Atlas Brown,Inc.
Top Portfolio Positions
148 positions ·
$237,660,618 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
126,728 | $22,101,363 | 9.30% | |
| AAPL |
Apple Inc.
Technology
|
67,986 | $17,254,166 | 7.26% | |
| MSFT |
Microsoft Corp
Technology
|
23,172 | $8,577,578 | 3.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
32,132 | $7,854,345 | 3.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
42,349 | $7,184,931 | 3.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
24,152 | $7,104,551 | 2.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
30,087 | $6,543,620 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,604 | $5,540,814 | 2.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,479 | $5,514,232 | 2.32% | |
| CVX |
Chevron Corp
Energy
|
24,119 | $4,990,220 | 2.10% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,708 | 20,461 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $717,736 | 19,621 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $776,512 | 19,599 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $708,368 | 19,579 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $676,832 | 20,800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $658,454 | 20,778 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $681,004 | 20,756 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $688,600 | 25,205 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $452,200 | 16,773 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $597,104 | 22,330 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $554,304 | 22,487 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $613,275 | 22,366 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $631,483 | 22,251 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $625,982 | 22,143 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $600,287 | 22,037 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $704,940 | 22,740 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $790,339 | 22,862 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $797,715 | 22,714 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $729,361 | 22,257 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $353,907 | 10,315 | Shares | Sole | 2021-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||