WEST MICHIGAN ADVISORS, LLC
Long book
$455.2M
Q1 2026
Positions
298
Top-10 weight
26%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
30%
of book per quarter
Strategy in plain words
auto-generated from filingsWEST MICHIGAN ADVISORS, LLC is an institutional manager, running a $455.2M US long book across 298 positions.
The portfolio is moderately concentrated (top 10 ≈ 26% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: GENTEX CORP, AMPLIFY CWP ENHAN DIVID ETF, APPLE INC, NVIDIA CORP, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.7%
Q2 2024
+2.3%
Q3 2024
+0.4%
Q4 2024
-5.4%
Q1 2025
+6.9%
Q2 2025
+9.4%
Q3 2025
+0.2%
Q4 2025
-0.8%
Q1 2026
+10.9%
Sector allocation
Technology 27%
Industrials 23%
Healthcare 11%
Financials 9%
Consumer discretionary 6%
Energy 4%
Communications 4%
Services media 4%
Long book by quarter
What does WEST MICHIGAN own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GNTX GENTEX CORP | Industrials | 1.8M | $39.2M | 8.6% | 0.0% |
| AAPL APPLE INC | Technology | 45.9K | $11.6M | 2.6% | +10.7% |
| NVDA NVIDIA CORP | Technology | 60.8K | $10.6M | 2.3% | +5.7% |
| MSFT MICROSOFT CORP | Technology | 28.3K | $10.5M | 2.3% | +15.2% |
| AVGO BROADCOM INC | Technology | 18.8K | $5.8M | 1.3% | +1.6% |
| JPM JPMORGAN CHASE & CO | Financials | 18.8K | $5.5M | 1.2% | 0.0% |
| MRK MERCK & CO. INC. | Healthcare | 43.8K | $5.3M | 1.2% | +390.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 25.3K | $5.3M | 1.2% | +5.2% |
| HBAN HUNTINGTON BANCSHARES INC | Financials | 314.7K | $5.0M | 1.1% | -8.5% |
| QCOM QUALCOMM INC | Technology | 36.5K | $4.7M | 1.0% | +46.0% |
| CSCO CISCO SYSTEMS INC | Technology | 60.5K | $4.7M | 1.0% | +19.8% |
| GOOGL ALPHABET INC-CL A | Technology | 16.2K | $4.7M | 1.0% | +77.7% |
| NEM NEWMONT CORP | Materials | 42.7K | $4.6M | 1.0% | +6.7% |
| WMT WALMART INC | Consumer discretionary | 36.6K | $4.6M | 1.0% | +5.0% |
| EOG EOG RESOURCES INC | Energy | 30.7K | $4.4M | 1.0% | +24.2% |
| AXP AMERICAN EXPRESS CO | Financials | 14.1K | $4.3M | 0.9% | +45.5% |
| CMCSA COMCAST CORP-CLASS A | Communications | 147.3K | $4.2M | 0.9% | +54.3% |
| GILD GILEAD SCIENCES INC | Healthcare | 29.8K | $4.2M | 0.9% | +11.6% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 66.7K | $4.0M | 0.9% | New |
| MO ALTRIA GROUP INC | Consumer staples | 58.9K | $3.9M | 0.9% | +34.2% |
| ITW ILLINOIS TOOL WORKS | Industrials | 15.0K | $3.9M | 0.9% | +37.3% |
| ETN EATON CORP PLC | Industrials | 10.9K | $3.9M | 0.9% | -2.5% |
| HAS HASBRO INC | Other | 41.3K | $3.9M | 0.8% | New |
| ALLE ALLEGION PLC | Services media | 26.4K | $3.8M | 0.8% | +66.1% |
| MPC MARATHON PETROLEUM CORP | Energy | 15.6K | $3.8M | 0.8% | -6.1% |
| CAT CATERPILLAR INC | Industrials | 5.3K | $3.8M | 0.8% | +171.5% |
| ABBV ABBVIE INC | Healthcare | 17.0K | $3.7M | 0.8% | -1.2% |
| LDOS LEIDOS HOLDINGS INC | Technology | 23.3K | $3.6M | 0.8% | +44.3% |
| FTI TECHNIPFMC PLC | Industrials | 52.3K | $3.6M | 0.8% | New |
| FIVE FIVE BELOW | Consumer discretionary | 14.8K | $3.4M | 0.7% | New |
| IONS IONIS PHARMACEUTICALS INC | Healthcare | 44.6K | $3.4M | 0.7% | +16.1% |
| FTAI FTAI AVIATION LTD | Services media | 13.1K | $3.2M | 0.7% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 63.9K | $3.2M | 0.7% | -11.9% |
| CRM SALESFORCE INC | Technology | 16.5K | $3.1M | 0.7% | +13.2% |
| ADI ANALOG DEVICES INC | Technology | 9.6K | $3.1M | 0.7% | +8.4% |
| INTC INTEL CORP | Technology | 63.1K | $2.8M | 0.6% | +162.3% |
| NEE NEXTERA ENERGY INC | Utilities | 29.7K | $2.8M | 0.6% | +2.7% |
| META META PLATFORMS INC-CLASS A | Technology | 4.6K | $2.6M | 0.6% | -2.1% |
| 0WE WEATHERFORD INTERNATIONAL PL | — | 28.0K | $2.6M | 0.6% | New |
| ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 109.9K | $2.6M | 0.6% | +318.0% |
| TIGO MILLICOM INTL CELLULAR S.A. | Communications | 35.1K | $2.6M | 0.6% | -26.7% |
| CB CHUBB LTD | Financials | 7.8K | $2.6M | 0.6% | -5.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.2K | $2.5M | 0.5% | -10.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.1K | $2.5M | 0.5% | -54.7% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 18.5K | $2.4M | 0.5% | -10.0% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 5.4K | $2.3M | 0.5% | -9.3% |
| CME CME GROUP INC | Financials | 7.7K | $2.3M | 0.5% | -7.1% |
| LLY ELI LILLY & CO | Healthcare | 2.3K | $2.1M | 0.5% | +5.6% |
| HD HOME DEPOT INC | Consumer discretionary | 6.1K | $2.0M | 0.4% | +1.8% |
| UNP UNION PACIFIC CORP | Industrials | 8.0K | $1.9M | 0.4% | -7.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 298 | $455.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 271 | $435.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 261 | $416.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 235 | $354.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 212 | $301.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 228 | $331.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 191 | $331.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 179 | $314.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 176 | $307.7M | canonical | SEC ↗ |
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