Latest Atlas Brown,Inc. Stock Portfolio

Atlas Brown,Inc. Performance:

2025 Q3: 7.66%YTD: 11.78%2024: 17.63%

Performance for 2025 Q3 is 7.66%, and YTD is 11.78%, and 2024 is 17.63%.

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 $338.3 Millions as of 30 Sep, 2025.

The top stock holdings of Atlas Brown,Inc. are NVDA, AAPL, MSFT. The fund has invested 8.1% of it's portfolio in NVIDIA CORPORATION COM and 5.6% of portfolio in APPLE INC COM.

The fund managers got completely rid off WALGREENS BOOTS ALLIANCE INC COM (WBA), PARAMOUNT GLOBAL CLASS B COM (PARA) and DOLLAR GEN CORP NEW COM (DG) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S ADR, FIRST MERCHANTS CORP COM (FRME) and INTUITIVE SURGICAL INC COM NEW (ISRG). Atlas Brown,Inc. opened new stock positions in PARAMOUNT SKYDANCE CORP COM CL B, ADOBE INC COM (ADBE) and VANGUARD SMALL-CAP ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS EMERGING MARKETS EQUITY ETF (AEMB), INVESCO S&P 500 EQUAL WEIGHT ETF (CSD) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA).

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

Our best estimate is that Atlas Brown,Inc. made a return of 7.66% in the last quarter. In trailing 12 months, it's portfolio return was 12.89%.

New Buys

Ticker	$ Bought
paramount skydance corp com cl b	722,012
adobe inc com	322,435
vanguard small-cap etf	292,422
fidelity wise origin bitcoin fund	244,834
norfolk southn corp com	223,505
ballast small/mid cap etf	220,250
vanguard small-cap growth etf	212,798
vanguard growth etf	212,237

New stocks bought by Atlas Brown,Inc.

Additions

Ticker	% Inc.
avantis emerging markets equity etf	223
invesco s&p 500 equal weight etf	55.19
vanguard ftse developed markets etf	51.57
simplify mbs etf	33.65
thermo fisher scientific inc com	22.29
asml holding n v n y registry shs	10.7
taiwan semiconductor mfg ltd sponsored ads	10.11
applied matls inc com	9.7

Additions to existing portfolio by Atlas Brown,Inc.

Reductions

Ticker	% Reduced
novo-nordisk a s adr	-50.15
first merchants corp com	-25.62
intuitive surgical inc com new	-22.2
us bancorp del com new	-17.72
united parcel service inc cl b	-17.39
ishares national muni bond etf	-16.3
broadcom inc com	-15.78
ishares u.s. technology etf	-7.61

Atlas Brown,Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
walgreens boots alliance inc com	-472,861
new fortress energy inc com cl a	-119,520
paramount global class b com	-460,856
lumen technologies inc com	-66,099
dollar gen corp new com	-398,159
mondelez intl inc cl a	-208,534
colgate palmolive co com	-215,706
palo alto networks inc com	-200,089

Atlas Brown,Inc. got rid off the above stocks

Sector Distribution

Atlas Brown,Inc. has about 32.7% of it's holdings in Others sector.

Sector	%
Others	32.7
Technology	23
Healthcare	8.3
Consumer Cyclical	6.7
Industrials	6.5
Financial Services	6
Communication Services	6
Consumer Defensive	5.7
Energy	2.8
Utilities	1.1

Market Cap. Distribution

Atlas Brown,Inc. has about 66% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.3
UNALLOCATED	32.7
LARGE-CAP	22.7

Stocks belong to which Index?

About 64.6% of the stocks held by Atlas Brown,Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.6
Others	34.5

Top 5 Winners (%)		%
AXTI	axt inc com	114.8 %
UI	ubiquiti inc com	60.5 %
INTC	intel corp com	49.8 %
SITM	sitime corp com	40.1 %
TSLA	tesla inc com	39.2 %

Top 5 Winners ($)		$
NVDA	nvidia corporation com	4.4 M
AAPL	apple inc com	3.7 M
GOOG	alphabet inc cap stk cl c	1.4 M
ABBV	abbvie inc com	1.4 M
JNJ	johnson & johnson com	1.1 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc com new	-17.7 %
UPS	united parcel service inc cl b	-17.3 %
STZ	constellation brands inc cl a	-17.0 %
WAT	waters corp com	-14.1 %
INTU	intuit com	-13.2 %

Top 5 Losers ($)		$
COST	costco whsl corp new com	-0.3 M
NFLX	netflix inc com	-0.3 M
CRM	salesforce inc com	-0.3 M
DIS	disney walt co com	-0.2 M
PG	procter and gamble co com	-0.2 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 227 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Atlas Brown,Inc. last quarter.

Last Reported on: 17 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	5.63	74,864	19,062,500	reduced	-0.89

AAXJ	ishares national muni bond etf	0.14	4,312	459,135	reduced	-16.3

AAXJ	ishares msci eafe growth etf	0.07	2,051	233,541	unchanged	0.00

AAXJ	ishares msci eafe value etf	0.06	3,263	221,349	unchanged	0.00

ABBV	abbvie inc com	2.08	30,459	7,052,540	reduced	-0.11

ABEQ	ballast small/mid cap etf	0.06	5,000	220,250	new

ABT	abbott labs com	0.81	20,485	2,743,750	reduced	-0.5

ACWF	ishares core total usd bond market etf	0.08	5,821	271,918	added	0.09

ADBE	adobe inc com	0.10	914	322,435	new

ADP	automatic data processing inc com	0.74	8,553	2,510,310	added	0.18

AEMB	avantis emerging markets equity etf	0.29	13,051	980,234	added	223

AEMB	avantis international equity etf	0.08	3,289	259,541	added	5.89

AFK	vaneck morningstar wide moat etf	0.13	4,403	436,385	added	0.94

AFK	vaneck gold miners etf	0.09	4,000	305,600	unchanged	0.00

AGGH	simplify mbs etf	0.10	6,950	349,933	added	33.65

ALTS	proshares s&p midcap 400 dividend aristocrats etf	0.41	16,170	1,379,940	added	1.33

ALTS	proshares russell 2000 dividend growers etf	0.11	5,790	385,856	reduced	-0.46

AMAT	applied matls inc com	0.56	9,203	1,884,250	added	9.7

AMD	advanced micro devices inc com	0.11	2,385	385,852	added	1.58

AMKR	amkor technology inc com	0.09	10,425	296,070	unchanged	0.00