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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 7 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP COM Consumer Cyclical 6,864.0 $578K 0.17% NEW $84.21 +20.4%
122 C CITIGROUP INC COM NEW Financial Services 4,948.0 $577K 0.17% NEW $116.69 +8.7%
123 DOV DOVER CORP COM Industrials 2,941.0 $574K 0.17% NEW $195.24 +10.3%
124 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,866.0 $569K 0.17% NEW $198.60 +8.7%
125 PSA PUBLIC STORAGE OPER CO COM Real Estate 2,187.0 $568K 0.17% NEW $259.50 +17.3%
126 FQAL FIDELITY QUALITY FACTOR ETF 7,493.0 $566K 0.17% NEW $75.59 +7.0%
127 UTF COHEN & STEERS INFRASTRUCTURE COM Financial Services 22,465.0 $542K 0.16% NEW $24.11 +12.4%
128 PYPL PAYPAL HLDGS INC COM Financial Services 9,242.0 $540K 0.16% NEW $58.38 -24.4%
129 OGN ORGANON & CO COMMON STOCK Healthcare 74,837.0 $537K 0.16% NEW $7.17 +87.0%
130 BROWN FORMAN CORP CL A 20,351.0 $535K 0.16% NEW $26.31
131 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 10,500.0 $530K 0.16% NEW $50.47 +0.1%
132 OMC OMNICOM GROUP INC COM Communication Services 6,524.0 $527K 0.16% NEW $80.75 -7.9%
133 WAT WATERS CORP COM Healthcare 1,365.0 $518K 0.15% NEW $379.83 -9.9%
134 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 38,613.0 $517K 0.15% NEW $13.40 -22.6%
135 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5,924.0 $505K 0.15% NEW $85.26 +2.7%
136 GLD SPDR GOLD SHARES Financial Services 1,243.0 $493K 0.15% NEW $396.31 +4.5%
137 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 4,311.0 $490K 0.15% NEW $113.77 -27.0%
138 FAST FASTENAL CO COM Industrials 12,209.0 $490K 0.15% NEW $40.13 +10.8%
139 FCX FREEPORT-MCMORAN INC CL B Basic Materials 9,607.0 $488K 0.14% NEW $50.79 +26.7%
140 AMD ADVANCED MICRO DEVICES INC COM Technology 2,272.0 $487K 0.14% NEW $214.16 +135.3%
Page 7 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%