SEC 13F Intelligence

Managers / Q1 2026

MeadowBrook Investment Advisors LLC

CIK 0001308290 · 17199 N. LAUREL PARK DRIVE, STE. # 311, LIVONIA, MI, 48152 · 734-953-8688

Reported Value
$113M
Q1 2026
Positions
186
Filings on Record
10
2019–present window
Filed
Apr 22, 2026
original filing

Summary

Meadowbrook Investment Advisors LLC reported $113M in U.S.-listed holdings across 186 positions for Q1 2026.

Its largest position, Vanguard Intl Eqty I, represents 5.6% of the portfolio.

Compared with Q4 2025, the fund opened 11 new positions and exited 19.

Portfolio Metrics

Turnover
+6.9%
vs prior filed quarter
Top-10 Concentration
+38.5%
share of reported value
Largest Position
+5.6%
Vanguard Intl Eqty I
New / Exited
11 / 19
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $105MQ4 ’23Q1 ’24: $107MQ2 ’24: $106MQ2 ’24Q3 ’24: $111MQ4 ’24: $113MQ4 ’24Q1 ’25: $107MQ2 ’25: $112MQ2 ’25Q3 ’25: $116MQ4 ’25: $117MQ4 ’25Q1 ’26: $113Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 67.2%ETP: 27.1%Other: 2.7%PUBLIC: 1.8%REIT: 0.8%Other: 0.4%
  • Common Stock · 67.2% · $76M
  • ETP · 27.1% · $31M
  • Other · 2.7% · $3M
  • PUBLIC · 1.8% · $2M
  • REIT · 0.8% · $951,271
  • Other · 0.4% · $399,451

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NFLXNetflix IncNEW+4.8K4.8K+$462,482$462,482
Avantis US Equity EtNEW+3.5K3.5K+$392,465$392,465
FITBFifth Third BankNEW+7.5K7.5K+$348,030$348,030
BALLBall CorporationNEW+3.3K3.3K+$195,063$195,063
PRPermian Res CorpNEW+8.3K8.3K+$177,382$177,382
HUBBHubbell IncNEW+257257+$126,120$126,120
FAFFirst American FinanNEW+1.9K1.9K+$116,963$116,963
Avantis US Small CapNEW+540540+$59,654$59,654

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1Vanguard Intl Eqty IETF5.58%$6M84.0K
2AAPLApple Computer Inchistory →Equity5.56%$6M24.8K
3JPMJ P Morgan Chasehistory →Equity4.46%$5M17.1K
4First Tr Dj InternetETF4.19%$5M20.2K
5NVDANvidia Corphistory →Equity4.10%$5M26.6K
6MSFTMicrosoft Corphistory →Equity3.71%$4M11.3K
7Schwab US Large CapETF3.66%$4M161.3K
8COSTCostco Whsl Corp Newhistory →Equity2.97%$3M3.4K
9MAMastercard Inchistory →Equity2.23%$3M5.0K
10Schwab US Small CapETF2.02%$2M78.5K
11GOOGLAlphabet Inc. Classhistory →Equity1.62%$2M6.4K
12Linde PlcEquity1.54%$2M3.5K
13AXPAmerican Express Comhistory →Equity1.39%$2M5.2K
14DOVDover Corporationhistory →Equity1.38%$2M7.5K
15SYKStryker Corphistory →Equity1.35%$2M4.6K
16AMZNAmazon Com Inchistory →Equity1.35%$2M7.3K
17TMOThermo Fisher Scienthistory →Equity1.31%$1M3.0K
18MRVLMarvell Technology Ihistory →Equity1.28%$1M14.6K
19SPDR BiotechETF1.27%$1M11.2K
20ADPAutomatic Data Procehistory →Equity1.25%$1M7.0K
21CHVChevron Corphistory →Equity1.14%$1M6.2K
22BABoeing Cohistory →Equity1.11%$1M6.3K
23BLKBlackrockhistory →Equity1.09%$1M1.3K
24AVGOBroadcom LTDhistory →Equity1.09%$1M4.0K
25UNHUnitedhealth Group Ihistory →Equity1.06%$1M4.4K
26Bank of Amer 7.25 CConvertible0.96%$1M915
27HDHome Depot IncEquity0.91%$1M3.1K
28Sch US Mid-Cap EtfETF0.91%$1M33.3K
29LHXL3Harris TechnologieEquity0.91%$1M3.0K
30WFCWells Fargo & Co NewEquity0.90%$1M12.7K
31CSCOCisco Systems IncEquity0.88%$997,10912.9K
32Wells Fargo Conv PfdConvertible0.87%$985,191853
33Eaton CorporationEquity0.82%$923,5042.6K
34PEPPepsico IncorporatedEquity0.80%$907,8255.8K
35Ishares Core S&P 500Equity0.79%$897,5111.4K
36JNJJohnson & JohnsonEquity0.78%$877,5403.6K
37EXMOCExxon Mobil CorporatEquity0.74%$841,6835.0K
38BACBank Of America CorpEquity0.74%$841,27917.3K
39DISDisney Walt Hldg CoEquity0.74%$837,0608.7K
40SBUXStarbucks CorpEquity0.74%$836,4129.3K
41NKENike Inc Class BEquity0.70%$786,70114.9K
42KMBKimberly-Clark CorpEquity0.67%$756,5187.8K
43Vanguard Europe PacETF0.66%$745,86711.6K
44CVSCVS Health CorpEquity0.64%$724,59210.1K
45BACVerizon CommunicatioEquity0.61%$687,13813.7K
46GQ9Spdr Gold TRUSTETF0.60%$678,9981.6K
47S P D R TRUST Unit SETF0.58%$657,4941.0K
48Innovator US Eqy PowEquity0.58%$650,55015.1K
49ITWIllinois Tool WorksEquity0.56%$627,2992.4K
50UBERUber Technologies InEquity0.54%$611,4058.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$113M186Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$117M194Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$116M187Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$112M231Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$107M276Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$113M310Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$111M336Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$106M330Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$107M335Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$105M345Feb 6, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.