AI Portfolio Summary
In 2026 Q1, Atlas Brown,Inc. maintained a portfolio of 235 distinct positions. The most significant new addition to the portfolio was MIAMI INTL HLDGS INC, which now represents 0.60% of the total fund value. They heavily accumulated shares in VANGUARD TOTAL STOCK, increasing their position by 4.4%. The fund also reduced its exposure to AXT INC COM by 19.2%.
Total Positions
235
Quarter
2026 Q1
Top Holding
NVDA (6.7%)
Top 10 Concentration
29.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 235
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.65% | 7.36% |
#1
Prev: #1
|
5.2 | -6,068 | -4.6% |
P
S
|
126,728 | $22,101,358 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC COM
|
Technology | 5.19% | 5.83% |
#2
Prev: #2
|
4.1 | -4,179 | -5.8% |
P
S
|
67,986 | $17,254,228 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 3.29% | 3.25% |
#3
1
Prev: #4
|
2.8 | 1,441 | 4.4% |
P
S
|
34,069 | $10,929,690 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 2.58% | 3.38% |
#4
1
Prev: #3
|
2.0 | -322 | -1.4% |
P
S
|
23,172 | $8,577,617 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.36% | 2.02% |
#5
2
Prev: #7
|
1.9 | -631 | -1.9% |
P
S
|
32,132 | $7,854,422 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.16% | 1.51% |
#6
6
Prev: #12
|
1.4 | 28 | 0.1% |
P
S
|
42,349 | $7,184,967 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.14% | 2.31% |
#7
2
Prev: #5
|
1.4 | 60 | 0.2% |
P
S
|
24,152 | $7,104,572 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 1.97% | 2.06% |
#8
2
Prev: #6
|
1.3 | -280 | -0.9% |
P
S
|
30,087 | $6,543,627 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 1.72% | 1.92% |
#9
1
Prev: #8
|
1.2 | -720 | -3.5% |
P
S
|
19,872 | $5,700,599 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.67% | 1.89% |
#10
1
Prev: #9
|
1.2 | -998 | -3.6% |
P
S
|
26,604 | $5,540,875 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STREET SP...
|
ETF | 1.66% | 1.80% |
#11
1
Prev: #10
|
1.2 | -419 | -4.7% |
P
S
|
8,479 | $5,514,377 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.50% | 1.12% |
#12
8
Prev: #20
|
1.1 | -657 | -2.7% |
P
S
|
24,119 | $4,990,166 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.45% | 1.18% |
#13
4
Prev: #17
|
1.1 | 224 | 4.8% |
P
S
|
4,844 | $4,827,133 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 1.44% | 1.52% |
#14
3
Prev: #11
|
1.1 | -156 | -2.1% |
P
S
|
7,309 | $4,774,635 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TJX
TJX COS INC NEW...
|
Consumer Cyclical | 1.35% | 1.26% |
#15
1
Prev: #16
|
1.0 | 339 | 1.2% |
P
S
|
28,029 | $4,476,309 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 1.34% | 1.49% |
#16
3
Prev: #13
|
1.0 | -88 | -0.8% |
P
S
|
10,475 | $4,466,576 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.34% | 1.33% |
#17
2
Prev: #15
|
1.0 | -453 | -1.4% |
P
S
|
30,798 | $4,448,394 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWP
ISHARES RUSSELL...
|
ETF | 1.27% | 1.36% |
#18
4
Prev: #14
|
1.0 | -400 | -1.2% |
P
S
|
32,901 | $4,215,216 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWN
ISHARES RUSSELL...
|
ETF | 1.15% | 1.09% |
#19
3
Prev: #22
|
1.0 | -176 | -0.9% |
P
S
|
20,081 | $3,807,154 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 1.14% | 1.02% |
#20
3
Prev: #23
|
1.0 | 338 | 1.4% |
P
S
|
24,361 | $3,783,001 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 1.09% | 1.12% |
#21
Prev: #21
|
0.9 | 93 | 0.9% |
P
S
|
11,007 | $3,620,128 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.03% | 1.15% |
#22
3
Prev: #19
|
0.9 | 117 | 2.0% |
P
S
|
5,969 | $3,415,057 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 1.02% | 0.84% |
#23
5
Prev: #28
|
0.9 | -138 | -2.8% |
P
S
|
4,801 | $3,401,615 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.00% | 1.17% |
#24
6
Prev: #18
|
0.9 | -1,002 | -7.9% |
P
S
|
11,602 | $3,336,374 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.98% | 0.95% |
#25
1
Prev: #26
|
2.4 | 404 | 6.4% |
P
S
|
6,764 | $3,241,477 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWO
ISHARES RUSSELL...
|
ETF | 0.97% | 0.99% |
#26
2
Prev: #24
|
0.9 | -45 | -0.4% |
P
S
|
10,302 | $3,232,910 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.94% | 0.70% |
#27
10
Prev: #37
|
0.9 | -54 | -0.6% |
P
S
|
9,099 | $3,109,819 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWS
ISHARES RUSSELL...
|
ETF | 0.89% | 0.87% |
#28
1
Prev: #27
|
0.9 | -422 | -2.0% |
P
S
|
20,243 | $2,950,269 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVW
ISHARES S&P 500...
|
ETF | 0.86% | 0.98% |
#29
4
Prev: #25
|
0.8 | -1,348 | -5.1% |
P
S
|
25,288 | $2,860,380 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CMI
CUMMINS INC COM
|
Industrials | 0.84% | 0.80% |
#30
1
Prev: #29
|
0.8 | -78 | -1.5% |
P
S
|
5,164 | $2,778,148 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.78% | 0.76% |
#31
1
Prev: #32
|
0.8 | 220 | 0.8% |
P
S
|
26,811 | $2,604,149 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.78% | 0.76% |
#32
2
Prev: #34
|
0.8 | -155 | -1.2% |
P
S
|
13,144 | $2,578,834 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.77% | 0.76% |
#33
Prev: #33
|
0.8 | -141 | -1.2% |
P
S
|
11,994 | $2,562,842 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.73% | 0.78% |
#34
4
Prev: #30
|
0.8 | 3 | 0.0% |
P
S
|
8,516 | $2,416,459 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 0.72% | 0.67% |
#35
4
Prev: #39
|
0.8 | 732 | 1.8% |
P
S
|
42,165 | $2,394,551 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.71% | 0.75% |
#36
1
Prev: #35
|
0.8 | -8 | -0.2% |
P
S
|
4,090 | $2,360,879 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NOBL
PROSHARES S&P 5...
|
ETF | 0.70% | 0.70% |
#37
1
Prev: #38
|
0.8 | -562 | -2.5% |
P
S
|
21,975 | $2,329,571 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PFE
PFIZER INC COM
|
Healthcare | 0.69% | 0.60% |
#38
9
Prev: #47
|
0.8 | 566 | 0.7% |
P
S
|
81,093 | $2,277,093 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FTEC
FIDELITY MSCI I...
|
ETF | 0.67% | 0.72% |
#39
3
Prev: #36
|
0.8 | -200 | -1.8% |
P
S
|
10,621 | $2,209,675 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.63% | 0.76% |
#40
9
Prev: #31
|
0.8 | -173 | -0.8% |
P
S
|
20,288 | $2,082,993 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GEV
GE VERNOVA INC ...
|
Industrials | 0.62% | 0.46% |
#41
17
Prev: #58
|
0.7 | -14 | -0.6% |
P
S
|
2,359 | $2,058,981 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.61% | 0.62% |
#42
3
Prev: #45
|
0.7 | -2,390 | -12.8% |
P
S
|
16,345 | $2,031,384 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MIAX
MIAMI INTL HLDG...
|
Financial Services | 0.60% | — |
#43
Prev: #—
|
3.7 | 50,974 | no change |
NEW
|
50,974 | $1,983,908 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MRK
MERCK & CO INC ...
|
Healthcare | 0.59% | 0.51% |
#44
8
Prev: #52
|
0.7 | 11 | 0.1% |
P
S
|
16,215 | $1,950,471 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEF
ISHARES 7-10 YE...
|
ETF | 0.58% | 0.47% |
#45
11
Prev: #56
|
2.7 | 3,811 | 23.2% |
P
S
|
20,222 | $1,930,025 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.57% | 0.64% |
#46
4
Prev: #42
|
0.7 | 19 | 0.0% |
P
S
|
39,003 | $1,901,389 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DIS
DISNEY WALT CO ...
|
Communication Services | 0.57% | 0.65% |
#47
6
Prev: #41
|
0.7 | 538 | 2.8% |
P
S
|
19,672 | $1,895,964 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RTX
RTX CORPORATION...
|
Industrials | 0.56% | 0.60% |
#48
2
Prev: #46
|
0.7 | -1,252 | -11.4% |
P
S
|
9,719 | $1,874,714 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.56% | 0.63% |
#49
5
Prev: #44
|
0.7 | 30 | 1.5% |
P
S
|
2,005 | $1,843,898 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AXTI
AXT INC COM
|
Technology | 0.54% | 0.19% |
#50
59
Prev: #109
|
0.7 | -7,500 | -19.2% |
P
S
|
31,650 | $1,803,417 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 235 holdings