Atlas Brown,Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Atlas Brown,Inc. reported 207 stock positions worth $288.7 million. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Apple (AAPL, 6.1%) and Microsoft (MSFT, 3.6%). Compared with Q2 2024, it opened 8 new positions, sold out of 4, added to 101 and reduced 80. The biggest buy was Home Depot (HD, shares +1%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001388168
- Portfolio Value
- $288.7M (Q3 2024)
- SEC Filing
- 0001388168-24-000006 ↗ filed Oct 18, 2024
Holdings Value
Holdings 207 stocks · $288.7M
| NVDA Nvidia Corp. | 6.59% | 156,674 | $19.0M | Reduce -3.9% |
| AAPL Apple Inc. | 6.10% | 75,605 | $17.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 3.57% | 23,941 | $10.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.43% | 35,004 | $9.9M | Reduce -0.0% |
| ABBV Abbvie Inc. | 2.09% | 30,523 | $6.0M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.93% | 34,407 | $5.6M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 1.93% | 32,115 | $5.6M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.82% | 24,874 | $5.2M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.81% | 44,617 | $5.2M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 8,646 | $5.0M | Reduce -1.1% |
| HD Home Depot Inc. | 1.72% | 12,224 | $5.0M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.70% | 26,384 | $4.9M | Add +0.1% |
| PEP Pepsico Inc. | 1.47% | 25,037 | $4.3M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 1.41% | 10,844 | $4.1M | Add +0.1% |
| IWP iShares Russell Mid-Cap Grow | 1.38% | 33,888 | $4.0M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.37% | 6,842 | $3.9M | Add +11.2% |
| COST Costco Wholesale Corp. | 1.36% | 4,419 | $3.9M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 1.22% | 21,033 | $3.5M | Reduce -1.4% |
| IWN iShares Russell 2000 Value E | 1.20% | 20,829 | $3.5M | Reduce -0.6% |
| CVX Chevron Corp. | 1.20% | 23,527 | $3.5M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 1.15% | 5,801 | $3.3M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.14% | 28,082 | $3.3M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 6,659 | $3.1M | Add +0.5% |
| IWO iShares Russell 2000 Growth | 1.03% | 10,467 | $3.0M | Reduce -1.4% |
| IWS iShares Russell Mid-Cap Valu | 0.94% | 20,600 | $2.7M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 28,141 | $2.7M | Reduce -19.1% |
| NOBL Proshares S&P 500 Dividend A | 0.90% | 24,443 | $2.6M | Add +0.9% |
| ABT Abbott Laboratories | 0.82% | 20,740 | $2.4M | Add +1.0% |
| ADP Automatic Data Processing | 0.82% | 8,525 | $2.4M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.81% | 12,330 | $2.3M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.78% | 26,977 | $2.3M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.78% | 12,830 | $2.2M | Reduce -28.6% |
| CAT Caterpillar Inc. | 0.72% | 5,335 | $2.1M | Reduce -16.3% |
| PFE Pfizer Inc. | 0.70% | 70,216 | $2.0M | Reduce -2.1% |
| HUM Humana Inc. | 0.69% | 6,314 | $2.0M | Add +3.2% |
| MCD McDonald's Corp. | 0.68% | 6,485 | $2.0M | Add +11.5% |
| GOOGL Alphabet Inc. Class A | 0.68% | 11,856 | $2.0M | Add +0.8% |
| CRM Salesforce Inc. | 0.68% | 7,175 | $2.0M | Add +9.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 20,403 | $2.0M | Add +1.2% |
| EEM iShares MSCI Emerging Market | 0.66% | 41,439 | $1.9M | Add +1.4% |
| ORCL Oracle Corp. | 0.66% | 11,151 | $1.9M | Reduce -0.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.63% | 10,500 | $1.8M | Add +0.0% |
| BF.B Brown-Forman Corp. Class B | 0.62% | 36,617 | $1.8M | Add +1.7% |
| MRK Merck & Co. Inc. | 0.62% | 15,668 | $1.8M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 3,551 | $1.7M | Add +3.0% |
| AMAT Applied Materials Inc. | 0.59% | 8,407 | $1.7M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.58% | 1,898 | $1.7M | Reduce -4.0% |
| FHLC Fidelity MSCI Health Care | 0.58% | 23,076 | $1.7M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.58% | 8,887 | $1.7M | Add +0.2% |
| IEF iShares 7-10 Year Treasury B | 0.56% | 16,480 | $1.6M | Add +0.6% |
| WMT Walmart Inc. | 0.55% | 19,530 | $1.6M | Reduce -6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 6,788 | $1.5M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.52% | 20,858 | $1.5M | Reduce -14.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.52% | 23,705 | $1.5M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 37,006 | $1.5M | Reduce -16.3% |
| T AT&T Inc. | 0.50% | 65,688 | $1.4M | Reduce -8.5% |
| V Visa Inc. Class A | 0.50% | 5,246 | $1.4M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.50% | 16,263 | $1.4M | Reduce -4.0% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.48% | 27,231 | $1.4M | Add +1.9% |
| RTX RTX Corp. | 0.48% | 11,431 | $1.4M | Reduce -7.6% |
| UNP Union Pacific Corp. | 0.48% | 5,604 | $1.4M | Add +0.3% |
| NFLX Netflix Inc. | 0.47% | 1,909 | $1.4M | Add +1.1% |
| RWR SS SPDR Dow Jones REIT ETF | 0.46% | 12,454 | $1.3M | Add +0.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.44% | 15,684 | $1.3M | Add +0.0% |
| CMCSA Comcast Corp. Class A | 0.43% | 29,388 | $1.2M | Reduce -6.3% |
| SHW The Sherwin-Williams Co. | 0.42% | 3,141 | $1.2M | Add +0.4% |
| DUK Duke Energy Corp. | 0.41% | 10,294 | $1.2M | Reduce -8.7% |
| CSCO Cisco Systems Inc. | 0.40% | 21,813 | $1.2M | Reduce -0.5% |
| BP BP PLC-Spons ADR | 0.40% | 36,901 | $1.2M | Reduce -24.8% |
| AXP American Express Co. | 0.40% | 4,249 | $1.2M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.39% | 13,465 | $1.1M | Add +1.2% |
| TGT Target Corp. | 0.39% | 7,217 | $1.1M | Reduce -5.2% |
| MA Mastercard Inc. Class A | 0.37% | 2,140 | $1.1M | Add +0.9% |
| ITW Illinois Tool Works | 0.36% | 3,997 | $1.0M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.36% | 23,300 | $1.0M | Reduce -12.9% |
| PNC PNC Financial Services Group | 0.36% | 5,624 | $1.0M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.35% | 1,063 | $1.0M | Add +0.4% |
| BF.A Brown-Forman Corp. Class A | 0.34% | 20,351 | $978K | No change |
| IWM iShares Russell 2000 ETF | 0.34% | 4,420 | $976K | Add +1.4% |
| INTC Intel Corp. | 0.34% | 41,513 | $974K | Add +5.1% |
| BA The Boeing Co. | 0.33% | 6,197 | $942K | Add +22.9% |
| DHR Danaher Corp. | 0.32% | 3,340 | $929K | Add +1.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.32% | 10,099 | $928K | Reduce -26.1% |
| JCI Johnson Controls Internation | 0.32% | 11,735 | $911K | No change |
| PH Parker Hannifin Corp. | 0.31% | 1,420 | $897K | Add +7.7% |
| STZ Constellation Brands Inc. Class A | 0.30% | 3,307 | $852K | Reduce -0.0% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 16,041 | $830K | Reduce -10.0% |
| ORLY O'reilly Automotive Inc. | 0.28% | 709 | $816K | Reduce -0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 4,797 | $804K | Reduce -21.9% |
| PSA Public Storage | 0.27% | 2,127 | $774K | Add +0.1% |
| KR Kroger Co. | 0.26% | 13,093 | $750K | Add +1.6% |
| TIP iShares Tips Bond ETF | 0.26% | 6,732 | $744K | Reduce -20.8% |
| PM Philip Morris International | 0.26% | 6,067 | $737K | Reduce -13.3% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,247 | $729K | Add +1.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.25% | 8,305 | $721K | Reduce -30.4% |
| CHDN Churchill Downs Inc. | 0.25% | 5,278 | $714K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 1 | $691K | No change |
| NET Cloudflare Inc. Class A | 0.24% | 8,503 | $688K | No change |
| TSLA Tesla Inc. | 0.24% | 2,626 | $687K | Reduce -1.2% |
| CMI Cummins Inc. | 0.24% | 2,105 | $682K | Add +0.1% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -3.9% | 6.59% | −0.63 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -28.6% | 0.78% | −0.26 |
| BP BP PLC-Spons ADR | Reduce -24.8% | 0.40% | −0.23 |
| IVW iShares S&P 500 Growth ETF | Reduce -19.1% | 0.93% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 1.22% | −0.18 |
| CVX Chevron Corp. | Reduce -2.2% | 1.20% | −0.15 |
| F Ford Motor Co. | Reduce -23.8% | 0.23% | −0.14 |
| AMAT Applied Materials Inc. | Reduce -1.7% | 0.59% | −0.14 |
| BAC Bank of America Corp. | Reduce -16.3% | 0.51% | −0.12 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -26.1% | 0.32% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -37.7% | 0.21% | −0.11 |
| SYBT Stock Yards Bancorp Inc. | Reduce -53.6% | 0.12% | −0.10 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.10 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Reduce -42.7% | 0.14% | −0.09 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.09 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.09 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -30.4% | 0.25% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -14.1% | 0.20% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -30.4% | 0.19% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -20.8% | 0.26% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 1.81% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.2% | 0.16% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.58% | −0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -21.9% | 0.28% | −0.05 |
| C Citigroup Inc. | Reduce -29.2% | 0.11% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Reduce -19.6% | 0.07% | −0.05 |
| FXZ First Trust Materials Alphad | Reduce -35.7% | 0.08% | −0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -22.1% | 0.20% | −0.04 |
| HON Honeywell International Inc. | Reduce -22.9% | 0.11% | −0.04 |
| CVS CVS Health Corp. | Reduce -27.4% | 0.11% | −0.04 |
| CAT Caterpillar Inc. | Reduce -16.3% | 0.72% | −0.04 |
| KO The Coca-Cola Co. | Reduce -14.6% | 0.52% | −0.04 |
| EMR Emerson Electric Co. | Reduce -18.0% | 0.13% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -12.9% | 0.36% | −0.03 |
| OGN Organon & Co. | Reduce -3.3% | 0.19% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.6% | 1.47% | −0.03 |
| DOC Healthpeak Properties Inc. | Reduce -28.4% | 0.11% | −0.03 |
| MO Altria Group Inc. | Reduce -20.9% | 0.14% | −0.02 |
| MDT Medtronic PLC | Reduce -30.7% | 0.07% | −0.02 |
| UTF Cohen & Steers Infrastructur | Reduce -17.7% | 0.23% | −0.02 |
| SO The Southern Co. | Reduce -17.9% | 0.19% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.70% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -6.3% | 0.43% | −0.02 |
| TGT Target Corp. | Reduce -5.2% | 0.39% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -5.2% | 0.17% | −0.01 |
| UTG Reaves Utility Income Fund | Reduce -17.6% | 0.24% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -0.0% | 0.30% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.7% | 0.14% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.1% | 0.13% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| HD Home Depot Inc. | Add +0.5% | 1.72% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +11.2% | 1.37% | +0.16 |
| MCD McDonald's Corp. | Add +11.5% | 0.68% | +0.15 |
| META Meta Platforms Inc. Class A | Add +0.8% | 1.15% | +0.11 |
| UI Ubiquiti Inc. | New | 0.10% | +0.10 |
| NOC Northrop Grumman Corp. | New | 0.10% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 1.06% | +0.10 |
| ADP Automatic Data Processing | Add +0.1% | 0.82% | +0.09 |
| AMT American Tower Corp. | New | 0.08% | +0.08 |
| SHW The Sherwin-Williams Co. | Add +0.4% | 0.42% | +0.08 |
| PZZA Papa John's Intl Inc. | Add +57.0% | 0.18% | +0.08 |
| CRM Salesforce Inc. | Add +9.4% | 0.68% | +0.08 |
| BX Blackstone Inc. | New | 0.07% | +0.07 |
| GE General Electric | Add +0.2% | 0.58% | +0.07 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| GWW WW Grainger Inc. | New | 0.07% | +0.07 |
| MDLZ Mondelez International Inc. Class A | New | 0.07% | +0.07 |
| PH Parker Hannifin Corp. | Add +7.7% | 0.31% | +0.07 |
| IYH iShares U.S. Healthcare ETF | New | 0.07% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | Add +0.9% | 0.90% | +0.07 |
| GEV GE Vernova Inc. | Add +0.5% | 0.22% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +8.6% | 0.23% | +0.07 |
| BF.B Brown-Forman Corp. Class B | Add +1.7% | 0.62% | +0.07 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.39% | +0.06 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.94% | +0.06 |
| SBUX Starbucks Corp. | Add +17.3% | 0.18% | +0.05 |
| ABT Abbott Laboratories | Add +1.0% | 0.82% | +0.05 |
| MMM 3M Co. | Add +0.8% | 0.23% | +0.05 |
| BLK BlackRock Inc. | Add +0.4% | 0.35% | +0.05 |
| PSA Public Storage | Add +0.1% | 0.27% | +0.05 |
| IWP iShares Russell Mid-Cap Grow | Add +0.7% | 1.38% | +0.05 |
| RWR SS SPDR Dow Jones REIT ETF | Add +0.0% | 0.46% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.81% | +0.04 |
| TJX TJX Companies Inc. | Add +0.1% | 1.14% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 0.66% | +0.03 |
| SITM Sitime Corp. | Add +2.4% | 0.13% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +21.4% | 0.17% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.9% | 0.37% | +0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +0.0% | 0.44% | +0.03 |
| KR Kroger Co. | Add +1.6% | 0.26% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +1.3% | 0.25% | +0.03 |
| FSTA Fidelity MSCI Cons Stap Indx | Add +1.9% | 0.48% | +0.03 |
| CMI Cummins Inc. | Add +0.1% | 0.24% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 0.78% | +0.03 |
| AMD Advanced Micro Devices | Add +39.2% | 0.10% | +0.03 |
| DHR Danaher Corp. | Add +1.2% | 0.32% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.2% | 1.36% | +0.03 |
| UNP Union Pacific Corp. | Add +0.3% | 0.48% | +0.03 |
| ITW Illinois Tool Works | Add +0.1% | 0.36% | +0.02 |
| LOW Lowe's Cos Inc. | Add +1.0% | 0.14% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 237 | $372.5M | NVDA, AAPL, VTI, MSFT, JNJ |
| Q1 2026 | 226 | $332.2M | NVDA, AAPL, VTI, MSFT, JNJ |
| Q4 2025 | 226 | $336.4M | NVDA, AAPL, MSFT, VTI, JPM |
| Q3 2025 | 226 | $338.3M | NVDA, AAPL, MSFT, VTI, JPM |
| Q2 2025 | 222 | $311.5M | NVDA, AAPL, MSFT, VTI, JPM |
| Q1 2025 | 213 | $285.0M | AAPL, NVDA, VTI, MSFT, ABBV |
| Q4 2024 | 206 | $292.4M | NVDA, AAPL, MSFT, VTI, AMZN |
| Q3 2024 | 207 | $288.7M | NVDA, AAPL, MSFT, VTI, ABBV |
| Q2 2024 | 203 | $278.9M | NVDA, AAPL, MSFT, VTI, PG |
| Q1 2024 | 204 | $274.7M | NVDA, AAPL, MSFT, VTI, ABBV |