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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 10 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GEV GE Vernova Incorporated Utilities 567.0 $495K 0.11% +43.0 +8.2% $873.17 +27.1%
182 TPYP Tortoise North American Pipeline ETF 11,328.0 $480K 0.10% $42.36 -2.0%
183 IJR iShares Core S&P Small-Cap ETF 3,833.0 $476K 0.10% $124.30 +15.2%
184 FV First Trust Dorsey Wright Focus 5 ETF 7,513.0 $454K 0.10% $60.44 +20.5%
185 CRMD Cormedix Incorporated Healthcare 66,000.0 $448K 0.10% $6.79 +27.7%
186 AMD Advanced Micro Device In Technology 2,183.0 $444K 0.10% -2K -46.1% $203.43 +164.2%
187 TECL Direxion Daily Technology Bull 3X Shares 5,000.0 $433K 0.10% -100.0 -2.0% $86.55 +173.2%
188 SHW Sherwin Williams Co Basic Materials 1,325.0 $425K 0.09% -76.0 -5.4% $320.55 +0.1%
189 ICE Intercontinental Exchange Incorporated Financial Services 2,676.0 $421K 0.09% +373.0 +16.2% $157.27 -14.9%
190 TXN Texas Instruments Technology 2,153.0 $418K 0.09% NEW $194.14 +66.3%
191 MA Mastercard Inc Class A Financial Services 827.0 $413K 0.09% +113.0 +15.8% $499.66 -2.0%
192 SNA Snap On Incorporated Industrials 1,129.0 $410K 0.09% +242.0 +27.3% $363.27 +6.6%
193 Entergy Corporation New 3,641.0 $409K 0.09% NEW $112.36
194 BLK BlackRock Inc New Financial Services 422.0 $406K 0.09% +107.0 +34.0% $961.71 +9.2%
195 COWZ Pacer US Cash Cows 100 ETF 6,404.0 $401K 0.09% -3K -30.6% $62.56 -1.2%
196 HMOP Hartford Municipal Opportnits ETF 10,291.0 $400K 0.09% +4K +75.1% $38.85 +0.6%
197 IWB iShares Russell 1000 ETF 1,117.0 $398K 0.09% -597.0 -34.8% $356.56 +14.5%
198 DRI Darden Restaurants Consumer Cyclical 1,983.0 $389K 0.09% NEW $196.04 +8.9%
199 ALL Allstate Corporation Financial Services 1,854.0 $386K 0.09% +12.0 +0.7% $208.40 +6.1%
200 CMI Cummins Incorporated Industrials 710.0 $382K 0.08% NEW $538.04 +33.2%
Page 10 of 15  ·  298 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%