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Portfolio (Quarterly) Guide ↗

Atlas Brown,Inc.

· CIK 0001388168
13F Portfolio $332M AUM 339 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 66 Added 72 Reduced 9 Exited
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION COM Technology 126,728.0 $22.1M 6.65% -6K -4.6% $174.40 +23.2%
2 AAPL APPLE INC COM Technology 67,986.0 $17.3M 5.19% -4K -5.8% $253.79 +21.5%
3 MSFT MICROSOFT CORP COM Technology 23,172.0 $8.6M 2.58% -322.0 -1.4% $370.17 +12.4%
4 JNJ JOHNSON & JOHNSON COM Healthcare 32,132.0 $7.9M 2.37% -631.0 -1.9% $244.44 -5.8%
5 ABBV ABBVIE INC COM Healthcare 30,087.0 $6.5M 1.97% -280.0 -0.9% $217.49 -2.0%
6 GOOG ALPHABET INC CAP STK CL C Communication Services 19,872.0 $5.7M 1.72% -720.0 -3.5% $286.87 +34.2%
7 AMZN AMAZON COM INC COM Consumer Cyclical 26,604.0 $5.5M 1.67% -998.0 -3.6% $208.27 +27.4%
8 SPY STATE STREET SPDR S&P 500 ETF Financial Services 8,479.0 $5.5M 1.66% -419.0 -4.7% $650.36 +15.4%
9 CVX CHEVRON CORPORATION COM Energy 24,119.0 $5.0M 1.50% -657.0 -2.6% $206.90 -10.7%
10 IVV ISHARES CORE S&P 500 ETF 7,309.0 $4.8M 1.44% -156.0 -2.1% $653.25 +15.4%
11 IWF ISHARES RUSSELL 1000 GROWTH ETF 10,475.0 $4.5M 1.34% -88.0 -0.8% $426.40 -70.5%
12 PG PROCTER & GAMBLE CO COM Consumer Defensive 30,798.0 $4.4M 1.34% -453.0 -1.4% $144.44 -1.0%
13 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 32,901.0 $4.2M 1.27% -400.0 -1.2% $128.12 +9.9%
14 IWN ISHARES RUSSELL 2000 VALUE ETF 20,081.0 $3.8M 1.15% -176.0 -0.9% $189.59 +13.2%
15 CAT CATERPILLAR INC COM Industrials 4,801.0 $3.4M 1.02% -138.0 -2.8% $708.52 +28.2%
16 GOOGL ALPHABET INC CAP STK CL A Communication Services 11,602.0 $3.3M 1.00% -1K -8.0% $287.57 +35.2%
17 AMAT APPLIED MATLS INC COM Technology 9,099.0 $3.1M 0.94% -54.0 -0.6% $341.78 +33.1%
18 IWS ISHARES RUSSELL MID-CAP VALUE ETF 20,243.0 $3.0M 0.89% -422.0 -2.0% $145.74 +9.9%
19 IVW ISHARES S&P 500 GROWTH ETF 25,288.0 $2.9M 0.86% -1K -5.1% $113.11 +22.3%
20 CMI CUMMINS INC COM Industrials 5,164.0 $2.8M 0.84% -78.0 -1.5% $537.98 +24.3%
Page 1 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 12.3%
Healthcare 12.0%
Industrials 9.6%
Communication Services 8.7%
Consumer Defensive 8.5%
Consumer Cyclical 8.4%
Energy 6.6%
Utilities 2.4%
Basic Materials 1.1%