MeadowBrook Investment Advisors LLC

data from 31/12/2025

Capitalization

$ 117.314 M 0.73 %

Average holding period

7 ans

Performance

$ 23.631 M 22.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MeadowBrook Investment Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 Apple Computer Inc 5.75% 6.746 M $ 24813 2023/12/31 431.663 K $ 6.77 %
2025/12/31 Vanguard Intl Eqty I 5.19% 6.091 M $ 82805 2023/12/31 180.484 K $ 3.07 %
2025/12/31 J P Morgan Chase 4.70% 5.509 M $ 17096 2023/12/31 116.754 K $ 2.15 %
2025/12/31 First Tr Dj Internet 4.66% 5.469 M $ 20317 2023/12/31 -218.711 K $ -3.81 %
2025/12/31 Microsoft Corp 4.56% 5.353 M $ 11068 2023/12/31 -380.994 K $ -6.63 %
2025/12/31 Nvidia Corp 4.21% 4.935 M $ 26460 2023/12/31 -2.122 K $ -0.04 %
2025/12/31 Schwab US Large Cap 3.61% 4.239 M $ 157532 2023/12/31 90.348 K $ 2.16 %
2025/12/31 Costco Whsl Corp New 2.53% 2.966 M $ 3440 2023/12/31 -218.097 K $ -6.84 %
2025/12/31 Mastercard Inc 2.43% 2.854 M $ 4999 2023/12/31 10.399 K $ 0.36 %
2025/12/31 Alphabet Inc. Class 1.67% 1.955 M $ 6245 2023/12/31 446.311 K $ 28.75 %
2025/12/31 American Express Com 1.58% 1.857 M $ 5019 2023/12/31 191.557 K $ 11.38 %
2025/12/31 Automatic Data Proce 1.50% 1.757 M $ 6829 2023/12/31 -245.330 K $ -12.36 %
2025/12/31 Thermo Fisher Scient 1.44% 1.692 M $ 2920 2023/12/31 280.457 K $ 19.47 %
2025/12/31 Stryker Corp 1.39% 1.630 M $ 4638 2023/12/31 -82.664 K $ -4.92 %
2025/12/31 SPDR Biotech 1.39% 1.629 M $ 13364 2023/12/31 296.158 K $ 21.69 %
2025/12/31 Amazon Com Inc 1.39% 1.629 M $ 7058 2023/12/31 80.268 K $ 5.12 %
2025/12/31 Linde Plc 1.30% 1.524 M $ 3574 2023/12/31 -171.544 K $ -10.23 %
2025/12/31 Dover Corporation 1.25% 1.471 M $ 7533 2023/12/31 216.711 K $ 17.03 %
2025/12/31 Boeing Co 1.19% 1.391 M $ 6405 2023/12/31 8.307 K $ 0.60 %
2025/12/31 Unitedhealth Group I 1.14% 1.341 M $ 4062 2023/12/31 -62.992 K $ -4.40 %
2025/12/31 Broadcom LTD 1.13% 1.327 M $ 3833 2023/12/31 62.315 K $ 4.91 %
2025/12/31 Blackrock 1.13% 1.320 M $ 1233 2025/06/30 -117.024 K $ -8.19 %
2025/12/31 Marvell Technology I 1.04% 1.215 M $ 14295 2023/12/31 13.040 K $ 1.08 %
2025/12/31 Wells Fargo & Co New 0.99% 1.159 M $ 12438 2023/12/31 116.668 K $ 11.19 %
2025/12/31 Home Depot Inc 0.90% 1.060 M $ 3081 2023/12/31 -189.134 K $ -15.08 %
2025/12/31 Bank of Amer 7.25 C 0.90% 1.056 M $ 843 2023/12/31 -22.836 K $ -2.18 %
2025/12/31 Cisco Systems Inc 0.90% 1.055 M $ 13691 2023/12/31 117.879 K $ 12.58 %
2025/12/31 Bank Of America Corp 0.83% 978.835 K $ 17797 2023/12/31 62.051 K $ 6.61 %
2025/12/31 Chevron Corp 0.81% 955.611 K $ 6270 2023/12/31 -17.351 K $ -1.85 %
2025/12/31 Disney Walt Hldg Co 0.81% 953.961 K $ 8385 2023/12/31 -6.212 K $ -0.64 %
2025/12/31 Wells Fargo Conv Pfd 0.81% 952.607 K $ 786 2023/12/31 -17.967 K $ -1.81 %
2025/12/31 Ishares Core S&P 500 0.80% 941.108 K $ 1374 2024/12/31 21.489 K $ 2.34 %
2025/12/31 L3Harris Technologie 0.77% 904.489 K $ 3081 2023/12/31 -37.248 K $ -3.88 %
2025/12/31 Pepsico Incorporated 0.72% 839.736 K $ 5851 2023/12/31 18.313 K $ 2.19 %
2025/12/31 Eaton Corporation 0.70% 820.800 K $ 2577 2023/12/31 -132.103 K $ -14.89 %
2025/12/31 S P D R TRUST Unit S 0.68% 799.892 K $ 1173 2023/12/31 18.258 K $ 2.36 %
2025/12/31 CVS Health Corp 0.68% 796.695 K $ 10039 2023/12/31 40.529 K $ 5.27 %
2025/12/31 Nike Inc Class B 0.67% 788.348 K $ 12374 2023/12/31 -74.822 K $ -8.63 %
2025/12/31 Kimberly-Clark Corp 0.67% 785.328 K $ 7784 2023/12/31 -185.583 K $ -18.86 %
2025/12/31 Starbucks Corp 0.65% 760.922 K $ 9036 2023/12/31 -3.564 K $ -0.46 %
2025/12/31 Johnson & Johnson 0.64% 749.159 K $ 3620 2023/12/31 78.476 K $ 11.61 %
2025/12/31 Vanguard Europe Pac 0.63% 737.747 K $ 11810 2023/12/31 30.079 K $ 4.26 %
2025/12/31 Uber Technologies In 0.56% 660.625 K $ 8085 2024/03/31 -133.169 K $ -16.60 %
2025/12/31 Innovator US Eqy Pow 0.56% 660.498 K $ 15108 2024/12/31 11.750 K $ 1.79 %
2025/12/31 Illinois Tool Works 0.56% 656.390 K $ 2665 2023/12/31 -38.680 K $ -5.55 %
2025/12/31 Exxon Mobil Corporat 0.54% 637.922 K $ 5301 2023/12/31 40.234 K $ 6.73 %
2025/12/31 Spdr Gold TRUST 0.53% 625.377 K $ 1578 2023/12/31 64.445 K $ 11.49 %
2025/12/31 Eli Lilly & Co 0.53% 622.240 K $ 579 2023/12/31 199.163 K $ 40.85 %
2025/12/31 Microchip Technology 0.50% 591.959 K $ 9290 2023/12/31 -4.645 K $ -0.78 %
2025/12/31 Verizon Communicatio 0.48% 568.835 K $ 13966 2023/12/31 -43.006 K $ -7.33 %
2025/12/31 Omnicom Group Inc 0.47% 549.100 K $ 6800 2023/12/31 -5.639 K $ -0.96 %
2025/12/31 East West Bancorp 0.46% 542.394 K $ 4826 2023/12/31 28.607 K $ 5.58 %
2025/12/31 Waters Corp 0.46% 537.459 K $ 1415 2023/12/31 114.188 K $ 26.69 %
2025/12/31 Vanguard Emerging Ma 0.45% 533.353 K $ 9921 2023/12/31 -4.225 K $ -0.78 %
2025/12/31 Standex Internationa 0.44% 512.346 K $ 2358 2023/12/31 14.380 K $ 2.54 %
2025/12/31 Schw Intl Eq Etf 0.43% 502.268 K $ 20893 2023/12/31 15.973 K $ 3.26 %
2025/12/31 Tractor Supply Compa 0.41% 476.095 K $ 9520 2023/12/31 -65.993 K $ -12.06 %
2025/12/31 Schwab US Small Cap 0.40% 465.676 K $ 16351 2023/12/31 9.437 K $ 2.08 %
2025/12/31 Pfizer Incorporated 0.39% 452.109 K $ 18157 2023/12/31 -10.858 K $ -2.28 %
2025/12/31 Palo Alto Networks 0.37% 431.765 K $ 2344 2023/12/31 -45.617 K $ -9.54 %
2025/12/31 Invesco Preferred ET 0.37% 429.480 K $ 38210 2023/12/31 -14.187 K $ -3.10 %
2025/12/31 Everest Group 0.36% 419.437 K $ 1236 2023/12/31 -13.774 K $ -3.11 %
2025/12/31 Sch US Mid-Cap Etf 0.36% 417.823 K $ 13895 2023/12/31 6.058 K $ 1.45 %
2025/12/31 Carlisle Companies I 0.35% 405.582 K $ 1268 2023/12/31 -11.666 K $ -2.77 %
2025/12/31 Vanguard Bond Index 0.34% 397.991 K $ 5050 2024/12/31 3.995 K $ 0.91 %
2025/12/31 Dycom Industries Inc 0.34% 395.343 K $ 1170 2024/03/31 59.428 K $ 15.81 %
2025/12/31 Comerica Incorporate 0.33% 390.837 K $ 4496 2023/12/31 84.612 K $ 26.87 %
2025/12/31 Realty Income Corp 0.32% 375.988 K $ 6670 2023/12/31 -28.354 K $ -7.27 %
2025/12/31 United Parcel Servic 0.32% 375.335 K $ 3784 2023/12/31 68.888 K $ 18.75 %
2025/12/31 Borg Warner 0.32% 369.943 K $ 8210 2023/12/31 9.064 K $ 2.50 %
2025/12/31 Spdr Barclays Conver 0.31% 368.396 K $ 4130 2023/12/31 -5.732 K $ -1.44 %
2025/12/31 Sysco Corporation 0.31% 363.292 K $ 4930 2023/12/31 -42.644 K $ -10.51 %
2025/12/31 Artisan Part Asset M 0.30% 350.608 K $ 8606 2023/12/31 -14.571 K $ -6.13 %
2025/12/31 Curtiss Wright Corp 0.30% 350.608 K $ 636 2023/12/31 5.281 K $ 1.53 %
2025/12/31 Wintrust Financial C 0.29% 345.355 K $ 2470 2023/12/31 18.228 K $ 5.57 %
2025/12/31 IBM Corporation 0.28% 324.350 K $ 1095 2023/12/31 16.944 K $ 4.98 %
2025/12/31 Synopsys Inc 0.28% 322.698 K $ 687 2023/12/31 -16.261 K $ -4.80 %
2025/12/31 Merck & Co Inc 0.27% 321.359 K $ 3053 2023/12/31 65.120 K $ 25.41 %
2025/12/31 Leidos Holdings Inc 0.27% 316.061 K $ 1752 2024/12/31 -14.954 K $ -4.53 %
2025/12/31 D T E Energy Company 0.27% 311.616 K $ 2416 2023/12/31 -30.079 K $ -8.80 %
2025/12/31 Starwood Ppty TRUST 0.25% 298.336 K $ 16565 2023/12/31 -23.636 K $ -7.02 %
2025/12/31 Steel Dynamics 0.25% 296.538 K $ 1750 2023/12/31 52.534 K $ 21.53 %
2025/12/31 Planet Fitness Inc 0.25% 296.123 K $ 2730 2023/12/31 12.819 K $ 4.50 %
2025/12/31 Interface Inc 0.25% 288.414 K $ 10330 2024/12/31 -10.475 K $ -3.52 %
2025/12/31 Abbott Laboratories 0.24% 283.531 K $ 2263 2023/12/31 -19.574 K $ -6.46 %
2025/12/31 HealthEquity Inc 0.24% 280.785 K $ 3065 2023/12/31 -9.827 K $ -3.33 %
2025/12/31 Sch US Div Equity Et 0.23% 270.378 K $ 9857 2023/12/31 962.000 $ 0.48 %
2025/12/31 Norfolk Southern Cor 0.23% 267.066 K $ 925 2023/12/31 -10.813 K $ -3.89 %
2025/12/31 Goldman Sachs 0.22% 263.700 K $ 300 2025/06/30 20.249 K $ 10.38 %
2025/12/31 Vanguard Growth Etf 0.22% 263.444 K $ 540 2023/12/31 4.455 K $ 1.72 %
2025/12/31 Global Payments 0.22% 259.058 K $ 3347 2023/12/31 -22.702 K $ -6.84 %
2025/12/31 Coterra Energy 0.22% 258.199 K $ 9810 2023/12/31 26.192 K $ 11.29 %
2025/12/31 Mueller Industries 0.22% 256.004 K $ 2230 2023/12/31 41.686 K $ 13.54 %
2025/12/31 Merit Med Sys Inc 0.22% 255.782 K $ 2902 2023/12/31 14.322 K $ 5.90 %
2025/12/31 Alerian MLP Index ETN 0.21% 245.112 K $ 8195 2025/06/30 -33.219 K $ -15.07 %
2025/12/31 Nordson Corp 0.21% 243.556 K $ 1013 2023/12/31 13.655 K $ 5.94 %
2025/12/31 Coca Cola Company 0.21% 242.518 K $ 3469 2023/12/31 12.453 K $ 5.41 %
2025/12/31 Kinder Morgan 0.20% 235.369 K $ 8562 2023/12/31 -7.020 K $ -2.90 %
2025/12/31 Diamondback Energy I 0.20% 234.966 K $ 1563 2023/12/31 11.300 K $ 5.05 %
2025/12/31 SS&C Technologies 0.20% 233.411 K $ 2670 2023/12/31 -3.577 K $ -1.51 %