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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHEL Shell PLC Spon Ads Energy 3,079.0 $286K 0.06% NEW $93.00 -15.3%
42 MIY BlackRock Muniy Michigan Financial Services 23,645.0 $282K 0.06% NEW $11.93 +1.5%
43 PH Parker-Hannifin Corporation Industrials 313.0 $280K 0.06% NEW $895.35 +6.5%
44 PSX Phillips 66 Energy 1,452.0 $265K 0.06% NEW $182.18 -8.8%
45 XLV SPDR Health Care Select 1,763.0 $258K 0.06% NEW $146.61 +1.9%
46 PBR Petroleo Brasileiro SA Petrobr Sponsored ADR Energy 12,333.0 $256K 0.06% NEW $20.75 -19.3%
47 HAL Halliburton Company Energy 6,534.0 $255K 0.06% NEW $38.99 -10.4%
48 GD General Dynamics Corporation Industrials 736.0 $253K 0.06% NEW $343.22 +2.0%
49 LYB Lyondellbasell Industries N V SHS - A - Basic Materials 3,120.0 $251K 0.06% NEW $80.56 -25.4%
50 BP BP PLC F Sponsored ADR Energy 5,228.0 $246K 0.05% NEW $47.00 -16.8%
51 VWO Vanguard MSCI Emerging Markets ETF 13,000.0 $243K 0.05% NEW $18.69 +225.1%
52 VLO Valero Energy Corp Energy 954.0 $236K 0.05% NEW $247.08 -4.4%
53 FIS Fidelity Natl Information SVCS Technology 4,865.0 $228K 0.05% NEW $46.91 -18.5%
54 PLD Prologis Inc. REIT Real Estate 1,723.0 $228K 0.05% NEW $132.18 +6.3%
55 FDX Fedex Corp Industrials 633.0 $226K 0.05% NEW $357.63 -8.8%
56 CMS C M S Energy Corp Utilities 2,893.0 $224K 0.05% NEW $77.58 -5.4%
57 SU Suncor Energy Incorporated New Energy 3,368.0 $223K 0.05% NEW $66.11 -16.3%
58 ADP Automatic Data Processing Incorporated Industrials 1,053.0 $216K 0.05% NEW $204.87 +6.6%
59 OKE Oneok Incorporated New Energy 2,318.0 $210K 0.05% NEW $90.39 -5.9%
60 UTHR United Therapeutics Corporation Del Healthcare 352.0 $209K 0.05% NEW $592.98 -9.5%
Page 3 of 4  ·  63 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%