Atlas-Browninc

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HUM",
  null,
  null,
  null,
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "APD",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  null,
  "UTF",
  "CMI",
  "DUK",
  null,
  "UTG",
  null,
  null,
  null,
  "FCX",
  "FITB",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "SYBT",
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "MUB",
  "META",
  "IVW",
  "KMI",
  "IWS",
  null,
  null,
  "MA",
  "UI",
  "MDT",
  "AMKR",
  "MSFT",
  "MDLZ",
  "FRME",
  "GE",
  null,
  "OMC",
  "ORLY",
  "BX",
  "FAST",
  "DG",
  "EFG",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  "DOC",
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "PARA",
  "PPG",
  "IEFA",
  "SHW",
  "SHEL",
  "RTX",
  "GLD",
  "BP",
  "AMT",
  "IBM",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "UL",
  "UPS",
  "VOE",
  "VWO",
  "AXTI",
  "IWO",
  "IWN",
  "IEF",
  "GGG",
  "TSM",
  "EW",
  "RLI",
  "AMD",
  "DOV",
  "F",
  "IWP",
  "IWR",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  null,
  "IVE",
  "DKS",
  null,
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VEA",
  null,
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "YUM",
  "SITM",
  "SCHG",
  "LUMN",
  "JCI",
  "SO",
  "CRM",
  null,
  "SYY",
  null,
  "MTUM",
  null,
  "GEV",
  "GWW",
  "PSA",
  "PZZA",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BF-B",
  "BF-A",
  "BR",
  "CVX",
  "CINF",
  "CHDN",
  "CSCO",
  "NET",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "COST",
  "CVS",
  "DHR",
  "RSP",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 213
Total Value: 285001870
Accession Number: 0001388168-25-000003
Form Type: 13F-HR
CIK: atlas-browninc
Manager Name: Atlas-Browninc

Data Enrichment

88% identified

187 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $285.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:5.9K

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$285.0M)

Alphabet Inc.

GOOG|02079K107

Shares:20.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$285.0M)

464287630

IWN|464287630

Shares:20.6K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$285.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:20.7K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$285.0M)

464287648

IWO|464287648

Shares:10.3K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$285.0M)

464287309

IVW|464287309

Shares:28.1K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$285.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:8.5K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$285.0M)

464287473

IWS|464287473

Shares:20.6K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$285.0M)

74348A467

Shares:23.9K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$285.0M)

464287598

IWD|464287598

Shares:12.3K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$285.0M)

922908744

VTV|922908744

Shares:12.7K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$285.0M)

464287465

EFA|464287465

Shares:26.1K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$285.0M)

MCDONALDS CORP

MCD|580135101

Shares:6.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$285.0M)

Walt Disney Co

DIS|254687106

Shares:20.0K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$285.0M)

PFIZER INC

PFE|717081103

Shares:76.8K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$285.0M)

Salesforce, Inc.

CRM|79466L302

Shares:7.1K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$285.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$285.0M)

VISA INC.

V|92826C839

Shares:5.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$285.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:8.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$285.0M)

AT&T INC.

T|00206R102

Shares:62.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$285.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	5.9K	QoQ +0.22% (-13) YoY +3.03% (+173)	All Managers (Combined)	$3.4M	1.2% ($3.4M/$285.0M)	QoQ -1.33% (-$46.0K) YoY +22.28% (+$617.3K)
Alphabet Inc.(GOOGcusip02079K107)	20.9K	QoQ -0.67% (-143) YoY +1.41% (+292)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$285.0M)	QoQ -18.51% (-$741.7K) YoY +4.06% (+$127.5K)
(IWNcusip464287630)	20.6K	QoQ -0.80% (-167) YoY -1.10% (-230)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$285.0M)	QoQ -8.77% (-$299.5K) YoY -5.97% (-$198.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	20.7K	QoQ -0.28% (-59) YoY -0.70% (-148)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$285.0M)	QoQ +16.94% (-$397.8K) YoY +15.87% (-$376.3K)
(IWOcusip464287648)	10.3K	QoQ -0.89% (-93) YoY -2.93% (-312)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$285.0M)	QoQ -12.01% (-$359.8K) YoY -8.40% (-$241.9K)
(IVWcusip464287309)	28.1K	QoQ 0.00% (-1) YoY -35.06% (-15.2K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$285.0M)	QoQ -8.56% (-$244.7K) YoY -28.61% (-$1.0M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	8.5K	QoQ +0.09% (+8) YoY +0.36% (+31)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$285.0M)	QoQ +4.47% (+$111.7K) YoY +22.78% (+$484.2K)
(IWScusip464287473)	20.6K	QoQ -0.42% (-88) YoY -0.47% (-98)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$285.0M)	QoQ -3.02% (-$80.9K) YoY +0.03% (-$839)
(cusip74348A467)✕	23.9K	QoQ -0.63% (-154) YoY -3.06% (-756)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$285.0M)	QoQ +1.98% (-$47.5K) YoY -2.32% (-$58.3K)
(IWDcusip464287598)	12.3K	QoQ -0.32% (-40) YoY +0.01% (+2)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$285.0M)	QoQ +1.30% (-$29.9K) YoY +5.07% (+$111.7K)
(VTVcusip922908744)	12.7K	QoQ -0.40% (-52) YoY -34.38% (-6.7K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$285.0M)	QoQ +1.61% (-$34.9K) YoY -30.39% (-$957.9K)
(EFAcusip464287465)	26.1K	QoQ -0.85% (-225) YoY -5.34% (-1.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$285.0M)	QoQ +7.17% (-$142.8K) YoY -3.12% (-$68.9K)
MCDONALDS CORP(MCDcusip580135101)	6.5K	QoQ +0.12% (+8) YoY +2.34% (+149)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$285.0M)	QoQ +7.87% (+$148.2K) YoY +13.39% (+$239.6K)
Walt Disney Co(DIScusip254687106)	20.0K	QoQ -0.02% (-5) YoY -2.83% (-583)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$285.0M)	QoQ -11.38% (-$253.3K) YoY -21.62% (-$544.0K)
PFIZER INC(PFEcusip717081103)	76.8K	QoQ +5.32% (+3.9K) YoY +9.43% (-6.6K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$285.0M)	QoQ +0.60% (+$11.7K) YoY -0.06% (-$1.4K)
Salesforce, Inc.(CRMcusip79466L302)	7.1K	QoQ +0.25% (-18) YoY +9.66% (-627)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$285.0M)	QoQ -19.52% (-$463.4K) YoY -2.28% (-$44.6K)
Alphabet Inc.(GOOGLcusip02079K305)	12.2K	QoQ +0.08% (-11) YoY +5.88% (+680)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$285.0M)	QoQ -18.23% (-$422.2K) YoY +8.48% (+$148.1K)
VISA INC.(Vcusip92826C839)	5.2K	QoQ -1.94% (-103) YoY -3.64% (-196)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$285.0M)	QoQ +8.73% (-$146.0K) YoY +21.00% (-$315.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	8.9K	QoQ +0.19% (+17) YoY +1.39% (+122)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$285.0M)	QoQ +20.23% (+$299.4K) YoY +15.61% (+$240.3K)
AT&T INC.(Tcusip00206R102)	62.7K	QoQ +1.09% (+681) YoY -29.80% (-26.6K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$285.0M)	QoQ +25.56% (+$360.9K) YoY +12.78% (-$201.0K)