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Atlas Brown,Inc. 13F Filings, Portfolio & Analysis

CIK: 0001388168
Louisville 333 E. Main Street Suite 400
Zip Code: 40202
Latest Portfolio Value
$332.17 M
-1.25%
Total Holdings
226
0
Latest Report Date
Q1 2026
Top 10 Concentration
30.34%

Atlas Brown,Inc. — Portfolio Overview & Company Profile

Atlas Brown,Inc. (CIK: 0001388168) is a financial institution headquartered at 333 E. Main Street, Suite 400, Louisville, Kentucky 40202. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $332.17 M, comprising 226 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 30.3%. Quarterly turnover: 2.4%. ▲ 7 new, +98 added, −87 reduced, ×9 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-1.98%
$325.58 M 98.01%
Options
$0 0.00%
Debt
$0 0.00%
Other
+56.72%
$6.59 M 1.99%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
126,728 $22.1 M 6.65% ▼ 6,068 Reduce -4.6%
67,986 $17.25 M 5.19% ▼ 4,179 Reduce -5.8%
34,069 $10.93 M 3.29% ▲ 1,441 Add 4.4%
23,172 $8.58 M 2.58% ▼ 322 Reduce -1.4%
32,132 $7.85 M 2.36% ▼ 631 Reduce -1.9%
42,349 $7.18 M 2.16% ▲ 28 Add 0.1%
24,152 $7.1 M 2.14% ▲ 60 Add 0.3%
30,087 $6.54 M 1.97% ▼ 280 Reduce -0.9%
19,872 $5.7 M 1.72% ▼ 720 Reduce -3.5%
26,604 $5.54 M 1.67% ▼ 998 Reduce -3.6%

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