Atlas Brown,Inc.
Long book
$332.2M
Q1 2026
Positions
226
Top-10 weight
30%
concentration
Last quarter
+12.4%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsAtlas Brown,Inc. is an institutional manager, running a $332.2M US long book across 226 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, VANGUARD TOTAL STOCK MKT ETF, MICROSOFT CORP, JOHNSON & JOHNSON.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.1%
Q2 2024
+6.3%
Q3 2024
+0.9%
Q4 2024
-2.7%
Q1 2025
+8.7%
Q2 2025
+9.0%
Q3 2025
+2.2%
Q4 2025
-0.6%
Q1 2026
+12.4%
Sector allocation
Technology 36%
Consumer discretionary 13%
Healthcare 12%
Industrials 10%
Financials 10%
Energy 5%
Consumer staples 3%
Services media 3%
Long book by quarter
What does Atlas Brown,Inc. own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 126.7K | $22.1M | 6.7% | -4.6% |
| AAPL APPLE INC | Technology | 68.0K | $17.3M | 5.2% | -5.8% |
| MSFT MICROSOFT CORP | Technology | 23.2K | $8.6M | 2.6% | -1.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 32.1K | $7.9M | 2.4% | -1.9% |
| XOM EXXON MOBIL CORP | Energy | 42.3K | $7.2M | 2.2% | +0.1% |
| JPM JPMORGAN CHASE & CO | Financials | 24.2K | $7.1M | 2.1% | +0.2% |
| ABBV ABBVIE INC | Healthcare | 30.1K | $6.5M | 2.0% | -0.9% |
| GOOG ALPHABET INC-CL C | Technology | 19.9K | $5.7M | 1.7% | -3.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 26.6K | $5.5M | 1.7% | -3.6% |
| CVX CHEVRON CORP | Energy | 24.1K | $5.0M | 1.5% | -2.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.8K | $4.8M | 1.5% | +4.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 28.0K | $4.5M | 1.3% | +1.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 30.8K | $4.4M | 1.3% | -1.4% |
| PEP PEPSICO INC | Consumer staples | 24.4K | $3.8M | 1.1% | +1.4% |
| HD HOME DEPOT INC | Consumer discretionary | 11.0K | $3.6M | 1.1% | +0.9% |
| META META PLATFORMS INC-CLASS A | Technology | 6.0K | $3.4M | 1.0% | +2.0% |
| CAT CATERPILLAR INC | Industrials | 4.8K | $3.4M | 1.0% | -2.8% |
| GOOGL ALPHABET INC-CL A | Technology | 11.6K | $3.3M | 1.0% | -7.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.8K | $3.2M | 1.0% | +6.4% |
| AMAT APPLIED MATERIALS INC | Technology | 9.1K | $3.1M | 0.9% | -0.6% |
| CMI CUMMINS INC | Industrials | 5.2K | $2.8M | 0.8% | -1.5% |
| GE GENERAL ELECTRIC | Industrials | 8.5K | $2.4M | 0.7% | 0.0% |
| PFE PFIZER INC | Healthcare | 81.1K | $2.3M | 0.7% | +0.7% |
| ABT ABBOTT LABORATORIES | Healthcare | 20.3K | $2.1M | 0.6% | -0.8% |
| GEV GE VERNOVA INC | Industrials | 2.4K | $2.1M | 0.6% | -0.6% |
| WMT WALMART INC | Consumer discretionary | 16.3K | $2.0M | 0.6% | -12.8% |
| MIAX MIAMI INTERNATIONAL HOLDINGS | Financials | 51.0K | $2.0M | 0.6% | New |
| MRK MERCK & CO. INC. | Healthcare | 16.2K | $2.0M | 0.6% | +0.1% |
| BAC BANK OF AMERICA CORP | Financials | 39.0K | $1.9M | 0.6% | 0.0% |
| DIS WALT DISNEY CO/THE | Services media | 19.7K | $1.9M | 0.6% | +2.8% |
| RTX RTX CORP | Industrials | 9.7K | $1.9M | 0.6% | -11.4% |
| LLY ELI LILLY & CO | Healthcare | 2.0K | $1.8M | 0.6% | +1.5% |
| AXTI AXT INC | Technology | 31.6K | $1.8M | 0.5% | -19.2% |
| NFLX NETFLIX INC | Services media | 18.7K | $1.8M | 0.5% | +1.5% |
| ORCL ORACLE CORP | Technology | 12.1K | $1.8M | 0.5% | +7.5% |
| T AT&T INC | Communications | 60.3K | $1.7M | 0.5% | +2.5% |
| NET CLOUDFLARE INC - CLASS A | Technology | 8.3K | $1.7M | 0.5% | +0.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 8.2K | $1.7M | 0.5% | -0.9% |
| INTC INTEL CORP | Technology | 37.6K | $1.7M | 0.5% | -0.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 6.7K | $1.6M | 0.5% | -0.1% |
| CSCO CISCO SYSTEMS INC | Technology | 20.6K | $1.6M | 0.5% | -0.7% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 11.6K | $1.5M | 0.5% | Held |
| V VISA INC-CLASS A SHARES | Services media | 5.0K | $1.5M | 0.5% | -5.3% |
| KO COCA-COLA CO/THE | Consumer staples | 19.8K | $1.5M | 0.5% | +0.2% |
| UNP UNION PACIFIC CORP | Industrials | 5.9K | $1.4M | 0.4% | +2.5% |
| CRM SALESFORCE INC | Technology | 7.5K | $1.4M | 0.4% | +1.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 4.5K | $1.4M | 0.4% | -2.2% |
| NEE NEXTERA ENERGY INC | Utilities | 14.9K | $1.4M | 0.4% | +0.2% |
| BA BOEING CO/THE | Industrials | 6.6K | $1.3M | 0.4% | +1.4% |
| AXP AMERICAN EXPRESS CO | Financials | 4.2K | $1.3M | 0.4% | -0.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 339 | $332.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 9, 2026 | 338 | $336.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 342 | $338.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 8, 2025 | 222 | $311.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 213 | $285.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 10, 2025 | 206 | $292.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 207 | $288.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 203 | $278.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 8, 2024 | 205 | $274.7M | canonical | SEC ↗ |
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