BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PEP Pepsico Inc Consumer Defensive 2,056.0 $319K 0.07% -93.0 -4.3% $155.29 -8.5%
222 IJH iShares TR Core S&P MCP ETF 4,713.0 $318K 0.07% -466.0 -9.0% $67.54 +12.2%
223 JBL Jabil Incorporated Technology 1,196.0 $318K 0.07% +6.0 +0.5% $265.64 +40.0%
224 ADM Archer-Daniels-Midln Consumer Defensive 4,356.0 $317K 0.07% $72.69 +3.3%
225 MOS Mosaic Basic Materials 12,340.0 $315K 0.07% $25.50 -10.2%
226 SBUX Starbucks Corp Consumer Cyclical 3,465.0 $310K 0.07% +104.0 +3.1% $89.59 +12.3%
227 IWN iShares TR Rus 2000 Val ETF 1,632.0 $309K 0.07% $189.60 +14.4%
228 WTFC Wintrust Finl Corporation Financial Services 2,202.0 $306K 0.07% $138.91 +10.9%
229 ECL Ecolab Incorporated Basic Materials 1,143.0 $305K 0.07% -6.0 -0.5% $266.74 +0.9%
230 DE Deere & Company Industrials 539.0 $305K 0.07% -52.0 -8.8% $565.17 +4.3%
231 RNP Cohen Steers REIT Prefer Financial Services 15,402.0 $304K 0.07% $19.76 +0.6%
232 BKR Baker Hughes Co. Class A Energy 4,981.0 $304K 0.07% -3K -37.2% $61.05 -4.3%
233 EMR Emerson Elec Company Industrials 2,315.0 $303K 0.07% +355.0 +18.1% $131.02 +15.0%
234 HON Honeywell Intl Inc Industrials 1,327.0 $300K 0.07% NEW $226.03 +1.3%
235 VWOB Vanguard Emerging Markets Government Bond ETF 4,488.0 $295K 0.07% NEW $65.69 +2.7%
236 PFFV Global X Variable Rate Preferred ETF 13,476.0 $294K 0.07% -12K -46.5% $21.83 +1.8%
237 COST Costco Wholesale Co Consumer Defensive 295.0 $294K 0.07% -7.0 -2.3% $996.43 -4.5%
238 Monarch Volume Factor Global ETF 9,120.0 $294K 0.07% NEW $32.20
239 ROK Rockwell Automation Incorporated Industrials 818.0 $294K 0.06% -159.0 -16.3% $358.88 +32.0%
240 IEF iShares 7-10 Year Treasury Bond ETF 3,075.0 $293K 0.06% +303.0 +10.9% $95.44 -1.1%
Page 12 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%