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Portfolio (Quarterly) Guide ↗

Meadowbrook Advisors Group, LLC

· CIK 0002119283
13F Portfolio $187M AUM 169 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 30 Added 77 Reduced 12 Exited
Page 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GILD GILEAD SCIENCES INC Healthcare 2,184.0 $276K 0.15% -318.0 -12.7% $126.34 +15.3%
142 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,354.0 $272K 0.14% $81.16 -9.8%
143 FANG DIAMONDBACK ENERGY INC Energy 1,547.0 $272K 0.14% -863.0 -35.8% $175.78 +12.5%
144 TRV TRAVELERS COMPANIES INC Financial Services 812.0 $268K 0.14% NEW $330.12 +12.1%
145 T AT&T INC Communication Services 12,932.0 $268K 0.14% -704.0 -5.2% $20.70 +25.6%
146 DE DEERE & CO Industrials 414.0 $263K 0.14% NEW $634.33 -0.6%
147 WEC WEC ENERGY GROUP INC Utilities 2,200.0 $257K 0.14% $116.77 -9.0%
148 BNDX VANGUARD CHARLOTTE FDS 5,240.0 $254K 0.14% -3K -36.4% $48.43 -1.7%
149 DVN DEVON ENERGY CORP NEW Energy 6,122.0 $253K 0.14% NEW $41.32 +14.6%
150 IGLB ISHARES TR 5,055.0 $253K 0.14% -4K -42.0% $50.04 -3.7%
151 VZ VERIZON COMMUNICATIONS INC Communication Services 5,917.0 $251K 0.13% -1K -18.8% $42.34 +18.3%
152 SNOW SNOWFLAKE INC Technology 969.0 $247K 0.13% NEW $254.50 +28.9%
153 CB CHUBB LIMITED Financial Services 715.0 $244K 0.13% NEW $340.74 -0.2%
154 TMUS T-MOBILE US INC Communication Services 1,449.0 $243K 0.13% NEW $167.73 +8.1%
155 BSV VANGUARD BD INDEX FDS 3,100.0 $242K 0.13% -2K -35.4% $77.91 -0.5%
156 SPOT SPOTIFY TECHNOLOGY S A Communication Services 522.0 $240K 0.13% -213.0 -29.0% $459.13 +19.2%
157 VMC VULCAN MATLS CO Basic Materials 794.0 $234K 0.12% NEW $295.01 -6.9%
158 TD TORONTO DOMINION BK ONT Financial Services 1,890.0 $230K 0.12% NEW $121.43 -0.1%
159 XYL XYLEM INC Industrials 1,939.0 $229K 0.12% -860.0 -30.7% $118.21 -5.8%
160 MSI MOTOROLA SOLUTIONS INC Technology 536.0 $223K 0.12% $415.29 +17.0%
Page 8 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 18.0%
Consumer Cyclical 11.3%
Healthcare 9.9%
Industrials 7.2%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 3.3%
Utilities 3.1%
Basic Materials 2.4%