Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationStock | Stock | $22.1M | 6.7% |
| Apple Inc.Stock | Stock | $17.3M | 5.2% |
| Vanguard Total Stock Market ETFETF | ETF | $10.9M | 3.3% |
| Microsoft Corp.Stock | Stock | $8.58M | 2.6% |
| Johnson & JohnsonStock | Stock | $7.85M | 2.4% |
| Exxon Mobil Corp.Stock | Stock | $7.18M | 2.2% |
| JPMORGAN Chase & COStock | Stock | $7.1M | 2.1% |
| Abbvie Inc.Stock | Stock | $6.54M | 2.0% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $5.7M | 1.7% |
| Amazon Com Inc.Stock | Stock | $5.54M | 1.7% |
| State Street SPDR S&P 500 ETFETF | ETF | $5.51M | 1.7% |
| Chevron CorporationStock | Stock | $4.99M | 1.5% |
| Costco Wholesale CorporationStock | Stock | $4.83M | 1.5% |
| iShares Core S&P 500 ETFETF | ETF | $4.77M | 1.4% |
| TJX Cos Inc. NewStock | Stock | $4.48M | 1.3% |
| iShares Russell 1000 Growth ETFETF | ETF | $4.47M | 1.3% |
| Procter & Gamble COStock | Stock | $4.45M | 1.3% |
| iShares Russell Mid-cap Growth ETFETF | ETF | $4.22M | 1.3% |
| iShares Russell 2000 Value ETFETF | ETF | $3.81M | 1.1% |
| Pepsico Inc.Stock | Stock | $3.78M | 1.1% |
| Home Depot Inc.Stock | Stock | $3.62M | 1.1% |
| Meta Platforms Inc. CL AStock | Stock | $3.42M | 1.0% |
| Caterpillar Inc.Stock | Stock | $3.4M | 1.0% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $3.34M | 1.0% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $3.24M | 1.0% |
| iShares Russell 2000 Growth ETFETF | ETF | $3.23M | 1.0% |
| Applied Matls Inc.Stock | Stock | $3.11M | 0.9% |
| iShares Russell Mid-cap Value ETFETF | ETF | $2.95M | 0.9% |
| iShares S&P 500 Growth ETFETF | ETF | $2.86M | 0.9% |
| Cummins Inc.Stock | Stock | $2.78M | 0.8% |
| iShares MSCI Eafe ETFETF | ETF | $2.6M | 0.8% |
| Vanguard Value ETFETF | ETF | $2.58M | 0.8% |
| iShares Russell 1000 Value ETFETF | ETF | $2.56M | 0.8% |
| GE Aerospace Com NewStock | Stock | $2.42M | 0.7% |
| iShares MSCI Emerging Markets ETFETF | ETF | $2.39M | 0.7% |
| Invesco Qqq Trust Series IETF | ETF | $2.36M | 0.7% |
| Proshares S&P 500 Dividend Aristocrats ETFETF | ETF | $2.33M | 0.7% |
| Pfizer Inc.Stock | Stock | $2.28M | 0.7% |
| Fidelity MSCI Information Technology Index ETFETF | ETF | $2.21M | 0.7% |
| Abbott LaboratoriesStock | Stock | $2.08M | 0.6% |
| GE Vernova Inc.Stock | Stock | $2.06M | 0.6% |
| Walmart Inc.Stock | Stock | $2.03M | 0.6% |
| Miami Intl Hldgs Inc.Stock | Stock | $1.98M | 0.6% |
| Merck & CO Inc.Stock | Stock | $1.95M | 0.6% |
| iShares 7-10 Year Treasury Bond ETFETF | ETF | $1.93M | 0.6% |
| Bank OF Amer Corp.Stock | Stock | $1.9M | 0.6% |
| Disney Walt COStock | Stock | $1.9M | 0.6% |
| Rtx CorporationStock | Stock | $1.87M | 0.6% |
| Eli Lilly & COStock | Stock | $1.84M | 0.6% |
| Axt Inc.Stock | Stock | $1.8M | 0.5% |
Nvidia CorporationStock$22.1M
- Class
- Stock
- Share
- 6.7%
Apple Inc.Stock$17.3M
- Class
- Stock
- Share
- 5.2%
Vanguard Total Stock Market ETFETF$10.9M
- Class
- ETF
- Share
- 3.3%
Microsoft Corp.Stock$8.58M
- Class
- Stock
- Share
- 2.6%
Johnson & JohnsonStock$7.85M
- Class
- Stock
- Share
- 2.4%
Exxon Mobil Corp.Stock$7.18M
- Class
- Stock
- Share
- 2.2%
JPMORGAN Chase & COStock$7.1M
- Class
- Stock
- Share
- 2.1%
Abbvie Inc.Stock$6.54M
- Class
- Stock
- Share
- 2.0%
Alphabet Inc. Cap Stk CL CStock$5.7M
- Class
- Stock
- Share
- 1.7%
Amazon Com Inc.Stock$5.54M
- Class
- Stock
- Share
- 1.7%
State Street SPDR S&P 500 ETFETF$5.51M
- Class
- ETF
- Share
- 1.7%
Chevron CorporationStock$4.99M
- Class
- Stock
- Share
- 1.5%
Costco Wholesale CorporationStock$4.83M
- Class
- Stock
- Share
- 1.5%
iShares Core S&P 500 ETFETF$4.77M
- Class
- ETF
- Share
- 1.4%
TJX Cos Inc. NewStock$4.48M
- Class
- Stock
- Share
- 1.3%
iShares Russell 1000 Growth ETFETF$4.47M
- Class
- ETF
- Share
- 1.3%
Procter & Gamble COStock$4.45M
- Class
- Stock
- Share
- 1.3%
iShares Russell Mid-cap Growth ETFETF$4.22M
- Class
- ETF
- Share
- 1.3%
iShares Russell 2000 Value ETFETF$3.81M
- Class
- ETF
- Share
- 1.1%
Pepsico Inc.Stock$3.78M
- Class
- Stock
- Share
- 1.1%
Home Depot Inc.Stock$3.62M
- Class
- Stock
- Share
- 1.1%
Meta Platforms Inc. CL AStock$3.42M
- Class
- Stock
- Share
- 1.0%
Caterpillar Inc.Stock$3.4M
- Class
- Stock
- Share
- 1.0%
Alphabet Inc. Cap Stk CL AStock$3.34M
- Class
- Stock
- Share
- 1.0%
Berkshire Hathaway Inc. Del CL B NewStock$3.24M
- Class
- Stock
- Share
- 1.0%
iShares Russell 2000 Growth ETFETF$3.23M
- Class
- ETF
- Share
- 1.0%
Applied Matls Inc.Stock$3.11M
- Class
- Stock
- Share
- 0.9%
iShares Russell Mid-cap Value ETFETF$2.95M
- Class
- ETF
- Share
- 0.9%
iShares S&P 500 Growth ETFETF$2.86M
- Class
- ETF
- Share
- 0.9%
Cummins Inc.Stock$2.78M
- Class
- Stock
- Share
- 0.8%
iShares MSCI Eafe ETFETF$2.6M
- Class
- ETF
- Share
- 0.8%
Vanguard Value ETFETF$2.58M
- Class
- ETF
- Share
- 0.8%
iShares Russell 1000 Value ETFETF$2.56M
- Class
- ETF
- Share
- 0.8%
GE Aerospace Com NewStock$2.42M
- Class
- Stock
- Share
- 0.7%
iShares MSCI Emerging Markets ETFETF$2.39M
- Class
- ETF
- Share
- 0.7%
Invesco Qqq Trust Series IETF$2.36M
- Class
- ETF
- Share
- 0.7%
Proshares S&P 500 Dividend Aristocrats ETFETF$2.33M
- Class
- ETF
- Share
- 0.7%
Pfizer Inc.Stock$2.28M
- Class
- Stock
- Share
- 0.7%
Fidelity MSCI Information Technology Index ETFETF$2.21M
- Class
- ETF
- Share
- 0.7%
Abbott LaboratoriesStock$2.08M
- Class
- Stock
- Share
- 0.6%
GE Vernova Inc.Stock$2.06M
- Class
- Stock
- Share
- 0.6%
Walmart Inc.Stock$2.03M
- Class
- Stock
- Share
- 0.6%
Miami Intl Hldgs Inc.Stock$1.98M
- Class
- Stock
- Share
- 0.6%
Merck & CO Inc.Stock$1.95M
- Class
- Stock
- Share
- 0.6%
iShares 7-10 Year Treasury Bond ETFETF$1.93M
- Class
- ETF
- Share
- 0.6%
Bank OF Amer Corp.Stock$1.9M
- Class
- Stock
- Share
- 0.6%
Disney Walt COStock$1.9M
- Class
- Stock
- Share
- 0.6%
Rtx CorporationStock$1.87M
- Class
- Stock
- Share
- 0.6%
Eli Lilly & COStock$1.84M
- Class
- Stock
- Share
- 0.6%
Axt Inc.Stock$1.8M
- Class
- Stock
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 226 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1388168
- File number
- 028-12200
- Options
- 0 call, 0 put
- In the 25 largest
- 48.5%
Common questions
What are Atlas Brown’s 13F holdings worth?
$332 million across 226 positions for the quarter ended 31 March 2026.
What is Atlas Brown’s largest 13F holding?
NVIDIA CORPORATION COM (Stock) was the largest position at $22.1 million, or 6.7% of reported 13F value, as of 31 March 2026.
How concentrated is Atlas Brown’s 13F portfolio?
The ten largest positions accounted for 29.7% of reported value and the twenty-five largest for 48.5%, across 226 positions as of 31 March 2026.
Does Form 13F show everything Atlas Brown manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Atlas Brown file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.