Atlas Brown,Inc.

Registered adviser

CIK

1388168

Location

LOUISVILLE, KY

Portfolio Value

Small $324,162,288

Diversification

Diversified

Filing Date

Global Rank

#4,798 / 8,807 ▼ 175 · as of Jun 2026

Top Industry

Semiconductors 15.1%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 133408

Roster of Oct 1, 2026

Regulatory AUM

$605,223,761

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$605,223,761	Individuals and high net worth (92%)
Apr 2025 to Mar 2026	$567,526,432	Individuals and high net worth (91%)
Apr 2024 to Mar 2025	$455,213,189	Individuals and high net worth (96%)
May 2023 to Mar 2024	$429,726,740	Individuals and high net worth (96%)
Apr 2023	$429,726,740	Individuals and high net worth (96%)
Apr 2022 to Mar 2023	$449,197,989	Individuals and high net worth (93%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 37.0%, 45.9 effective positions, active share 48.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.2 quarters (12+), a floor since 81.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 48.2%; sector active share 14.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

236 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.8%

+1.2 pts

Top 5

28.3%

+3.4 pts

Top 10

40.3%

+3.3 pts

HHI

254

Diversified+36

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$99,231,489	31
Unclassified	17.8%	$57,793,905	86
Healthcare	10.0%	$32,382,060	21
Financial Services	8.7%	$28,179,943	23
Industrials	7.2%	$23,394,427	22
Communication Services	6.8%	$21,887,018	9
Consumer Defensive	6.5%	$21,000,268	14
Consumer Cyclical	5.8%	$18,772,280	12
Energy	4.6%	$14,893,620	7
Utilities	1.0%	$3,147,561	4
Basic Materials	0.8%	$2,592,400	5
Real Estate	0.3%	$887,317	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBS	Jbs N.V.	+14,860	24,860	$280,668
WEN	Wendy's Co	+10,000	45,000	$287,100
CMCSA	Comcast Corp	+9,762	41,874	$911,178
IUSB	iShares Core Universal USD Bond ETF	+4,820	14,091	$0
AVUV	Avantis U.S. Small Cap Value ETF	+3,235	12,649	$1,489,672
UBER	Uber Technologies, Inc	+2,757	10,120	$693,320
VXUS	Vanguard Total International Stock ETF	+2,634	8,514	$723,349
BAI	BlackRock ETF Trust	+2,002	8,530	$402,530
PFE	Pfizer Inc	+1,557	82,433	$2,350,988
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+1,183	7,814	$541,197
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,045	34,575	$12,939,348
T	At&T Inc.	+981	61,240	$1,494,255
VB	Vanguard Index Funds	+867	4,207	$1,196,849
WTV	WisdomTree U.S. Value Fund	+836	10,501	$0
VEU	Vanguard International Equity Index Funds	+821	23,936	$1,985,969
INTC	Intel Corp	+784	36,749	$4,418,331
AVEM	Avantis Emerging Markets Equity ETF	+697	16,624	$1,562,988
IEF	iShares 7-10 Year Treasury Bond ETF	+679	20,878	$0
WMT	Walmart Inc.	+678	16,321	$1,696,077
NEE	Nextera Energy Inc	+653	15,405	$1,166,774
PYPL	PayPal Holdings, Inc.	+464	12,505	$656,887
IVW	iShares S&P 500 Growth ETF	+456	25,405	$0
AAAU	Goldman Sachs Physical Gold ETF	+450	6,231	$255,221
DOC	Healthpeak Properties, Inc.	+426	13,755	$274,686
VEA	Vanguard FTSE Developed Markets ETF	+410	9,532	$673,054
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RPM	Rpm International Inc/De/	−2,000	2,320	$228,914
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	−1,311	10,755	$1,128,414
VZ	Verizon Communications Inc	−1,220	19,014	$872,171
F	Ford Motor Co	−966	46,520	$561,031
IWM	iShares Russell 2000 ETF	−699	3,449	$0
NVDA	Nvidia Corp	−617	124,812	$28,504,564
AAPL	Apple Inc.	−612	66,387	$22,108,198
IWF	iShares Russell 1000 Growth ETF	−380	40,783	$0
MIAX	Miami International Holdings, Inc.	−338	44,568	$1,493,028
FSTA	Fidelity MSCI Consumer Staples Index ETF	−281	25,396	$1,291,132
EEM	iShares MSCI Emerging Markets ETF	−252	42,849	$2,861,884
MOAT	VanEck Morningstar Wide Moat ETF	−251	2,880	$304,444
BAC	Bank Of America Corp /De/	−238	38,297	$2,084,505
PLTR	Palantir Technologies Inc.	−233	5,794	$1,083,767
SPY	Spdr S&P 500 ETF Trust	−231	8,085	$6,165,863
FHLC	Fidelity MSCI Health Care Index ETF	−221	19,368	$1,582,365
IWR	iShares Russell Mid-Cap ETF	−217	14,182	$0
MTUM	iShares MSCI USA Momentum Factor ETF	−200	2,318	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−193	11,785	$910,391
EFA	iShares MSCI EAFE ETF	−187	26,916	$0
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−180	7,547	$770,926
CAT	Caterpillar Inc	−143	4,537	$3,678,554
IEMG	iShares Trust	−143	5,032	$0
—		−139	19,940	$0
FCOM	Fidelity MSCI Communication Services Index ETF	−133	10,197	$734,285
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	7,357	$278,903
CORO		6,771	$246,125
COP	Conocophillips	1,961	$245,418
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	3,190	$220,652
BR	Broadridge Financial Solutions, Inc.	1,361	$219,257
TLH	iShares 10-20 Year Treasury Bond ETF	2,293	$0
GOVT	iShares U.S. Treasury Bond ETF	11,214	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SKYD	Skydance Corp	31,495	$621,081
CAG	Conagra Brands Inc.	20,073	$270,182
GPK	Graphic Packaging Holding Co	25,000	$264,250
JEPI	JPMorgan Equity Premium Income ETF	4,215	$238,063
GSK	GSK plc	4,053	$212,458
CL	Colgate Palmolive Co	2,280	$209,030
YUM	Yum Brands Inc	1,303	$208,296
ET	Energy Transfer LP	13,291	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

236 tracked positions · $324,162,288 total · filing declares 357 positions · $379,160,300 · as of Sep 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 236 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	124,812	-617	$28,504,564	+13.6%	8.79%
AAPL	Apple Inc. Technology	Reduced	66,387	-612	$22,108,198	+14.0%	6.82%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	34,575	+1,045	$12,939,348	+4.3%	3.99%
MSFT	Microsoft Corp Technology	Reduced	23,338	-64	$11,970,059	+37.1%	3.69%
JNJ	Johnson & Johnson Healthcare	Reduced	32,014	-80	$8,475,385	+4.0%	2.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,862	-105	$7,894,265	+0.6%	2.44%
ABBV	AbbVie Inc. Healthcare	Reduced	29,917	-87	$7,825,987	+3.7%	2.41%
XOM	ExxonMobil Holdings Corp Energy	Added	42,347	+59	$6,891,974	+19.2%	2.13%
GOOG	Alphabet Inc. Communication Services	Reduced	19,558	-76	$6,664,192	−3.9%	2.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,224	-73	$6,533,709	+4.2%	2.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,085	-231	$6,165,863	−0.7%	1.90%
CVX	Chevron Corp Energy	Added	24,186	+83	$4,939,022	+23.6%	1.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	30,889	+77	$4,487,553	−0.7%	1.38%
INTC	Intel Corp Technology	Added	36,749	+784	$4,418,331	−12.0%	1.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,830	-1	$4,396,941	−2.7%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	5,826	-22	$4,224,897	+28.3%	1.30%
AMAT	Applied Materials Inc /De Technology	Added	8,129	+189	$4,157,007	−27.6%	1.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,221	-3	$3,860,921	−3.7%	1.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	27,817	-59	$3,680,466	−12.9%	1.14%
CAT	Caterpillar Inc Industrials	Reduced	4,537	-143	$3,678,554	−26.2%	1.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,638	-56	$3,305,391	−1.3%	1.02%
FTEC	Fidelity MSCI Information Technology Index ETF	Reduced	10,453	-28	$3,136,527	+4.8%	0.97%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,983	-24	$3,124,553	−19.5%	0.96%
PEP	Pepsico Inc Consumer Defensive	Added	24,430	+141	$3,095,769	−5.9%	0.96%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,075	-64	$3,014,562	−1.1%	0.93%
NET	Cloudflare, Inc. Technology	Reduced	8,263	-23	$2,869,574	+41.2%	0.89%
EEM	iShares MSCI Emerging Markets ETF	Reduced	42,849	-252	$2,861,884	−2.9%	0.88%
VTV	VANGUARD VALUE INDEX FUND	Reduced	12,744	-100	$2,753,723	−1.6%	0.85%
GE	General Electric Co Industrials	Reduced	8,482	-19	$2,648,842	−16.6%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	2,176	+167	$2,517,805	+4.5%	0.78%
MRK	Merck & Co., Inc. Healthcare	Added	16,408	+227	$2,384,246	+14.7%	0.74%
PFE	Pfizer Inc Healthcare	Added	82,433	+1,557	$2,350,988	+20.7%	0.73%
GEV	GE Vernova Inc. Industrials	Reduced	2,452	-5	$2,330,601	−19.3%	0.72%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,328	-38	$2,187,901	−8.5%	0.67%
ADP	Automatic Data Processing Inc Technology	Reduced	8,200	-10	$2,116,091	+15.1%	0.65%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	38,297	-238	$2,084,505	−5.1%	0.64%
DIS	Walt Disney Co Communication Services	Added	19,752	+91	$2,071,984	+9.5%	0.64%
ABT	Abbott Laboratories Healthcare	Added	20,357	+55	$2,011,881	+9.2%	0.62%
VEU	Vanguard International Equity Index Funds	Added	23,936	+821	$1,985,969	+2.6%	0.61%
AXTI	Axt Inc Technology	Held	25,000	0	$1,935,250	+7.4%	0.60%
CRM	Salesforce, Inc. Technology	Added	7,963	+14	$1,828,065	+46.8%	0.56%
RTX	RTX Corp Industrials	Added	9,729	+15	$1,806,188	−2.0%	0.56%
V	Visa Inc. Financial Services	Added	5,026	+3	$1,805,991	+4.8%	0.56%
JCI	Johnson Controls International plc Industrials	Added	11,612	+3	$1,726,123	+1.8%	0.53%
ORCL	Oracle Corp Technology	Reduced	12,378	-43	$1,699,498	−6.6%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	16,321	+678	$1,696,077	−4.3%	0.52%
KO	Coca Cola Co Consumer Defensive	Reduced	19,636	-85	$1,690,266	+5.5%	0.52%
CMI	Cummins Inc Industrials	Added	3,173	+4	$1,639,075	−27.5%	0.51%
BP	Bp PLC Energy	Added	37,136	+211	$1,633,612	+19.7%	0.50%
UNP	Union Pacific Corp Industrials	Added	5,941	+3	$1,616,723	+0.1%	0.50%

Showing the top 50 of 236 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.