Atlas Brown is an investment fund managing more than $275 billion ran by Cherri Lamkin. There are currently 203 companies in Mrs. Lamkin’s portfolio. The largest investments include Nvidia Corporation Com and Apple Inc, together worth $36.1 billion.
As of 16th July 2024, Atlas Brown’s top holding is 163,012 shares of Nvidia Corporation Com currently worth over $20.1 billion and making up 7.2% of the portfolio value.
In addition, the fund holds 75,665 shares of Apple Inc worth $15.9 billion, whose value grew 14.9% in the past six months.
The third-largest holding is Microsoft Corp Com worth $10.7 billion and the next is Vanguard Total Stock Market Etf worth $9.37 billion, with 35,019 shares owned.
Currently, Atlas Brown's portfolio is worth at least $275 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Atlas Brown office and employees reside in Louisville, Kentucky. According to the last 13-F report filed with the SEC, Cherri Lamkin serves as the CCO at Atlas Brown.
In the most recent 13F filing, Atlas Brown revealed that it had opened a new position in
Vanguard S&p Mid-cap 400 Value Etf and bought 7,505 shares worth $657 million.
The investment fund also strengthened its position in Nvidia Corporation Com by buying
145,576 additional shares.
This makes their stake in Nvidia Corporation Com total 163,012 shares worth $20.1 billion.
On the other hand, there are companies that Atlas Brown is getting rid of from its portfolio.
Atlas Brown closed its position in International Paper Co Com on 23rd July 2024.
It sold the previously owned 7,235 shares for $282 million.
Cherri Lamkin also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $15.9 billion and 75,665 shares.
The two most similar investment funds to Atlas Brown are Websterrogers Financial Advisors and Kaydan Wealth Management. They manage $279 billion and $279 billion respectively.
Atlas Brown’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 9.6% of
the total portfolio value.
The fund focuses on investments in the United States as
23.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
20% of the total holdings value.
On the other hand, small-cap stocks make up only 2.5% of the portfolio.
The average market cap of the portfolio companies is close to $178 billion.
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Nvidia Corporation Com |
834.92%
163,012
|
$20,138,480,000 | 7.22% |
| Apple Inc |
3.01%
75,665
|
$15,936,476,000 | 5.71% |
| Microsoft Corp Com |
0.18%
23,837
|
$10,653,728,000 | 3.82% |
| Vanguard Total Stock Market Etf |
0.40%
35,019
|
$9,367,923,000 | 3.36% |
| Procter And Gamble Co Com |
2.46%
32,553
|
$5,368,697,000 | 1.92% |
| Abbvie Inc |
1.56%
30,622
|
$5,252,209,000 | 1.88% |
| Exxon Mobil Corp Com |
0.60%
45,443
|
$5,231,417,000 | 1.88% |
| Amazon.com Inc. |
1.21%
26,363
|
$5,094,731,000 | 1.83% |
| Johnson & Johnson Com |
0.73%
34,853
|
$5,094,185,000 | 1.83% |
| Jpmorgan Chase & Co. Com |
5.92%
24,858
|
$5,027,804,000 | 1.80% |
| Spdr S&p 500 Etf Trust |
3.61%
8,743
|
$4,757,916,000 | 1.71% |
| Pepsico Inc Com |
0.95%
25,433
|
$4,194,660,000 | 1.50% |
| Home Depot, Inc. |
3.53%
12,163
|
$4,187,005,000 | 1.50% |
| Ishares Russell 1000 Growth Etf |
0.72%
10,839
|
$3,950,942,000 | 1.42% |
| Alphabet Inc Cap Stk Cl C |
3.53%
21,324
|
$3,911,271,000 | 1.40% |
| Chevron Corp New Com |
5.98%
24,049
|
$3,761,668,000 | 1.35% |
| Ishares Russell Mid-cap Growth Etf |
1.60%
33,661
|
$3,714,509,000 | 1.33% |
| Costco Whsl Corp New Com |
3.26%
4,367
|
$3,711,967,000 | 1.33% |
| Ishares Core S&p 500 Etf |
4.32%
6,155
|
$3,368,444,000 | 1.21% |
| Ishares S&p 500 Growth Etf |
19.68%
34,798
|
$3,220,194,000 | 1.15% |
| Ishares Russell 2000 Value Etf |
0.45%
20,949
|
$3,190,465,000 | 1.14% |
| Tjx Cos Inc New Com |
4.01%
28,066
|
$3,090,122,000 | 1.11% |
| Meta Platforms Inc |
0.86%
5,753
|
$2,900,536,000 | 1.04% |
| Vanguard Value Etf |
7.15%
17,964
|
$2,881,653,000 | 1.03% |
| Ishares Russell 2000 Growth Etf |
0.05%
10,620
|
$2,788,172,000 | 1.00% |
| Berkshire Hathaway Inc Del Cl B New |
0.41%
6,624
|
$2,694,440,000 | 0.97% |
| Ishares Russell Mid-cap Value Etf |
0.94%
20,515
|
$2,476,957,000 | 0.89% |
| Proshares S&p 500 Dividend Aristocrats Etf |
1.87%
24,216
|
$2,327,908,000 | 0.83% |
| Humana Inc. |
4.63%
6,119
|
$2,286,286,000 | 0.82% |
| Ishares Russell 1000 Value Etf |
0.11%
12,311
|
$2,147,895,000 | 0.77% |
| Alphabet Inc Cap Stk Cl A |
1.70%
11,756
|
$2,141,318,000 | 0.77% |
| Abbott Labs Com |
1.52%
20,534
|
$2,133,656,000 | 0.77% |
| Caterpillar Inc. |
12.46%
6,374
|
$2,123,055,000 | 0.76% |
| Ishares Msci Eafe Etf |
2.58%
26,871
|
$2,104,792,000 | 0.75% |
| Automatic Data Processing Inc. |
0.13%
8,520
|
$2,033,639,000 | 0.73% |
| Applied Matls Inc Com |
7.06%
8,556
|
$2,019,161,000 | 0.72% |
| Pfizer Inc. |
2.23%
71,750
|
$2,007,574,000 | 0.72% |
| Disney Walt Co Com |
1.92%
20,167
|
$2,002,348,000 | 0.72% |
| Merck & Co Inc |
5.12%
15,598
|
$1,930,989,000 | 0.69% |
| Fidelity Msci Information Technology Index Etf |
2.55%
10,498
|
$1,800,656,000 | 0.65% |
| Eli Lilly & Co Com |
2.33%
1,976
|
$1,789,079,000 | 0.64% |
| Bp Plc Sponsored Adr |
20.26%
49,090
|
$1,772,139,000 | 0.64% |
| Bank America Corp Com |
6.29%
44,236
|
$1,759,277,000 | 0.63% |
| Ishares Msci Emerging Markets Etf |
0.24%
40,851
|
$1,739,845,000 | 0.62% |
| Salesforce Inc |
1.11%
6,560
|
$1,686,611,000 | 0.60% |
| Invesco Qqq Trust Series I |
1.49%
3,448
|
$1,652,106,000 | 0.59% |
| Oracle Corp Com |
0.33%
11,208
|
$1,582,598,000 | 0.57% |
| Fidelity Msci Health Care Index Etf |
1.58%
22,994
|
$1,577,358,000 | 0.57% |
| Brown-Forman Corporation |
0.61%
36,005
|
$1,555,074,000 | 0.56% |
| Coca Cola Co Com |
3.17%
24,414
|
$1,553,954,000 | 0.56% |
| iShares 7-10 Year Treasury Bond ETF |
2.23%
16,375
|
$1,533,487,000 | 0.55% |
| Mcdonalds Corp Com |
8.32%
5,817
|
$1,482,290,000 | 0.53% |
| Walmart Inc |
0.66%
20,972
|
$1,419,996,000 | 0.51% |
| Ge Aerospace Com New |
1.20%
8,871
|
$1,410,250,000 | 0.51% |
| Vanguard Ftse All-world Ex-us Index Fund |
0.18%
23,625
|
$1,385,394,000 | 0.50% |
| Ishares Russell Midcap Etf |
9.79%
16,941
|
$1,373,598,000 | 0.49% |
| AT&T Inc. |
19.63%
71,779
|
$1,371,701,000 | 0.49% |
| Visa Inc |
2.99%
5,220
|
$1,370,129,000 | 0.49% |
| Netflix Inc. |
0.48%
1,889
|
$1,274,713,000 | 0.46% |
| Fidelity Msci Consumer Staples Index Etf |
1.41%
26,724
|
$1,266,805,000 | 0.45% |
| Union Pac Corp Com |
5.74%
5,586
|
$1,263,888,000 | 0.45% |
| Rtx Corporation Com |
3.58%
12,367
|
$1,241,484,000 | 0.45% |
| Comcast Corp New Cl A |
0.90%
31,369
|
$1,228,401,000 | 0.44% |
| Intel Corp Com |
7.83%
39,510
|
$1,223,614,000 | 0.44% |
| Ishares S&p Mid-cap 400 Growth Etf |
28.77%
13,666
|
$1,204,154,000 | 0.43% |
| International Business Machs Com |
0.30%
6,945
|
$1,201,101,000 | 0.43% |
| Spdr Dow Jones Reit Etf |
7.06%
12,449
|
$1,158,960,000 | 0.42% |
| Proshares S&p Midcap 400 Dividend Aristocrats Etf |
2.60%
15,683
|
$1,154,398,000 | 0.41% |
| Duke Energy Corp New Com New |
4.56%
11,269
|
$1,129,461,000 | 0.40% |
| Target Corp Com |
0.05%
7,609
|
$1,126,496,000 | 0.40% |
| Verizon Communications Inc |
19.13%
26,756
|
$1,103,433,000 | 0.40% |
| Cisco Sys Inc Com |
0.32%
21,925
|
$1,041,638,000 | 0.37% |
| Ford Mtr Co Del Com |
2.01%
81,719
|
$1,024,759,000 | 0.37% |
| American Express Co Com |
0.23%
4,415
|
$1,022,321,000 | 0.37% |
| Illinois Tool Wks Inc Com |
0.05%
3,992
|
$945,944,000 | 0.34% |
| NextEra Energy Inc |
0.35%
13,310
|
$942,467,000 | 0.34% |
| Mastercard Incorporated |
0.43%
2,121
|
$935,700,000 | 0.34% |
| Spdr S&p 600 Small Cap Value Etf |
2.77%
11,930
|
$934,256,000 | 0.33% |
| Sherwin Williams Co Com |
0.19%
3,128
|
$933,489,000 | 0.33% |
| Vanguard Mid-cap Value Etf |
44.81%
6,138
|
$923,397,000 | 0.33% |
| Boeing Co Com |
10.57%
5,041
|
$917,512,000 | 0.33% |
| Ishares Tips Bond Etf |
24.37%
8,501
|
$907,691,000 | 0.33% |
| Brown-Forman Corporation |
No change
20,351
|
$898,090,000 | 0.32% |
| Pnc Finl Svcs Group Inc Com |
11.68%
5,734
|
$891,507,000 | 0.32% |
| Ishares Russell 2000 Etf |
2.37%
4,358
|
$884,289,000 | 0.32% |
| Vanguard Ftse Emerging Markets Etf |
206.29%
19,973
|
$874,018,000 | 0.31% |
| Constellation Brands, Inc. |
0.03%
3,308
|
$851,082,000 | 0.31% |
| Blackrock Inc. |
0.67%
1,059
|
$833,738,000 | 0.30% |
| Danaher Corporation Com |
2.86%
3,299
|
$824,255,000 | 0.30% |
| Qualcomm, Inc. |
0.60%
3,996
|
$795,970,000 | 0.29% |
| Johnson Ctls Intl Plc Shs |
0.09%
11,735
|
$780,023,000 | 0.28% |
| Oreilly Automotive Inc Com |
16.48%
714
|
$754,027,000 | 0.27% |
| Vanguard Short-term Corporate Bond Etf |
112.11%
9,700
|
$749,530,000 | 0.27% |
| Bristol-myers Squibb Co Com |
0.16%
17,824
|
$740,231,000 | 0.27% |
| Churchill Downs, Inc. |
No change
5,278
|
$736,809,000 | 0.26% |
| Philip Morris Intl Inc Com |
0.34%
6,998
|
$709,105,000 | 0.25% |
| Cloudflare Inc |
0.24%
8,503
|
$704,303,000 | 0.25% |
| Cohen & Steers Infrastructure Com |
50.60%
31,158
|
$700,435,000 | 0.25% |
| Reaves Util Income Fd Com Sh Ben Int |
50.27%
25,205
|
$688,597,000 | 0.25% |
| Spdr S&p 600 Small Cap Growth Etf |
16.20%
7,919
|
$679,935,000 | 0.24% |
| Parker-hannifin Corp Com |
45.96%
1,318
|
$666,871,000 | 0.24% |
| Vanguard S&p Mid-cap 400 Value Etf |
Opened
7,505
|
$657,213,000 | 0.24% |
| Kroger Co Com |
0.56%
12,881
|
$643,172,000 | 0.23% |
| Unitedhealth Group Inc |
26.81%
1,231
|
$626,899,000 | 0.22% |
| Organon & Co Common Stock |
15.77%
30,102
|
$623,120,000 | 0.22% |
| Stock Yds Bancorp Inc Com |
3.22%
12,543
|
$622,987,000 | 0.22% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,241,000 | 0.22% |
| Novo-nordisk A S Adr |
12.03%
4,283
|
$611,355,000 | 0.22% |
| Public Storage Oper Co Com |
0.14%
2,124
|
$610,969,000 | 0.22% |
| Omnicom Group, Inc. |
11.69%
6,544
|
$586,997,000 | 0.21% |
| Cummins Inc. |
5.20%
2,104
|
$582,661,000 | 0.21% |
| Southern Co Com |
0.76%
7,415
|
$575,214,000 | 0.21% |
| Edwards Lifesciences Corp Com |
0.25%
5,933
|
$548,031,000 | 0.20% |
| Dover Corp Com |
0.17%
3,023
|
$545,500,000 | 0.20% |
| Ishares S&p 500 Value Etf |
No change
2,947
|
$536,336,000 | 0.19% |
| Tesla Inc |
4.15%
2,658
|
$526,005,000 | 0.19% |
| Fidelity Msci Communication Services Index Etf |
6.29%
9,825
|
$513,182,000 | 0.18% |
| Ishares U.s. Technology Etf |
3.78%
3,379
|
$508,516,000 | 0.18% |
| Us Bancorp Del Com New |
2.12%
12,697
|
$504,085,000 | 0.18% |
| Rpm Intl Inc Com |
No change
4,600
|
$495,328,000 | 0.18% |
| 3m Co Com |
7.14%
4,770
|
$487,446,000 | 0.17% |
| Altria Group Inc. |
5.07%
10,091
|
$459,644,000 | 0.16% |
| Idexx Labs Inc Com |
0.32%
940
|
$457,968,000 | 0.16% |
| Fidelity Quality Factor Etf |
14.25%
7,448
|
$456,704,000 | 0.16% |
| Paypal Hldgs Inc Com |
0.23%
7,820
|
$453,795,000 | 0.16% |
| Emerson Elec Co Com |
0.51%
4,117
|
$453,497,000 | 0.16% |
| Intuitive Surgical Inc Com New |
43.55%
1,012
|
$450,188,000 | 0.16% |
| Citigroup Inc Com New |
32.56%
6,997
|
$444,028,000 | 0.16% |
| Ishares National Muni Bond Etf |
15.52%
4,078
|
$434,458,000 | 0.16% |
| Dicks Sporting Goods, Inc. |
No change
2,000
|
$429,700,000 | 0.15% |
| Freeport-McMoRan Inc |
1.58%
8,824
|
$428,846,000 | 0.15% |
| Cvs Health Corp Com |
0.71%
7,220
|
$426,441,000 | 0.15% |
| Ge Vernova Inc Com |
Opened
2,467
|
$423,115,000 | 0.15% |
| Spdr Gold Shares |
No change
1,963
|
$422,065,000 | 0.15% |
| Honeywell Intl Inc Com |
0.97%
1,971
|
$420,794,000 | 0.15% |
| Ishares Msci Usa Min Vol Factor Etf |
0.12%
4,946
|
$415,267,000 | 0.15% |
| AMKOR Technology Inc. |
No change
10,275
|
$411,206,000 | 0.15% |
| Waters Corp Com |
0.14%
1,414
|
$410,230,000 | 0.15% |
| Paramount Global Class B Com |
1.33%
38,586
|
$400,914,000 | 0.14% |
| Ishares Msci Usa Momentum Factor Etf |
2.20%
2,048
|
$399,049,000 | 0.14% |
| Wells Fargo Co New Com |
8.01%
6,673
|
$396,309,000 | 0.14% |
| Fastenal Co Com |
31.24%
6,112
|
$384,078,000 | 0.14% |
| Ishares Msci Usa Quality Factor Etf |
5.89%
2,193
|
$374,396,000 | 0.13% |
| Healthpeak Properties Inc. |
0.99%
18,963
|
$371,684,000 | 0.13% |
| Ishares Russell 1000 Etf |
No change
1,239
|
$368,652,000 | 0.13% |
| iShares S&P Small-Cap 600 Growth ETF |
0.73%
2,848
|
$365,725,000 | 0.13% |
| Progressive Corp Com |
48.19%
1,759
|
$365,362,000 | 0.13% |
| Vanguard Ftse Developed Markets Etf |
2.03%
7,385
|
$364,967,000 | 0.13% |
| First Trust Materials Alphadex Fund |
43.99%
5,620
|
$364,319,000 | 0.13% |
| Proshares Russell 2000 Dividend Growers Etf |
No change
5,843
|
$362,969,000 | 0.13% |
| Starbucks Corp Com |
31.27%
4,643
|
$361,423,000 | 0.13% |
| Enterprise Prods Partners L P Com |
27.35%
12,126
|
$351,411,000 | 0.13% |
| Shell Plc Spon Ads |
No change
4,842
|
$349,496,000 | 0.13% |
| Vaneck Morningstar Wide Moat Etf |
0.86%
3,997
|
$346,138,000 | 0.12% |
| Invesco S&p 500 Equal Weight Etf |
13.37%
2,074
|
$340,717,000 | 0.12% |
| Air Prods & Chems Inc Com |
0.46%
1,306
|
$337,013,000 | 0.12% |
| United Parcel Service, Inc. |
9.41%
2,379
|
$325,507,000 | 0.12% |
| Walgreens Boots Alliance Inc |
15.27%
26,770
|
$323,783,000 | 0.12% |
| Lowes Cos Inc Com |
0.42%
1,439
|
$317,169,000 | 0.11% |
| Thermo Fisher Scientific Inc. |
0.88%
572
|
$316,316,000 | 0.11% |
| Unilever Plc Spon Adr New |
0.14%
5,646
|
$310,496,000 | 0.11% |
| Asml Holding N V N Y Registry Shs |
No change
301
|
$307,842,000 | 0.11% |
| Otter Tail Corp Com |
No change
3,491
|
$305,777,000 | 0.11% |
| Sysco Corp Com |
0.12%
4,218
|
$301,123,000 | 0.11% |
| Ishares S&p Mid-cap 400 Value Etf |
0.34%
2,642
|
$299,812,000 | 0.11% |
| Papa Johns Intl Inc Com |
0.08%
6,312
|
$296,531,000 | 0.11% |
| Ishares U.s. Financials Etf |
0.33%
3,081
|
$291,325,000 | 0.10% |
| Cincinnati Finl Corp Com |
No change
2,391
|
$282,420,000 | 0.10% |
| International Paper Co Com |
Closed
7,235
|
$282,310,000 | |
| Adobe Inc |
2.23%
504
|
$280,025,000 | 0.10% |
| JPMorgan Equity Premium Income |
12.66%
4,895
|
$277,437,000 | 0.10% |
| Fidelity High Dividend Etf |
0.16%
5,777
|
$270,235,000 | 0.10% |
| Dollar Gen Corp New Com |
0.30%
2,027
|
$268,069,000 | 0.10% |
| Broadridge Finl Solutions Inc Com |
0.22%
1,356
|
$267,132,000 | 0.10% |
| Medtronic Plc Shs |
0.56%
3,391
|
$266,929,000 | 0.10% |
| Ppg Inds Inc Com |
0.57%
2,114
|
$266,131,000 | 0.10% |
| Schwab U.s. Large-cap Growth Etf |
No change
2,614
|
$263,568,000 | 0.09% |
| Technology Select Sector Spdr Fund |
5.52%
1,164
|
$263,386,000 | 0.09% |
| Vanguard Information Technology Etf |
No change
452
|
$260,717,000 | 0.09% |
| Sitime Corp Com |
Opened
2,080
|
$258,710,000 | 0.09% |
| Kinder Morgan Inc Del Com |
0.32%
12,946
|
$257,242,000 | 0.09% |
| Yum Brands Inc. |
Closed
1,835
|
$254,467,000 | |
| Palo Alto Networks Inc |
Opened
733
|
$248,521,000 | 0.09% |
| Norfolk Southn Corp Com |
Closed
967
|
$246,459,000 | |
| Financial Select Sector Spdr Fund |
Opened
5,958
|
$244,933,000 | 0.09% |
| Eaton Corp Plc Shs |
1.46%
764
|
$239,431,000 | 0.09% |
| Graco Inc. |
No change
3,000
|
$237,840,000 | 0.09% |
| Gilead Sciences, Inc. |
0.29%
3,430
|
$235,332,000 | 0.08% |
| Colgate Palmolive Co Com |
0.63%
2,389
|
$231,873,000 | 0.08% |
| Dow Inc |
6.59%
4,338
|
$230,131,000 | 0.08% |
| Mondelez International Inc. |
Closed
3,259
|
$228,161,000 | |
| Intuit Com |
Opened
345
|
$226,764,000 | 0.08% |
| Vaneck Agribusiness Etf |
Closed
2,992
|
$224,820,000 | |
| Elevance Health Inc Com |
0.98%
411
|
$222,704,000 | 0.08% |
| Csx Corp Com |
0.29%
6,641
|
$222,128,000 | 0.08% |
| Conocophillips Com |
Opened
1,899
|
$217,208,000 | 0.08% |
| Vanguard S&p 500 Etf |
Opened
429
|
$214,556,000 | 0.08% |
| First Merchants Corp Com |
No change
6,405
|
$213,222,000 | 0.08% |
| Darling Ingredients Inc |
Closed
4,576
|
$212,830,000 | |
| Avantis Emerging Markets Equity Etf |
Opened
3,483
|
$212,753,000 | 0.08% |
| Northrop Grumman Corp Com |
Closed
435
|
$208,367,000 | |
| Ishares Core Msci Eafe Etf |
Opened
2,853
|
$207,246,000 | 0.07% |
| Goldman Sachs Group, Inc. |
Opened
457
|
$206,758,000 | 0.07% |
| Expedia Group Inc Com New |
Closed
1,500
|
$206,625,000 | |
| Advanced Micro Devices Inc. |
1.03%
1,274
|
$206,597,000 | 0.07% |
| Fifth Third Bancorp Com |
0.29%
5,609
|
$204,682,000 | 0.07% |
| Grainger W W Inc Com |
Closed
200
|
$203,460,000 | |
| Ishares U.s. Consumer Discretionary Etf |
0.16%
2,501
|
$203,262,000 | 0.07% |
| iShares Core Total USD Bond Market ETF |
0.11%
4,457
|
$201,552,000 | 0.07% |
| Ishares Msci Eafe Value Etf |
Closed
3,692
|
$200,826,000 | |
| Ishares U.s. Industrials Etf |
0.18%
1,680
|
$200,689,000 | 0.07% |
| American Tower Corp New Com |
Closed
1,013
|
$200,159,000 | |
| Carrols Restaurant Group Inc. |
Closed
11,114
|
$105,694,000 | |
| Lumen Technologies, Inc. |
No change
43,131
|
$47,444,000 | 0.02% |
| Danimer Scientific, Inc. |
No change
29,700
|
$17,915,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 215 holdings | |||