Atlas Brown,Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 10, 2025), Atlas Brown,Inc. reported 206 stock positions worth $292.4 million. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 3.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 121 and reduced 55. The biggest buy was Cummins (CMI, shares +147%) and the biggest sale Brown-Forman Class B (BF.B, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001388168
- Portfolio Value
- $292.4M (Q4 2024)
- SEC Filing
- 0001388168-25-000001 ↗ filed Jan 10, 2025
Holdings Value
Holdings 206 stocks · $292.4M
| NVDA Nvidia Corp. | 7.04% | 153,325 | $20.6M | Reduce -2.1% |
| AAPL Apple Inc. | 6.46% | 75,373 | $18.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.49% | 24,212 | $10.2M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.42% | 34,505 | $10.0M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 2.04% | 27,249 | $6.0M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 2.04% | 24,930 | $6.0M | Add +0.2% |
| ABBV Abbvie Inc. | 1.86% | 30,534 | $5.4M | Add +0.0% |
| PG The Procter & Gamble Co. | 1.85% | 32,317 | $5.4M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.75% | 8,726 | $5.1M | Add +0.9% |
| JNJ Johnson & Johnson | 1.71% | 34,491 | $5.0M | Add +0.2% |
| XOM Exxon Mobil Corp. | 1.66% | 45,166 | $4.9M | Add +1.2% |
| HD Home Depot Inc. | 1.63% | 12,247 | $4.8M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 1.49% | 10,832 | $4.3M | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 1.46% | 33,784 | $4.3M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.45% | 4,634 | $4.2M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 1.42% | 7,046 | $4.1M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.37% | 21,031 | $4.0M | Reduce -0.0% |
| PEP Pepsico Inc. | 1.31% | 25,215 | $3.8M | Add +0.7% |
| CVX Chevron Corp. | 1.18% | 23,870 | $3.5M | Add +1.5% |
| META Meta Platforms Inc. Class A | 1.17% | 5,864 | $3.4M | Add +1.1% |
| IWN iShares Russell 2000 Value E | 1.17% | 20,793 | $3.4M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.17% | 28,215 | $3.4M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 6,801 | $3.1M | Add +2.1% |
| IWO iShares Russell 2000 Growth | 1.02% | 10,406 | $3.0M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 0.98% | 28,132 | $2.9M | Reduce -0.0% |
| IWS iShares Russell Mid-Cap Valu | 0.92% | 20,699 | $2.7M | Add +0.5% |
| ADP Automatic Data Processing | 0.85% | 8,532 | $2.5M | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.82% | 24,076 | $2.4M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.81% | 7,097 | $2.4M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.80% | 20,761 | $2.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.79% | 12,229 | $2.3M | Add +3.1% |
| IWD iShares Russell 1000 Value E | 0.78% | 12,339 | $2.3M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.76% | 19,984 | $2.2M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.74% | 12,748 | $2.2M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.68% | 26,334 | $2.0M | Reduce -2.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.67% | 10,670 | $2.0M | Add +1.6% |
| CAT Caterpillar Inc. | 0.66% | 5,341 | $1.9M | Add +0.1% |
| PFE Pfizer Inc. | 0.66% | 72,917 | $1.9M | Add +3.9% |
| MCD McDonald's Corp. | 0.64% | 6,486 | $1.9M | Add +0.0% |
| ORCL Oracle Corp. | 0.64% | 11,158 | $1.9M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 3,579 | $1.8M | Add +0.8% |
| CMI Cummins Inc. | 0.62% | 5,208 | $1.8M | Add +147.4% |
| WMT Walmart Inc. | 0.61% | 19,765 | $1.8M | Add +1.2% |
| EEM iShares MSCI Emerging Market | 0.59% | 40,964 | $1.7M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 38,590 | $1.7M | Add +4.3% |
| NFLX Netflix Inc. | 0.58% | 1,901 | $1.7M | Reduce -0.4% |
| V Visa Inc. Class A | 0.57% | 5,288 | $1.7M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.55% | 16,281 | $1.6M | Add +3.9% |
| HUM Humana Inc. | 0.55% | 6,352 | $1.6M | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 7,000 | $1.5M | Add +3.1% |
| IEF iShares 7-10 Year Treasury B | 0.51% | 16,118 | $1.5M | Reduce -2.2% |
| GE General Electric filed as GE AEROSPACE | 0.51% | 8,871 | $1.5M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.50% | 1,903 | $1.5M | Add +0.3% |
| FHLC Fidelity MSCI Health Care | 0.50% | 22,242 | $1.5M | Reduce -3.6% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 16,265 | $1.4M | Add +0.0% |
| T AT&T Inc. | 0.48% | 62,013 | $1.4M | Reduce -5.6% |
| AMAT Applied Materials Inc. | 0.47% | 8,379 | $1.4M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 23,631 | $1.4M | Reduce -0.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.46% | 27,409 | $1.4M | Add +0.7% |
| BF.B Brown-Forman Corp. Class B | 0.46% | 35,377 | $1.3M | Reduce -3.4% |
| RTX RTX Corp. | 0.45% | 11,444 | $1.3M | Add +0.1% |
| UNP Union Pacific Corp. | 0.45% | 5,755 | $1.3M | Add +2.7% |
| KO The Coca-Cola Co. | 0.45% | 21,024 | $1.3M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.44% | 21,770 | $1.3M | Reduce -0.2% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.44% | 15,873 | $1.3M | Add +1.2% |
| AXP American Express Co. | 0.43% | 4,256 | $1.3M | Add +0.2% |
| RWR SS SPDR Dow Jones REIT ETF | 0.41% | 12,164 | $1.2M | Reduce -2.3% |
| BA The Boeing Co. | 0.41% | 6,740 | $1.2M | Add +8.8% |
| DUK Duke Energy Corp. | 0.40% | 10,759 | $1.2M | Add +4.5% |
| MA Mastercard Inc. Class A | 0.39% | 2,154 | $1.1M | Add +0.7% |
| BP BP PLC-Spons ADR | 0.38% | 37,338 | $1.1M | Add +1.2% |
| BLK BlackRock Inc. | 0.37% | 1,068 | $1.1M | Add +0.5% |
| TSLA Tesla Inc. | 0.37% | 2,702 | $1.1M | Add +2.9% |
| PNC PNC Financial Services Group | 0.37% | 5,608 | $1.1M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.37% | 28,509 | $1.1M | Reduce -3.0% |
| SHW The Sherwin-Williams Co. | 0.36% | 3,136 | $1.1M | Reduce -0.2% |
| ITW Illinois Tool Works | 0.35% | 4,002 | $1.0M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.34% | 24,602 | $984K | Add +5.6% |
| NEE Nextera Energy Inc. | 0.34% | 13,661 | $979K | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.33% | 4,393 | $971K | Reduce -0.6% |
| TGT Target Corp. | 0.33% | 7,055 | $954K | Reduce -2.2% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 16,559 | $937K | Add +3.2% |
| JCI Johnson Controls Internation | 0.32% | 11,746 | $927K | Add +0.1% |
| NET Cloudflare Inc. Class A | 0.31% | 8,503 | $916K | No change |
| PH Parker Hannifin Corp. | 0.31% | 1,423 | $905K | Add +0.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.30% | 9,628 | $875K | Reduce -4.7% |
| ORLY O'reilly Automotive Inc. | 0.29% | 710 | $842K | Add +0.1% |
| INTC Intel Corp. | 0.29% | 41,632 | $835K | Add +0.3% |
| GEV GE Vernova Inc. | 0.28% | 2,472 | $813K | Reduce -0.3% |
| DHR Danaher Corp. | 0.27% | 3,463 | $795K | Add +3.7% |
| KR Kroger Co. | 0.27% | 12,996 | $795K | Reduce -0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 4,802 | $777K | Add +0.1% |
| BF.A Brown-Forman Corp. Class A | 0.26% | 20,351 | $767K | No change |
| STZ Constellation Brands Inc. Class A | 0.25% | 3,311 | $732K | Add +0.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.25% | 8,311 | $725K | Add +0.1% |
| PYPL PayPal Holdings Inc. | 0.25% | 8,452 | $721K | Reduce -0.5% |
| PM Philip Morris International | 0.24% | 5,942 | $715K | Reduce -2.1% |
| TIP iShares Tips Bond ETF | 0.24% | 6,680 | $712K | Reduce -0.8% |
| CHDN Churchill Downs Inc. | 0.24% | 5,278 | $705K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 1 | $681K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BF.B Brown-Forman Corp. Class B | Reduce -3.4% | 0.46% | −0.16 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.47% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 0.68% | −0.10 |
| FHLC Fidelity MSCI Health Care | Reduce -3.6% | 0.50% | −0.08 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.5% | 0.82% | −0.08 |
| DOW Dow Inc. | Sold out | 0.00% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.08 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.07 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.07 |
| GE General Electric | Reduce -0.2% | 0.51% | −0.07 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -1.1% | 0.59% | −0.07 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.07 |
| COP Conocophillips | Sold out | 0.00% | −0.07 |
| TGT Target Corp. | Reduce -2.2% | 0.33% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -3.0% | 0.37% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 0.46% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.36% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.2% | 0.51% | −0.05 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -2.3% | 0.41% | −0.05 |
| CVS CVS Health Corp. | Reduce -9.4% | 0.07% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -1.0% | 0.12% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 0.74% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 1.17% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -14.7% | 0.13% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.6% | 0.10% | −0.03 |
| LUMN Lumen Technologies Inc. | Reduce -30.2% | 0.03% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.7% | 0.10% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -4.7% | 0.30% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -5.5% | 0.18% | −0.02 |
| FQAL Fidelity Quality Factor ETF | Reduce -10.6% | 0.15% | −0.02 |
| T AT&T Inc. | Reduce -5.6% | 0.48% | −0.02 |
| ADBE Adobe Inc. | Reduce -2.1% | 0.08% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -6.7% | 0.12% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -0.8% | 0.24% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.4% | 0.09% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 3.42% | −0.01 |
| PPG PPG Industries Inc. | Reduce -0.3% | 0.09% | −0.01 |
| UPS United Parcel Service Class B | Reduce -1.0% | 0.10% | −0.01 |
| PM Philip Morris International | Reduce -2.1% | 0.24% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 0.33% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -0.6% | 1.02% | −0.01 |
| PARAA Paramount Global Class B | Reduce -0.5% | 0.15% | −0.01 |
| DANIMER SCIENTIFIC INC | Sold out | 0.00% | −0.00 |
| GLD SPDR Gold Shares | Reduce -0.2% | 0.16% | −0.00 |
| FAST Fastenal Co. | Reduce -1.0% | 0.15% | −0.00 |
| EPD Enterprise Products Partners | Reduce -1.1% | 0.13% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -3.1% | 0.09% | +0.01 |
| C Citigroup Inc. | Reduce -2.0% | 0.12% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CMI Cummins Inc. | Add +147.4% | 0.62% | +0.38 |
| AMZN Amazon.com Inc. | Add +3.3% | 2.04% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 2.04% | +0.23 |
| TSLA Tesla Inc. | Add +2.9% | 0.37% | +0.14 |
| GSST Goldman Sachs Ultra Short Bo | New | 0.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 0.79% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| RLI Rli Corp. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | Add +4.9% | 1.45% | +0.10 |
| BA The Boeing Co. | Add +8.8% | 0.41% | +0.08 |
| FNCL Fidelity MSCI Financial Indx | New | 0.08% | +0.08 |
| V Visa Inc. Class A | Add +0.8% | 0.57% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | Add +4.3% | 0.58% | +0.07 |
| MGMT Ballast Small/Mid Cap ETF | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +1.2% | 0.61% | +0.06 |
| WBA Walgreens Boots Alliance Inc. | Add +77.6% | 0.12% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 1.42% | +0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Add +1.6% | 0.67% | +0.04 |
| ADP Automatic Data Processing | Add +0.1% | 0.85% | +0.04 |
| AXP American Express Co. | Add +0.2% | 0.43% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +3.2% | 0.32% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.8% | 0.16% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 1.75% | +0.03 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +7.5% | 0.22% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 0.63% | +0.03 |
| BLK BlackRock Inc. | Add +0.5% | 0.37% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.1% | 1.17% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.5% | 0.12% | +0.02 |
| TJX TJX Companies Inc. | Add +0.5% | 1.17% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.7% | 0.39% | +0.02 |
| SYBT Stock Yards Bancorp Inc. | Add +0.9% | 0.14% | +0.02 |
| HON Honeywell International Inc. | Add +8.3% | 0.13% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +0.2% | 0.16% | +0.02 |
| EMR Emerson Electric Co. | Add +0.1% | 0.14% | +0.02 |
| BX Blackstone Inc. | Add +8.2% | 0.09% | +0.02 |
| AXTI Axt Inc. | New | 0.01% | +0.01 |
| MUB iShares National Muni Bond E | Add +11.2% | 0.19% | +0.01 |
| MO Altria Group Inc. | Add +6.8% | 0.15% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +1.4% | 0.18% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.9% | 0.11% | +0.01 |
| IYW iShares Ustechnology ETF | Add +1.5% | 0.18% | +0.01 |
| USB US Bancorp | Add +0.2% | 0.20% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.1% | 0.53% | +0.01 |
| IYF iShares US Financials ETF | Add +0.4% | 0.13% | +0.01 |
| IYC iShares US Consumer Discreti | Add +0.1% | 0.08% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.10% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.29% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +0.3% | 0.12% | +0.01 |
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 |