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Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879
13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COP Conocophillips Energy 5,259.0 $694K 0.15% +498.0 +10.5% $132.00 -18.4%
62 T AT&T Communication Services 23,582.0 $684K 0.15% +3K +14.8% $28.99 -24.1%
63 AEM Agnico Eagle Mines Limited Basic Materials 3,359.0 $682K 0.15% +165.0 +5.2% $202.98 -17.9%
64 ORCL Oracle Corporation Technology 4,602.0 $677K 0.15% +533.0 +13.1% $147.11 +25.3%
65 ADPV Adaptiv Select ETF 15,072.0 $636K 0.14% +6K +73.2% $42.17 +13.5%
66 CLIP Global X 1 3 Month T Bill ETF 6,201.0 $622K 0.14% +234.0 +3.9% $100.36 -0.1%
67 AMGN Amgen Inc. Healthcare 1,742.0 $613K 0.14% +188.0 +12.1% $351.85 -4.1%
68 MGNR American Beacon Select Funds GLG Nat Res ETF 10,989.0 $567K 0.12% +3K +37.2% $51.58 -1.0%
69 SSO ProShares Ultra S&P500 10,586.0 $549K 0.12% +475.0 +4.7% $51.88 +30.3%
70 SPGI S&P Global Incorporated Financial Services 1,244.0 $529K 0.12% +312.0 +33.5% $425.47 -3.4%
71 HYTR Counterpoint High Yield Trend ETF 24,756.0 $527K 0.12% +14K +138.7% $21.29 +0.4%
72 GEV GE Vernova Incorporated Utilities 567.0 $495K 0.11% +43.0 +8.2% $873.17 +27.1%
73 ICE Intercontinental Exchange Incorporated Financial Services 2,676.0 $421K 0.09% +373.0 +16.2% $157.27 -14.9%
74 MA Mastercard Inc Class A Financial Services 827.0 $413K 0.09% +113.0 +15.8% $499.66 -2.0%
75 SNA Snap On Incorporated Industrials 1,129.0 $410K 0.09% +242.0 +27.3% $363.27 +6.6%
76 BLK BlackRock Inc New Financial Services 422.0 $406K 0.09% +107.0 +34.0% $961.71 +9.2%
77 HMOP Hartford Municipal Opportnits ETF 10,291.0 $400K 0.09% +4K +75.1% $38.85 +0.6%
78 ALL Allstate Corporation Financial Services 1,854.0 $386K 0.09% +12.0 +0.7% $208.40 +6.1%
79 GCOW Pacer Global Cash Cows Dividend ETF 8,150.0 $377K 0.08% +3K +67.9% $46.24 -5.6%
80 ACN Accenture PLC F Class A Technology 1,841.0 $365K 0.08% +559.0 +43.6% $198.29 -35.5%
Page 4 of 5  ·  99 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 24.2%
Consumer Cyclical 19.2%
Financial Services 12.9%
Healthcare 11.5%
Industrials 9.8%
Communication Services 7.1%
Energy 6.1%
Consumer Defensive 3.9%
Basic Materials 3.4%
Utilities 1.4%