West Michigan Advisors, LLC

West Michigan Advisors, LLC reported 295 holdings worth US$526M as of Jun 30, 2026 (Form 13F/A)

As of Jun 30, 2026 · Filed Aug 21, 2026

West Michigan Advisors, LLC reported 295 holdings worth US$526M as of Jun 30, 2026. Largest: Gentex Corporation, Nvidia Corporation and Microsoft Corp. Filed Aug 21, 2026 (Form 13F/A).

Holdings
295
Value as reported
US$526M

The filing in full

CompanySharesValue as reported% of portfolio
Gentex Corporation1.81MUS$45.7M8.7%
Nvidia Corporation62,075US$12.4M2.4%
Microsoft Corp.26,883US$10M1.9%
Intel Corporation48,685US$6.8M1.3%
Broadcom Inc.17,706US$6.69M1.3%
Jp Morgan Chase & Co.19,178US$6.28M1.2%
Merck & Company, Inc.44,438US$5.75M1.1%
Sandisk Corporation2,462US$5.6M1.1%
Micron Technology, Inc.4,825US$5.57M1.1%
Coherent Corp.13,477US$5.32M1.0%
Western Digital Corporation8,277US$5.29M1.0%
Revolution Medicines, Inc.27,348US$5.12M0.97%
Illinois Tool Works Inc.18,636US$5.07M0.96%
Huntington Bancshares Incorporated280KUS$5M0.95%
Gilead Sciences, Inc.39,458US$4.99M0.95%
Comcast Corporation203KUS$4.98M0.95%
Qualcomm Incorporated26,922US$4.97M0.95%
Altria Group, Inc.65,314US$4.77M0.91%
Bristol-myers Squibb Company82,237US$4.74M0.90%
Eog Resources, Inc.36,089US$4.68M0.89%
Newmont Corporation48,690US$4.55M0.86%
Alphabet Inc (google) Class C12,674US$4.53M0.86%
Hasbro, Inc.54,474US$4.5M0.86%
Abbvie Inc.16,983US$4.27M0.81%
Lumentum Holdings Inc.4,843US$4.16M0.79%
Ciena Corporation8,375US$4.11M0.78%
Marathon Petroleum Corporation16,002US$4.09M0.78%
Walmart Inc.35,924US$4.07M0.77%
Rocket Lab Corporation37,719US$3.83M0.73%
Leidos Holdings, Inc.36,848US$3.79M0.72%
Johnson & Johnson10,207US$2.59M0.49%
Eli Lilly And Company2,160US$2.59M0.49%
Verizon Communications Inc.60,822US$2.58M0.49%
Salesforce, Inc.16,367US$2.57M0.49%
Nextera Energy, Inc.27,394US$2.4M0.46%
Motorola Solutions, Inc.5,733US$2.39M0.45%
Meta Platforms, Inc.4,170US$2.35M0.45%
Home Depot, Inc. (the)6,592US$2.32M0.44%
Union Pacific Corporation8,091US$2.2M0.42%
Lam Research Corporation4,738US$2.05M0.39%
Tesla, Inc.4,452US$1.87M0.36%
Caterpillar, Inc.1,739US$1.85M0.35%
Corning Incorporated7,216US$1.84M0.35%
Cme Group Inc.8,009US$1.77M0.34%
Mks Inc.3,561US$1.58M0.30%
Unitedhealth Group Incorporated3,783US$1.57M0.30%
Marvell Technology, Inc.5,257US$1.57M0.30%
Stryker Corporation4,905US$1.55M0.29%
Astera Labs, Inc.3,195US$1.54M0.29%
Dell Technologies Inc.3,539US$1.53M0.29%
Teradyne, Inc.2,978US$1.44M0.27%
Cisco Systems, Inc.12,020US$1.41M0.27%
Comfort Systems Usa, Inc.708US$1.4M0.27%
Service Corporation International18,172US$1.38M0.26%
Triumph Financial, Inc.17,600US$1.34M0.26%
Procter & Gamble Company (the)8,901US$1.31M0.25%
Iridium Communications Inc22,912US$1.26M0.24%
Hewlett Packard Enterprise Company27,158US$1.23M0.23%
Coca-cola Company (the)14,870US$1.22M0.23%
Lattice Semiconductor Corporation7,918US$1.21M0.23%
Macom Technology Solutions Holdings, Inc.3,170US$1.21M0.23%
Chevron Corporation6,990US$1.16M0.22%
Vertiv Holdings, Llc3,363US$1.13M0.21%
Netflix, Inc.15,493US$1.11M0.21%
Raymond James Financial, Inc.7,145US$1.09M0.21%
Globalfoundries Inc.13,023US$1.07M0.20%
Goldman Sachs Group, Inc. (the)1,058US$1.07M0.20%
Tjx Companies, Inc. (the)6,643US$1.01M0.19%
Ge Aerospace2,642US$987K0.19%
International Business Machines Corporation3,471US$976K0.19%
Visa Inc.2,840US$974K0.19%
Wells Fargo & Company11,564US$956K0.18%
Mcdonald's Corporation3,485US$942K0.18%
Devon Energy Corporation22,341US$923K0.18%
On Semiconductor Corporation9,496US$898K0.17%
Cummins Inc.1,205US$860K0.16%
Ast Spacemobile, Inc.9,256US$822K0.16%
Oracle Corporation5,488US$804K0.15%
Duke Energy Corporation (holding Company)6,018US$762K0.14%
Realty Income Corporation11,686US$727K0.14%
Rtx Corporation3,638US$690K0.13%
Ge Vernova Inc.566US$665K0.13%
Kla Corporation2,185US$659K0.13%
Texas Instruments Incorporated2,190US$653K0.12%
Darden Restaurants, Inc.2,923US$602K0.11%
Entergy Corporation5,190US$596K0.11%
Williams Companies, Inc. (the)7,155US$532K0.10%
Philip Morris International Inc2,913US$531K0.10%
Palantir Technologies Inc.4,499US$525K0.10%
Cormedix Inc.66,000US$518K0.10%
Synchrony Financial6,577US$500K0.10%
Exxon Mobil Corporation3,447US$471K0.09%
S&p Global Inc.1,152US$469K0.09%
Pnc Financial Services Group, Inc. (the)1,888US$465K0.09%
Jabil Inc.1,190US$459K0.09%
Deere & Company637US$405K0.08%
Rockwell Automation, Inc.813US$403K0.08%
At&t Inc.19,392US$401K0.08%
Freeport-mcmoran, Inc.6,295US$396K0.08%
Mastercard Incorporated764US$392K0.07%

Every holding of West Michigan Advisors, LLC

Source

View original at SEC

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