WEST MICHIGAN ADVISORS, LLC

CIK

1909879

Location

HOLLAND, MI

Portfolio Value

Small $328,226,026

Diversification

Diversified

Filing Date

Global Rank

#3,268 / 8,603 ▲ 168 · as of Mar 2026

Top Industry

Auto Parts 12.4%

3Y Alpha vs SPY

-8.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.7%

SPY

+76.5%

Annualised alpha

-9.1%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

198 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

−1.5 pts

Top 5

23.7%

−2.7 pts

Top 10

31.5%

−3.4 pts

HHI

244

Diversified−42

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$80,593,270	38
Consumer Cyclical	18.4%	$60,402,916	14
Healthcare	11.0%	$36,245,176	20
Industrials	10.4%	$34,089,054	30
Financial Services	10.1%	$33,196,860	30
Energy	6.7%	$22,096,031	20
Communication Services	6.4%	$20,845,742	9
Consumer Defensive	3.7%	$12,098,869	8
Basic Materials	3.5%	$11,554,028	14
Unclassified	3.4%	$11,290,439	6
Utilities	1.3%	$4,300,756	4
Real Estate	0.5%	$1,512,885	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ELAN	Elanco Animal Health Inc	+83,613	109,903	$2,629,978
CMCSA	Comcast Corp	+51,829	147,320	$4,229,557
INTC	Intel Corp	+39,048	63,104	$2,784,779
MRK	Merck & Co., Inc.	+34,861	43,790	$5,267,499
MO	Altria Group, Inc.	+15,003	58,886	$3,885,887
QCOM	Qualcomm Inc/De	+11,501	36,522	$4,703,303
ALLE	Allegion plc	+10,518	26,428	$3,839,724
CSCO	Cisco Systems, Inc.	+10,012	60,514	$4,695,281
LDOS	Leidos Holdings, Inc.	+7,163	23,346	$3,630,769
GOOGL	Alphabet Inc.	+7,103	16,244	$4,671,124
IONS	Ionis Pharmaceuticals Inc	+6,201	44,614	$3,350,065
EOG	Eog Resources Inc	+5,972	30,684	$4,435,985
AAPL	Apple Inc.	+4,444	45,869	$11,641,093
AXP	American Express Co	+4,420	14,126	$4,272,832
ITW	Illinois Tool Works Inc	+4,080	15,025	$3,910,857
MSFT	Microsoft Corp	+3,729	28,328	$10,486,175
CAT	Caterpillar Inc	+3,353	5,308	$3,760,505
NVDA	Nvidia Corp	+3,300	60,813	$10,605,787
GILD	Gilead Sciences, Inc.	+3,091	29,796	$4,152,668
T	At&T Inc.	+3,041	23,582	$683,642
WFC	Wells Fargo & Company/Mn	+2,972	11,007	$876,267
NEM	NEWMONT Corp /DE/	+2,672	42,687	$4,620,867
GLW	Corning Inc /Ny	+2,541	7,375	$1,002,778
AMAT	Applied Materials Inc /De	+2,079	3,649	$1,247,191
CRM	Salesforce, Inc.	+1,925	16,527	$3,085,095
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	−102,909	26,833	$736,834
HBAN	Huntington Bancshares Inc /Md/	−29,417	314,682	$4,924,773
FSCO	FS Credit Opportunities Corp.	−23,472	134,657	$686,750
KRMN	Karman Holdings Inc.	−18,987	8,277	$662,573
PLTR	Palantir Technologies Inc.	−16,986	4,662	$681,957
TIGO	Millicom International Cellular SA	−12,792	35,078	$2,628,745
JNJ	Johnson & Johnson	−12,220	10,125	$2,474,955
NXPI	NXP Semiconductors N.V.	−12,220	1,401	$275,800
DVN	Devon Energy Corp/De	−11,338	36,038	$1,813,432
VZ	Verizon Communications Inc	−8,642	63,944	$3,209,988
FSK	FS KKR Capital Corp	−7,596	31,106	$316,659
BAC	Bank Of America Corp /De/	−5,351	4,215	$205,481
BBY	Best Buy Co Inc	−4,789	16,900	$1,084,980
BKR	Baker Hughes Co	−2,955	4,981	$304,090
CF	CF Industries Holdings, Inc.	−2,305	1,860	$241,502
JCI	Johnson Controls International plc	−2,049	18,526	$2,425,979
AMD	Advanced Micro Devices Inc	−1,865	2,183	$444,087
SYK	Stryker Corp	−1,837	5,631	$1,850,290
FSSL	FS Specialty Lending Fund	−1,495	111,482	$1,394,639
LRCX	Lam Research Corp	−1,261	5,058	$1,080,692
PNC	Pnc Financial Services Group, Inc.	−1,250	1,606	$334,192
COHR	Coherent Corp.	−1,092	5,211	$1,241,312
MPC	Marathon Petroleum Corp	−1,016	15,617	$3,813,359
RTX	RTX Corp	−954	5,378	$1,037,416
PG	PROCTER & GAMBLE Co	−838	8,717	$1,259,083
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BMY	Bristol Myers Squibb Co	66,662	$4,043,050
HAS	Hasbro, Inc.	41,271	$3,862,965
FTI	TechnipFMC plc	52,328	$3,617,434
FIVE	Five Below, Inc	14,810	$3,383,788
FTAI	FTAI Aviation Ltd.	13,109	$3,211,705
WFRD	Weatherford International plc	27,977	$2,646,064
ALB	Albemarle Corp	4,818	$864,975
VRT	Vertiv Holdings Co	3,373	$845,206
SNDK	Sandisk Corp	1,287	$817,682
ECG	Everus Construction Group, Inc.	6,913	$816,148
MRNA	Moderna, Inc.	15,739	$799,541
MKSI	Mks Inc	3,376	$775,838
ATI	Ati Inc	5,023	$730,645
SCCO	Southern Copper Corp/	4,178	$711,749
RKLB	Rocket Lab Corp	10,906	$700,383
AMKR	Amkor Technology, Inc.	15,418	$694,272
LIN	Linde PLC	1,032	$511,624
O	Realty Income Corp	8,278	$506,448
TXN	Texas Instruments Inc	2,153	$417,983
ETR	Entergy Corp /De/	3,641	$409,102
DRI	Darden Restaurants Inc	1,983	$388,747
CMI	Cummins Inc	710	$381,994
PM	Philip Morris International Inc.	2,218	$366,724
PDO	PIMCO Dynamic Income Opportunities Fund	25,000	$323,250
AZN	Astrazeneca PLC	1,638	$323,046
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EPAM	EPAM Systems, Inc.	18,241	$3,737,216
TPR	Tapestry, Inc.	26,840	$3,429,346
APH	Amphenol Corp /De/	21,381	$2,889,428
INSM	INSMED Inc	15,418	$2,683,348
KVUE	Kenvue Inc.	140,446	$2,422,693
NET	Cloudflare, Inc.	12,225	$2,410,158
ALNY	Alnylam Pharmaceuticals, Inc.	4,999	$1,987,852
BWXT	BWX Technologies, Inc.	10,859	$1,876,869
HOOD	Robinhood Markets, Inc.	4,912	$555,547
MEDP	Medpace Holdings, Inc.	984	$552,663
W	Wayfair Inc.	5,379	$540,105
SOFI	SoFi Technologies, Inc.	17,466	$457,259
MP	MP Materials Corp. / DE	8,899	$449,577
QS	QuantumScape Corp	39,112	$407,547
MBWM	Mercantile Bank Corp	6,887	$331,264
TSCO	Tractor Supply Co /De/	6,013	$300,710
MDLZ	Mondelez International, Inc.	5,111	$275,125
WAB	Westinghouse Air Brake Technologies Corp	1,186	$253,151
UHS	Universal Health Services Inc	1,091	$237,859
EXEL	Exelixis, Inc.	5,386	$236,068
CACI	Caci International Inc /De/	417	$222,181
G	Genpact LTD	4,579	$214,205
TROW	Price T Rowe Group Inc	2,082	$213,155
ACGL	Arch Capital Group Ltd.	2,206	$211,599
SSNC	SS&C Technologies Holdings Inc	2,408	$210,507
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

198 positions · $328,226,026 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 198 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GNTX	Gentex Corp Consumer Cyclical	Added	1,792,935	+251	$39,175,629	−6.1%	11.94%
AAPL	Apple Inc. Technology	Added	45,869	+4,444	$11,641,093	+3.4%	3.55%
NVDA	Nvidia Corp Technology	Added	60,813	+3,300	$10,605,787	−1.1%	3.23%
MSFT	Microsoft Corp Technology	Added	28,328	+3,729	$10,486,175	−11.9%	3.19%
AVGO	Broadcom Inc. Technology	Added	18,798	+299	$5,818,168	−9.1%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,844	+9	$5,543,151	−8.7%	1.69%
MRK	Merck & Co., Inc. Healthcare	Added	43,790	+34,861	$5,267,499	+460.5%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,272	+1,245	$5,263,399	−5.1%	1.60%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	314,682	-29,417	$4,924,773	−17.5%	1.50%
QCOM	Qualcomm Inc/De Technology	Added	36,522	+11,501	$4,703,303	+9.9%	1.43%
CSCO	Cisco Systems, Inc. Technology	Added	60,514	+10,012	$4,695,281	+20.7%	1.43%
GOOGL	Alphabet Inc. Communication Services	Added	16,244	+7,103	$4,671,124	+63.3%	1.42%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	42,687	+2,672	$4,620,867	+15.7%	1.41%
WMT	Walmart Inc. Consumer Defensive	Added	36,564	+1,755	$4,544,173	+17.2%	1.38%
EOG	Eog Resources Inc Energy	Added	30,684	+5,972	$4,435,985	+70.9%	1.35%
AXP	American Express Co Financial Services	Added	14,126	+4,420	$4,272,832	+19.0%	1.30%
CMCSA	Comcast Corp Communication Services	Added	147,320	+51,829	$4,229,557	+58.1%	1.29%
GILD	Gilead Sciences, Inc. Healthcare	Added	29,796	+3,091	$4,152,668	+26.7%	1.27%
BMY	Bristol Myers Squibb Co Healthcare	NEW	66,662	NEW	$4,043,050	NEW	1.23%
ITW	Illinois Tool Works Inc Industrials	Added	15,025	+4,080	$3,910,857	+45.1%	1.19%
ETN	Eaton Corp plc Industrials	Reduced	10,906	-283	$3,900,749	+9.5%	1.19%
MO	Altria Group, Inc. Consumer Defensive	Added	58,886	+15,003	$3,885,887	+53.6%	1.18%
HAS	Hasbro, Inc. Consumer Cyclical	NEW	41,271	NEW	$3,862,965	NEW	1.18%
ALLE	Allegion plc Industrials	Added	26,428	+10,518	$3,839,724	+51.6%	1.17%
GLD	Spdr Gold Trust	Reduced	8,872	-310	$3,817,532	+4.9%	1.16%
MPC	Marathon Petroleum Corp Energy	Reduced	15,617	-1,016	$3,813,359	+41.0%	1.16%
CAT	Caterpillar Inc Industrials	Added	5,308	+3,353	$3,760,505	+235.8%	1.15%
ABBV	AbbVie Inc. Healthcare	Reduced	17,032	-214	$3,704,289	−6.0%	1.13%
LDOS	Leidos Holdings, Inc. Technology	Added	23,346	+7,163	$3,630,769	+24.4%	1.11%
FTI	TechnipFMC plc Energy	NEW	52,328	NEW	$3,617,434	NEW	1.10%
QQQ	Invesco Qqq Trust, Series 1	Added	6,007	+1,693	$3,467,120	+30.8%	1.06%
FIVE	Five Below, Inc Consumer Cyclical	NEW	14,810	NEW	$3,383,788	NEW	1.03%
IONS	Ionis Pharmaceuticals Inc Healthcare	Added	44,614	+6,201	$3,350,065	+10.2%	1.02%
FTAI	FTAI Aviation Ltd. Industrials	NEW	13,109	NEW	$3,211,705	NEW	0.98%
VZ	Verizon Communications Inc Communication Services	Reduced	63,944	-8,642	$3,209,988	+8.6%	0.98%
CRM	Salesforce, Inc. Technology	Added	16,527	+1,925	$3,085,095	−20.2%	0.94%
ADI	Analog Devices Inc Technology	Added	9,635	+743	$3,065,278	+27.1%	0.93%
INTC	Intel Corp Technology	Added	63,104	+39,048	$2,784,779	+213.7%	0.85%
NEE	Nextera Energy Inc Utilities	Added	29,708	+769	$2,759,279	+18.8%	0.84%
META	Meta Platforms, Inc. Communication Services	Reduced	4,628	-101	$2,647,817	−15.2%	0.81%
WFRD	Weatherford International plc Energy	NEW	27,977	NEW	$2,646,064	NEW	0.81%
ELAN	Elanco Animal Health Inc Healthcare	Added	109,903	+83,613	$2,629,978	+342.1%	0.80%
TIGO	Millicom International Cellular SA Communication Services	Reduced	35,078	-12,792	$2,628,745	−0.9%	0.80%
CB	Chubb Ltd Financial Services	Reduced	7,819	-469	$2,548,446	−1.5%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,174	-575	$2,479,380	−14.2%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	10,125	-12,220	$2,474,955	−46.5%	0.75%
JCI	Johnson Controls International plc Industrials	Reduced	18,526	-2,049	$2,425,979	−1.5%	0.74%
MSI	Motorola Solutions, Inc. Technology	Reduced	5,387	-552	$2,337,796	+2.7%	0.71%
CME	Cme Group Inc. Financial Services	Reduced	7,695	-591	$2,272,718	+0.4%	0.69%
LLY	ELI LILLY & Co Healthcare	Added	2,274	+120	$2,091,556	−9.6%	0.64%