Meadowbrook Advisors Group, LLC
Net seller this quarter
$187M
143
-$6.26M
26.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $15.1M | 8.06% | 0.00% | -4.9% | Q4 2025 |
 GOOGL | $5.1M | 2.73% | 0.00% | -7.3% | Q4 2025 |
 MSFT | $4.95M | 2.65% | 0.00% | -12.2% | Q4 2025 |
 V | $4.94M | 2.64% | 0.00% | -7.5% | Q4 2025 |
 NVDA | $3.89M | 2.08% | 0.00% | +12.0% | Q4 2025 |
 UNH | $3.65M | 1.95% | 0.00% | -2.3% | Q4 2025 |
 JPM | $3.3M | 1.76% | 0.00% | -7.9% | Q4 2025 |
 XOM | $2.91M | 1.56% | 0.00% | -4.6% | Q4 2025 |
 PGR | $2.8M | 1.50% | 0.00% | +12.3% | Q4 2025 |
 AZO | $2.75M | 1.47% | 0.01% | -0.8% | Q4 2025 |
 IBM | $2.7M | 1.44% | 0.00% | -1.0% | Q4 2025 |
 TXN | $2.68M | 1.43% | 0.00% | -8.1% | Q4 2025 |
 MS | $2.54M | 1.36% | 0.00% | -13.2% | Q4 2025 |
 AMZN | $2.39M | 1.28% | 0.00% | -21.0% | Q4 2025 |
 WMT | $2.34M | 1.25% | 0.00% | -8.7% | Q4 2025 |
 KO | $2.33M | 1.24% | 0.00% | -16.9% | Q4 2025 |
 AVGO | $2.16M | 1.16% | 0.00% | +23.1% | Q4 2025 |
 ABBV | $2.14M | 1.15% | 0.00% | -5.4% | Q4 2025 |
| GOOG | $2.03M | 1.09% | Not reported | +219.3% | Q4 2025 |
 ORLY | $1.95M | 1.04% | 0.00% | -2.0% | Q4 2025 |
 GD | $1.89M | 1.01% | 0.00% | -17.6% | Q4 2025 |
 MA | $1.83M | 0.98% | 0.00% | +2.5% | Q4 2025 |
 MU | $1.82M | 0.97% | 0.00% | +31.3% | Q4 2025 |
 NEE | $1.78M | 0.95% | 0.00% | -22.9% | Q4 2025 |
 TJX | $1.71M | 0.92% | 0.00% | +0.8% | Q4 2025 |
 JNJ | $1.71M | 0.92% | 0.00% | -5.0% | Q4 2025 |
 ACGL | $1.71M | 0.91% | 0.01% | +25.0% | Q4 2025 |
 AMD | $1.67M | 0.89% | 0.00% | +2.1% | Q4 2025 |
 META | $1.59M | 0.85% | Not reported | +11.6% | Q4 2025 |
 PANW | $1.56M | 0.84% | 0.00% | -2.8% | Q4 2025 |
 HD | $1.55M | 0.83% | 0.00% | -33.0% | Q4 2025 |
 AMGN | $1.55M | 0.83% | 0.00% | -26.8% | Q4 2025 |
 APD | $1.47M | 0.78% | 0.00% | -20.3% | Q4 2025 |
 ADI | $1.46M | 0.78% | 0.00% | -12.8% | Q4 2025 |
 EXPD | $1.39M | 0.74% | 0.01% | -2.1% | Q4 2025 |
 LRCX | $1.37M | 0.73% | 0.00% | +8.7% | Q4 2025 |
 AMAT | $1.35M | 0.72% | 0.00% | -16.9% | Q4 2025 |
 BRK.B | $1.34M | 0.71% | Not reported | -2.6% | Q4 2025 |
 TSM | $1.33M | 0.71% | 0.00% | +7.6% | Q4 2025 |
 NKE | $1.19M | 0.64% | 0.00% | +341.0% | Q4 2025 |
 ECL | $1.16M | 0.62% | 0.00% | -43.2% | Q4 2025 |
 APH | $1.16M | 0.62% | 0.00% | -12.4% | Q4 2025 |
 DIS | $1.12M | 0.60% | 0.00% | -1.0% | Q4 2025 |
 WMB | $1.11M | 0.59% | 0.00% | +177.3% | Q4 2025 |
 PG | $1.1M | 0.59% | 0.00% | -37.0% | Q4 2025 |
 MCO | $1.07M | 0.57% | 0.00% | -4.1% | Q4 2025 |
 RTX | $1.07M | 0.57% | 0.00% | +26.7% | Q4 2025 |
 SO | $1.06M | 0.57% | 0.00% | -44.6% | Q4 2025 |
 FAST | $1.03M | 0.55% | 0.00% | -3.1% | Q4 2025 |
 DPZ | $995K | 0.53% | 0.01% | +2.6% | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $13.9M | 8.27% | 0.00% | -6.9% | Q4 2025 |
| MSFT | $5.6M | 3.33% | 0.00% | -1.5% | Q4 2025 |
| V | $4.71M | 2.80% | 0.00% | +2.6% | Q4 2025 |
| GOOGL | $4.42M | 2.63% | 0.00% | +1.1% | Q4 2025 |
| XOM | $3.79M | 2.25% | 0.00% | -5.9% | Q4 2025 |
| JPM | $3.22M | 1.91% | 0.00% | -7.3% | Q4 2025 |
| NVDA | $3.03M | 1.80% | 0.00% | +1.1% | Q4 2025 |
| AZO | $2.94M | 1.74% | 0.01% | -1.5% | Q4 2025 |
| WMT | $2.81M | 1.67% | 0.00% | -7.1% | Q4 2025 |
| AMZN | $2.64M | 1.57% | 0.00% | +5.8% | Q4 2025 |
| KO | $2.62M | 1.56% | 0.00% | -6.6% | Q4 2025 |
| NEE | $2.44M | 1.45% | 0.00% | -8.4% | Q4 2025 |
| UNH | $2.43M | 1.45% | 0.00% | +23.8% | Q4 2025 |
| IBM | $2.35M | 1.40% | 0.00% | -0.4% | Q4 2025 |
| MS | $2.3M | 1.37% | 0.00% | -8.7% | Q4 2025 |
| PGR | $2.26M | 1.34% | 0.00% | +8.2% | Q4 2025 |
| GD | $2.22M | 1.32% | 0.00% | -8.3% | Q4 2025 |
| HD | $2.16M | 1.28% | 0.00% | -6.8% | Q4 2025 |
 CME | $2.14M | 1.27% | 0.00% | -8.8% | Q4 2025 |
 HSY | $2.08M | 1.24% | 0.00% | -10.1% | Q4 2025 |
| AMGN | $2.05M | 1.22% | 0.00% | -9.0% | Q4 2025 |
| ORLY | $2M | 1.19% | 0.00% | -1.5% | Q4 2025 |
| ABBV | $1.96M | 1.16% | 0.00% | +0.1% | Q4 2025 |
| ECL | $1.95M | 1.16% | 0.00% | -7.6% | Q4 2025 |
| SO | $1.93M | 1.15% | 0.00% | -9.3% | Q4 2025 |
| TXN | $1.9M | 1.13% | 0.00% | -3.2% | Q4 2025 |
| APD | $1.82M | 1.08% | 0.00% | -8.3% | Q4 2025 |
| TJX | $1.79M | 1.07% | 0.00% | -0.2% | Q4 2025 |
 HON | $1.79M | 1.07% | 0.00% | -8.7% | Q4 2025 |
 MCD | $1.77M | 1.05% | 0.00% | -9.1% | Q4 2025 |
 MDT | $1.76M | 1.04% | 0.00% | -9.6% | Q4 2025 |
| MA | $1.74M | 1.03% | 0.00% | -0.9% | Q4 2025 |
| JNJ | $1.74M | 1.03% | 0.00% | -6.0% | Q4 2025 |
| PG | $1.71M | 1.02% | 0.00% | -5.9% | Q4 2025 |
 ROST | $1.51M | 0.90% | 0.00% | -44.2% | Q4 2025 |
| META | $1.45M | 0.86% | Not reported | +11.4% | Q4 2025 |
| AVGO | $1.44M | 0.86% | 0.00% | +10.2% | Q4 2025 |
| ACGL | $1.35M | 0.80% | 0.00% | +2.3% | Q4 2025 |
| ADI | $1.34M | 0.80% | 0.00% | -1.1% | Q4 2025 |
| BRK.B | $1.31M | 0.78% | Not reported | +14.3% | Q4 2025 |
 MRK | $1.25M | 0.75% | 0.00% | -9.6% | Q4 2025 |
| EXPD | $1.25M | 0.74% | 0.01% | -1.6% | Q4 2025 |
| DPZ | $1.18M | 0.70% | 0.01% | -1.5% | Q4 2025 |
| DIS | $1.13M | 0.67% | 0.00% | -1.7% | Q4 2025 |
 GLD | $1.09M | 0.65% | 0.00% | +14.7% | Q4 2025 |
| MCO | $1.07M | 0.64% | 0.00% | -2.8% | Q4 2025 |
 TFC | $1.04M | 0.62% | 0.00% | -9.2% | Q4 2025 |
| FAST | $1.02M | 0.61% | 0.00% | -1.7% | Q4 2025 |
| APH | $947K | 0.56% | 0.00% | -1.9% | Q4 2025 |
| TSM | $873K | 0.52% | 0.00% | -4.4% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $16M | 8.97% | 0.00% | New | Q4 2025 |
| MSFT | $7.42M | 4.16% | 0.00% | New | Q4 2025 |
| V | $5.32M | 2.98% | 0.00% | New | Q4 2025 |
| GOOGL | $4.76M | 2.67% | 0.00% | New | Q4 2025 |
| JPM | $3.8M | 2.13% | 0.00% | New | Q4 2025 |
| NVDA | $3.2M | 1.80% | 0.00% | New | Q4 2025 |
| AZO | $2.99M | 1.68% | 0.01% | New | Q4 2025 |
| IBM | $2.89M | 1.62% | 0.00% | New | Q4 2025 |
| XOM | $2.85M | 1.60% | 0.00% | New | Q4 2025 |
| AMZN | $2.77M | 1.55% | 0.00% | New | Q4 2025 |
| MS | $2.72M | 1.52% | 0.00% | New | Q4 2025 |
| WMT | $2.71M | 1.52% | 0.00% | New | Q4 2025 |
| KO | $2.58M | 1.45% | 0.00% | New | Q4 2025 |
| HD | $2.42M | 1.36% | 0.00% | New | Q4 2025 |
| PGR | $2.4M | 1.35% | 0.00% | New | Q4 2025 |
| UNH | $2.4M | 1.34% | 0.00% | New | Q4 2025 |
| GD | $2.38M | 1.33% | 0.00% | New | Q4 2025 |
| NEE | $2.3M | 1.29% | 0.00% | New | Q4 2025 |
| ROST | $2.25M | 1.26% | 0.00% | New | Q4 2025 |
| CME | $2.17M | 1.21% | 0.00% | New | Q4 2025 |
| MDT | $2.16M | 1.21% | 0.00% | New | Q4 2025 |
| AMGN | $2.1M | 1.18% | 0.00% | New | Q4 2025 |
| ECL | $2.08M | 1.17% | 0.00% | New | Q4 2025 |
| ABBV | $2.06M | 1.15% | 0.00% | New | Q4 2025 |
| HSY | $2.03M | 1.14% | 0.01% | New | Q4 2025 |
| ORLY | $2M | 1.12% | 0.00% | New | Q4 2025 |
| MA | $2M | 1.12% | 0.00% | New | Q4 2025 |
| SO | $1.92M | 1.08% | 0.00% | New | Q4 2025 |
| MCD | $1.92M | 1.07% | 0.00% | New | Q4 2025 |
 CMI | $1.87M | 1.05% | 0.00% | New | Q4 2025 |
| PG | $1.81M | 1.01% | 0.00% | New | Q4 2025 |
| TXN | $1.75M | 0.98% | 0.00% | New | Q4 2025 |
| TJX | $1.73M | 0.97% | 0.00% | New | Q4 2025 |
| HON | $1.7M | 0.95% | 0.00% | New | Q4 2025 |
| APD | $1.69M | 0.95% | 0.00% | New | Q4 2025 |
| JNJ | $1.56M | 0.88% | 0.00% | New | Q4 2025 |
| META | $1.5M | 0.84% | Not reported | New | Q4 2025 |
| AVGO | $1.46M | 0.82% | 0.00% | New | Q4 2025 |
| DPZ | $1.39M | 0.78% | 0.01% | New | Q4 2025 |
| DIS | $1.36M | 0.76% | 0.00% | New | Q4 2025 |
| EXPD | $1.32M | 0.74% | 0.01% | New | Q4 2025 |
| ACGL | $1.32M | 0.74% | 0.00% | New | Q4 2025 |
| MCO | $1.29M | 0.73% | 0.00% | New | Q4 2025 |
| TFC | $1.22M | 0.69% | 0.00% | New | Q4 2025 |
| MRK | $1.21M | 0.68% | 0.00% | New | Q4 2025 |
| BRK.B | $1.21M | 0.68% | Not reported | New | Q4 2025 |
| ADI | $1.16M | 0.65% | 0.00% | New | Q4 2025 |
 ORCL | $1.09M | 0.61% | 0.00% | New | Q4 2025 |
| APH | $1.03M | 0.58% | 0.00% | New | Q4 2025 |
 NOW | $987K | 0.55% | 0.00% | New | Q4 2025 |