WESTBOURNE INVESTMENTS, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 932929
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$245.2M
Holdings
149
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WESTBOURNE INVESTMENTS, INC. disclosed 149 positions worth $245.2M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 6.7% of the equity portfolio, followed by $NVDA and $GE. During the quarter the fund opened 28 new positions and exited 20 — including a new stake in $CARR and a full exit from $INTU. The portfolio is most concentrated in Technology (36.9% of disclosed assets). All figures are sourced directly from WESTBOURNE INVESTMENTS, INC.’s Form 13F-HR filing with the SEC under CIK 932929.
AI Fund Analysis
Concentrating
$MU6.7% weight
Held 7 quarters
$NVDA4.2% weight
Held 7 quarters
$GE4.1% weight
Held 7 quarters
$GOOG3.5% weight
Held 7 quarters
$VRT3.4% weight
Held 6 quarters
SPDR SERIES TRUST - ST STR
4 quarters accumulating
$O4 quarters accumulating
$F4 quarters accumulating
$MRK4 quarters accumulating
VANGUARD INDEX FDS - MID C
4 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 86.2#4
Quality
$16.5M14,315 sh - 85.9#5
Quality
$10.2M50,979 sh - 73.8#127
Quality
$10.2M27,198 sh - 78.2
Quality
$8.5M23,688 sh - 81.0
Quality
$8.4M25,120 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$7.4M81,070 sh- 76.4
Quality
$7.1M24,473 sh - 68.7
Quality
$7.0M29,515 sh - 79.8
Quality
$5.4M14,565 sh - 79.6
Quality
$5.2M9,250 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICRON TECHNOLOGY INC$MU | 86.2#4 | $16.5M | 14,315 |
| NVIDIA CORP$NVDA | 85.9#5 | $10.2M | 50,979 |
| GENERAL ELECTRIC CO$GE | 73.8#127 | $10.2M | 27,198 |
| Alphabet Inc.$GOOG | 78.2 | $8.5M | 23,688 |
| Vertiv Holdings Co$VRT | 81.0 | $8.4M | 25,120 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $7.4M | 81,070 |
 Apple Inc.$AAPL | 76.4 | $7.1M | 24,473 |
 AMAZON COM INC$AMZN | 68.7 | $7.0M | 29,515 |
 MICROSOFT CORP$MSFT | 79.8 | $5.4M | 14,565 |
 Meta Platforms, Inc.$META | 79.6 | $5.2M | 9,250 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WESTBOURNE INVESTMENTS, INC.'s 149 positions.
Showing top 10 of 149 holdings.
Sector Allocation
Technology
$90.5M
Other
$58.8M
Financials
$28.3M
Healthcare
$18.6M
Consumer Discretionary
$11.0M
Industrials
$10.9M
Utilities
$7.5M
Communication Services
$6.0M
Full Holdings — WESTBOURNE INVESTMENTS, INC. (Q2 2026)
All 149 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MU | MICRON TECHNOLOGY INC | $16.5M | 6.7% | -25% | 86.2 |
| 2 | $NVDA | NVIDIA CORP | $10.2M | 4.2% | -1% | 85.9 |
| 3 | $GE | GENERAL ELECTRIC CO | $10.2M | 4.1% | -0% | 73.8 |
| 4 | $GOOG | Alphabet Inc. | $8.5M | 3.5% | +1% | 78.2 |
| 5 | $VRT | Vertiv Holdings Co | $8.4M | 3.4% | +4% | 81 |
| 6 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $7.4M | 3.0% | +2% | — |
| 7 | $AAPL | Apple Inc. | $7.1M | 2.9% | +4% | 76.4 |
| 8 | $AMZN | AMAZON COM INC | $7.0M | 2.9% | +3% | 68.7 |
| 9 | $MSFT | MICROSOFT CORP | $5.4M | 2.2% | -6% | 79.8 |
| 10 | $META | Meta Platforms, Inc. | $5.2M | 2.1% | +5% | 79.6 |
| 11 |  $LLY | ELI LILLY & Co | $4.6M | 1.9% | +8% | 87.5 |
| 12 |  $C | CITIGROUP INC | $4.4M | 1.8% | +4% | 65 |
| 13 |  $VST | Vistra Corp. | $4.4M | 1.8% | +1% | 71.9 |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.0M | 1.6% | +0% | — |
| 15 |  $PH | Parker-Hannifin Corp | $3.8M | 1.5% | -3% | 65.8 |
| 16 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $3.7M | 1.5% | -1% | — |
| 17 |  $GLD | SPDR GOLD TRUST | $3.6M | 1.5% | -1% | — |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 1.4% | -1% | 73.8 |
| 19 |  $V | VISA INC. | $3.5M | 1.4% | +2% | 82.9 |
| 20 |  $FVCB | FVCBankcorp, Inc. | $3.5M | 1.4% | -6% | 54.8 |
| 21 |  $T | AT&T INC. | $3.4M | 1.4% | +131% | 65.7 |
| 22 |  $UBER | Uber Technologies, Inc | $3.3M | 1.3% | +26% | 73.5 |
| 23 |  $CARR | CARRIER GLOBAL Corp | $3.2M | 1.3% | NEW | 56.6 |
| 24 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.1M | 1.3% | +501% | — |
| 25 |  $PFE | PFIZER INC | $3.0M | 1.2% | +1% | 62 |
| 26 |  $NBIS | Nebius Group N.V. | $3.0M | 1.2% | +14% | — |
| 27 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.0M | 1.2% | -6% | — |
| 28 |  $QCOM | QUALCOMM INC/DE | $3.0M | 1.2% | +0% | 70.5 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 1.1% | -2% | 66.2 |
| 30 |  $AUB | Atlantic Union Bankshares Corp | $2.7M | 1.1% | +0% | 73.1 |
| 31 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.7M | 1.1% | +0% | 62.9 |
| 32 |  $GOOGL | Alphabet Inc. | $2.6M | 1.0% | -2% | 78.2 |
| 33 | — | ISHARES TR - U.S. TECH ETF | $2.4M | 1.0% | +2% | — |
| 34 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.4M | 1.0% | -11% | — |
| 35 |  $GNRC | GENERAC HOLDINGS INC. | $2.0M | 0.8% | NEW | 54.4 |
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $2.0M | 0.8% | -1% | — |
| 37 |  $ENB | ENBRIDGE INC | $1.9M | 0.8% | +0% | 66.7 |
| 38 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.9M | 0.8% | +406% | — |
| 39 |  $DELL | Dell Technologies Inc. | $1.8M | 0.7% | +148% | 71.2 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.7% | +0% | — |
| 41 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.7M | 0.7% | -4% | — |
| 42 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.6M | 0.7% | -3% | — |
| 43 |  $DE | DEERE & CO | $1.6M | 0.6% | NEW | 55.4 |
| 44 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.5M | 0.6% | -2% | — |
| 45 |  $MOH | MOLINA HEALTHCARE, INC. | $1.5M | 0.6% | +0% | 56.5 |
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.5M | 0.6% | -2% | — |
| 47 |  $ABBV | AbbVie Inc. | $1.5M | 0.6% | +18% | 72.6 |
| 48 |  $CME | CME GROUP INC. | $1.5M | 0.6% | -7% | 69.5 |
| 49 |  $XOM.R34088 | EXXON MOBIL CORP | $1.5M | 0.6% | -7% | 57.9 |
| 50 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.6% | -22% | 79.9 |
| 51 |  $WM | WASTE MANAGEMENT INC | $1.4M | 0.6% | +0% | 67.6 |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.6% | -4% | 65.8 |
| 53 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.6% | -12% | 67.4 |
| 54 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.6% | -6% | 84.6 |
| 55 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.5% | -0% | — |
| 56 |  $EXEL | EXELIXIS, INC. | $1.3M | 0.5% | NEW | 76.2 |
| 57 |  $CORZ | Core Scientific, Inc./tx | $1.3M | 0.5% | +0% | 14.1 |
| 58 |  $RIO | RIO TINTO PLC | $1.3M | 0.5% | +0% | — |
| 59 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.2M | 0.5% | +0% | 75.4 |
| 60 |  $DOV | DOVER Corp | $1.2M | 0.5% | +0% | 58.1 |
| 61 |  $JAZZ | Jazz Pharmaceuticals plc | $1.2M | 0.5% | +0% | — |
| 62 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.2M | 0.5% | NEW | 56.5 |
| 63 |  $NFLX | NETFLIX INC | $1.2M | 0.5% | -23% | 78.8 |
| 64 |  $OKLO | Oklo Inc. | $1.1M | 0.5% | NEW | — |
| 65 |  $IVZ | Invesco Ltd. | $1.1M | 0.4% | -0% | — |
| 66 |  $KO | COCA COLA CO | $1.0M | 0.4% | +30% | 69.5 |
| 67 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $977,395 | 0.4% | -6% | — |
| 68 |  $NOW | ServiceNow, Inc. | $932,239 | 0.4% | NEW | 72.9 |
| 69 | $O | REALTY INCOME CORP | $913,910 | 0.4% | +4% | 73.7 |
| 70 | $F | FORD MOTOR CO | $910,513 | 0.4% | +12% | 54.9 |
| 71 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $860,656 | 0.3% | -4% | — |
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $847,573 | 0.3% | -1% | — |
| 73 | $MRK | Merck & Co., Inc. | $803,606 | 0.3% | +2% | 59.9 |
| 74 | $IVZ | Invesco Ltd. | $710,576 | 0.3% | -4% | — |
| 75 |  $TY | TRI-CONTINENTAL Corp | $704,405 | 0.3% | NEW | — |
| 76 | — | TIDAL TRUST I - SONICSHARES GBL | $647,730 | 0.3% | +0% | — |
| 77 |  $CEG | Constellation Energy Corp | $645,762 | 0.3% | +0% | 59.4 |
| 78 | — | ISHARES TR - FLTG RATE NT ETF | $635,573 | 0.3% | -10% | — |
| 79 | — | RBB FD INC - F/M US TREASURY | $598,819 | 0.2% | +15% | — |
| 80 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $581,065 | 0.2% | +3% | — |
| 81 |  $COO | COOPER COMPANIES, INC. | $573,680 | 0.2% | +0% | 57 |
| 82 | — | VANGUARD INDEX FDS - MID CAP ETF | $572,047 | 0.2% | +300% | — |
| 83 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $554,556 | 0.2% | +12% | — |
| 84 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $553,357 | 0.2% | -2% | — |
| 85 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $550,925 | 0.2% | -5% | — |
| 86 | — | ISHARES TR - CRE U S REIT ETF | $534,923 | 0.2% | -17% | — |
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $518,530 | 0.2% | +0% | — |
| 88 | — | ALPS ETF TR - ALERIAN MLP | $505,676 | 0.2% | +7% | — |
| 89 |  $ANF | ABERCROMBIE & FITCH CO /DE/ | $504,056 | 0.2% | NEW | 66.2 |
| 90 | — | VANGUARD INDEX FDS - SMALL CP ETF | $501,664 | 0.2% | -2% | — |
| 91 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | $498,025 | 0.2% | +0% | — |
| 92 |  $GS | GOLDMAN SACHS GROUP INC | $495,571 | 0.2% | +0% | 73.5 |
| 93 | — | USCF ETF TR - SUMMERHAVEN K1 | $486,734 | 0.2% | -17% | — |
| 94 | — | FIDELITY COVINGTON TRUST - MOMENTUM FACTR | $484,274 | 0.2% | +0% | — |
| 95 |  $MNST | Monster Beverage Corp | $470,988 | 0.2% | NEW | 71.3 |
| 96 |  $APP | AppLovin Corp | $463,707 | 0.2% | +13% | 84.4 |
| 97 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | $463,258 | 0.2% | +0% | — |
| 98 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $463,224 | 0.2% | +3% | — |
| 99 |  $WMT | Walmart Inc. | $454,739 | 0.2% | -7% | 60.2 |
| 100 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $415,664 | 0.2% | -13% | — |
| 101 | — | SPDR SERIES TRUST - ST STR P500VAL | $413,372 | 0.2% | +5% | — |
| 102 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $411,559 | 0.2% | +0% | — |
| 103 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $400,744 | 0.2% | +14% | — |
| 104 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $395,727 | 0.2% | -11% | — |
| 105 |  $BTX | BlackRock Technology & Private Equity Term Trust | $387,387 | 0.2% | NEW | — |
| 106 |  $UNH | UNITEDHEALTH GROUP INC | $374,067 | 0.1% | NEW | 62.7 |
| 107 |  $SNDK | Sandisk Corp | $363,797 | 0.1% | NEW | 87.7 |
| 108 | — | ISHARES TR - MSCI USA VALUE | $327,888 | 0.1% | +0% | — |
| 109 |  $GEV | GE Vernova Inc. | $319,562 | 0.1% | NEW | 81.1 |
| 110 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $311,770 | 0.1% | +0% | 71 |
| 111 | $IVZ | Invesco Ltd. | $311,226 | 0.1% | +0% | — |
| 112 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $295,151 | 0.1% | -33% | — |
| 113 | $IVZ | Invesco Ltd. | $283,636 | 0.1% | +33% | — |
| 114 |  $MET | METLIFE INC | $281,751 | 0.1% | -12% | 56.2 |
| 115 |  $CB | Chubb Ltd | $272,592 | 0.1% | -30% | — |
| 116 | — | ISHARES TR - INTL DEV RE ETF | $271,993 | 0.1% | -12% | — |
| 117 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $269,278 | 0.1% | +0% | — |
| 118 |  $SPG | SIMON PROPERTY GROUP INC. | $268,380 | 0.1% | NEW | 76.7 |
| 119 |  $MA | Mastercard Inc | $259,368 | 0.1% | NEW | 85.1 |
| 120 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $256,695 | 0.1% | -2% | — |
| 121 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $253,761 | 0.1% | +0% | — |
| 122 |  $BNS | BANK OF NOVA SCOTIA | $251,836 | 0.1% | NEW | 71.1 |
| 123 | — | DBX ETF TR - XTRACK USD HIGH | $246,145 | 0.1% | -1% | — |
| 124 |  $BMY | BRISTOL MYERS SQUIBB CO | $245,231 | 0.1% | +0% | 70.4 |
| 125 | — | SPDR SERIES TRUST - ST STR SP500DIV | $243,077 | 0.1% | +1% | — |
| 126 |  $CVS | CVS HEALTH Corp | $241,039 | 0.1% | NEW | 59.4 |
| 127 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $239,925 | 0.1% | +15% | — |
| 128 |  $JNJ | JOHNSON & JOHNSON | $237,716 | 0.1% | -49% | 69 |
| 129 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $237,013 | 0.1% | NEW | — |
| 130 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $236,671 | 0.1% | +0% | — |
| 131 | — | GLOBAL X FDS - ARTIFICIAL ETF | $236,196 | 0.1% | NEW | — |
| 132 |  $APD | Air Products & Chemicals, Inc. | $234,544 | 0.1% | NEW | 46.4 |
| 133 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | $233,458 | 0.1% | -8% | — |
| 134 |  $SLB | SLB LIMITED/NV | $232,450 | 0.1% | +0% | 57.9 |
| 135 |  $BNY | Bank of New York Mellon Corp | $231,376 | 0.1% | NEW | 74.1 |
| 136 |  $IAUM | iShares Gold Trust Micro | $231,178 | 0.1% | +0% | — |
| 137 |  $CAT | CATERPILLAR INC | $228,954 | 0.1% | NEW | 66.5 |
| 138 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $228,864 | 0.1% | NEW | — |
| 139 | — | ISHARES TR - 0-3 MTH TREASURY | $216,441 | 0.1% | -7% | — |
| 140 | — | ISHARES TR - CORE DIV GRWTH | $216,002 | 0.1% | +0% | — |
| 141 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL | $213,288 | 0.1% | +0% | — |
| 142 |  $YUM | YUM BRANDS INC | $210,216 | 0.1% | NEW | 73.7 |
| 143 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $201,080 | 0.1% | NEW | — |
| 144 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $174,483 | 0.1% | NEW | 41.1 |
| 145 |  $PMT | PennyMac Mortgage Investment Trust | $144,158 | 0.1% | +0% | 37.5 |
| 146 |  $KREF | KKR Real Estate Finance Trust Inc. | $123,120 | 0.1% | +0% | 38.1 |
| 147 |  $PFLA | PennantPark Floating Rate Capital Ltd. | $82,280 | 0.0% | +5% | — |
| 148 |  $ACRE | Ares Commercial Real Estate Corp | $67,500 | 0.0% | NEW | 34.7 |
| 149 |  $RWT | REDWOOD TRUST INC | $47,400 | 0.0% | +0% | — |
New Positions (28)
$CARR CARRIER GLOBAL Corp$3.2M$GNRC GENERAC HOLDINGS INC.$2.0M$DE DEERE & CO$1.6M$EXEL EXELIXIS, INC.$1.3M$OHI OMEGA HEALTHCARE INVESTORS INC$1.2M$OKLO Oklo Inc.$1.1M$NOW ServiceNow, Inc.$932,239$TY TRI-CONTINENTAL Corp$704,405$ANF ABERCROMBIE & FITCH CO /DE/$504,056$MNST Monster Beverage Corp$470,988$BTX BlackRock Technology & Private Equity Term Trust$387,387$UNH UNITEDHEALTH GROUP INC$374,067$SNDK Sandisk Corp$363,797$GEV GE Vernova Inc.$319,562$SPG SIMON PROPERTY GROUP INC.$268,380Exited Positions (20)
$INTU INTUIT INC.
$OKE ONEOK INC /NEW/
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$MDT Medtronic plc
$GEHC GE HealthCare Technologies Inc.
$UPS UNITED PARCEL SERVICE INC
$BLDR Builders FirstSource, Inc.
$LVS LAS VEGAS SANDS CORP
$SHEL Shell plc
$SFD SMITHFIELD FOODS INC
$UTHR UNITED THERAPEUTICS Corp
$CC Chemours Co
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$D DOMINION ENERGY, INC
$TGT TARGET CORPBrowse Top Institutional Investors
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