Atlas Brown,Inc.

Portfolio Overview

Atlas Brown,Inc. disclosed 237 positions worth $372.5M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.7% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 16 new positions and exited 5 and a full exit from $HON. The portfolio is most concentrated in Technology (29.7% of disclosed assets). All figures are sourced directly from Atlas Brown,Inc.’s Form 13F-HR filing with the SEC under CIK 1388168.

• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $25.1M125,429 sh
• 

  Apple Inc.

  $AAPL

  76.3#82

  Quality

  $19.4M66,999 sh

• VANGUARD TOTAL STOCK MARKET ETF - ETF

  —

  Quality

  $12.4M33,530 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7

  Quality

  $8.7M23,402 sh
• 

  JOHNSON & JOHNSON

  $JNJ

  68.8

  Quality

  $8.2M32,094 sh
• 

  JPMORGAN CHASE & CO

  $JPM

  70.3

  Quality

  $7.8M23,967 sh
• 

  AbbVie Inc.

  $ABBV

  72.5

  Quality

  $7.6M30,004 sh
• 

  Alphabet Inc.

  $GOOGL

  78.1

  Quality

  $6.9M19,634 sh
• 

  AMAZON COM INC

  $AMZN

  68.4

  Quality

  $6.3M26,297 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $6.2M8,316 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$25.1M	125,429
Apple Inc.$AAPL	76.3#82	$19.4M	66,999
VANGUARD TOTAL STOCK MARKET ETF - ETF	—	$12.4M	33,530
MICROSOFT CORP$MSFT	79.7	$8.7M	23,402
JOHNSON & JOHNSON$JNJ	68.8	$8.2M	32,094
JPMORGAN CHASE & CO$JPM	70.3	$7.8M	23,967
AbbVie Inc.$ABBV	72.5	$7.6M	30,004
Alphabet Inc.$GOOGL	78.1	$6.9M	19,634
AMAZON COM INC$AMZN	68.4	$6.3M	26,297
SPDR S&P 500 ETF TRUST$SPY	—	$6.2M	8,316

Showing top 10 of 237 holdings.

Top Holdings — Atlas Brown,Inc. (Q2 2026)

Top 150 of 237 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$25.1M	6.7%	-1%	85.9
2	$AAPL	Apple Inc.	$19.4M	5.2%	-1%	76.3
3	—	VANGUARD TOTAL STOCK MARKET ETF - ETF	$12.4M	3.3%	-2%	—
4	$MSFT	MICROSOFT CORP	$8.7M	2.3%	+1%	79.7
5	$JNJ	JOHNSON & JOHNSON	$8.2M	2.2%	-0%	68.8
6	$JPM	JPMORGAN CHASE & CO	$7.8M	2.1%	-1%	70.3
7	$ABBV	AbbVie Inc.	$7.6M	2.0%	-0%	72.5
8	$GOOGL	Alphabet Inc.	$6.9M	1.9%	-1%	78.1
9	$AMZN	AMAZON COM INC	$6.3M	1.7%	-1%	68.4
10	$SPY	SPDR S&P 500 ETF TRUST	$6.2M	1.7%	-2%	—
11	$XOM.R34088	EXXON MOBIL CORP	$5.8M	1.6%	-0%	57.7
12	$AMAT	APPLIED MATERIALS INC /DE	$5.7M	1.5%	-13%	72.1
13	—	ISHARES CORE S&P 500 ETF - ETF	$5.7M	1.5%	+4%	—
14	—	ISHARES RUSSELL 1000 GROWTH ETF - ETF	$5.1M	1.4%	+293%	—
15	$INTC	INTEL CORP	$5.0M	1.4%	-4%	45.5
16	$CAT	CATERPILLAR INC	$5.0M	1.3%	-3%	66.3
17	—	ISHARES RUSSELL MID-CAP GROWTH ETF - ETF	$4.8M	1.3%	-1%	—
18	$COST	COSTCO WHOLESALE CORP /NEW	$4.5M	1.2%	-0%	65.9
19	$PG	PROCTER & GAMBLE Co	$4.5M	1.2%	+0%	64.4
20	—	ISHARES RUSSELL 2000 VALUE ETF - ETF	$4.4M	1.2%	-0%	—
21	$TJX	TJX COMPANIES INC /DE/	$4.2M	1.1%	-1%	68.4
22	—	ISHARES RUSSELL 2000 GROWTH ETF - ETF	$4.1M	1.1%	-0%	—
23	$GOOG	Alphabet Inc.	$4.0M	1.1%	-3%	78.1
24	$CVX	CHEVRON CORP	$4.0M	1.1%	-0%	62.6
25	$HD	HOME DEPOT, INC.	$3.9M	1.0%	+0%	60.1
26	—	ISHARES S&P 500 GROWTH ETF - ETF	$3.4M	0.9%	-1%	—
27	$BRK.B	BERKSHIRE HATHAWAY INC	$3.3M	0.9%	-1%	73.6
28	—	ISHARES RUSSELL MID-CAP VALUE ETF - ETF	$3.3M	0.9%	-1%	—
29	$META	Meta Platforms, Inc.	$3.3M	0.9%	-2%	79.6
30	$PEP	PEPSICO INC	$3.3M	0.9%	-0%	63.2
31	$GE	GENERAL ELECTRIC CO	$3.2M	0.8%	-0%	73.6
32	$QQQ	INVESCO QQQ TRUST, SERIES 1	$3.0M	0.8%	+1%	—
33	—	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF	$3.0M	0.8%	-1%	—
34	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	$2.9M	0.8%	+2%	—
35	$GEV	GE Vernova Inc.	$2.9M	0.8%	+4%	81.1
36	—	ISHARES RUSSELL 1000 VALUE ETF - ETF	$2.9M	0.8%	-1%	—
37	—	ISHARES MSCI EAFE ETF - ETF	$2.8M	0.8%	+1%	—
38	—	VANGUARD VALUE ETF - ETF	$2.8M	0.8%	-2%	—
39	—	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF	$2.5M	0.7%	+100%	—
40	$LLY	ELI LILLY & Co	$2.4M	0.7%	+0%	87.5
41	$CSCO	CISCO SYSTEMS, INC.	$2.4M	0.6%	-1%	70.1
42	$CMI	CUMMINS INC	$2.3M	0.6%	-39%	58
43	$BAC	BANK OF AMERICA CORP /DE/	$2.2M	0.6%	-1%	67.3
44	$MRK	Merck & Co., Inc.	$2.1M	0.6%	-0%	59.7
45	$NET	Cloudflare, Inc.	$2.0M	0.6%	-0%	56.3
46	$PFE	PFIZER INC	$1.9M	0.5%	-0%	61.8
47	—	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF	$1.9M	0.5%	-1%	—
48	—	ISHARES 7-10 YEAR TREASURY BOND ETF - ETF	$1.9M	0.5%	-0%	—
49	$DIS	Walt Disney Co	$1.9M	0.5%	-0%	59.8
50	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$1.9M	0.5%	-1%	69.7
51	$RTX	RTX Corp	$1.8M	0.5%	-0%	73.1
52	$ABT	ABBOTT LABORATORIES	$1.8M	0.5%	+0%	65.2
53	$ADP	AUTOMATIC DATA PROCESSING INC	$1.8M	0.5%	+0%	69.6
54	$ORCL	ORACLE CORP	$1.8M	0.5%	+3%	68.2
55	$AXTI	AXT INC	$1.8M	0.5%	-21%	42.8
56	$WMT	Walmart Inc.	$1.8M	0.5%	-4%	59.9
57	$SITM	SITIME Corp	$1.7M	0.5%	-0%	66
58	$V	VISA INC.	$1.7M	0.5%	+0%	82.7
59	$JCI	Johnson Controls International plc	$1.7M	0.5%	+0%	—
60	$MIAX	MIAMI INTERNATIONAL HOLDINGS, INC.	$1.7M	0.5%	-12%	65.9
61	$UNP	UNION PACIFIC CORP	$1.6M	0.4%	+0%	69.5
62	$KO	COCA COLA CO	$1.6M	0.4%	-1%	69.3
63	—	ISHARES RUSSELL MIDCAP ETF - ETF	$1.6M	0.4%	-2%	—
64	$WOLF	WOLFSPEED, INC.	$1.6M	0.4%	+29%	22.6
65	—	AVANTIS EMERGING MARKETS EQUITY ETF - ETF	$1.5M	0.4%	+9%	—
66	—	FIDELITY MSCI HEALTH CARE INDEX ETF - ETF	$1.5M	0.4%	-2%	—
67	$ASML	ASML HOLDING NV	$1.5M	0.4%	-4%	—
68	$BA	BOEING CO	$1.4M	0.4%	+0%	61.4
69	$AXP	AMERICAN EXPRESS CO	$1.4M	0.4%	+0%	69.1
70	$BP	BP PLC	$1.4M	0.4%	+1%	—
71	—	STATE STREET SPDR DOW JONES REIT ETF - ETF	$1.4M	0.4%	+0%	—
72	—	FIDELITY MSCI CONSUMER STAPLES INDEX ETF - ETF	$1.3M	0.4%	-1%	—
73	$NFLX	NETFLIX INC	$1.3M	0.4%	-0%	78.6
74	$NEE	NEXTERA ENERGY INC	$1.3M	0.3%	-1%	64.4
75	$PH	Parker-Hannifin Corp	$1.3M	0.3%	+0%	65.6
76	—	PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF - ETF	$1.3M	0.3%	-6%	—
77	$T	AT&T INC.	$1.2M	0.3%	-0%	65.5
78	—	ISHARES RUSSELL 2000 ETF - ETF	$1.2M	0.3%	-2%	—
79	$CRM	Salesforce, Inc.	$1.2M	0.3%	+6%	76.9
80	$ORLY	O REILLY AUTOMOTIVE INC	$1.2M	0.3%	-0%	67
81	$TSLA	Tesla, Inc.	$1.2M	0.3%	-1%	53.6
82	$MCD	MCDONALDS CORP	$1.2M	0.3%	-0%	68.6
83	$AMD	ADVANCED MICRO DEVICES INC	$1.2M	0.3%	-7%	79.7
84	—	AVANTIS U.S. SMALL CAP VALUE ETF - ETF	$1.2M	0.3%	NEW	—
85	$DUK	Duke Energy CORP	$1.2M	0.3%	+0%	56
86	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$1.2M	0.3%	-3%	—
87	$TGT	TARGET CORP	$1.2M	0.3%	+0%	60.3
88	$SHW	SHERWIN WILLIAMS CO	$1.1M	0.3%	+0%	60.9
89	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$1.1M	0.3%	+0%	73.4
90	$MA	Mastercard Inc	$1.1M	0.3%	-0%	85
91	$IVZ	Invesco Ltd.	$1.1M	0.3%	-2%	—
92	—	ISHARES S&P MID-CAP 400 GROWTH ETF - ETF	$1.1M	0.3%	-2%	—
93	$BLK	BlackRock, Inc.	$1.0M	0.3%	-0%	69.8
94	—	VANGUARD SMALL-CAP ETF - ETF	$1.0M	0.3%	+62%	—
95	$ITW	ILLINOIS TOOL WORKS INC	$1.0M	0.3%	-1%	63.5
96	$WT	WisdomTree, Inc.	$983,162	0.3%	+1%	59.6
97	—	VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF	$946,611	0.3%	-1%	—
98	$AVGO	Broadcom Inc.	$901,598	0.2%	+24%	84.4
99	—	ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF	$863,344	0.2%	-1%	—
100	$AMKR	AMKOR TECHNOLOGY, INC.	$862,300	0.2%	-1%	57.2
101	$VZ	VERIZON COMMUNICATIONS INC	$856,704	0.2%	-4%	65.5
102	—	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF - ETF	$843,113	0.2%	-2%	—
103	—	VANGUARD MID-CAP VALUE ETF - ETF	$820,995	0.2%	-1%	—
104	$UTG	REAVES UTILITY INCOME FUND	$814,324	0.2%	-2%	—
105	$PM	Philip Morris International Inc.	$803,648	0.2%	+0%	75.7
106	$HUM	HUMANA INC	$802,909	0.2%	-15%	58.7
107	—	VANGUARD FTSE EMERGING MARKETS ETF - ETF	$791,788	0.2%	-0%	—
108	$CCZ	COMCAST CORP	$788,346	0.2%	-1%	59.3
109	$BMY	BRISTOL MYERS SQUIBB CO	$770,568	0.2%	-1%	70.1
110	$BF-A	BROWN FORMAN CORP	$765,210	0.2%	+2%	56.3
111	$BRK.A	BERKSHIRE HATHAWAY INC	$748,850	0.2%	+0%	73.6
112	$MMM	3M CO	$744,786	0.2%	-0%	64.7
113	$UI	Ubiquiti Inc.	$739,632	0.2%	-3%	78.2
114	$KR	KROGER CO	$732,967	0.2%	-1%	50.9
115	—	ISHARES TIPS BOND ETF - ETF	$728,843	0.2%	-2%	—
116	$GS	GOLDMAN SACHS GROUP INC	$724,528	0.2%	+65%	73.3
117	—	FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF - ETF	$717,720	0.2%	-2%	—
118	—	STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF	$711,744	0.2%	-1%	—
119	$PLTR	Palantir Technologies Inc.	$703,223	0.2%	+11%	84.5
120	$SBUX	STARBUCKS CORP	$700,402	0.2%	-0%	57.9
121	$USB	US BANCORP DE	$691,520	0.2%	+0%	65
122	$PSA	Public Storage	$689,460	0.2%	+0%	69.1
123	$C	CITIGROUP INC	$689,174	0.2%	-0%	64.7
124	$SYBT	Stock Yards Bancorp, Inc.	$665,658	0.2%	+0%	61.2
125	—	ISHARES S&P 500 VALUE ETF - ETF	$664,057	0.2%	-3%	—
126	$F	FORD MOTOR CO	$660,056	0.2%	+0%	54.6
127	$DOV	DOVER Corp	$657,589	0.2%	-0%	57.8
128	—	VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	$649,943	0.2%	-18%	—
129	$FCX	FREEPORT-MCMORAN INC	$633,365	0.2%	+5%	61.7
130	$QCOM	QUALCOMM INC/DE	$614,986	0.2%	-7%	70.4
131	$UTF	COHEN & STEERS INFRASTRUCTURE FUND INC	$607,324	0.2%	-1%	—
132	$DHR	DANAHER CORP /DE/	$602,679	0.2%	-4%	64.6
133	—	FIDELITY QUALITY FACTOR ETF - ETF	$579,822	0.2%	-9%	—
134	$FAST	FASTENAL CO	$576,744	0.1%	-0%	66.4
135	$WAT	WATERS CORP /DE/	$572,686	0.1%	+1%	60.2
136	$IDXX	IDEXX LABORATORIES INC /DE	$563,928	0.1%	+0%	73.5
137	$ADBE	ADOBE INC.	$563,395	0.1%	+172%	77.8
138	$CVS	CVS HEALTH Corp	$557,144	0.1%	+1%	59.2
139	$MU	MICRON TECHNOLOGY INC	$556,925	0.1%	NEW	86.1
140	$BF-A	BROWN FORMAN CORP	$556,803	0.1%	+0%	56.3
141	$EW	Edwards Lifesciences Corp	$535,885	0.1%	+0%	69.2
142	$UBER	Uber Technologies, Inc	$531,289	0.1%	NEW	73.3
143	$GS	GOLDMAN SACHS GROUP INC	$531,038	0.1%	+0%	73.3
144	$SO	SOUTHERN CO	$520,949	0.1%	+0%	61.7
145	$PYPL	PayPal Holdings, Inc.	$519,930	0.1%	+63%	63.8
146	$WFC	WELLS FARGO & COMPANY/MN	$513,572	0.1%	-1%	61.5
147	—	VANGUARD S&P MID-CAP 400 VALUE ETF - ETF	$503,505	0.1%	-4%	—
148	—	VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF	$502,651	0.1%	+101%	—
149	—	ISHARES MSCI USA QUALITY FACTOR ETF - ETF	$497,243	0.1%	-14%	—
150	$RPM	RPM INTERNATIONAL INC/DE/	$480,168	0.1%	-6%	59.3