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Latest Atlas Brown,Inc. Stock Portfolio

$372Million | No. of Holdings #237

Atlas Brown,Inc. Performance

2026 Q2+8.36%
YTD+7.40%
2025+15.90%

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

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atlas Brown,Inc. reported an equity portfolio of $372.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Atlas Brown,Inc. are NVDA, AAPL, VB. The fund has invested 6.7% of it's portfolio in NVIDIA CORPORATION COM and 5.2% of portfolio in APPLE INC COM. <br><br> The fund managers got completely rid off EXXON MOBIL CORP COM (XOM), HONEYWELL INTL INC COM (HON) and CONOCOPHILLIPS COM (COP) stocks. They significantly reduced their stock positions in ORGANON & CO COMMON STOCK (OGN), CUMMINS INC COM (CMI) and VANECK MORNINGSTAR WIDE MOAT ETF (AFK). Atlas Brown,Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, AVANTIS U.S. SMALL CAP VALUE ETF (AEMB) and MICRON TECHNOLOGY INC COM (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), ISHARES RUSSELL 1000 GROWTH ETF (IJR) and ADOBE INC COM (ADBE).
Atlas Brown,Inc. Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$372Million
  as of Jul 09, 2026

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

Our best estimate is that Atlas Brown,Inc. made a return of 8.36% in the last quarter. In trailing 12 months, it's portfolio return was 18.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp com shs5,781,590
avantis u.s. small cap value etf1,174,500
micron technology inc com556,925
uber technologies inc com531,289
marvell technology inc com457,009
intuit com400,309
ishares a.i. innovation and tech active etf344,175
kla corp com new336,467
New stocks bought by Atlas Brown,Inc.

Additions

Ticker% Inc.
vanguard information technology etf699
ishares russell 1000 growth etf292
adobe inc com171
vanguard total international stock etf101
proshares s&p 500 dividend aristocrats etf100
ishares core total usd bond market etf79.84
goldman sachs group inc com65.36
paypal hldgs inc com62.89
Additions to existing portfolio by Atlas Brown,Inc.

Reductions

Ticker% Reduced
organon & co common stock-85.9
cummins inc com-38.63
vaneck morningstar wide moat etf-29.55
enterprise prods partners l p com-26.26
churchill downs inc com-25.75
paramount skydance corp com cl b-23.64
axt inc com-21.01
vanguard ftse developed markets etf-18.04
Atlas Brown,Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp com-7,184,970
venture global inc com cl a-157,600
conocophillips com-225,984
honeywell intl inc com-371,688
broadridge finl solutions inc com-222,598
american tower corp com-204,852
Atlas Brown,Inc. got rid off the above stocks

Sector Distribution

Atlas Brown,Inc. has about 36.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others36.9
Technology22.8
Healthcare8.1
Industrials6.8
Consumer Cyclical5.7
Financial Services5.5
Communication Services5.4
Consumer Defensive5.3
Energy1.3
Utilities1.1

Market Cap. Distribution

Atlas Brown,Inc. has about 61.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP45.9
UNALLOCATED36.9
LARGE-CAP15.9

Stocks belong to which Index?

About 60.8% of the stocks held by Atlas Brown,Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50059.7
Others39.2
RUSSELL 20001.1
Top 5 Winners (%)%
INTC
intel corp com
211.7 %
AMD
advanced micro devices inc com
179.4 %
wolfspeed inc com
142.1 %
HUM
humana inc com
119.6 %
SITM
sitime corp com
115.7 %
Top 5 Winners ($)$
INTC
intel corp com
3.5 M
AMAT
applied matls inc com
3.2 M
NVDA
nvidia corporation com
3.2 M
AAPL
apple inc com
2.4 M
CAT
caterpillar inc com
1.7 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
IJR
ishares russell 1000 growth etf
-60.4 %
BZQ
proshares s&p 500 dividend aristocrats etf
-40.0 %
UI
ubiquiti inc com
-32.0 %
T
at&t inc com
-28.6 %
Top 5 Losers ($)$
IJR
ishares russell 1000 growth etf
-7.8 M
BZQ
proshares s&p 500 dividend aristocrats etf
-1.6 M
VAW
vanguard information technology etf
-1.2 M
CVX
chevron corporation com
-1.0 M
T
at&t inc com
-0.5 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 237 stocks in it's portfolio. About 29.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. INTC was the most profitable stock for Atlas Brown,Inc. last quarter.

$372.48MTotal Value
243Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Atlas Brown,Inc., last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold Etf

Goldman Sachs Physical Gold Etf

AAAU
Atlas Brown,Inc.'s holding in Goldman Sachs Physical Gold Etf over time
0.06%5,781
$228.7K
0.06%
increased 0.42 percentadded
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Atlas Brown,Inc.'s holding in Ishares National Muni Bond Etf over time
0.12%4,288
$461.5K
0.12%
increased 0.61 percentadded
ABEQ
Ballast Small/Mid Cap Etf

Ballast Small/Mid Cap Etf

ABEQ
Atlas Brown,Inc.'s holding in Ballast Small/Mid Cap Etf over time
0.07%5,000
$254.8K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Core Total Usd Bond Market Etf

Ishares Core Total Usd Bond Market Etf

ACWF
Atlas Brown,Inc.'s holding in Ishares Core Total Usd Bond Market Etf over time
0.12%9,271
$427.9K
0.12%
increased 79.84 percentadded
AEMB
Avantis Emerging Markets Equity Etf

Avantis Emerging Markets Equity Etf

AEMB
Atlas Brown,Inc.'s holding in Avantis Emerging Markets Equity Etf over time
0.41%15,927
$1.54M
0.41%
increased 8.73 percentadded
AEMB
Avantis U.S. Small Cap Value Etf

Avantis U.S. Small Cap Value Etf

AEMB
Atlas Brown,Inc.'s holding in Avantis U.S. Small Cap Value Etf over time
0.32%9,414
$1.17M
0.32%
new position
AEMB
Avantis International Equity Etf

Avantis International Equity Etf

AEMB
Atlas Brown,Inc.'s holding in Avantis International Equity Etf over time
0.09%3,673
$327.6K
0.09%
increased 3.32 percentadded
AFK
Vaneck Morningstar Wide Moat Etf

Vaneck Morningstar Wide Moat Etf

AFK
Atlas Brown,Inc.'s holding in Vaneck Morningstar Wide Moat Etf over time
0.09%3,131
$325.5K
0.09%
decreased 29.55 percentreduced
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
Atlas Brown,Inc.'s holding in Vaneck Gold Miners Etf over time
0.08%4,000
$301.8K
0.08%
unchanged 0 percentunchanged
AGGH
Simplify Mbs Etf

Simplify Mbs Etf

AGGH
Atlas Brown,Inc.'s holding in Simplify Mbs Etf over time
0.09%6,950
$341.0K
0.09%
unchanged 0 percentunchanged
AGNG
Global X Msci Superdividend Eafe Etf

Global X Msci Superdividend Eafe Etf

AGNG
Atlas Brown,Inc.'s holding in Global X Msci Superdividend Eafe Etf over time
0.06%9,910
$211.7K
0.06%
new position
AGZD
Wisdomtree Us Value Fund Of Benef Interest

Wisdomtree Us Value Fund Of Benef Interest

AGZD
Atlas Brown,Inc.'s holding in Wisdomtree Us Value Fund Of Benef Interest over time
0.26%9,665
$983.2K
0.26%
increased 0.72 percentadded
ALTS
Proshares S&P Midcap 400 Dividend Aristocrats Etf

Proshares S&P Midcap 400 Dividend Aristocrats Etf

ALTS
Atlas Brown,Inc.'s holding in Proshares S&P Midcap 400 Dividend Aristocrats Etf over time
0.34%13,902
$1.27M
0.34%
decreased 5.66 percentreduced
ALTS
Proshares Russell 2000 Dividend Growers Etf

Proshares Russell 2000 Dividend Growers Etf

ALTS
Atlas Brown,Inc.'s holding in Proshares Russell 2000 Dividend Growers Etf over time
0.07%3,534
$272.2K
0.07%
decreased 17.04 percentreduced