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Portfolio (Quarterly) Guide ↗

Atlas Brown,Inc.

· CIK 0001388168
13F Portfolio $336M AUM 338 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOE VANGUARD MID-CAP VALUE ETF 4,255.0 $755K 0.22% NEW $177.36 +10.0%
102 MMM 3M CO COM Industrials 4,613.0 $739K 0.22% NEW $160.11 -3.8%
103 BROWN FORMAN CORP CL B 28,228.0 $736K 0.22% NEW $26.06
104 VWO VANGUARD FTSE EMERGING MARKETS ETF 13,615.0 $732K 0.22% NEW $53.76 +12.0%
105 DHR DANAHER CORPORATION COM Healthcare 3,196.0 $732K 0.22% NEW $228.90 -24.5%
106 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 7,995.0 $727K 0.22% NEW $90.97 +14.9%
107 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 13,474.0 $727K 0.22% NEW $53.94 +7.6%
108 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 19,621.0 $718K 0.21% NEW $36.58 +17.2%
109 AXTI AXT INC COM Technology 39,150.0 $640K 0.19% NEW $16.35 +711.0%
110 F FORD MTR CO COM Consumer Cyclical 48,453.0 $636K 0.19% NEW $13.12 +16.8%
111 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 10,055.0 $628K 0.19% NEW $62.47 +14.9%
112 HUM HUMANA INC COM Healthcare 2,436.0 $624K 0.18% NEW $256.11 +17.8%
113 IDXX IDEXX LABS INC COM Healthcare 892.0 $604K 0.18% NEW $676.69 -17.7%
114 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 2,401.0 $601K 0.18% NEW $250.27 +25.5%
115 USB US BANCORP DEL COM NEW Financial Services 11,250.0 $600K 0.18% NEW $53.36 +3.5%
116 IVE ISHARES S&P 500 VALUE ETF 2,805.0 $595K 0.18% NEW $212.09 +7.4%
117 AVGO BROADCOM INC COM Technology 1,718.0 $595K 0.18% NEW $346.12 +21.9%
118 QCOM QUALCOMM INC COM Technology 3,450.0 $590K 0.17% NEW $171.05 +45.5%
119 WFC WELLS FARGO CO NEW COM Financial Services 6,235.0 $581K 0.17% NEW $93.19 -18.0%
120 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 6,139.0 $578K 0.17% NEW $94.19 +16.9%
Page 6 of 12  ·  226 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 31.6%
Financial Services 13.3%
Healthcare 11.8%
Industrials 9.4%
Communication Services 9.3%
Consumer Cyclical 8.8%
Consumer Defensive 7.7%
Energy 4.7%
Utilities 1.9%
Basic Materials 1.1%