Atlas Brown,Inc.

Q3 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
227
Total value ($000)
$338,327
Net value change ($000)
+26,841 (8.6%)
New positions
14
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,566 23.0%
NVDA 2,860 11.7%
ABBV 1,393 24.6%
GOOGL 1,384 36.8%
JNJ 1,123 21.3%
VTI 872 8.5%
GOOGL 828 38.3%
PSKY 722 NEW
AVEM 704 255.1%
ORCL 695 27.9%
Top Reduces (Value $000, Stocks/ETFs)
WBA -473 -100.0%
PARAV -461 -100.0%
DG -398 -100.0%
NVO -373 -59.9%
COST -289 -6.4%
NFLX -254 -10.3%
CL -216 -100.0%
SAP -212 -100.0%
MDLZ -209 -100.0%
PANW -200 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type