Arkolith/Funds/MeadowBrook Investment Advisors LLC

MeadowBrook Investment Advisors LLC

CIK 1308290
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

MeadowBrook Investment Advisors LLC holds a diversified book of 196 stocks worth $126.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Enersys and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show MeadowBrook Investment Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
212
new positions
Added to
33
existing
Trimmed
62
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.8%
+10.5%/yr · since Nov '24
Their reported book
+19.9%
held from quarter-end
S&P 500
+27.3%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
MeadowBrook Investment Advisors LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning MeadowBrook Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

ETF / fund or unclassified
29%
Information Technology
27%
Financials
13%
Industrials
7%
Consumer Discretionary
7%
Health Care
6%
Materials
4%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as MeadowBrook Investment Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$525.1B
JPMORGAN CHASE & CO80 / 80$479.1B
RAYMOND JAMES FINANCIAL INC80 / 80$75.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$73.2B
LPL Financial LLC80 / 80$61.7B
Creative Planning80 / 80$45.1B
TRUIST FINANCIAL CORP80 / 80$21.7B
Cerity Partners LLC80 / 80$21.7B

Ranked by how many of MeadowBrook Investment Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

196 positions
#SecurityValueShares% PortLast moveHistory
1Apple Computer Inc
Equity
$7.1M24.5K
5.6%
−1.2%
Reduced · −300 sh
2Vanguard Intl Eqty I
ETF
$7.0M83.4K
5.5%
−0.7%
Reduced · −608 sh
3J P Morgan Chase
Equity
$5.5M16.9K
4.4%
−1.2%
Reduced · −200 sh
4Nvidia Corp
Equity
$5.3M26.5K
4.2%
−0.4%
Reduced · −115 sh
5First Tr Dj Internet
ETF
$5.3M19.9K
4.2%
−1.7%
Reduced · −350 sh
6Schwab US Large Cap
ETF
$4.7M160.9K
3.8%
−0.2%
Reduced · −401 sh
7Microsoft Corp
Equity
$4.2M11.2K
3.3%
−1.2%
Reduced · −132 sh
8Marvell Technology I
Equity
$3.3M11.2K
2.6%
−23%
Reduced · −3K sh
9Schwab US Small Cap
ETF
$3.2M87.8K
2.5%
+12%
Added · +9K sh
10Costco Whsl Corp New
Equity
$3.1M3.4K
2.5%
−0.2%
Reduced · −7 sh
11Mastercard Inc
Equity
$2.6M5.0K
2.0%
−0.5%
Reduced · −24 sh
12Alphabet Inc. Class
Equity
$2.3M6.3K
1.8%
−0.1%
Reduced · −5 sh
13Unitedhealth Group I
Equity
$1.8M4.3K
1.4%
−4.0%
Reduced · −179 sh
14Linde Plc
Equity
$1.8M3.4K
1.4%
−3.2%
Reduced · −113 sh
15American Express Com
Equity
$1.7M5.1K
1.4%
−0.9%
Reduced · −49 sh
16Amazon Com Inc
Equity
$1.7M7.1K
1.3%
−2.5%
Reduced · −184 sh
17SPDR Biotech
ETF
$1.7M10.7K
1.3%
−4.8%
Reduced · −537 sh
18Dover Corporation
Equity
$1.7M7.5K
1.3%
−0.3%
Reduced · −20 sh
19Automatic Data Proce
Equity
$1.6M7.1K
1.3%
+2.0%
Added · +140 sh
20Stryker Corp
Equity
$1.6M5.0K
1.3%
+8.6%
Added · +398 sh
21Sch US Mid-Cap Etf
ETF
$1.5M40.6K
1.2%
+22%
Added · +7K sh
22Thermo Fisher Scient
Equity
$1.5M3.0K
1.2%
−1.2%
Reduced · −35 sh
23Broadcom LTD
Equity
$1.5M3.9K
1.2%
−1.7%
Reduced · −67 sh
24Cisco Systems Inc
Equity
$1.5M12.4K
1.2%
−3.8%
Reduced · −494 sh
25Boeing Co
Equity
$1.4M6.3K
1.1%
−0.2%
Reduced · −15 sh
26Blackrock
Equity
$1.2M1.3K
1.0%
−2.8%
Reduced · −36 sh
27Home Depot Inc
Equity
$1.1M3.2K
0.9%
+2.4%
Added · +75 sh
28Bank of Amer 7.25 C
Convertible
$1.1M890
0.9%
−2.7%
Reduced · −25 sh
29Chevron Corp
Equity
$1.1M6.7K
0.9%
+7.2%
Added · +445 sh
30Eaton Corporation
Equity
$1.1M2.6K
0.9%
−0.5%
Reduced · −12 sh
31Wells Fargo & Co New
Equity
$1.1M12.9K
0.8%
+1.6%
Added · +200 sh
32Ishares Core S&P 500
Equity
$1.0M1.4K
0.8%
Held
33CVS Health Corp
Equity
$1.0M9.9K
0.8%
−2.1%
Reduced · −215 sh
34Wells Fargo Conv Pfd
Convertible
$1.0M868
0.8%
+1.8%
Added · +15 sh
35Bank Of America Corp
Equity
$983K17.3K
0.8%
Held
36Starbucks Corp
Equity
$949K9.3K
0.8%
−0.5%
Reduced · −45 sh
37Johnson & Johnson
Equity
$912K3.6K
0.7%
Held
38L3Harris Technologie
Equity
$897K3.1K
0.7%
+3.7%
Added · +110 sh
39Kimberly-Clark Corp
Equity
$859K7.8K
0.7%
−0.3%
Reduced · −20 sh
40Disney Walt Hldg Co
Equity
$835K8.7K
0.7%
−0.1%
Reduced · −10 sh
41Vanguard Europe Pac
ETF
$826K11.6K
0.7%
−0.4%
Reduced · −50 sh
42Pepsico Incorporated
Equity
$806K6.0K
0.6%
+1.8%
Added · +105 sh
43Microchip Technology
Equity
$785K8.6K
0.6%
−8.8%
Reduced · −835 sh
44Innovator US Eqy Pow
Equity
$765K16.6K
0.6%
+9.9%
Added · +2K sh
45S P D R Trust Unit S
ETF
$745K997
0.6%
−1.4%
Reduced · −14 sh
46Eli Lilly & Co
Equity
$679K566
0.5%
−6.8%
Reduced · −41 sh
47Exxon Mobil Corporat
Equity
$678K5.0K
0.5%
Held
48Standex Internationa
Equity
$671K1.9K
0.5%
−1.6%
Reduced · −30 sh
49Palo Alto Networks
Equity
$654K1.9K
0.5%
−21%
Reduced · −496 sh
50Illinois Tool Works
Equity
$652K2.4K
0.5%
Held
Showing 50 of 196 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026196$126.2M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026186$113.0M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026194$117.3M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025187$116.5M13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025231$112.0M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025276$107.1M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025310$112.8M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024336$110.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.