Atlas Brown,Inc.
CIK: 1388168SEC EDGAR →
Portfolio Value
$67.2B
Holdings
236
As of
Q3 2026
New Positions
6
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES MSCI EMERGING MARKETS ETF | 42,849 | $2.9B | 4.26% |
| 2 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 44,129 | $2.4B | 3.55% |
| 3 | PFIZER INC COM | 82,433 | $2.4B | 3.50% |
| 4 | BANK OF AMER CORP COM | 38,297 | $2.1B | 3.10% |
| 5 | ABBOTT LABORATORIES COM | 20,357 | $2.0B | 2.99% |
| 6 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 23,936 | $2.0B | 2.95% |
| 7 | AXT INC COM | 25,000 | $1.9B | 2.88% |
| 8 | ISHARES 7-10 YEAR TREASURY BOND ETF | 20,878 | $1.9B | 2.77% |
| 9 | COCA COLA CO COM | 19,636 | $1.7B | 2.51% |
| 10 | BP PLC SPONSORED ADR | 37,136 | $1.6B | 2.43% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $34.4B | 51.2% |
| Healthcare | 21 | $7.0B | 10.4% |
| Technology | 34 | $5.6B | 8.3% |
| Communication Services | 9 | $4.5B | 6.6% |
| Consumer Defensive | 10 | $3.8B | 5.6% |
| Energy | 6 | $2.8B | 4.2% |
| Consumer Cyclical | 11 | $2.7B | 4.0% |
| Unknown | 13 | $2.2B | 3.2% |
| Utilities | 4 | $1.6B | 2.4% |
| Industrials | 21 | $1.4B | 2.1% |
| Basic Materials | 6 | $937.8M | 1.4% |
| Real Estate | 2 | $275.3M | 0.4% |