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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC COM Technology 3,572.0 $460K 0.14% +122.0 +3.5% $128.80 +92.0%
142 RPM RPM INTL INC COM Basic Materials 4,620.0 $459K 0.14% $99.40 +3.7%
143 AMKR AMKOR TECHNOLOGY INC COM Technology 10,075.0 $454K 0.14% -300.0 -2.9% $45.03 +62.9%
144 MUB ISHARES NATIONAL MUNI BOND ETF 4,262.0 $452K 0.14% $106.14 +0.5%
145 WAT WATERS CORP COM Healthcare 1,515.0 $451K 0.14% +150.0 +11.0% $297.80 +14.4%
146 SHEL SHELL PLC SPON ADS Energy 4,848.0 $451K 0.14% $93.00 -8.4%
147 AMD ADVANCED MICRO DEVICES INC COM Technology 2,168.0 $441K 0.13% -104.0 -4.6% $203.43 +147.4%
148 KMI KINDER MORGAN INC DEL COM Energy 13,072.0 $438K 0.13% $33.53 -1.4%
149 EMR EMERSON ELEC CO COM Industrials 3,341.0 $438K 0.13% +114.0 +3.5% $131.01 +7.3%
150 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 4,444.0 $430K 0.13% $96.69 +5.6%
151 MO ALTRIA GROUP INC COM Consumer Defensive 6,358.0 $420K 0.13% +80.0 +1.3% $65.99 +9.7%
152 HUM HUMANA INC COM Healthcare 2,370.0 $411K 0.12% -66.0 -2.7% $173.42 +75.2%
153 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4,401.0 $408K 0.12% +28.0 +0.6% $92.74 +4.2%
154 WOLF WOLFSPEED INC COM Technology 25,000.0 $408K 0.12% NEW $16.32 +345.1%
155 NOC NORTHROP GRUMMAN CORP COM Industrials 584.0 $398K 0.12% +35.0 +6.4% $681.89 -18.5%
156 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 2,000.0 $397K 0.12% $198.29 +16.7%
157 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 4,311.0 $387K 0.12% $89.82 -8.2%
158 CVS CVS HEALTH CORP COM Healthcare 5,353.0 $384K 0.12% +276.0 +5.4% $71.82 +26.7%
159 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 5,511.0 $384K 0.12% +710.0 +14.8% $69.75 +19.8%
160 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,315.0 $382K 0.12% $290.49 -0.7%
Page 8 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%