Atlas Brown

Atlas Brown as of March 31, 2026

Portfolio Holdings for Atlas Brown

Atlas Brown holds 226 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 6.7 $22M 127k 174.40
Apple Stock (AAPL) 5.2 $17M 68k 253.79
Vanguard Total Stock Market Etf Etf (VTI) 3.3 $11M 34k 320.81
Microsoft Corp Stock (MSFT) 2.6 $8.6M 23k 370.17
Johnson & Johnson Stock (JNJ) 2.4 $7.9M 32k 244.44
Exxon Mobil Corp Stock (XOM) 2.2 $7.2M 42k 169.66
Jpmorgan Chase & Co Stock (JPM) 2.1 $7.1M 24k 294.16
Abbvie Stock (ABBV) 2.0 $6.5M 30k 217.49
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $5.7M 20k 286.87
Amazon Stock (AMZN) 1.7 $5.5M 27k 208.27
State Street Spdr S&p 500 Etf Etf (SPY) 1.7 $5.5M 8.5k 650.36
Chevron Corporation Stock (CVX) 1.5 $5.0M 24k 206.90
Costco Wholesale Corporation Stock (COST) 1.5 $4.8M 4.8k 996.43
Ishares Core S&p 500 Etf Etf (IVV) 1.4 $4.8M 7.3k 653.25
Tjx Cos Stock (TJX) 1.3 $4.5M 28k 159.70
Ishares Russell 1000 Growth Etf Etf (IWF) 1.3 $4.5M 11k 426.40
Procter & Gamble Stock (PG) 1.3 $4.4M 31k 144.44
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.3 $4.2M 33k 128.12
Ishares Russell 2000 Value Etf Etf (IWN) 1.1 $3.8M 20k 189.59
Pepsico Stock (PEP) 1.1 $3.8M 24k 155.29
Home Depot Stock (HD) 1.1 $3.6M 11k 328.89
Meta Platforms Inc Cl A Stock (META) 1.0 $3.4M 6.0k 572.13
Caterpillar Stock (CAT) 1.0 $3.4M 4.8k 708.45
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $3.3M 12k 287.56
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $3.2M 6.8k 479.20
Ishares Russell 2000 Growth Etf Etf (IWO) 1.0 $3.2M 10k 313.81
Applied Matls Stock (AMAT) 0.9 $3.1M 9.1k 341.79
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.9 $3.0M 20k 145.74
Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $2.9M 25k 113.11
Cummins Stock (CMI) 0.8 $2.8M 5.2k 538.00
Ishares Msci Eafe Etf Etf (EFA) 0.8 $2.6M 27k 97.13
Vanguard Value Etf Etf (VTV) 0.8 $2.6M 13k 196.20
Ishares Russell 1000 Value Etf Etf (IWD) 0.8 $2.6M 12k 213.68
Ge Aerospace Stock (GE) 0.7 $2.4M 8.5k 283.77
Ishares Msci Emerging Markets Etf Etf (EEM) 0.7 $2.4M 42k 56.79
Invesco Qqq Trust Series I Etf (QQQ) 0.7 $2.4M 4.1k 577.23
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.7 $2.3M 22k 106.01
Pfizer Stock (PFE) 0.7 $2.3M 81k 28.08
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.7 $2.2M 11k 208.05
Abbott Laboratories Stock (ABT) 0.6 $2.1M 20k 102.67
Ge Vernova Stock (GEV) 0.6 $2.1M 2.4k 872.90
Walmart Stock (WMT) 0.6 $2.0M 16k 124.28
Miami Intl Hldgs Stock (MIAX) 0.6 $2.0M 51k 38.92
Merck & Co Stock (MRK) 0.6 $2.0M 16k 120.29
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.6 $1.9M 20k 95.44
Bank Of Amer Corp Stock (BAC) 0.6 $1.9M 39k 48.75
Disney Walt Stock (DIS) 0.6 $1.9M 20k 96.38
Rtx Corporation Stock (RTX) 0.6 $1.9M 9.7k 192.90
Eli Lilly & Co Stock (LLY) 0.6 $1.8M 2.0k 919.76
Axt Stock (AXTI) 0.5 $1.8M 32k 56.98
Netflix Stock (NFLX) 0.5 $1.8M 19k 96.15
Oracle Corp Stock (ORCL) 0.5 $1.8M 12k 147.11
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.5 $1.8M 23k 75.10
At&t Stock (T) 0.5 $1.7M 60k 28.99
BP Adr (BP) 0.5 $1.7M 37k 47.00
Cloudflare Inc Cl A Stock (NET) 0.5 $1.7M 8.3k 206.33
Automatic Data Processing Stock (ADP) 0.5 $1.7M 8.2k 203.18
Intel Corp Stock (INTC) 0.5 $1.7M 38k 44.13
International Business Machs Stock (IBM) 0.5 $1.6M 6.7k 242.39
Cisco Sys Stock (CSCO) 0.5 $1.6M 21k 77.59
Johnson Ctls Intl Stock (JCI) 0.5 $1.5M 12k 130.95
Visa Inc Com Cl A Stock (V) 0.5 $1.5M 5.0k 302.24
Coca Cola Stock (KO) 0.5 $1.5M 20k 76.05
Union Pac Corp Stock (UNP) 0.4 $1.4M 5.9k 242.63
Ishares Russell Midcap Etf Etf (IWR) 0.4 $1.4M 15k 97.23
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.4 $1.4M 20k 70.36
Salesforce Stock (CRM) 0.4 $1.4M 7.5k 186.68
Mcdonalds Corp Stock (MCD) 0.4 $1.4M 4.5k 310.78
Nextera Energy Stock (NEE) 0.4 $1.4M 15k 92.88
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.4 $1.4M 26k 52.33
Boeing Stock (BA) 0.4 $1.3M 6.6k 199.03
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.4 $1.3M 15k 86.41
American Express Stock (AXP) 0.4 $1.3M 4.2k 302.48
Oreilly Automotive Stock (ORLY) 0.4 $1.2M 14k 92.30
State Street Spdr Dow Jones Reit Etf Etf (RWR) 0.4 $1.2M 12k 100.97
Duke Energy Corp Stock (DUK) 0.4 $1.2M 9.2k 130.93
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.4 $1.2M 15k 80.58
Parker-hannifin Corp Stock (PH) 0.4 $1.2M 1.3k 895.20
Ubiquiti Stock (UI) 0.3 $1.1M 1.4k 790.29
Mastercard Incorporated Cl A Stock (MA) 0.3 $1.1M 2.2k 499.67
Tesla Stock (TSLA) 0.3 $1.1M 2.9k 371.75
Target Corp Stock (TGT) 0.3 $1.1M 8.9k 121.20
Sherwin Williams Stock (SHW) 0.3 $1.1M 3.3k 320.50
Verizon Communications Stock (VZ) 0.3 $1.1M 21k 50.20
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.1M 4.2k 248.01
Blackrock Stock (BLK) 0.3 $1.0M 1.1k 961.75
Asml Hldg Nv N Y Registry Adr (ASML) 0.3 $1.0M 788.00 1320.74
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $1.0M 5.3k 191.92
Illinois Tool Wks Stock (ITW) 0.3 $980k 3.8k 260.30
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $963k 12k 79.27
Pnc Finl Svcs Group Stock (PNC) 0.3 $962k 4.6k 208.08
Kroger Stock (KR) 0.3 $961k 13k 72.35
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.3 $961k 9.6k 100.61
Comcast Corp New Cl A Stock (CMCSA) 0.3 $932k 33k 28.71
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.3 $909k 9.6k 94.73
Taiwan Semiconductor Manufact Adr (TSM) 0.3 $849k 2.5k 337.92
Bristol-myers Squibb Stock (BMY) 0.2 $817k 14k 60.66
Sitime Corp Stock (SITM) 0.2 $809k 2.3k 345.35
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.2 $804k 21k 39.28
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $796k 5.4k 146.28
Vanguard Mid-cap Value Etf Etf (VOE) 0.2 $777k 4.2k 184.26
Ishares Tips Bond Etf Etf (TIP) 0.2 $752k 6.8k 110.36
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.2 $747k 7.9k 94.58
Brown Forman Corp Cl B Stock (BF.B) 0.2 $746k 28k 26.44
Philip Morris Intl Stock (PM) 0.2 $733k 4.4k 165.34
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $720k 13k 54.05
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.2 $718k 11k 68.12
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $718k 1.00 718140.00
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $713k 11k 64.08
3M Stock (MMM) 0.2 $670k 4.6k 145.22
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $634k 3.0k 211.18
Danaher Corp Del Stock (DHR) 0.2 $627k 3.3k 189.60
Starbucks Corp Stock (SBUX) 0.2 $617k 6.9k 89.59
Dover Corp Stock (DOV) 0.2 $612k 2.9k 208.50
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $612k 2.5k 239.97
Idexx Labs Stock (IDXX) 0.2 $602k 1.1k 562.00
Broadcom Stock (AVGO) 0.2 $596k 1.9k 309.51
Us Bancorp Stock (USB) 0.2 $596k 11k 52.01
Public Storage Oper Reit (PSA) 0.2 $587k 2.2k 270.83
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.2 $584k 6.0k 96.62
Cohen & Steers Infrastructure Cef (UTF) 0.2 $576k 22k 25.88
Stock Yds Bancorp Stock (SYBT) 0.2 $575k 8.7k 66.29
Fidelity Quality Factor Etf Etf (FQAL) 0.2 $566k 7.8k 72.60
Freeport Mcmoran Inc Cl B Stock (FCX) 0.2 $562k 9.6k 58.80
Citigroup Stock (C) 0.2 $560k 4.9k 113.41
Fastenal Stock (FAST) 0.2 $557k 12k 46.40
Ford Mtr Stock (F) 0.2 $547k 47k 11.54
Brown Forman Corp Cl A Stock (BF.A) 0.2 $545k 20k 26.79
Spdr Gold Shares Etf (GLD) 0.2 $544k 1.3k 430.29
Vanguard Small-cap Etf Etf (VB) 0.2 $539k 2.1k 261.94
Goldman Sachs Ultra Short Bond Etf Etf (GSST) 0.2 $531k 11k 50.55
Southern Stock (SO) 0.2 $524k 5.4k 96.52
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $505k 2.6k 191.78
Wells Fargo & Co Stock (WFC) 0.1 $498k 6.3k 79.61
Omnicom Group Stock (OMC) 0.1 $492k 6.5k 75.40
Gilead Sciences Stock (GILD) 0.1 $490k 3.5k 139.38
Organon & Co Stock (OGN) 0.1 $480k 80k 5.99
Edwards Lifesciences Corp Stock (EW) 0.1 $474k 5.9k 80.09
Enterprise Prods Partners Stock (EPD) 0.1 $473k 13k 37.84
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $468k 4.6k 101.95
Qualcomm Stock (QCOM) 0.1 $460k 3.6k 128.77
Rpm Intl Stock (RPM) 0.1 $459k 4.6k 99.40
Amkor Technology Stock (AMKR) 0.1 $454k 10k 45.03
Ishares National Muni Bond Etf Etf (MUB) 0.1 $452k 4.3k 106.14
Waters Corp Stock (WAT) 0.1 $452k 1.5k 298.00
Shell Plc Spon Ads Adr (SHEL) 0.1 $451k 4.8k 93.00
Advanced Micro Devices Stock (AMD) 0.1 $441k 2.2k 203.43
Kinder Morgan Inc Del Stock (KMI) 0.1 $438k 13k 33.52
Emerson Elec Stock (EMR) 0.1 $438k 3.3k 131.00
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $430k 4.4k 96.69
Altria Group Stock (MO) 0.1 $420k 6.4k 65.99
Humana Stock (HUM) 0.1 $411k 2.4k 173.42
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $408k 4.4k 92.74
Wolfspeed Stock (WOLF) 0.1 $408k 25k 16.32
Northrop Grumman Corp Stock (NOC) 0.1 $398k 584.00 682.25
Dicks Sporting Goods Stock (DKS) 0.1 $397k 2.0k 198.29
Churchill Downs Stock (CHDN) 0.1 $387k 4.3k 89.82
Cvs Health Corp Stock (CVS) 0.1 $385k 5.4k 71.82
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $384k 5.5k 69.75
Air Products And Chemicals Stock (APD) 0.1 $382k 1.3k 290.50
Ishares U.s. Financials Etf Etf (IYF) 0.1 $381k 3.2k 117.68
Ishares Gold Trust Etf (IAU) 0.1 $380k 4.3k 88.16
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $375k 2.6k 144.70
Honeywell Intl Stock (HON) 0.1 $372k 1.6k 226.03
Paramount Skydance Corp Com Cl B Stock (PSKY) 0.1 $371k 41k 9.00
First Trust Materials Alphadex Fund Etf (FXZ) 0.1 $367k 4.8k 76.21
Vaneck Gold Miners Etf Etf (GDX) 0.1 $367k 4.0k 91.77
Goldman Sachs Group Stock (GS) 0.1 $367k 433.00 846.72
Progressive Corp Stock (PGR) 0.1 $360k 1.8k 198.23
Ishares Russell 1000 Etf Etf (IWB) 0.1 $357k 1.0k 356.56
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $356k 2.7k 132.50
Simplify Mbs Etf Etf (MTBA) 0.1 $344k 7.0k 49.46
Paypal Hldgs Stock (PYPL) 0.1 $334k 7.4k 45.23
Cincinnati Finl Corp Stock (CINF) 0.1 $334k 2.1k 157.38
Ishares U.s. Technology Etf Etf (IYW) 0.1 $318k 1.8k 181.42
Vanguard Information Technology Etf Etf (VGT) 0.1 $314k 451.00 697.17
Constellation Energy Corp Stock (CEG) 0.1 $312k 1.1k 279.23
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $309k 11k 29.13
Otter Tail Corp Stock (OTTR) 0.1 $306k 3.5k 87.77
Avantis International Equity Etf Etf (AVDE) 0.1 $302k 3.6k 84.83
Thermo Fisher Scientific Stock (TMO) 0.1 $300k 610.00 491.54
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $295k 2.2k 132.93
Fidelity High Dividend Etf Etf (FDVV) 0.1 $294k 5.3k 55.24
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $293k 4.3k 68.78
Lowes Cos Stock (LOW) 0.1 $290k 1.2k 236.27
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $289k 5.0k 58.19
Fidelity Msci Financials Index Etf Etf (FNCL) 0.1 $288k 4.1k 70.20
Unilever Adr (UL) 0.1 $284k 5.0k 56.97
Sysco Corp Stock (SYY) 0.1 $275k 3.9k 71.30
Eaton Corp Stock (ETN) 0.1 $273k 764.00 357.68
Goldman Sachs Physical Gold Etf Etf (AAAU) 0.1 $266k 5.8k 46.19
Fifth Third Bancorp Stock (FITB) 0.1 $266k 5.7k 46.46
Intuitive Surgical Stock (ISRG) 0.1 $257k 558.00 461.00
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $257k 13k 19.30
Graco Stock (GGG) 0.1 $254k 3.0k 84.65
Ishares U.s. Industrials Etf Etf (IYJ) 0.1 $252k 1.7k 147.50
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $252k 2.8k 90.53
Te Connectivity Plc Ord Stock (TEL) 0.1 $251k 1.2k 209.00
Adobe Stock (ADBE) 0.1 $246k 1.0k 243.09
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $245k 2.5k 96.91
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $242k 4.3k 56.68
Csx Corp Stock (CSX) 0.1 $239k 5.8k 41.05
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $238k 5.2k 46.19
Unitedhealth Group Stock (UNH) 0.1 $234k 866.00 270.59
Conocophillips Stock (COP) 0.1 $226k 1.7k 132.00
Ballast Small/mid Cap Etf Etf (MGMT) 0.1 $226k 5.0k 45.12
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $225k 2.9k 77.10
Medtronic Stock (MDT) 0.1 $225k 2.6k 86.65
GSK Adr (GSK) 0.1 $224k 4.1k 55.20
Ishares U.s. Healthcare Etf Etf (IYH) 0.1 $224k 3.6k 61.64
Broadridge Finl Solutions Stock (BR) 0.1 $223k 1.4k 162.50
Ww Grainger Stock (GWW) 0.1 $222k 203.00 1091.00
Ppg Inds Stock (PPG) 0.1 $219k 2.0k 106.90
Ishares U.s. Basic Materials Etf Etf (IYM) 0.1 $218k 1.2k 175.87
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $217k 1.5k 148.10
Healthpeak Properties Reit (DOC) 0.1 $216k 13k 16.40
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $216k 715.00 302.25
Invesco S&p 500 Revenue Etf Etf (RWL) 0.1 $215k 1.9k 114.93
Norfolk Southn Corp Stock (NSC) 0.1 $214k 745.00 287.00
Wendys Stock (WEN) 0.1 $209k 30k 6.95
Vanguard S&p 500 Etf Etf (VOO) 0.1 $206k 344.00 597.55
American Tower Corp Reit (AMT) 0.1 $205k 1.2k 172.58
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $203k 4.1k 49.37
Yum Brands Stock (YUM) 0.1 $202k 1.3k 155.00
Conagra Brands Stock (CAG) 0.1 $200k 13k 15.73
Venture Global Inc Com Cl A Stock (VG) 0.0 $158k 10k 15.76