Atlas Brown,inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 213Value: $285.0MLatest: 2025Q1

Atlas Brown,Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 213 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Page 1 of 11

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Apple Inc.

AAPL|037833100

Shares:76.0K

Value:$16.9M

% of Portfolio:5.9% ($16.9M/$285.0M)

NVIDIA CORP

NVDA|67066G104

Shares:152.8K

Value:$16.6M

% of Portfolio:5.8% ($16.6M/$285.0M)

922908769

VTI|922908769

Shares:33.8K

Value:$9.3M

% of Portfolio:3.3% ($9.3M/$285.0M)

MICROSOFT CORP

MSFT|594918104

Shares:23.7K

Value:$8.9M

% of Portfolio:3.1% ($8.9M/$285.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:30.4K

Value:$6.4M

% of Portfolio:2.2% ($6.4M/$285.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:24.9K

Value:$6.1M

% of Portfolio:2.1% ($6.1M/$285.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:34.7K

Value:$5.8M

% of Portfolio:2.0% ($5.8M/$285.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:32.4K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$285.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:45.4K

Value:$5.4M

% of Portfolio:1.9% ($5.4M/$285.0M)

AMAZON COM INC

AMZN|023135106

Shares:28.0K

Value:$5.3M

% of Portfolio:1.9% ($5.3M/$285.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.8K

Value:$4.9M

% of Portfolio:1.7% ($4.9M/$285.0M)

HOME DEPOT, INC.

HD|437076102

Shares:12.1K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$285.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.6K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$285.0M)

464287200

IVV|464287200

Shares:7.6K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$285.0M)

CHEVRON CORP

CVX|166764100

Shares:24.1K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$285.0M)

464287481

IWP|464287481

Shares:33.8K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$285.0M)

464287614

IWF|464287614

Shares:10.8K

Value:$3.9M

% of Portfolio:1.4% ($3.9M/$285.0M)

PEPSICO INC

PEP|713448108

Shares:24.0K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$285.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.7K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$285.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:28.3K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$285.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	76.0K	QoQ +0.84% (-635) YoY -2.57% (-2.0K)	All Managers (Combined)	$16.9M	5.9% ($16.9M/$285.0M)	QoQ -10.55% (-$2.0M) YoY +26.20% (-$3.5M)
NVIDIA CORP(NVDAcusip67066G104)	152.8K	QoQ -0.36% (-559) YoY +776.15% (+135.3K)	All Managers (Combined)	$16.6M	5.8% ($16.6M/$285.0M)	QoQ -19.58% (-$4.0M) YoY +5.09% (+$802.4K)
(VTIcusip922908769)	33.8K	QoQ -2.17% (-750) YoY -3.99% (-1.4K)	All Managers (Combined)	$9.3M	3.3% ($9.3M/$285.0M)	QoQ -7.22% (-$722.8K) YoY +1.52% (-$139.7K)
MICROSOFT CORP(MSFTcusip594918104)	23.7K	QoQ -1.91% (-464) YoY -0.54% (-131)	All Managers (Combined)	$8.9M	3.1% ($8.9M/$285.0M)	QoQ -12.64% (-$1.3M) YoY -11.26% (-$1.1M)
AbbVie Inc.(ABBVcusip00287Y109)	30.4K	QoQ -0.34% (-106) YoY -2.18% (-679)	All Managers (Combined)	$6.4M	2.2% ($6.4M/$285.0M)	QoQ +17.49% (-$949.4K) YoY +12.54% (-$710.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	24.9K	QoQ -0.16% (-40) YoY -5.80% (-1.5K)	All Managers (Combined)	$6.1M	2.1% ($6.1M/$285.0M)	QoQ +2.16% (-$129.5K) YoY +15.36% (-$813.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	34.7K	QoQ +0.65% (+225) YoY +0.33% (+117)	All Managers (Combined)	$5.8M	2.0% ($5.8M/$285.0M)	QoQ +15.42% (+$769.3K) YoY +5.19% (+$284.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	32.4K	QoQ +0.32% (+105) YoY -2.85% (-953)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$285.0M)	QoQ +1.98% (+$107.4K) YoY +2.03% (-$110.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	45.4K	QoQ +0.42% (+193) YoY -0.78% (-358)	All Managers (Combined)	$5.4M	1.9% ($5.4M/$285.0M)	QoQ +11.03% (+$536.1K) YoY +1.51% (-$80.4K)
AMAZON COM INC(AMZNcusip023135106)	28.0K	QoQ +2.82% (-770) YoY +4.99% (+1.3K)	All Managers (Combined)	$5.3M	1.9% ($5.3M/$285.0M)	QoQ -10.82% (-$647.4K) YoY +10.74% (+$517.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.8K	QoQ +0.96% (-84) YoY +4.40% (+372)	All Managers (Combined)	$4.9M	1.7% ($4.9M/$285.0M)	QoQ -3.63% (-$185.8K) YoY +11.66% (+$514.9K)
HOME DEPOT, INC.(HDcusip437076102)	12.1K	QoQ -0.82% (-101) YoY +3.38% (-398)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$285.0M)	QoQ -6.55% (-$312.3K) YoY -1.22% (-$55.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.6K	QoQ +0.08% (+4) YoY +9.67% (+409)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$285.0M)	QoQ +3.31% (+$140.9K) YoY +41.60% (+$1.3M)
(IVVcusip464287200)	7.6K	QoQ +8.04% (+567) YoY +29.03% (+1.7K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$285.0M)	QoQ +3.13% (+$129.8K) YoY +37.90% (+$1.2M)
CHEVRON CORP(CVXcusip166764100)	24.1K	QoQ +0.93% (+223) YoY -5.80% (-1.5K)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$285.0M)	QoQ +16.58% (+$573.3K) YoY -0.10% (-$4.3K)
(IWPcusip464287481)	33.8K	QoQ -0.08% (-30) YoY +1.88% (+623)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$285.0M)	QoQ -7.38% (-$316.3K) YoY +4.87% (+$184.2K)
(IWFcusip464287614)	10.8K	QoQ -0.53% (-58) YoY +0.12% (+13)	All Managers (Combined)	$3.9M	1.4% ($3.9M/$285.0M)	QoQ -10.55% (-$459.3K) YoY +7.26% (+$263.4K)
PEPSICO INC(PEPcusip713448108)	24.0K	QoQ -4.66% (-1.2K) YoY -4.58% (-1.2K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$285.0M)	QoQ -5.99% (-$229.8K) YoY -18.25% (-$804.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.7K	QoQ -0.91% (-62) YoY +2.15% (+142)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$285.0M)	QoQ +16.41% (-$506.2K) YoY +29.38% (+$815.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	28.3K	QoQ +0.41% (+116) YoY +4.99% (+1.3K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$285.0M)	QoQ +1.23% (+$42.1K) YoY +26.09% (+$714.1K)