Meadowbrook Advisors Group, LLC

Est. AUM

$168.3M

13F long equity, this entity only

Positions

136

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$13.9M	54801	8.27%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.0M	109204	4.16%	SOLE
3	MICROSOFT CORP	COM	$5.6M	15125	3.33%	SOLE
4	VISA INC	COM CL A	$4.7M	15570	2.80%	SOLE
5	ALPHABET INC	CAP STK CL A	$4.4M	15388	2.63%	SOLE
6	EXXON MOBIL CORP	COM	$3.8M	22323	2.25%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.7M	67768	2.18%	SOLE
8	JPMORGAN CHASE & CO	COM	$3.2M	10942	1.91%	SOLE
9	NVIDIA CORPORATION	COM	$3.0M	17372	1.80%	SOLE
10	AUTOZONE INC	COM	$2.9M	869	1.74%	SOLE
11	WALMART INC	COM	$2.8M	22638	1.67%	SOLE
12	INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$2.7M	117594	1.61%	SOLE
13	AMAZON COM INC	COM	$2.6M	12689	1.57%	SOLE
14	COCA COLA CO	COM	$2.6M	34428	1.56%	SOLE
15	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$2.5M	33999	1.51%	SOLE
16	NEXTERA ENERGY INC	COM	$2.4M	26269	1.45%	SOLE
17	UNITEDHEALTH GROUP INC	COM	$2.4M	8988	1.45%	SOLE
18	INTERNATIONAL BUSINESS MACHS	COM	$2.4M	9702	1.40%	SOLE
19	MORGAN STANLEY	COM NEW	$2.3M	13997	1.37%	SOLE
20	PROGRESSIVE CORP	COM	$2.3M	11412	1.34%	SOLE
21	GENERAL DYNAMICS CORP	COM	$2.2M	6478	1.32%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$2.2M	3314	1.29%	SOLE
23	HOME DEPOT INC	COM	$2.2M	6557	1.28%	SOLE
24	CME GROUP INC	COM	$2.1M	7233	1.27%	SOLE
25	HERSHEY CO	COM	$2.1M	10017	1.24%	SOLE
26	AMGEN INC	COM	$2.1M	5837	1.22%	SOLE
27	OREILLY AUTOMOTIVE INC	COM	$2.0M	21651	1.19%	SOLE
28	ABBVIE INC	COM	$2.0M	9008	1.16%	SOLE
29	ECOLAB INC	COM	$2.0M	7337	1.16%	SOLE
30	SOUTHERN CO	COM	$1.9M	19976	1.15%	SOLE
31	TEXAS INSTRS INC	COM	$1.9M	9778	1.13%	SOLE
32	AIR PRODUCTS AND CHEMICALS I	COM	$1.8M	6276	1.08%	SOLE
33	HONEYWELL INTL INC	COM	$1.8M	7930	1.07%	SOLE
34	TJX COS INC NEW	COM	$1.8M	11224	1.07%	SOLE
35	MCDONALDS CORP	COM	$1.8M	5701	1.05%	SOLE
36	MEDTRONIC PLC	SHS	$1.8M	20291	1.04%	SOLE
37	MASTERCARD INCORPORATED	CL A	$1.7M	3475	1.03%	SOLE
38	JOHNSON & JOHNSON	COM	$1.7M	7098	1.03%	SOLE
39	PROCTER & GAMBLE CO	COM	$1.7M	11867	1.02%	SOLE
40	ROSS STORES INC	COM	$1.5M	6974	0.90%	SOLE
41	META PLATFORMS INC	CL A	$1.5M	2537	0.86%	SOLE
42	BROADCOM INC	COM	$1.4M	4652	0.86%	SOLE
43	ARCH CAP GROUP LTD	ORD	$1.4M	14072	0.80%	SOLE
44	ANALOG DEVICES INC	COM	$1.3M	4220	0.80%	SOLE
45	VANECK ETF TRUST	LONG MUNI ETF	$1.3M	76762	0.80%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2740	0.78%	SOLE
47	MERCK & CO INC	COM	$1.3M	10426	0.75%	SOLE
48	EXPEDITORS INTL WASH INC	COM	$1.2M	8714	0.74%	SOLE
49	DOMINOS PIZZA INC	COM	$1.2M	3276	0.70%	SOLE
50	DISNEY WALT CO	COM	$1.1M	11775	0.67%	SOLE

1–50 of 136

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.