MeadowBrook Investment Advisors LLC — 13F Holdings & Portfolio

CIK 1308290 · latest 13F-HR filed 2026-04-22

MeadowBrook Investment Advisors LLC manages $113.0M in 13F-reported U.S. long-equity assets across 186 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VEU (5.58%), AAPL (5.56%), JPM (4.46%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 19, added to 42, and trimmed 66.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$113.0M

Long-equity book

Holdings

186

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+11 / −19 / ↑42 / ↓66

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Schwab US Small Cap$1.8M +390.4%
  • Sch US Mid-Cap Etf$611.6K +146.4%
  • Costco Whsl Corp New$384.5K +13.0%
  • Chevron Corp$331.3K +34.7%
  • Marvell Technology I$229.4K +18.9%
Show all 42

Top Trims

  • Microsoft Corp-$1.2M -21.6%
  • First Tr Dj Internet-$735.9K -13.5%
  • J P Morgan Chase-$467.4K -8.5%
  • Apple Computer Inc-$457.0K -6.8%
  • Omnicom Group Inc-$410.0K -74.7%
Show all 66

New Positions

  • Netflix Inc$462.5K
  • Avantis US Equity Et$392.5K
  • Fifth Third Bank$348.0K
  • Ball Corporation$195.1K
  • Permian Res Corp$177.4K
Show all 11

Exited Positions

  • Everest Group$419.4K
  • Comerica Incorporate$390.8K
  • Coterra Energy$258.2K
  • SS&C Technologies$233.4K
  • ExlService Holdings$226.4K
Show all 19
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Vanguard Intl Eqty I VEU 922042775 $6.3M 5.58% 83,984 SH
2 Apple Computer Inc AAPL 037833100 $6.3M 5.56% 24,779 SH
3 J P Morgan Chase JPM 46625H100 $5.0M 4.46% 17,138 SH
4 First Tr Dj Internet FDN 33733E302 $4.7M 4.19% 20,224 SH
5 Nvidia Corp NVDA 67066G104 $4.6M 4.10% 26,590 SH
6 Microsoft Corp MSFT 594918104 $4.2M 3.71% 11,331 SH
7 Schwab US Large Cap SCHX 808524201 $4.1M 3.66% 161,301 SH
8 Costco Whsl Corp New COST 22160K105 $3.4M 2.97% 3,363 SH
9 Mastercard Inc MA 57636Q104 $2.5M 2.23% 5,039 SH
10 Schwab US Small Cap SCHA 808524607 $2.3M 2.02% 78,536 SH
11 Alphabet Inc. Class GOOGL 02079K305 $1.8M 1.62% 6,355 SH
12 Linde Plc LIN G54950103 $1.7M 1.54% 3,500 SH
13 American Express Com AXP 025816109 $1.6M 1.39% 5,195 SH
14 Dover Corporation DOV 260003108 $1.6M 1.38% 7,508 SH
15 Stryker Corp SYK 863667101 $1.5M 1.35% 4,637 SH
16 Amazon Com Inc AMZN 023135106 $1.5M 1.35% 7,302 SH
17 Thermo Fisher Scient TMO 883556102 $1.5M 1.31% 3,010 SH
18 Marvell Technology I MRVL 573874104 $1.4M 1.28% 14,580 SH
19 SPDR Biotech XBI 78464A870 $1.4M 1.27% 11,204 SH
20 Automatic Data Proce ADP 053015103 $1.4M 1.25% 6,969 SH
21 Chevron Corp CVX 166764100 $1.3M 1.14% 6,220 SH
22 Boeing Co BA 097023105 $1.3M 1.11% 6,315 SH
23 Blackrock BLK 09290D101 $1.2M 1.09% 1,286 SH
24 Broadcom LTD AVGO 11135F101 $1.2M 1.09% 3,983 SH
25 Unitedhealth Group I UNH 91324P102 $1.2M 1.06% 4,429 SH
26 Bank of Amer 7.25 C BACPL 060505682 $1.1M 0.96% 915 SH
27 Home Depot Inc HD 437076102 $1.0M 0.91% 3,141 SH
28 Sch US Mid-Cap Etf SCHM 808524508 $1.0M 0.91% 33,250 SH
29 L3Harris Technologie LHX 502431109 $1.0M 0.91% 2,976 SH
30 Wells Fargo & Co New WFC 949746101 $1.0M 0.90% 12,728 SH
31 Cisco Systems Inc CSCO 17275R102 $997.1K 0.88% 12,851 SH
32 Wells Fargo Conv Pfd WFCPL 949746804 $985.2K 0.87% 853 SH
33 Eaton Corporation ETN G29183103 $923.5K 0.82% 2,582 SH
34 Pepsico Incorporated PEP 713448108 $907.8K 0.80% 5,846 SH
35 Ishares Core S&P 500 IVV 464287200 $897.5K 0.79% 1,374 SH
36 Johnson & Johnson JNJ 478160104 $877.5K 0.78% 3,590 SH
37 Exxon Mobil Corporat XOM 30231G102 $841.7K 0.74% 4,961 SH
38 Bank Of America Corp BAC 060505104 $841.3K 0.74% 17,257 SH
39 Disney Walt Hldg Co DIS 254687106 $837.1K 0.74% 8,685 SH
40 Starbucks Corp SBUX 855244109 $836.4K 0.74% 9,336 SH
41 Nike Inc Class B NKE 654106103 $786.7K 0.70% 14,894 SH
42 Kimberly-Clark Corp KMB 494368103 $756.5K 0.67% 7,842 SH
43 Vanguard Europe Pac VEA 921943858 $745.9K 0.66% 11,640 SH
44 CVS Health Corp CVS 126650100 $724.6K 0.64% 10,089 SH
45 Verizon Communicatio VZ 92343V104 $687.1K 0.61% 13,688 SH
46 Spdr Gold TRUST GLD 78463V107 $679.0K 0.60% 1,578 SH
47 S P D R TRUST Unit S SPY 78462F103 $657.5K 0.58% 1,011 SH
48 Innovator US Eqy Pow PSEP 45782C656 $650.5K 0.58% 15,108 SH
49 Illinois Tool Works ITW 452308109 $627.3K 0.56% 2,410 SH
50 Uber Technologies In UBER 90353T100 $611.4K 0.54% 8,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $113.0M 186 0000905729-26-000083
2025-12-31 2026-01-14 $117.3M 194 0000905729-26-000019