Meadowbrook Investment Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$113.0M
Q ending 2026-03-31
Prior quarter
$117.3M
Q ending 2025-12-31
Change
-3.7% QoQ · +5.5% YoY
Positions
186
reported holdings

Largest positions

Top 100 of 186 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Intl Eqty IVEUShares$6.3M84K
Apple Computer IncAAPLShares$6.3M25K
J P Morgan ChaseJPMShares$5.0M17K
First Tr Dj InternetFDNShares$4.7M20K
Nvidia CorpNVDAShares$4.6M27K
Microsoft CorpMSFTShares$4.2M11K
Schwab Us Large CapSCHXShares$4.1M161K
Costco Whsl Corp NewCOSTShares$3.4M3K
Mastercard IncMAShares$2.5M5K
Schwab Us Small CapSCHAShares$2.3M79K
Alphabet Inc. ClassGOOGLShares$1.8M6K
Linde PlcShares$1.7M4K
American Express ComAXPShares$1.6M5K
Dover CorporationDOVShares$1.6M8K
Stryker CorpSYKShares$1.5M5K
Amazon Com IncAMZNShares$1.5M7K
Thermo Fisher ScientTMOShares$1.5M3K
Marvell Technology IMRVLShares$1.4M15K
Spdr BiotechXBIShares$1.4M11K
Automatic Data ProceADPShares$1.4M7K
Chevron CorpCVXShares$1.3M6K
Boeing CoBAShares$1.3M6K
BlackrockBLKShares$1.2M1K
Broadcom LtdAVGOShares$1.2M4K
Unitedhealth Group IUNHShares$1.2M4K
Bank Of Amer 7.25 CBAC 7.25 PERP LShares$1.1M915
Home Depot IncHDShares$1.0M3K
Sch Us Mid-Cap EtfSCHMShares$1.0M33K
L3Harris TechnologieLHXShares$1.0M3K
Wells Fargo & Co NewWFCShares$1.0M13K
Cisco Systems IncCSCOShares$997K13K
Wells Fargo Conv PfdWFC 7.5 PERP LShares$985K853
Eaton CorporationShares$924K3K
Pepsico IncorporatedPEPShares$908K6K
Ishares Core S&P 500IVVShares$898K1K
Johnson & JohnsonJNJShares$878K4K
Exxon Mobil CorporatXOMShares$842K5K
Bank Of America CorpBACShares$841K17K
Disney Walt Hldg CoDISShares$837K9K
Starbucks CorpSBUXShares$836K9K
Nike Inc Class BNKEShares$787K15K
Kimberly-Clark CorpKMBShares$757K8K
Vanguard Europe PacVEAShares$746K12K
Cvs Health CorpCVSShares$725K10K
Verizon CommunicatioVZShares$687K14K
Spdr Gold TrustGLDShares$679K2K
S P D R Trust Unit SSPYShares$657K1K
Innovator Us Eqy PowPSEPShares$651K15K
Illinois Tool WorksITWShares$627K2K
Uber Technologies InUBERShares$611K9K
Microchip TechnologyMCHPShares$610K9K
Eli Lilly & CoLLYShares$558K607
East West BancorpEWBCShares$542K5K
Vanguard Emerging MaVWOShares$534K10K
Schw Intl Eq EtfSCHFShares$521K21K
Standex InternationaSXIShares$486K2K
Pfizer IncorporatedPFEShares$469K17K
Netflix IncNFLXShares$462K5K
Borg WarnerBWAShares$440K8K
Carlisle Companies ICSLShares$423K1K
Waters CorpWATShares$419K1K
Invesco Preferred EtPGXShares$411K38K
Merck & Co IncMRKShares$409K3K
Vanguard Bond IndexBIVShares$396K5K
Tractor Supply CompaTSCOShares$393K9K
Avantis Us Equity EtAVUSShares$392K4K
Palo Alto NetworksPANWShares$387K2K
Dycom Industries IncDYShares$382K1K
Spdr Barclays ConverCWBShares$378K4K
United Parcel ServicUPSShares$375K4K
D T E Energy CompanyDTEShares$366K3K
Goldman SachsGSShares$359K424
Wintrust Financial CWTFCShares$354K3K
Sysco CorporationSYYShares$352K5K
Fifth Third BankFITBShares$348K7K
Artisan Part Asset MAPAMShares$335K9K
Sch Us Div Equity EtSCHDShares$312K10K
Starwood Ppty TrustSTWDShares$303K18K
Diamondback Energy IFANGShares$300K2K
Ibm CorporationIBMShares$297K1K
Curtiss Wright CorpCWShares$296K434
Steel DynamicsSTLDShares$284K2K
Kinder MorganKMIShares$280K8K
Synopsys IncSNPSShares$275K694
Leidos Holdings IncLDOSShares$269K2K
Realty Income CorpOShares$267K4K
Norfolk Southern CorNSCShares$265K925
Coca Cola CompanyKOShares$264K3K
Planet Fitness IncPLNTShares$255K3K
Healthequity IncHQYShares$254K3K
Mueller IndustriesMLIShares$247K2K
Vanguard Growth EtfVUGShares$236K540
Abbott LaboratoriesABTShares$232K2K
Dick'S Sporting GoodDKSShares$222K1K
Duke Energy CorporatDUKShares$213K2K
Rambus Inc.RMBSShares$203K2K
Healthpeak PropertiesDOCShares$203K12K
Ball CorporationBALLShares$195K3K
Ishares Msci Usa QltQUALShares$195K1K
Schein Henry IncHSICShares$192K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.