Cherri Lamkin
Atlas Brown,inc.
Assets Managed
$372.476M
Holdings
237
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.14%(2Q avg: 5.45%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Atlas Brown,inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 237 positions.
Assets under management
The assets under management (AUM) of Atlas Brown,inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 372.476M in assets, with a quarterly growth rate of 12.14% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Cherri Lamkin, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 6.74% | $25.097M 125,429 shares@ $200.1 avg price | Decreased -1.02% |
AAPL Apple Inc
| 5.21% | $19.387M 66,999 shares@ $289.36 avg price | Decreased -1.45% |
VTI Vanguard Total Stock Mkt Etf
| 3.34% | $12.407M 33,530 shares@ $370.05 avg price | Decreased -1.58% |
MSFT Microsoft Corp
| 2.35% | $8.729M 23,402 shares@ $373.03 avg price | Increased 1% |
JNJ Johnson & Johnson
| 2.19% | $8.151M 32,094 shares@ $253.97 avg price | Decreased -0.11% |
JPM Jpmorgan Chase & Co
| 2.11% | $7.845M 23,967 shares@ $327.33 avg price | Decreased -0.76% |
ABBV Abbvie Inc
| 2.03% | $7.55M 30,004 shares@ $251.64 avg price | Decreased -0.27% |
GOOG Alphabet Inc-cl C
| 1.87% | $6.937M 19,634 shares@ $353.34 avg price | Decreased -1.19% |
AMZN Amazon.com Inc
| 1.69% | $6.268M 26,297 shares@ $238.34 avg price | Decreased -1.15% |
SPY Spdr S&p 500 Etf Trust
| 1.67% | $6.21M 8,316 shares@ $746.75 avg price | Decreased -1.92% |
1-10 of 237