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Portfolio (Quarterly) Guide ↗

Atlas Brown,Inc.

· CIK 0001388168
13F Portfolio $332M AUM 339 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 66 Added 72 Reduced 9 Exited
Page 3 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INC COM Utilities 2,359.0 $2.1M 0.62% -14.0 -0.6% $872.82 +23.3%
42 WMT WALMART INC COM Consumer Defensive 16,345.0 $2.0M 0.61% -2K -12.8% $124.28 -5.0%
43 MIAMI INTL HLDGS INC COM 50,974.0 $2.0M 0.60% NEW $38.92
44 MRK MERCK & CO INC COM Healthcare 16,215.0 $2.0M 0.59% $120.29 +0.3%
45 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 20,222.0 $1.9M 0.58% +4K +23.2% $95.44 -1.4%
46 BAC BANK OF AMER CORP COM Financial Services 39,003.0 $1.9M 0.57% $48.75 +6.6%
47 DIS DISNEY WALT CO COM Communication Services 19,672.0 $1.9M 0.57% +538.0 +2.8% $96.38 +6.8%
48 RTX RTX CORPORATION COM Industrials 9,719.0 $1.9M 0.56% -1K -11.4% $192.89 -7.6%
49 LLY ELI LILLY & CO COM Healthcare 2,005.0 $1.8M 0.56% +30.0 +1.5% $919.65 +17.1%
50 AXTI AXT INC COM Technology 31,650.0 $1.8M 0.54% -8K -19.2% $56.98 +136.7%
51 NFLX NETFLIX INC. COM Communication Services 18,720.0 $1.8M 0.54% +275.0 +1.5% $96.15 -8.6%
52 ORCL ORACLE CORP COM Technology 12,101.0 $1.8M 0.54% +846.0 +7.5% $147.11 +29.8%
53 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 23,369.0 $1.8M 0.53% +856.0 +3.8% $75.10 +11.6%
54 T AT&T INC COM Communication Services 60,343.0 $1.7M 0.53% +1K +2.5% $28.99 -13.3%
55 BP BP PLC SPONSORED ADR Energy 36,555.0 $1.7M 0.52% $47.00 -10.0%
56 NET CLOUDFLARE INC CL A COM Technology 8,326.0 $1.7M 0.52% $206.33 +6.8%
57 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 8,183.0 $1.7M 0.50% -74.0 -0.9% $203.18 +8.6%
58 INTC INTEL CORP COM Technology 37,613.0 $1.7M 0.50% $44.13 +175.1%
59 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,704.0 $1.6M 0.49% $242.40 +3.3%
60 CSCO CISCO SYS INC COM Technology 20,629.0 $1.6M 0.48% -144.0 -0.7% $77.59 +51.2%
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 29.7%
Financial Services 12.3%
Healthcare 12.0%
Industrials 9.6%
Communication Services 8.7%
Consumer Defensive 8.5%
Consumer Cyclical 8.4%
Energy 6.6%
Utilities 2.4%
Basic Materials 1.1%