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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 3 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO COM Communication Services 19,134.0 $2.2M 0.65% NEW $113.77 -9.3%
42 BAC BANK AMERICA CORP COM Financial Services 38,984.0 $2.1M 0.64% NEW $55.00 -5.2%
43 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 8,257.0 $2.1M 0.63% NEW $257.23 -14.0%
44 LLY ELI LILLY & CO COM Healthcare 1,975.0 $2.1M 0.63% NEW $1074.54 +0.4%
45 WMT WALMART INC COM Consumer Defensive 18,735.0 $2.1M 0.62% NEW $111.41 +6.8%
46 RTX RTX CORPORATION COM Industrials 10,971.0 $2.0M 0.60% NEW $183.40 -3.1%
47 PFE PFIZER INC COM Healthcare 80,527.0 $2.0M 0.60% NEW $24.90 +3.6%
48 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,713.0 $2.0M 0.59% NEW $296.21 -15.3%
49 CRM SALESFORCE INC COM Technology 7,395.0 $2.0M 0.58% NEW $264.91 -31.4%
50 V VISA INC COM CL A Financial Services 5,292.0 $1.9M 0.55% NEW $350.71 -6.8%
51 NFLX NETFLIX INC COM Communication Services 18,445.0 $1.7M 0.51% NEW $93.76 -6.1%
52 MRK MERCK & CO INC COM Healthcare 16,204.0 $1.7M 0.51% NEW $105.26 +14.7%
53 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 22,513.0 $1.7M 0.49% NEW $73.56 +14.0%
54 NET CLOUDFLARE INC CL A COM Technology 8,301.0 $1.6M 0.49% NEW $197.14 +11.8%
55 CSCO CISCO SYS INC COM Technology 20,773.0 $1.6M 0.48% NEW $77.03 +52.6%
56 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 16,411.0 $1.6M 0.47% NEW $96.16 -2.0%
57 AXP AMERICAN EXPRESS CO COM Financial Services 4,205.0 $1.6M 0.46% NEW $369.99 -15.8%
58 GEV GE VERNOVA INC COM Utilities 2,373.0 $1.6M 0.46% NEW $653.51 +63.9%
59 FIDELITY MSCI HEALTH CARE INDEX ETF 20,217.0 $1.5M 0.45% NEW $74.28
60 T AT&T INC COM Communication Services 58,881.0 $1.5M 0.43% NEW $24.84 +1.4%
Page 3 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%