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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 TSCO Tractor Supply Company Consumer Cyclical 6,013 $301K 0.07% SOLD
22 MDLZ Mondelez Intl Class A Consumer Defensive 5,111 $278K 0.06% SOLD
23 WAB Wabtec Industrials 1,186 $253K 0.06% SOLD
24 UHS Universal HLTH SVCS Incorporated Class B Healthcare 1,091 $238K 0.06% SOLD
25 MLI Mueller Industries Incorporated Industrials 2,070 $238K 0.06% SOLD
26 EXEL Exelixis Inc Healthcare 5,386 $236K 0.05% SOLD
27 CACI Caci International Incorporated Class A Technology 417 $222K 0.05% SOLD
28 SPXL Direxion Daily S&P 500 Bull 3X Shares 1,000 $221K 0.05% SOLD
29 G Genpact Limited SHS Technology 4,579 $214K 0.05% SOLD
30 TROW Price T Rowe Group Incorporated Financial Services 2,082 $213K 0.05% SOLD
31 ACGL Arch Cap Group Limited Ord Financial Services 2,206 $212K 0.05% SOLD
32 SSNC SS&C Technologies HLDGS Incorporated Technology 2,408 $211K 0.05% SOLD
33 MTG Mgic Invt Corporation Wis Financial Services 7,153 $209K 0.05% SOLD
34 DIA SPDR Dow Jones Industrial Average ETF Trust Financial Services 431 $208K 0.05% SOLD
35 ACT Enact HLDGS Incorporated Financial Services 5,193 $206K 0.05% SOLD
36 ESNT Essent Group Limited Financial Services 3,152 $205K 0.05% SOLD
Page 2 of 2  ·  36 positions
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%