Atlas Brown,Inc.

CIK

1388168

Location

LOUISVILLE, KY

Portfolio Value

Small $230,493,808

Diversification

Diversified

Filing Date

Global Rank

#3,892 / 8,603 ▲ 96 · as of Mar 2026

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.5%

Annualised alpha

-2.5%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

147 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.6%

−0.9 pts

Top 5

27.3%

−2.7 pts

Top 10

39.2%

−2.7 pts

HHI

261

Diversified−37

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$71,994,616	25
Healthcare	12.4%	$28,529,388	20
Financial Services	11.0%	$25,398,429	20
Industrials	10.2%	$23,526,744	22
Consumer Defensive	9.2%	$21,091,652	13
Consumer Cyclical	8.7%	$20,007,792	13
Communication Services	6.5%	$15,047,618	9
Unclassified	3.9%	$9,064,326	5
Energy	3.8%	$8,710,269	8
Utilities	1.5%	$3,423,746	4
Basic Materials	1.2%	$2,690,876	5
Real Estate	0.4%	$1,008,352	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WEN	Wendy's Co	+19,639	30,000	$208,500
OGN	Organon & Co.	+5,340	80,177	$480,260
ORLY	O Reilly Automotive Inc	+2,963	13,509	$1,247,015
SYBT	Stock Yards Bancorp, Inc.	+2,744	8,677	$575,198
PSKY	Paramount Skydance Corp	+2,633	41,246	$372,038
DOC	Healthpeak Properties, Inc.	+1,602	13,194	$216,776
T	At&T Inc.	+1,462	60,343	$1,749,343
CMCSA	Comcast Corp	+1,145	32,469	$932,184
AAAU	Goldman Sachs Physical Gold ETF	+916	5,757	$265,915
ORCL	Oracle Corp	+846	12,101	$1,780,177
UTG	Reaves Utility Income Fund	+840	20,461	$803,708
PFE	Pfizer Inc	+566	81,093	$2,277,090
DIS	Walt Disney Co	+538	19,672	$1,895,986
BRK-B	Berkshire Hathaway Inc	+404	6,764	$3,241,308
MDT	Medtronic plc	+374	2,600	$225,290
TJX	Tjx Companies Inc /De/	+339	28,029	$4,476,231
PEP	Pepsico Inc	+338	24,361	$3,783,018
CVS	CVS HEALTH Corp	+276	5,353	$384,452
NFLX	Netflix Inc	+275	18,720	$1,799,927
COST	Costco Wholesale Corp /New	+224	4,844	$4,826,706
AVGO	Broadcom Inc.	+208	1,926	$596,115
USB	US Bancorp De	+199	11,449	$595,461
HON	Honeywell International Inc	+195	1,644	$389,714
IDXX	Idexx Laboratories Inc /De	+179	1,071	$601,784
PLTR	Palantir Technologies Inc.	+155	5,443	$796,201
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VG	Venture Global, Inc.	−33,000	10,000	$157,600
AXTI	Axt Inc	−7,500	31,650	$1,803,417
NVDA	Nvidia Corp	−6,068	126,728	$22,101,363
AAPL	Apple Inc.	−4,179	67,986	$17,254,166
VZ	Verizon Communications Inc	−2,888	21,026	$1,055,505
WMT	Walmart Inc.	−2,390	16,345	$2,031,355
PYPL	PayPal Holdings, Inc.	−1,850	7,392	$334,339
RTX	RTX Corp	−1,252	9,719	$1,874,795
TGT	Target Corp	−1,172	8,893	$1,077,831
F	Ford Motor Co	−1,018	47,435	$547,399
GOOGL	Alphabet Inc.	−1,002	11,602	$3,336,271
AMZN	Amazon Com Inc	−998	26,604	$5,540,814
YUM	Yum Brands Inc	−720	1,303	$202,589
CVX	Chevron Corp	−657	24,119	$4,990,220
JNJ	Johnson & Johnson	−631	32,132	$7,854,345
PG	PROCTER & GAMBLE Co	−453	30,798	$4,448,462
SPY	Spdr S&P 500 ETF Trust	−419	8,479	$5,514,232
PM	Philip Morris International Inc.	−347	4,432	$732,786
MSFT	Microsoft Corp	−322	23,172	$8,577,578
AMKR	Amkor Technology, Inc.	−300	10,075	$453,677
ABBV	AbbVie Inc.	−280	30,087	$6,543,620
V	Visa Inc.	−279	5,013	$1,515,128
ITW	Illinois Tool Works Inc	−201	3,763	$979,470
FAST	Fastenal Co	−196	12,013	$557,403
UTF	Cohen & Steers Infrastructure Fund Inc	−194	22,271	$576,373
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
MIAX	Miami International Holdings, Inc.	50,974	$1,983,908
WOLF	Wolfspeed, Inc.	25,000	$408,000
CEG	Constellation Energy Corp	1,116	$311,642
ADBE	Adobe Inc.	1,011	$245,753
COP	Conocophillips	1,712	$225,984
GSK	GSK plc	4,053	$223,685
CAG	Conagra Brands Inc.	12,681	$199,344
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PZZA	Papa Johns International Inc	10,147	$390,558
UPS	United Parcel Service Inc	2,976	$295,189
ATEC	Alphatec Holdings, Inc.	11,506	$242,086
INTU	Intuit Inc.	349	$231,184
COF	Capital One Financial Corp	925	$224,182
BX	Blackstone Inc.	1,343	$207,009
FBTC	Fidelity Wise Origin Bitcoin Fund	2,653	$202,238
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $230,493,808 total · as of Mar 31, 2026

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

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	126,728	-6,068	$22,101,363	−10.8%	9.59%
AAPL	Apple Inc. Technology	Reduced	67,986	-4,179	$17,254,166	−12.1%	7.49%
MSFT	Microsoft Corp Technology	Reduced	23,172	-322	$8,577,578	−24.5%	3.72%
JNJ	Johnson & Johnson Healthcare	Reduced	32,132	-631	$7,854,345	+15.8%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	24,152	+60	$7,104,551	−8.5%	3.08%
ABBV	AbbVie Inc. Healthcare	Reduced	30,087	-280	$6,543,620	−5.7%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,604	-998	$5,540,814	−13.0%	2.40%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,479	-419	$5,514,232	−9.1%	2.39%
CVX	Chevron Corp Energy	Reduced	24,119	-657	$4,990,220	+32.2%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,844	+224	$4,826,706	+21.2%	2.09%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	28,029	+339	$4,476,231	+5.2%	1.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	30,798	-453	$4,448,462	−0.7%	1.93%
PEP	Pepsico Inc Consumer Defensive	Added	24,361	+338	$3,783,018	+9.7%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,007	+93	$3,620,092	−3.6%	1.57%
META	Meta Platforms, Inc. Communication Services	Added	5,969	+117	$3,415,043	−11.6%	1.48%
CAT	Caterpillar Inc Industrials	Reduced	4,801	-138	$3,401,316	+20.2%	1.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,602	-1,002	$3,336,271	−15.4%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,764	+404	$3,241,308	+1.4%	1.41%
AMAT	Applied Materials Inc /De Technology	Reduced	9,099	-54	$3,109,947	+32.2%	1.35%
CMI	Cummins Inc Industrials	Reduced	5,164	-78	$2,778,335	+3.8%	1.21%
GE	General Electric Co Industrials	Added	8,516	+3	$2,416,585	−7.8%	1.05%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,090	-8	$2,360,666	−6.2%	1.02%
PFE	Pfizer Inc Healthcare	Added	81,093	+566	$2,277,090	+13.6%	0.99%
ABT	Abbott Laboratories Healthcare	Reduced	20,288	-173	$2,082,968	−18.7%	0.90%
GEV	GE Vernova Inc. Industrials	Reduced	2,359	-14	$2,059,171	+32.8%	0.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,345	-2,390	$2,031,355	−2.7%	0.88%
MIAX	Miami International Holdings, Inc. Financial Services	NEW	50,974	NEW	$1,983,908	NEW	0.86%
MRK	Merck & Co., Inc. Healthcare	Added	16,215	+11	$1,950,501	+14.4%	0.85%
BAC	Bank Of America Corp /De/ Financial Services	Added	39,003	+19	$1,901,395	−11.3%	0.82%
DIS	Walt Disney Co Communication Services	Added	19,672	+538	$1,895,986	−12.9%	0.82%
RTX	RTX Corp Industrials	Reduced	9,719	-1,252	$1,874,795	−6.8%	0.81%
LLY	ELI LILLY & Co Healthcare	Added	2,005	+30	$1,844,138	−13.1%	0.80%
AXTI	Axt Inc Technology	Reduced	31,650	-7,500	$1,803,417	+181.7%	0.78%
NFLX	Netflix Inc Communication Services	Added	18,720	+275	$1,799,927	+4.1%	0.78%
ORCL	Oracle Corp Technology	Added	12,101	+846	$1,780,177	−18.9%	0.77%
T	At&T Inc. Communication Services	Added	60,343	+1,462	$1,749,343	+19.6%	0.76%
BP	Bp PLC Energy	Reduced	36,555	-166	$1,718,085	+34.7%	0.75%
NET	Cloudflare, Inc. Technology	Added	8,326	+25	$1,717,986	+5.0%	0.75%
ADP	Automatic Data Processing Inc Technology	Reduced	8,183	-74	$1,662,621	−21.7%	0.72%
INTC	Intel Corp Technology	Reduced	37,613	-106	$1,659,861	+19.3%	0.72%
IBM	International Business Machines Corp Technology	Reduced	6,704	-9	$1,624,981	−18.3%	0.70%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,629	-144	$1,600,604	+0.0%	0.69%
JCI	Johnson Controls International plc Industrials	Held	11,609	0	$1,520,197	+9.4%	0.66%
V	Visa Inc. Financial Services	Reduced	5,013	-279	$1,515,128	−18.4%	0.66%
KO	Coca Cola Co Consumer Defensive	Added	19,821	+40	$1,507,386	+9.0%	0.65%
UNP	Union Pacific Corp Industrials	Added	5,938	+144	$1,440,676	+7.5%	0.63%
CRM	Salesforce, Inc. Technology	Added	7,513	+118	$1,402,451	−28.4%	0.61%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,484	-103	$1,393,582	−0.6%	0.60%
NEE	Nextera Energy Inc Utilities	Added	14,852	+32	$1,379,453	+15.9%	0.60%
BA	Boeing Co Industrials	Added	6,609	+93	$1,315,389	−7.0%	0.57%