Atlas Brown,Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Atlas Brown,Inc. reported 213 stock positions worth $285.0 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Nvidia (NVDA, 5.8%) and VG Morningstar TS MKT ETF-US (VTI, 3.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 91 and reduced 86. The biggest buy was Johnson & Johnson (JNJ, shares +1%) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001388168
- Portfolio Value
- $285.0M (Q1 2025)
- SEC Filing
- 0001388168-25-000003 ↗ filed Apr 8, 2025
Holdings Value
Holdings 213 stocks · $285.0M
| AAPL Apple Inc. | 5.92% | 76,008 | $16.9M | Add +0.8% |
| NVDA Nvidia Corp. | 5.81% | 152,766 | $16.6M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.26% | 33,755 | $9.3M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.13% | 23,748 | $8.9M | Reduce -1.9% |
| ABBV Abbvie Inc. | 2.24% | 30,428 | $6.4M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 2.14% | 24,890 | $6.1M | Reduce -0.2% |
| JNJ Johnson & Johnson | 2.02% | 34,716 | $5.8M | Add +0.7% |
| PG The Procter & Gamble Co. | 1.94% | 32,422 | $5.5M | Add +0.3% |
| XOM Exxon Mobil Corp. | 1.89% | 45,359 | $5.4M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.87% | 28,019 | $5.3M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 8,810 | $4.9M | Add +1.0% |
| HD Home Depot Inc. | 1.56% | 12,146 | $4.5M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.54% | 4,638 | $4.4M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.50% | 7,613 | $4.3M | Add +8.1% |
| CVX Chevron Corp. | 1.41% | 24,093 | $4.0M | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 1.39% | 33,754 | $4.0M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 1.37% | 10,774 | $3.9M | Reduce -0.5% |
| PEP Pepsico Inc. | 1.26% | 24,038 | $3.6M | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 6,739 | $3.6M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.21% | 28,331 | $3.5M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.19% | 5,877 | $3.4M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 1.15% | 20,888 | $3.3M | Reduce -0.7% |
| IWN iShares Russell 2000 Value E | 1.09% | 20,626 | $3.1M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.96% | 20,702 | $2.7M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.92% | 10,313 | $2.6M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 28,133 | $2.6M | Add +0.0% |
| ADP Automatic Data Processing | 0.92% | 8,540 | $2.6M | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.91% | 20,611 | $2.6M | Reduce -0.4% |
| NOBL Proshares S&P 500 Dividend A | 0.86% | 23,922 | $2.4M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.81% | 12,299 | $2.3M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 12,696 | $2.2M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.75% | 26,109 | $2.1M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.71% | 6,494 | $2.0M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 19,979 | $2.0M | Reduce -0.0% |
| PFE Pfizer Inc. | 0.68% | 76,803 | $1.9M | Add +5.3% |
| CRM Salesforce Inc. | 0.67% | 7,115 | $1.9M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.66% | 12,240 | $1.9M | Add +0.1% |
| V Visa Inc. Class A | 0.64% | 5,185 | $1.8M | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 0.62% | 8,888 | $1.8M | Add +0.2% |
| T AT&T Inc. | 0.62% | 62,694 | $1.8M | Add +1.1% |
| EEM iShares MSCI Emerging Market | 0.62% | 40,545 | $1.8M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.62% | 1,899 | $1.8M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 7,008 | $1.7M | Add +0.1% |
| CAT Caterpillar Inc. | 0.61% | 5,276 | $1.7M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 3,680 | $1.7M | Add +2.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.60% | 10,640 | $1.7M | Reduce -0.3% |
| WMT Walmart Inc. | 0.59% | 19,283 | $1.7M | Reduce -2.4% |
| HUM Humana Inc. | 0.59% | 6,315 | $1.7M | Reduce -0.6% |
| CMI Cummins Inc. | 0.57% | 5,205 | $1.6M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 38,898 | $1.6M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.56% | 1,918 | $1.6M | Add +0.8% |
| ORCL Oracle Corp. | 0.55% | 11,184 | $1.6M | Add +0.2% |
| RTX RTX Corp. | 0.53% | 11,485 | $1.5M | Add +0.4% |
| IEF iShares 7-10 Year Treasury B | 0.53% | 15,929 | $1.5M | Reduce -1.2% |
| FHLC Fidelity MSCI Health Care | 0.52% | 21,601 | $1.5M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.51% | 20,383 | $1.5M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.50% | 15,995 | $1.4M | Reduce -1.8% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.49% | 27,140 | $1.4M | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 22,700 | $1.4M | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.48% | 5,776 | $1.4M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.47% | 21,887 | $1.4M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 15,711 | $1.3M | Reduce -3.4% |
| DUK Duke Energy Corp. | 0.46% | 10,793 | $1.3M | Add +0.3% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.45% | 15,898 | $1.3M | Add +0.2% |
| BP BP PLC-Spons ADR | 0.44% | 36,892 | $1.2M | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.42% | 8,314 | $1.2M | Reduce -0.8% |
| RWR SS SPDR Dow Jones REIT ETF | 0.42% | 12,169 | $1.2M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.42% | 26,228 | $1.2M | Add +6.6% |
| MA Mastercard Inc. Class A | 0.41% | 2,154 | $1.2M | No change |
| AXP American Express Co. | 0.40% | 4,272 | $1.1M | Add +0.4% |
| SHW The Sherwin-Williams Co. | 0.40% | 3,248 | $1.1M | Add +3.6% |
| BA The Boeing Co. | 0.39% | 6,450 | $1.1M | Reduce -4.3% |
| BF.B Brown-Forman Corp. Class B | 0.38% | 32,136 | $1.1M | Reduce -9.2% |
| CMCSA Comcast Corp. Class A | 0.36% | 27,717 | $1.0M | Reduce -2.8% |
| ORLY O'reilly Automotive Inc. | 0.36% | 707 | $1.0M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.36% | 1,070 | $1.0M | Add +0.2% |
| NET Cloudflare Inc. Class A | 0.35% | 8,847 | $997K | Add +4.0% |
| ITW Illinois Tool Works | 0.35% | 4,005 | $993K | Add +0.1% |
| PNC PNC Financial Services Group | 0.35% | 5,641 | $991K | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 16,238 | $990K | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.34% | 13,838 | $981K | Add +1.3% |
| INTC Intel Corp. | 0.33% | 41,746 | $948K | Add +0.3% |
| JCI Johnson Controls Internation | 0.33% | 11,781 | $944K | Add +0.3% |
| PM Philip Morris International | 0.31% | 5,609 | $890K | Reduce -5.6% |
| KR Kroger Co. | 0.31% | 12,997 | $880K | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.30% | 4,320 | $862K | Reduce -1.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.28% | 9,599 | $799K | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 1 | $798K | No change |
| PH Parker Hannifin Corp. | 0.28% | 1,300 | $790K | Reduce -8.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 4,806 | $772K | Add +0.1% |
| GEV GE Vernova Inc. | 0.27% | 2,477 | $756K | Add +0.2% |
| TIP iShares Tips Bond ETF | 0.25% | 6,538 | $726K | Reduce -2.1% |
| TGT Target Corp. | 0.25% | 6,916 | $722K | Reduce -2.0% |
| TSLA Tesla Inc. | 0.25% | 2,714 | $703K | Add +0.4% |
| MMM 3M Co. | 0.25% | 4,757 | $699K | Reduce -1.0% |
| BF.A Brown-Forman Corp. Class A | 0.24% | 20,351 | $681K | No change |
| OGN Organon & Co. | 0.24% | 45,581 | $679K | Add +28.9% |
| UTG Reaves Utility Income Fund | 0.24% | 20,800 | $677K | Add +0.1% |
| UTF Cohen & Steers Infrastructur | 0.23% | 25,704 | $657K | Add +0.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.23% | 8,313 | $652K | Add +0.0% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.4% | 5.81% | −1.23 |
| MSFT Microsoft Corp. | Reduce -1.9% | 3.13% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.15% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 3.26% | −0.17 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 1.37% | −0.12 |
| IWO iShares Russell 2000 Growth | Reduce -0.9% | 0.92% | −0.10 |
| BF.B Brown-Forman Corp. Class B | Reduce -9.2% | 0.38% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -0.8% | 1.09% | −0.07 |
| CSX CSX Corp. | Sold out | 0.00% | −0.07 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.1% | 1.39% | −0.07 |
| TGT Target Corp. | Reduce -2.0% | 0.25% | −0.07 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.3% | 0.60% | −0.07 |
| MGMT Ballast Small/Mid Cap ETF | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.69% | −0.07 |
| HD Home Depot Inc. | Reduce -0.8% | 1.56% | −0.07 |
| DHR Danaher Corp. | Reduce -17.1% | 0.21% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -0.3% | 0.19% | −0.05 |
| CAT Caterpillar Inc. | Reduce -1.2% | 0.61% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -21.6% | 0.13% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.50% | −0.05 |
| CMI Cummins Inc. | Reduce -0.1% | 0.57% | −0.05 |
| PEP Pepsico Inc. | Reduce -4.7% | 1.26% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 0.42% | −0.04 |
| F Ford Motor Co. | Reduce -21.3% | 0.18% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -8.6% | 0.28% | −0.03 |
| USB US Bancorp | Reduce -7.1% | 0.17% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.7% | 0.30% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.4% | 0.47% | −0.02 |
| BA The Boeing Co. | Reduce -4.3% | 0.39% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.3% | 0.28% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -7.4% | 0.16% | −0.02 |
| WMT Walmart Inc. | Reduce -2.4% | 0.59% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 0.07% | −0.02 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -4.1% | 0.21% | −0.01 |
| UPS United Parcel Service Class B | Reduce -0.5% | 0.09% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.4% | 0.09% | −0.01 |
| FDVV Fidelity High Dividend ETF | Reduce -10.6% | 0.09% | −0.01 |
| SYY Sysco Corp. | Reduce -8.8% | 0.10% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.1% | 0.12% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.36% | −0.01 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -4.1% | 0.13% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.13% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.91% | −0.00 |
| OMC Omnicom Group | Reduce -1.4% | 0.18% | −0.00 |
| FITB Fifth Third Bancorp | Reduce -0.5% | 0.08% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -4.4% | 0.18% | −0.00 |
| PZZA Papa John's Intl Inc. | Reduce -4.7% | 0.14% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.5% | 0.11% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.0% | 0.09% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| JNJ Johnson & Johnson | Add +0.7% | 2.02% | +0.31 |
| CVX Chevron Corp. | Add +0.9% | 1.41% | +0.23 |
| XOM Exxon Mobil Corp. | Add +0.4% | 1.89% | +0.23 |
| T AT&T Inc. | Add +1.1% | 0.62% | +0.14 |
| GE General Electric | Add +0.2% | 0.62% | +0.12 |
| DG Dollar General Corp. | New | 0.11% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | Add +0.1% | 1.54% | +0.09 |
| PG The Procter & Gamble Co. | Add +0.3% | 1.94% | +0.09 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.61% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +8.1% | 1.50% | +0.08 |
| VZ Verizon Communications Inc. | Add +6.6% | 0.42% | +0.08 |
| RTX RTX Corp. | Add +0.4% | 0.53% | +0.08 |
| MDT Medtronic PLC | New | 0.08% | +0.08 |
| MTBA Simplify MBS ETF | New | 0.07% | +0.07 |
| YUM Yum! Brands Inc. | New | 0.07% | +0.07 |
| MDLZ Mondelez International Inc. Class A | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.07% | +0.07 |
| COP Conocophillips | New | 0.07% | +0.07 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| MCD McDonald's Corp. | Add +0.1% | 0.71% | +0.07 |
| DUK Duke Energy Corp. | Add +0.3% | 0.46% | +0.07 |
| ADP Automatic Data Processing | Add +0.1% | 0.92% | +0.06 |
| OGN Organon & Co. | Add +28.9% | 0.24% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.56% | +0.05 |
| INTC Intel Corp. | Add +0.3% | 0.33% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +57.7% | 0.20% | +0.05 |
| TJX TJX Companies Inc. | Add +0.4% | 1.21% | +0.04 |
| CVS CVS Health Corp. | Add +3.0% | 0.12% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +40.3% | 0.14% | +0.04 |
| KR Kroger Co. | Add +0.0% | 0.31% | +0.04 |
| NET Cloudflare Inc. Class A | Add +4.0% | 0.35% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +16.8% | 0.14% | +0.04 |
| GLD SPDR Gold Shares | Add +0.1% | 0.20% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +3.6% | 0.40% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.47% | +0.03 |
| PGR Progressive Corp. | Add +0.6% | 0.18% | +0.03 |
| UNP Union Pacific Corp. | Add +0.4% | 0.48% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +61.1% | 0.10% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.4% | 0.14% | +0.03 |
| SO The Southern Co. | Add +1.2% | 0.20% | +0.03 |
| SBUX Starbucks Corp. | Add +2.1% | 0.20% | +0.02 |
| AMT American Tower Corp. | Add +8.5% | 0.09% | +0.02 |
| PFE Pfizer Inc. | Add +5.3% | 0.68% | +0.02 |
| UTF Cohen & Steers Infrastructur | Add +0.1% | 0.23% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +12.6% | 0.15% | +0.02 |
| FAST Fastenal Co. | Add +0.3% | 0.17% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +10.9% | 0.16% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.2% | 1.19% | +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 |