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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 15 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMS C M S Energy Corp Utilities 2,893.0 $224K 0.05% NEW $77.58 -5.4%
282 SU Suncor Energy Incorporated New Energy 3,368.0 $223K 0.05% NEW $66.11 -16.3%
283 FVD First Trust Value Line Dividend Index Fund 4,715.0 $222K 0.05% $47.03 +0.8%
284 CSL Carlisle Companies Incorporated Industrials 660.0 $220K 0.05% $333.62 +8.2%
285 ADP Automatic Data Processing Incorporated Industrials 1,053.0 $216K 0.05% NEW $204.87 +6.6%
286 WELL Welltower Incorporated REIT Real Estate 1,079.0 $213K 0.05% -83.0 -7.1% $197.71 +4.5%
287 OKE Oneok Incorporated New Energy 2,318.0 $210K 0.05% NEW $90.39 -5.9%
288 UTHR United Therapeutics Corporation Del Healthcare 352.0 $209K 0.05% NEW $592.98 -9.5%
289 BA Boeing Co Industrials 1,040.0 $207K 0.04% NEW $199.03 +11.9%
290 BAC Bank Of America Corp Financial Services 4,215.0 $205K 0.04% -5K -55.9% $48.75 +15.3%
291 KLAC Kla Corporation Com New Technology 139.0 $205K 0.04% -166.0 -54.4% $1472.41 -82.4%
292 F Ford Motor Co Consumer Cyclical 17,687.0 $204K 0.04% +91.0 +0.5% $11.54 +21.8%
293 LOW Lowes Companies Inc Consumer Cyclical 863.0 $204K 0.04% NEW $236.30 -6.0%
294 IMO Imperial Oil Limited Com New Energy 1,537.0 $202K 0.04% NEW $131.41 -14.4%
295 Eaton Vance Tax-Managed Global 12,865.0 $113K 0.03% $8.78
296 EAD Allspring Income Opportunit Inc Oppty FD Financial Services 13,676.0 $89K 0.02% +317.0 +2.4% $6.53 -2.0%
297 YTRA Yatra Online Incorporated Ord SHS Consumer Cyclical 20,000.0 $22K 0.01% $1.11 -14.5%
298 Avalon Advanced Matls Incorporated Com New 12,000.0 $474.0 $0.04
Page 15 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%