Latest Atlas Brown,Inc. Stock Portfolio

Atlas Brown,Inc. Performance:

2025 Q4: -1.41%YTD: 9.16%2024: 18.63%

Performance for 2025 Q4 is -1.41%, and YTD is 9.16%, and 2024 is 18.63%.

About Atlas Brown,Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Atlas Brown,Inc. reported an equity portfolio of $336.4 Millions as of 31 Dec, 2025.

The top stock holdings of Atlas Brown,Inc. are NVDA, AAPL, MSFT. The fund has invested 7.4% of it's portfolio in NVIDIA CORPORATION COM and 5.8% of portfolio in APPLE INC COM.

The fund managers got completely rid off CONSTELLATION BRANDS INC CL A (STZ), FIRST MERCHANTS CORP COM (FRME) and UNILEVER PLC SPON ADR NEW stocks. They significantly reduced their stock positions in HUMANA INC COM (HUM), SPDR GOLD SHARES (GLD) and MCDONALDS CORP COM (MCD). Atlas Brown,Inc. opened new stock positions in WISDOMTREE US VALUE FUND OF BENEF INTEREST (AGZD), ISHARES GOLD TRUST (IAU) and UNILEVER PLC SPON ADR NEW. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC COM (NFLX), VENTURE GLOBAL INC COM CL A and STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLB).

Atlas Brown,Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Atlas Brown,Inc. made a return of -1.41% in the last quarter. In trailing 12 months, it's portfolio return was 9.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
wisdomtree us value fund of benef interest	876,970
ishares gold trust	362,187
unilever plc spon adr new	327,574
capital one finl corp com	224,283
energy transfer l p com ut ltd ptn	219,169
vanguard high dividend yield index etf	214,562
ishares u.s. equity factor rotation active etf	212,594
goldman sachs physical gold etf	205,985

New stocks bought by Atlas Brown,Inc.

Additions

Ticker	% Inc.
netflix inc com	896
venture global inc com cl a	290
state street technology select sector spdr etf	100
organon & co common stock	70.91
yum brands inc com	51.42
ishares core msci emerging markets etf	25.81
goldman sachs ultra short bond etf	23.53
broadcom inc com	22.89

Additions to existing portfolio by Atlas Brown,Inc.

Reductions

Ticker	% Reduced
humana inc com	-62.44
spdr gold shares	-36.94
mcdonalds corp com	-29.51
proshares russell 2000 dividend growers etf	-26.65
vanguard s&p 500 etf	-24.73
lowes cos inc com	-20.31
ishares core total usd bond market etf	-19.84
pnc finl svcs group inc com	-17.68

Atlas Brown,Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
cohen & steers infrastructure rt exp 101625	-1,749
first merchants corp com	-353,023
unilever plc spon adr new	-334,266
novo-nordisk a s adr	-249,650
constellation brands inc cl a	-473,634
rli corp com	-226,036
grayscale bitcoin trust etf	-201,983
uber technologies inc com	-216,847

Atlas Brown,Inc. got rid off the above stocks

Sector Distribution

Atlas Brown,Inc. has about 33.4% of it's holdings in Others sector.

Sector	%
Others	33.4
Technology	22.2
Healthcare	8.5
Industrials	6.8
Consumer Cyclical	6.3
Communication Services	6.3
Financial Services	6
Consumer Defensive	5.5
Energy	2.9

Market Cap. Distribution

Atlas Brown,Inc. has about 65.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	42.8
UNALLOCATED	33.4
LARGE-CAP	22.4

Stocks belong to which Index?

About 64% of the stocks held by Atlas Brown,Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64
Others	35.2

Top 5 Winners (%)		%
AXTI	axt inc com	264.1 %
ATEC	alphatec hldgs inc com new	44.7 %
LLY	eli lilly & co com	40.8 %
AMKR	amkor technology inc com	38.9 %
AMD	advanced micro devices inc com	31.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl c	1.5 M
AAPL	apple inc com	1.3 M
GOOG	alphabet inc cap stk cl a	0.9 M
JNJ	johnson & johnson com	0.7 M
LLY	eli lilly & co com	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.6 %
XLB	state street technology select sector spdr etf	-41.8 %
	venture global inc com cl a	-40.4 %
ORCL	oracle corp com	-30.6 %
	paramount skydance corp com cl b	-29.1 %

Top 5 Losers ($)		$
NFLX	netflix inc com	-11.2 M
ORCL	oracle corp com	-1.0 M
MSFT	microsoft corp com	-0.8 M
HD	home depot inc com	-0.7 M
META	meta platforms inc cl a	-0.4 M

Atlas Brown,Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atlas Brown,Inc.

Atlas Brown,Inc. has 226 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Atlas Brown,Inc. last quarter.

Last Reported on: 09 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold etf	0.06	4,841	205,985	new

AAPL	apple inc com	5.83	72,165	19,618,700	reduced	-3.61

AAXJ	ishares national muni bond etf	0.14	4,244	454,599	reduced	-1.58

AAXJ	ishares msci eafe value etf	0.06	2,936	209,684	reduced	-10.02

AAXJ	ishares msci eafe growth etf	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc com	2.06	30,367	6,938,660	reduced	-0.3

ABEQ	ballast small/mid cap etf	0.07	5,000	221,651	unchanged	0.00

ABT	abbott labs com	0.76	20,461	2,563,600	reduced	-0.12

ACWF	ishares core total usd bond market etf	0.06	4,666	217,143	reduced	-19.84

ADBE	adobe inc com	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing inc com	0.63	8,257	2,123,990	reduced	-3.46

AEMB	avantis emerging markets equity etf	0.33	14,371	1,106,840	added	10.11

AEMB	avantis international equity etf	0.08	3,322	273,485	added	1.00

AFK	vaneck morningstar wide moat etf	0.14	4,431	458,900	added	0.64

AFK	vaneck gold miners etf	0.10	4,000	343,080	unchanged	0.00

AGGH	simplify mbs etf	0.10	6,950	350,350	unchanged	0.00

AGZD	wisdomtree us value fund of benef interest	0.26	9,399	876,970	new

ALTS	proshares s&p midcap 400 dividend aristocrats etf	0.37	14,852	1,250,860	reduced	-8.15

ALTS	proshares russell 2000 dividend growers etf	0.08	4,247	280,612	reduced	-26.65

AMAT	applied matls inc com	0.70	9,153	2,352,130	reduced	-0.54