WEST MICHIGAN ADVISORS, LLC

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CIK 1909879

13F portfolio (2026-Q1)

$455M

Positions

298

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

298

Top 5

19.1%

Top 10

25.9%

Effective N

65.7

HHI

0.015

This quarter

63 new · 0 exit →

By sector

Unclassified29.1%

Information Technology18.7%

Consumer Discretionary14.2%

Industrials8.8%

Health Care7.8%

Financials6.9%

Communication Services5.1%

Materials3.3%

Other6.2%

By market cap

Large ($10–200B)31.6%

Unknown30.2%

Mega (>$200B)27.3%

Mid ($2–10B)10.5%

Small ($300M–2B)0.3%

By region

North America70.0%

Other29.1%

Europe0.8%

Africa0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	29.60%	110
Automobiles & Components	8.89%	3
Pharmaceuticals & Biotechnology	7.23%	17
Technology Hardware & Equipment	6.17%	13
Semiconductors & Semiconductor Equipment	5.98%	12
Machinery	5.07%	12
Specialty Retail	4.04%	9
Banks	4.00%	10
Software	3.28%	4
Oil, Gas & Consumable Fuels	3.24%	14
Software & IT Services	2.76%	5
Commercial Services & Supplies	2.17%	8
Metals & Mining	2.11%	9
Communications Equipment	1.99%	5
Diversified Telecommunication Services	1.69%	5
Media & Entertainment	1.46%	3
Utilities	1.25%	8
Chemicals	1.24%	9
Capital Markets	1.11%	5
Tobacco	0.95%	2
Insurance	0.88%	4
Aerospace & Defense	0.85%	7
Leisure Products	0.85%	1
Health Care Equipment & Supplies	0.56%	2
Road & Rail	0.43%	1
Electrical Equipment & Components	0.42%	4
Hotels, Restaurants & Leisure	0.42%	3
Equity Real Estate Investment Trusts (REITs)	0.33%	5
Beverages	0.32%	2
Construction & Engineering	0.31%	2
Marine	0.23%	1
Food Products	0.07%	1
Industrial Conglomerates	0.05%	1
Airlines	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GNTX	GENTEX CORP	Consumer Discretionary	8.61%
2	DIVO	AMPLIFY ETF TR	Unclassified	3.34%
3	AAPL	Apple Inc.	Information Technology	2.56%
4	NVDA	NVIDIA CORP	Information Technology	2.33%
5	MSFT	MICROSOFT CORP	Information Technology	2.30%
6	PJAN	INNOVATOR ETFS TRUST	Unclassified	1.73%
7	VOO	VANGUARD INDEX FDS	Unclassified	1.39%
8	AVGO	Broadcom Inc.	Information Technology	1.28%
9	JPM	JPMORGAN CHASE & CO	Financials	1.22%
10	MRK	Merck & Co., Inc.	Health Care	1.17%

189/298 names classified · sector 70.9% of weight · industry 70.4% · mkt cap 69.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, CRM · other

Consumer DiscretionaryGNTX, AMZN, WMT, HD, BBY · other

FinancialsHBAN, JPM, CB, RJF, AXP · other

Health CareMRK, JNJ, ABBV, SYK, MDT · other

IndustrialsETN, UNP, JCI, ITW, ALLE · other

Communication ServicesVZ, META, CMCSA, GOOGL, WBD · other

EnergyMPC, DVN, CVX, XOM, EOG · other

MaterialsAPD, PG, NEM, KVUE, AU · other

UtilitiesNEE, DUK, ET, TLN, EPD · other

Consumer StaplesKO, PEP, MO, MDLZ, CVS · other

Real EstatePLD, EQIX, AHR, CCI, O · other

UnclassifiedDIVO, QDPL, QQQM, VTI, PTBD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 70.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (166 classified)WEST MICHIGAN ADVISORS, LLC centroid (Mid Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsHealth CareCommunication ServicesMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for WEST MICHIGAN ADVISORS, LLC: centroid Mid Core. Heaviest cells: Large Growth 20.3%, Large Value 13.3%, Large Core 11.8%.

Classified: 66.5% of book weight (166/296 names) · unclassified 33.5%: DIVO, PJAN, VOO, BOXX, SGOV, GLD, QQQ, CGGO, IONS, QQQI +120 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 298 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GNTXGENTEX CORP	1,792,935	$39M	8.6%	HOLD
2	DIVOAMPLIFY ETF TR	339,021	$15M	3.3%	HOLD
3	AAPLAPPLE INC	45,869	$12M	2.6%	ADD 11%
4	NVDANVIDIA CORPORATION	60,813	$11M	2.3%	ADD 6%
5	MSFTMICROSOFT CORP	28,328	$10M	2.3%	ADD 15%
6	PJANINNOVATOR ETFS TRUST	171,045	$8M	1.7%	NEW
7	VOOVANGUARD INDEX FDS	10,591	$6M	1.4%	ADD 4%
8	AVGOBROADCOM INC	18,798	$6M	1.3%	HOLD
9	JPMJPMORGAN CHASE & CO	18,844	$6M	1.2%	HOLD
10	MRKMERCK & CO INC	43,790	$5M	1.2%	ADD 390%
11	AMZNAMAZON COM INC	25,272	$5M	1.2%	ADD 5%
12	BOXXEA SERIES TRUST	43,106	$5M	1.1%	ADD 152%
13	HBANHUNTINGTON BANCSHARES INC	314,682	$5M	1.1%	TRIM −9%
14	SGOVISHARES TR	49,179	$5M	1.1%	ADD 3%
15	AAPLApple	18,600	$5M	1.0%	HOLD
16	QCOMQUALCOMM INC	36,522	$5M	1.0%	ADD 46%
17	CSCOCISCO SYS INC	60,514	$5M	1.0%	ADD 20%
18	GOOGLALPHABET INC	16,244	$5M	1.0%	ADD 78%
19	NEMNEWMONT CORP	42,687	$5M	1.0%	ADD 7%
20	WMTWALMART INC	36,564	$5M	1.0%	ADD 5%
21	EOGEOG RES INC	30,684	$4M	1.0%	ADD 24%
22	AXPAMERICAN EXPRESS CO	14,126	$4M	0.9%	ADD 46%
23	CMCSACOMCAST CORP NEW	147,320	$4M	0.9%	ADD 54%
24	GILDGILEAD SCIENCES INC	29,796	$4M	0.9%	ADD 12%
25	BMYBRISTOL-MYERS SQUIBB CO	66,662	$4M	0.9%	NEW
26	MOALTRIA GROUP INC	58,886	$4M	0.9%	ADD 34%
27	ITWILLINOIS TOOL WKS INC	15,025	$4M	0.9%	ADD 37%
28	ETNEATON CORP PLC	10,906	$4M	0.9%	TRIM −3%
29	HASHASBRO INC	41,271	$4M	0.8%	NEW
30	ALLEALLEGION PLC	26,428	$4M	0.8%	ADD 66%
31	GLDSPDR GOLD TR	8,872	$4M	0.8%	TRIM −3%
32	MPCMARATHON PETE CORP	15,617	$4M	0.8%	TRIM −6%
33	CATCATERPILLAR INC	5,308	$4M	0.8%	ADD 172%
34	ABBVABBVIE INC	17,032	$4M	0.8%	HOLD
35	LDOSLEIDOS HOLDINGS INC	23,346	$4M	0.8%	ADD 44%
36	FTITECHNIPFMC PLC	52,328	$4M	0.8%	NEW
37	QQQINVESCO QQQ TR	6,007	$3M	0.8%	ADD 39%
38	FIVEFIVE BELOW INC	14,810	$3M	0.7%	NEW
39	CGGOCAPITAL GROUP GBL GROWTH EQT	101,119	$3M	0.7%	TRIM −36%
40	IONSIONIS PHARMACEUTICALS INC	44,614	$3M	0.7%	ADD 16%
41	QQQINEOS ETF TRUST	66,403	$3M	0.7%	NEW
42	FTAIFTAI AVIATION LTD	13,109	$3M	0.7%	NEW
43	VZVERIZON COMMUNICATIONS INC	63,944	$3M	0.7%	TRIM −12%
44	CRMSALESFORCE INC	16,527	$3M	0.7%	ADD 13%
45	ADIANALOG DEVICES INC	9,635	$3M	0.7%	ADD 8%
46	INTCINTEL CORP	63,104	$3M	0.6%	ADD 162%
47	NEENEXTERA ENERGY INC	29,708	$3M	0.6%	ADD 3%
48	QDPLPACER FDS TR	67,472	$3M	0.6%	ADD 7%
49	METAMETA PLATFORMS INC	4,628	$3M	0.6%	TRIM −2%
50	WFRDWEATHERFORD INTL PLC	27,977	$3M	0.6%	NEW
51	ELANELANCO ANIMAL HEALTH INC	109,903	$3M	0.6%	ADD 318%
52	TIGOMILLICOM INTL CELLULAR S A	35,078	$3M	0.6%	TRIM −27%
53	EFAISHARES TR	26,444	$3M	0.6%	ADD 14%
54	CBCHUBB LIMITED	7,819	$3M	0.6%	TRIM −6%
55	BRK.BBERKSHIRE HATHAWAY INC DEL	5,174	$2M	0.5%	TRIM −10%
56	JNJJOHNSON & JOHNSON	10,125	$2M	0.5%	TRIM −55%
57	JCIJOHNSON CONTROLS INTERNATION	18,526	$2M	0.5%	TRIM −10%
58	IWFISHARES TR	5,634	$2M	0.5%	ADD 10%
59	MSIMOTOROLA SOLUTIONS INC	5,387	$2M	0.5%	TRIM −9%
60	JCPBJ P MORGAN EXCHANGE TRADED F	49,009	$2M	0.5%	TRIM −15%
61	JPSTJ P MORGAN EXCHANGE TRADED F	45,023	$2M	0.5%	TRIM −19%
62	CMECME GROUP INC	7,695	$2M	0.5%	TRIM −7%
63	SPYINEOS ETF TRUST	45,423	$2M	0.5%	NEW
64	LLYELI LILLY & CO	2,274	$2M	0.5%	ADD 6%
65	AGGISHARES TR	21,027	$2M	0.5%	HOLD
66	SPHQINVESCO EXCHANGE TRADED FD T	27,054	$2M	0.4%	TRIM −30%
67	HDHOME DEPOT INC	6,142	$2M	0.4%	HOLD
68	UNPUNION PAC CORP	8,006	$2M	0.4%	TRIM −8%
69	SYKSTRYKER CORPORATION	5,631	$2M	0.4%	TRIM −25%
70	JEPIJPMorgan Equity Premium Income ETF	32,546	$2M	0.4%	TRIM −44%
71	MINTPIMCO ETF TR	18,189	$2M	0.4%	TRIM −55%
72	DVNDEVON ENERGY CORP NEW	36,038	$2M	0.4%	TRIM −24%
73	IMTMISHARES TR	35,430	$2M	0.4%	ADD 545%
74	NFLXNETFLIX INC	17,614	$2M	0.4%	TRIM −2%
75	SCHDSCHWAB STRATEGIC TR	54,494	$2M	0.4%	ADD 12%
76	APDAIR PRODS & CHEMS INC	5,687	$2M	0.4%	TRIM −5%
77	JMEEJPMorgan Market Expansion Enh Eq - ETF	23,327	$2M	0.3%	TRIM −37%
78	JEPQJ P MORGAN EXCHANGE TRADED F	26,723	$1M	0.3%	TRIM −73%
79	IWDISHARES TR	6,889	$1M	0.3%	HOLD
80	CVXCHEVRON CORP NEW	6,932	$1M	0.3%	ADD 8%
81	GOOGALPHABET INC	4,939	$1M	0.3%	ADD 5%
82	FSSLFS SPECIALTY LENDING FD	111,482	$1M	0.3%	HOLD
83	VTIVANGUARD INDEX FDS	4,168	$1M	0.3%	HOLD
84	TLTISHARES TR	15,318	$1M	0.3%	ADD 14%
85	JIREJ P MORGAN EXCHANGE TRADED F	17,245	$1M	0.3%	TRIM −45%
86	RODMLATTICE STRATEGIES TR	32,653	$1M	0.3%	NEW
87	FTGSFIRST TR EXCHANGE-TRADED FD	37,002	$1M	0.3%	TRIM −51%
88	PGPROCTER AND GAMBLE CO	8,717	$1M	0.3%	TRIM −9%
89	IDVOAMPLIFY ETF TR	30,902	$1M	0.3%	ADD 32%
90	AMATAPPLIED MATLS INC	3,649	$1M	0.3%	ADD 132%
91	AVUVAMERICAN CENTY ETF TR	11,252	$1M	0.3%	NEW
92	COHRCOHERENT CORP	5,211	$1M	0.3%	TRIM −17%
93	MCDMCDONALDS CORP	3,919	$1M	0.3%	ADD 11%
94	SPYSTATE STR SPDR S&P 500 ETF T	1,778	$1M	0.3%	ADD 16%
95	TJXTJX COS INC NEW	7,245	$1M	0.3%	TRIM −3%
96	JPIEJ P MORGAN EXCHANGE TRADED F	24,745	$1M	0.3%	ADD 12%
97	KOCOCA COLA CO	14,637	$1M	0.2%	HOLD
98	PDBCINVESCO ACTVELY MNGD ETC FD	64,105	$1M	0.2%	ADD 13%
99	BBYBest Buy Company, Inc.	16,900	$1M	0.2%	TRIM −22%
100	TSLATESLA INC	2,958	$1M	0.2%	HOLD
101	FIXDFIRST TR EXCHNG TRADED FD VI	25,097	$1M	0.2%	TRIM −5%
102	LRCXLAM RESEARCH CORP	5,058	$1M	0.2%	TRIM −20%
103	TFINTRIUMPH FINANCIAL INC	17,600	$1M	0.2%	HOLD
104	IBMINTERNATIONAL BUSINESS MACHS	4,315	$1M	0.2%	TRIM −7%
105	RTXRTX CORPORATION	5,378	$1M	0.2%	TRIM −15%
106	RJFRAYMOND JAMES FINL INC	7,140	$1M	0.2%	HOLD
107	RCLROYAL CARIBBEAN GROUP	3,744	$1M	0.2%	HOLD
108	IYRISHARES TR	10,878	$1M	0.2%	NEW
109	VVISA INC	3,355	$1M	0.2%	ADD 17%
110	QTPINORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF	39,747	$1M	0.2%	ADD 31%
111	GLWCORNING INC	7,375	$1M	0.2%	ADD 53%
112	CIENCIENA CORP	2,540	$986,104	0.2%	TRIM −18%
113	FTCSFIRST TR EXCHANGE-TRADED FD	10,355	$960,485	0.2%	HOLD
114	GSGOLDMAN SACHS GROUP INC	1,103	$933,127	0.2%	TRIM −12%
115	BILSPDR SERIES TRUST	10,040	$920,051	0.2%	ADD 10%
116	SHYISHARES TR	11,001	$908,353	0.2%	ADD 29%
117	DUKDUKE ENERGY CORP NEW	6,934	$907,938	0.2%	TRIM −7%
118	XSMOINVESCO EXCHANGE TRADED FD T	11,770	$894,755	0.2%	NEW
119	IEFAISHARES TR	9,861	$892,737	0.2%	TRIM −5%
120	ABTABBOTT LABS	8,643	$887,377	0.2%	HOLD
121	WFCWELLS FARGO CO NEW	11,007	$876,281	0.2%	ADD 37%
122	ALBALBEMARLE CORP	4,818	$866,838	0.2%	NEW
123	AAAlcoa	3,750	$864,225	0.2%	HOLD
124	UNIYWISDOMTREE TR	17,752	$859,873	0.2%	TRIM −4%
125	VRTVERTIV HOLDINGS CO	3,373	$845,206	0.2%	NEW
126	WDCWESTERN DIGITAL CORP	3,117	$843,117	0.2%	TRIM −16%
127	UNHUNITEDHEALTH GROUP INC	3,082	$833,958	0.2%	ADD 31%
128	GEGE AEROSPACE	2,933	$833,722	0.2%	HOLD
129	ASTSAST SPACEMOBILE INC	9,888	$819,419	0.2%	ADD 4%
130	SNDKSANDISK CORP	1,287	$817,683	0.2%	NEW
131	ECGEVERUS CONSTR GROUP	6,913	$816,149	0.2%	NEW
132	MRNAMODERNA INC	15,739	$799,541	0.2%	NEW
133	RVMDREVOLUTION MEDICINES INC	8,218	$799,201	0.2%	ADD 8%
134	LITELUMENTUM HLDGS INC	1,133	$796,227	0.2%	TRIM −39%
135	ROIVROIVANT SCIENCES LTD	28,596	$792,109	0.2%	HOLD
136	TERTERADYNE INC	2,669	$791,252	0.2%	TRIM −15%
137	IVVISHARES TR	1,189	$776,667	0.2%	TRIM −5%
138	MKSIMKS INSTRUMENT INC	3,376	$775,839	0.2%	NEW
139	QQQMINVESCO EXCH TRADED FD TR II	3,194	$758,958	0.2%	TRIM −30%
140	IEIISHARES TR	6,362	$754,533	0.2%	ADD 80%
141	USMVISHARES TR	7,965	$738,647	0.2%	TRIM −6%
142	SLVISHARES SILVER TR	10,820	$737,275	0.2%	HOLD
143	WBDWARNER BROS DISCOVERY INC	26,833	$736,834	0.2%	TRIM −79%
144	KTOSKRATOS DEFENSE & SEC SOLUTIO	10,374	$731,471	0.2%	HOLD
145	ATIALLEGHENY TECHNOLOGIES INC	5,023	$730,646	0.2%	NEW
146	VEAVANGUARD TAX-MANAGED FDS	11,351	$727,359	0.2%	TRIM −3%
147	AUANGLOGOLD ASHANTI PLC	7,445	$724,845	0.2%	ADD 4%
148	PANWPALO ALTO NETWORKS INC	4,514	$723,684	0.2%	ADD 36%
149	SCCOSOUTHERN COPPER CORP	4,178	$718,867	0.2%	NEW
150	IBITISHARES BITCOIN TRUST ETF	18,677	$717,580	0.2%	HOLD
151	MUMICRON TECHNOLOGY INC	2,088	$705,723	0.2%	TRIM −18%
152	MDTMEDTRONIC PLC	8,074	$705,352	0.2%	HOLD
153	RKLBROCKET LAB CORP	10,906	$700,383	0.2%	NEW
154	AMKRAMKOR TECHNOLOGY INC	15,418	$694,273	0.2%	NEW
155	COPCONOCOPHILLIPS	5,259	$694,163	0.2%	ADD 10%
156	FSCOFS CREDIT OPPORTUNITIES CORP	134,657	$686,751	0.2%	TRIM −15%
157	TAT&T INC	23,582	$683,628	0.2%	ADD 15%
158	PLTRPALANTIR TECHNOLOGIES INC	4,662	$681,957	0.1%	TRIM −78%
159	AEMAGNICO EAGLE MINES LTD	3,359	$681,810	0.1%	ADD 5%
160	ORCLORACLE CORP	4,602	$677,000	0.1%	ADD 13%
161	KRMNKARMAN HLDGS INC	8,277	$662,574	0.1%	TRIM −70%
162	DODIXDODGE & COX INCOME FUND CLASS I	35,046	$655,115	0.1%	NEW
163	ADPVSERIES PORTFOLIOS TR	15,072	$635,562	0.1%	ADD 73%
164	KBESPDR SERIES TRUST	10,615	$632,123	0.1%	NEW
165	CLIPGLOBAL X FDS	6,201	$622,325	0.1%	ADD 4%
166	AMGNAMGEN INC	1,742	$612,923	0.1%	ADD 12%
167	FIXCOMFORT SYS USA INC	420	$579,176	0.1%	TRIM −45%
168	XOMEXXON MOBIL CORP	3,406	$577,852	0.1%	TRIM −5%
169	MGNRAMERICAN BEACON SELECT FUNDS	10,989	$566,813	0.1%	ADD 37%
170	WMBWILLIAMS COS INC	7,770	$565,501	0.1%	TRIM −5%
171	PMARINNOVATOR ETFS TRUST	12,581	$561,364	0.1%	NEW
172	CSHINEOS ETF TRUST	11,264	$560,722	0.1%	NEW
173	SSOPROSHARES TR	10,586	$549,202	0.1%	ADD 5%
174	HTABHARTFORD FDS EXCHANGE TRADED	28,634	$545,806	0.1%	HOLD
175	QDFFLEXSHARES TR	6,893	$545,133	0.1%	TRIM −3%
176	SPGIS&P GLOBAL INC	1,244	$529,287	0.1%	ADD 33%
177	VTEBVANGUARD MUN BD FDS	10,594	$528,511	0.1%	TRIM −17%
178	HYTRNORTHERN LTS FD TR III	24,756	$527,055	0.1%	ADD 139%
179	LINLINDE PLC	1,032	$511,813	0.1%	NEW
180	OREALTY INCOME CORP	8,278	$508,705	0.1%	NEW
181	GEVGE VERNOVA INC	567	$495,089	0.1%	ADD 8%
182	TPYPTORTOISE CAPITAL SERIES TRUS	11,328	$479,854	0.1%	HOLD
183	IJRISHARES TR	3,833	$476,438	0.1%	HOLD
184	FVFIRST TR EXCHANGE TRADED FD	7,513	$454,067	0.1%	HOLD
185	CRMDCORMEDIX INC	66,000	$448,140	0.1%	HOLD
186	AMDADVANCED MICRO DEVICES INC	2,183	$444,088	0.1%	TRIM −46%
187	TECLDIREXION SHS ETF TR	5,000	$432,750	0.1%	HOLD
188	SHWSHERWIN WILLIAMS CO	1,325	$424,729	0.1%	TRIM −5%
189	ICEINTERCONTINENTAL EXCHANGE IN	2,676	$420,851	0.1%	ADD 16%
190	TXNTEXAS INSTRS INC	2,153	$417,983	0.1%	NEW
191	MAMASTERCARD INCORPORATED	827	$413,219	0.1%	ADD 16%
192	SNASNAP ON INC	1,129	$410,134	0.1%	ADD 27%
193	ETRENTERGY CORP NEW	3,641	$409,116	0.1%	NEW
194	BLKBLACKROCK INC	422	$405,842	0.1%	ADD 34%
195	COWZPACER FDS TR	6,404	$400,634	0.1%	TRIM −31%
196	HMOPHARTFORD FDS EXCHANGE TRADED	10,291	$399,844	0.1%	ADD 75%
197	IWBISHARES TR	1,117	$398,278	0.1%	TRIM −35%
198	DRIDARDEN RESTAURANTS INC	1,983	$388,747	0.1%	NEW
199	ALLALLSTATE CORP	1,854	$386,371	0.1%	HOLD
200	CMICUMMINS INC	710	$382,005	0.1%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GNTXGENTEX CORP

1.5M

1.8M

$39M

DIVOAMPLIFY ETF TR

343K

347K

350K

341K

339K

$15M

AAPLAPPLE INC

43K

44K

46K

41K

46K

$12M

NVDANVIDIA CORPORATION

61K

55K

56K

57K

58K

61K

$11M

MSFTMICROSOFT CORP

25K

20K

25K

24K

25K

28K

$10M

PJANINNOVATOR ETFS TRUST

—

171K

$8M

VOOVANGUARD INDEX FDS

11K

10K

11K

$6M

AVGOBROADCOM INC

22K

23K

18K

19K

$6M

JPMJPMORGAN CHASE & CO

23K

19K

$6M

MRKMERCK & CO INC

41K

44K

$5M

AMZNAMAZON COM INC

18K

19K

23K

24K

25K

$5M

BOXXEA SERIES TRUST

—

17K

43K

$5M

HBANHUNTINGTON BANCSHARES INC

352K

356K

350K

347K

344K

315K

$5M

SGOVISHARES TR

55K

166K

29K

48K

49K

$5M

AAPLApple

19K

—

19K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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