.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,289	-72	$3,288,730	−13.1%	1.28%
GE	General Electric Co Industrials	Reduced	8,501	-15	$3,177,078	+31.5%	1.24%
QQQ	Invesco Qqq Trust, Series 1	Added	4,139	+49	$3,047,959	+29.1%	1.19%
GEV	GE Vernova Inc. Industrials	Added	2,457	+98	$2,886,630	+40.2%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	2,009	+4	$2,409,654	+30.7%	0.94%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,366	-263	$2,392,189	+49.5%	0.93%
CMI	Cummins Inc Industrials	Reduced	3,169	-1,995	$2,260,162	−18.7%	0.88%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	38,535	-468	$2,195,723	+15.5%	0.85%
MRK	Merck & Co., Inc. Healthcare	Reduced	16,181	-34	$2,079,258	+6.6%	0.81%
NET	Cloudflare, Inc. Technology	Reduced	8,286	-40	$2,032,390	+18.3%	0.79%
PFE	Pfizer Inc Healthcare	Reduced	80,876	-217	$1,947,493	−14.5%	0.76%
DIS	Walt Disney Co Communication Services	Reduced	19,661	-11	$1,892,371	−0.2%	0.74%
IBM	International Business Machines Corp Technology	Reduced	6,662	-42	$1,873,420	+15.3%	0.73%
RTX	RTX Corp Industrials	Reduced	9,714	-5	$1,843,036	−1.7%	0.72%
ABT	Abbott Laboratories Healthcare	Added	20,302	+14	$1,842,202	−11.6%	0.72%
ADP	Automatic Data Processing Inc Technology	Added	8,210	+27	$1,838,629	+10.6%	0.72%
ORCL	Oracle Corp Technology	Added	12,421	+320	$1,820,297	+2.3%	0.71%
AXTI	Axt Inc Technology	Reduced	25,000	-6,650	$1,802,000	−0.1%	0.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,643	-702	$1,771,725	−12.8%	0.69%
SITM	SITIME Corp Technology	Reduced	2,333	-9	$1,739,391	+115.1%	0.68%
V	Visa Inc. Financial Services	Added	5,023	+10	$1,723,340	+13.7%	0.67%
JCI	Johnson Controls International plc Industrials	Held	11,609	0	$1,696,190	+11.6%	0.66%
MIAX	Miami International Holdings, Inc. Financial Services	Reduced	44,906	-6,068	$1,668,706	−15.9%	0.65%
UNP	Union Pacific Corp Industrials	Held	5,938	0	$1,615,136	+12.1%	0.63%
KO	Coca Cola Co Consumer Defensive	Reduced	19,721	-100	$1,602,724	+6.3%	0.62%
WOLF	Wolfspeed, Inc. Technology	Added	32,300	+7,300	$1,558,475	+282.0%	0.61%
ASML	Asml Holding NV Technology	Reduced	758	-30	$1,507,995	+44.9%	0.59%
BA	Boeing Co Industrials	Held	6,609	0	$1,430,649	+8.8%	0.56%
AXP	American Express Co Financial Services	Added	4,199	+3	$1,420,311	+11.9%	0.55%
BP	Bp PLC Energy	Added	36,925	+370	$1,364,378	−20.6%	0.53%
NFLX	Netflix Inc Communication Services	Reduced	18,713	-7	$1,336,108	−25.8%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.