Meadow Brook Investment Advisors LLC Reduced Holdings in Q3 2025

Meadow Brook Investment Advisors LLC

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WHR
Whirlpool Corp

Consumer Cyclical
-835
- 36.87%
$77.47 - $110.59 $64.7K - $92.3K
1.43K $112M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-2.48K
- 31.17%
$43.4 - $48.34 $108K - $120K
5.48K $238M
MCHP
Microchip Technology Inc

Technology
-610
- 6.16%
$60.95 - $75.26 $37.2K - $45.9K
9.29K $597M
CSL
Carlisle Companies Inc

Industrials
-112
- 8.03%
$327.52 - $435.11 $36.7K - $48.7K
1.28K $422M
SNPS
Synopsys Inc

Technology
-118
- 14.66%
$387.78 - $645.35 $45.8K - $76.2K
687 $339M
F
Ford Motor CO

Consumer Cyclical
-7.79K
- 38.35%
$10.82 - $12.09 $84.2K - $94.1K
12.5K $150M
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.54%
$81.9 - $96.86 $4.1K - $4.84K
9.14K $773M
MMSI
Merit Medical Systems Inc

Healthcare
-70
- 2.34%
$80.06 - $96.01 $5.6K - $6.72K
2.92K $243M
WTFC
Wintrust Financial Corp

Financial Services
-442
- 15.18%
$122.55 - $139.81 $54.2K - $61.8K
2.47K $327M
UHS
Universal Health Services Inc

Healthcare
-274
- 24.6%
$154.95 - $204.44 $42.5K - $56K
840 $172M
RMBS
Rambus Inc

Technology
-1.66K
- 43.92%
$62.85 - $107.38 $104K - $178K
2.12K $221M
CW
Curtiss Wright Corp

Industrials
-107
- 14.44%
$472.43 - $542.94 $50.6K - $58.1K
634 $344M
STWD
Starwood Property Trust, Inc.

Real Estate
-30
- 0.17%
$19.37 - $20.97 $581 - $629
17.4K $337M
EWG
Ishares Msci Germany ETF

ETFs
-100
- 3.43%
$40.75 - $43.26 $4.08K - $4.33K
2.82K $117M
STLD
Steel Dynamics Inc

Basic Materials
-200
- 10.26%
N/A
1.75K $244M
DY
Dycom Industries Inc

Industrials
-272
- 17.44%
$244.32 - $294.01 $66.5K - $80K
1.29K $376M
AMZN
Amazon Com Inc

Consumer Cyclical
-23
- 0.32%
$211.65 - $238.24 $4.87K - $5.48K
7.14K $1.57B
PANW
Palo Alto Networks Inc

Technology
-5
- 0.21%
$167.06 - $208.19 $835 - $1.04K
2.35K $478M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-385
- 4.76%
$18.82 - $19.8 $7.25K - $7.62K
7.7K $150M
GPN
Global Payments Inc

Industrials
-175
- 4.19%
$77.61 - $90.01 $13.6K - $15.8K
4K $332M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-300
- 4.26%
$17.13 - $17.98 $5.14K - $5.39K
6.74K $120M
EXLS
Exl Service Holdings, Inc.

Technology
-45
- 0.84%
$41.4 - $45.43 $1.86K - $2.04K
5.34K $235M
ORCL
Oracle Corp

Technology
-88
- 22.11%
$218.96 - $328.33 $19.3K - $28.9K
310 $87.2M
DUK
Duke Energy Corp

Utilities
-30
- 2.01%
$116.31 - $125.93 $3.49K - $3.78K
1.46K $181M
FANG
Diamondback Energy, Inc.

Energy
-20
- 1.26%
$134.53 - $152.5 $2.69K - $3.05K
1.56K $224M
SITE
Site One Landscape Supply, Inc.

Industrials
-10
- 1.0%
$121.97 - $152.97 $1.22K - $1.53K
987 $127M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-395
- 2.73%
$28.15 - $30.13 $11.1K - $11.9K
14.1K $418M
RE
Everest Re Group LTD

Financial Services
-5
- 0.39%
N/A
1.27K $443M
VLO
Valero Energy Corp

Energy
-20
- 4.76%
$131.77 - $175.63 $2.64K - $3.51K
400 $68.1M
INTC
Intel Corp

Technology
-1.09K
- 24.27%
$19.31 - $35.5 $21K - $38.5K
3.39K $114M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-452
- 1.13%
$11.15 - $11.87 $5.04K - $5.37K
39.4K $457M
MA
Mastercard Inc

Financial Services
-35
- 0.69%
$550.18 - $598.96 $19.3K - $21K
5.02K $2.86B
PEAK
Healthpeak Properties, Inc.

Real Estate
-80
- 0.71%
N/A
11.3K $216M
MLI
Mueller Industries Inc

Industrials
-590
- 16.23%
$82.07 - $101.7 $48.4K - $60K
3.05K $308M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-150
- 0.71%
$21.69 - $23.34 $3.25K - $3.5K
21K $489M
WFC
Wells Fargo & Company

Financial Services
-305
- 2.39%
$77.05 - $85.16 $23.5K - $26K
12.4K $1.04B
ITW
Illinois Tool Works Inc

Industrials
-10
- 0.37%
$252.31 - $269.41 $2.52K - $2.69K
2.68K $698M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-210
- 1.27%
$25.29 - $28.33 $5.31K - $5.95K
16.3K $454M
BA
Boeing CO

Industrials
-2
- 0.03%
$209.79 - $237.38 $420 - $475
6.44K $1.39B
PEP
Pepsico Inc

Consumer Defensive
-65
- 1.08%
$133.81 - $152.16 $8.7K - $9.89K
5.95K $835M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-50
- 0.49%
$49.43 - $54.52 $2.47K - $2.73K
10.1K $545M
AXP
American Express CO

Financial Services
-55
- 1.07%
$294.27 - $342.31 $16.2K - $18.8K
5.07K $1.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.85%
$617.65 - $666.84 $6.18K - $6.67K
1.16K $773M
CVS
Cvs Health Corp

Healthcare
-140
- 1.35%
$58.75 - $76.5 $8.23K - $10.7K
10.2K $770M
OMC
Omnicom Group Inc.

Communication Services
-85
- 1.16%
$70.41 - $81.53 $5.98K - $6.93K
7.23K $589M
BWA
Borgwarner Inc

Consumer Cyclical
-525
- 5.99%
$34.53 - $44.44 $18.1K - $23.3K
8.24K $362M
JNJ
Johnson & Johnson

Healthcare
-231
- 5.96%
$155.17 - $185.42 $35.8K - $42.8K
3.65K $676M
MRVL
Marvell Technology, Inc.

Technology
-85
- 0.59%
$62.31 - $84.07 $5.3K - $7.15K
14.3K $1.2B
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 0.64%
$357.4 - $423.42 $7.15K - $8.47K
3.1K $1.25B
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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