MeadowBrook Investment Advisors LLC
โขCIK: 1308290โขFiling: Q4 2025
**MeadowBrook Investment Advisors LLC** manages $117M across a diversified portfolio of 194 positions. The firm exhibits notable concentration in technology and financial sectors, with top holdings including AAPL ($6.7M), VEU ($6.1M), and JPM ($5.5M). Significant allocations are also maintained in FDN ($5.5M), MSFT ($5.4M), and NVDA ($4.9M). This positioning suggests a tactical, large-cap growth orientation across established market leaders.
Total AUM
$117.3M
QoQ Performance
+0.7%
Positions
193
Top 10 Concentration
39.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
VEU
AAPL5.8%
VEU5.2%
JPM4.7%
FDN4.7%
MSFT4.6%
NVDA4.2%
SCHX3.6%
COST2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other48.9%
Technology18.9%
Financial12.5%
Consumer6.7%
Healthcare5.4%
Industrial1.7%
ETF1.5%
Materials1.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
โ31 increased
โ73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023