Fund Holdings

Atlas Brown,Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
EXXON MOBIL CORP COM42,32142,349+285,092,8607,184,967+2,092,107
MIAMI INTL HLDGS INC COM050,974+50,97401,983,908+1,983,908
CHEVRON CORPORATION COM24,77624,119-6573,776,1054,990,166+1,214,061
AXT INC COM39,15031,650-7,500640,1031,803,417+1,163,314
JOHNSON & JOHNSON COM32,76332,132-6316,780,3557,854,422+1,074,067
COSTCO WHOLESALE CORPORATION COM4,6204,844+2243,984,2564,827,133+842,877
APPLIED MATLS INC COM9,1539,099-542,352,1323,109,819+757,687
CATERPILLAR INC COM4,9394,801-1382,829,3343,401,615+572,281
GE VERNOVA INC COM2,3732,359-141,550,7742,058,981+508,207
BP PLC SPONSORED ADR36,72136,555-1661,275,3061,718,084+442,778
WOLFSPEED INC COM025,000+25,0000408,000+408,000
ISHARES 7-10 YEAR TREASURY BOND ETF16,41120,222+3,8111,578,0581,930,025+351,967
UBIQUITI INC COM01,425+1,42501,126,163+1,126,163
PEPSICO INC COM24,02324,361+3383,447,7653,783,001+335,236
CONSTELLATION ENERGY CORP COM01,116+1,1160311,643+311,643
AT&T INC COM58,88160,343+1,4621,462,5941,749,356+286,762
OREILLY AUTOMOTIVE INC COM10,54613,509+2,963961,8781,247,015+285,137
PFIZER INC COM80,52781,093+5662,005,1112,277,093+271,982
INTEL CORP COM37,71937,613-1061,391,8241,659,842+268,018
ADOBE INC COM01,011+1,0110245,754+245,754
MERCK & CO INC COM16,20416,215+111,705,6491,950,471+244,822
VANGUARD SMALL-CAP ETF02,057+2,0570538,811+538,811
CONOCOPHILLIPS COM01,712+1,7120225,984+225,984
VANGUARD TOTAL INTERNATIONAL STOCK ETF02,924+2,9240225,433+225,433
GSK PLC SPONSORED ADR04,053+4,0530223,706+223,706
TJX COS INC NEW COM028,029+28,02904,476,309+4,476,309
ISHARES U.S. BASIC MATERIALS ETF01,239+1,2390217,908+217,908
CONAGRA BRANDS INC COM012,681+12,6810199,341+199,341
STOCK YDS BANCORP INC COM5,9338,677+2,744385,361575,211+189,850
NEXTERA ENERGY INC COM14,82014,852+321,189,7301,379,470+189,740
ASML HLDG NV N Y REGISTRY SHS812788-24869,1981,040,745+171,547
ISHARES RUSSELL 2000 VALUE ETF20,25720,081-1763,670,8213,807,154+136,333
DUKE ENERGY CORP NEW COM NEW9,1939,232+391,077,4691,208,897+131,428
KROGER CO COM13,27913,281+2829,653961,048+131,395
JOHNSON CTLS INTL PLC SHS11,60911,60901,390,1261,520,186+130,060
ISHARES MSCI EMERGING MARKETS ETF41,43342,165+7322,266,8002,394,551+127,751
COCA COLA CO COM19,78119,821+401,382,8801,507,376+124,496
WENDYS CO COM030,000+30,0000208,500+208,500
FIRST TRUST MATERIALS ALPHADEX FUND3,7984,819+1,021246,209367,242+121,033
CUMMINS INC COM5,2425,164-782,675,7062,778,148+102,442
UNION PAC CORP COM05,938+5,93801,440,622+1,440,622
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND023,369+23,36901,755,018+1,755,018
SHELL PLC SPON ADS4,8484,8480356,220450,850+94,630
TARGET CORP COM10,0658,893-1,172983,8281,077,868+94,040
BRISTOL-MYERS SQUIBB CO COM13,47413,473-1726,805817,155+90,350
HONEYWELL INTL INC COM1,4491,644+195282,611371,688+89,077
REAVES UTIL INCOME FD COM SH BEN INT19,62120,461+840717,724803,720+85,996
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS2,5132,5130763,815849,195+85,380
VANGUARD FTSE DEVELOPED MARKETS ETF011,130+11,1300713,210+713,210
NORTHROP GRUMMAN CORP COM549584+35313,202398,223+85,021
VERIZON COMMUNICATIONS INC COM021,026+21,02601,055,519+1,055,519
CLOUDFLARE INC CL A COM8,3018,326+251,636,4751,717,917+81,442
KINDER MORGAN INC DEL COM13,05713,072+15358,926438,309+79,383
FIDELITY MSCI CONSUMER STAPLES INDEX ETF26,15026,058-921,286,3301,363,604+77,274
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF3,4964,973+1,477212,594289,357+76,763
FREEPORT MCMORAN INC CL B9,6079,562-45487,940562,055+74,115
AVANTIS EMERGING MARKETS EQUITY ETF14,37114,648+2771,106,8381,180,344+73,506
ENTERPRISE PRODS PARTNERS L P COM12,49212,4920400,494472,697+72,203
NETFLIX INC. COM18,44518,720+2751,729,3841,799,880+70,496
FASTENAL CO COM12,20912,013-196489,933557,403+67,470
ISHARES CORE MSCI EMERGING MARKETS ETF4,8015,511+710322,706384,374+61,668
GOLDMAN SACHS PHYSICAL GOLD ETF4,8415,757+916205,985265,904+59,919
GILEAD SCIENCES INC COM3,5083,513+5430,545489,577+59,032
ALTRIA GROUP INC COM6,2786,358+80362,014419,542+57,528
AIR PRODUCTS AND CHEMICALS INC COM1,3171,315-2325,325381,994+56,669
SOUTHERN CO COM5,3965,427+31470,517523,777+53,260
SPDR GOLD SHARES1,2431,263+20492,613543,456+50,843
ISHARES MSCI EAFE ETF26,59126,811+2202,553,5302,604,149+50,619
BERKSHIRE HATHAWAY INC DEL CL B NEW6,3606,764+4043,197,1003,241,477+44,377
AMKOR TECHNOLOGY INC COM10,37510,075-300409,605453,677+44,072
ISHARES S&P 500 VALUE ETF2,8053,004+199594,900634,388+39,488
STARBUCKS CORP COM6,8646,887+23578,039616,997+38,958
VANGUARD VALUE ETF013,144+13,14402,578,834+2,578,834
DOVER CORP COM2,9412,935-6574,200611,801+37,601
ENERGY TRANSFER L P COM UT LTD PTN13,29113,2910219,169256,516+37,347
ISHARES RUSSELL MID-CAP VALUE ETF20,66520,243-4222,914,7562,950,269+35,513
COHEN & STEERS INFRASTRUCTURE COM22,46522,271-194541,642576,368+34,726
WISDOMTREE US VALUE FUND OF BENEF INTEREST09,596+9,5960909,064+909,064
HEALTHPEAK PROPERTIES INC COM11,59213,194+1,602186,406216,778+30,372
AVANTIS INTERNATIONAL EQUITY ETF3,3223,555+233273,485301,576+28,091
CSX CORP COM5,8265,828+2211,174239,239+28,065
OTTER TAIL CORP COM3,4913,4910282,108306,405+24,297
VANECK GOLD MINERS ETF04,000+4,0000367,080+367,080
STATE STREET SPDR DOW JONES REIT ETF12,16112,063-981,194,5381,217,975+23,437
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF14,85214,736-1161,250,8631,273,304+22,441
VANGUARD MID-CAP VALUE ETF04,215+4,2150776,649+776,649
ISHARES S&P MID-CAP 400 GROWTH ETF9,6979,550-147939,466960,872+21,406
ISHARES CORE TOTAL USD BOND MARKET ETF4,6665,155+489217,143238,120+20,977
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF7,9957,895-100727,307746,715+19,408
PUBLIC STORAGE OPER CO COM2,1872,166-21567,527586,726+19,199
ISHARES GOLD TRUST4,4624,311-151362,187380,065+17,878
PARKER-HANNIFIN CORP COM1,3091,304-51,150,8591,167,674+16,815
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF4,2474,260+13280,612293,013+12,401
MEDTRONIC PLC SHS2,2262,600+374213,868225,306+11,438
ISHARES RUSSELL MIDCAP ETF14,71014,680-301,416,1371,427,378+11,241
ISHARES MSCI USA MOMENTUM FACTOR ETF2,4012,549+148600,891611,691+10,800
BROWN FORMAN CORP CL B28,22828,2280735,630746,357+10,727
ISHARES RUSSELL 1000 VALUE ETF12,13511,994-1412,552,5182,562,842+10,324
BROWN FORMAN CORP CL A20,35120,3510535,435545,203+9,768
EMERSON ELEC CO COM3,2273,341+114428,354437,713+9,359
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