Institutional Manager · CIK 0001388168
Atlas Brown,Inc.
LOUISVILLE, KY · File #028-12200
Latest AUM
$336.4M
Positions
338
Top-10 Concentration
47.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025338 pos · $336.4M
- 13F HOLDINGS REPORTQ/E Sep 2025342 pos · $338.3M
- 13F HOLDINGS REPORTQ/E Jun 2025222 pos · $311.5M
- 13F HOLDINGS REPORTQ/E Mar 2025213 pos · $285.0M
- 13F HOLDINGS REPORTQ/E Dec 2024206 pos · $292.4M
- 13F HOLDINGS REPORTQ/E Sep 2024207 pos · $288.7M
- 13F HOLDINGS REPORTQ/E Jun 2024203 pos · $278.9M
- 13F HOLDINGS REPORTQ/E Mar 2024205 pos · $274.7M
- 13F HOLDINGS REPORTQ/E Dec 2023179 pos · $219.2M
- 13F HOLDINGS REPORTQ/E Sep 2023181 pos · $227.3M
- 13F HOLDINGS REPORTQ/E Jun 2023175 pos · $216.9M
- 13F HOLDINGS REPORTQ/E Mar 2023172 pos · $203.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | NVDA | 131,268 | $24.5M | 10.84% |
| 2 | APPLE INC COM | AAPL | 71,266 | $19.4M | 8.58% |
| 3 | MICROSOFT CORP COM | MSFT | 23,040 | $11.1M | 4.93% |
| 4 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 32,628 | $10.9M | 4.84% |
| 5 | JPMORGAN CHASE & CO. COM | VYLD | 23,914 | $7.7M | 3.41% |
| 6 | ABBVIE INC COM | ABBV | 30,247 | $6.9M | 3.06% |
| 7 | JOHNSON & JOHNSON COM | JNJ | 32,604 | $6.7M | 2.99% |
| 8 | ALPHABET INC CAP STK CL C | GOOG | 20,592 | $6.5M | 2.86% |
| 9 | AMAZON COM INC COM | AMZN | 27,029 | $6.2M | 2.76% |
| 10 | SPDR S&P 500 ETF TRUST | SPY | 8,898 | $6.1M | 2.69% |
| 11 | ISHARES CORE S&P 500 ETF | 464287200 | 7,465 | $5.1M | 2.26% |
| 12 | EXXON MOBIL CORP COM | XOM | 42,076 | $5.1M | 2.24% |
| 13 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 10,563 | $5.0M | 2.21% |
| 14 | ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | 33,301 | $4.6M | 2.02% |
| 15 | PROCTER AND GAMBLE CO COM | 742718109 | 31,131 | $4.5M | 1.98% |
| 16 | TJX COS INC NEW COM | 872540109 | 27,629 | $4.2M | 1.88% |
| 17 | COSTCO WHSL CORP NEW COM | 22160K105 | 4,598 | $4.0M | 1.76% |
| 18 | META PLATFORMS INC CL A | META | 5,722 | $3.8M | 1.67% |
| 19 | CHEVRON CORP NEW COM | CVX | 24,681 | $3.8M | 1.67% |
| 20 | ALPHABET INC CAP STK CL A | GOOG | 11,944 | $3.7M | 1.66% |