WESTBOURNE INVESTMENTS, INC.
Sector Allocation
- Technology32.6%$80.0M
- Other24.0%$58.8M
- Financials11.6%$28.3M
- Industrials8.3%$20.4M
- Healthcare7.6%$18.6M
- Consumer Discretionary3.5%$8.7M
- Utilities3.1%$7.5M
- Consumer Staples2.5%$6.2M
- Communication Services2.4%$6.0M
- Materials1.7%$4.2M
AUM History
13fpro.ai/research/fund/westbourne-investments-inc-932929
Conviction and streaks
Concentrating · top 10 = 35.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$16.5MNVDA
$10.2MGE
$10.2MGOOGL
$8.5MVRT
$8.4M- SPDR$7.4M
AAPL
$7.1MAMZN
$7.0MMSFT
$5.4MMETA
$5.2MLLY
$4.6MC
$4.4MVST
$4.4M- VANGUARD$4.0M
PH
$3.8M- J$3.7M
GLD
$3.6MBRK.B
$3.5MV
$3.5MFVCB
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/westbourne-investments-inc-932929
WESTBOURNE INVESTMENTS, INC. 13F holdings — Q2 2026
$245.2M portfolio (+16.6% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$16.5M
6.7% of stocks
-25%This quarter+4.0%Since filed7+ qtrsHeld$10.2M
4.2% of stocks
-1%This quarter-0.7%Since filed7+ qtrsHeld$10.2M
4.1% of stocks
-0.0%This quarter-21.6%Since filed7+ qtrsHeld$8.5M
3.5% of stocks
+1%This quarter-8.4%Since filed7+ qtrsHeld$8.4M
3.4% of stocks
+4%This quarter-29.1%Since filed6 qtrsHeld- 6
SPDR SERIES TRUST - ST STR BLO 1 ETF
$7.4M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.1M
2.9% of stocks
+4%This quarter+12.8%Since filed7+ qtrsHeld$7.0M
2.9% of stocks
+3%This quarter-8.5%Since filed7+ qtrsHeld$5.4M
2.2% of stocks
-6%This quarter+5.7%Since filed7+ qtrsHeld$5.2M
2.1% of stocks
+5%This quarter+5.3%Since filed7+ qtrsHeld
All holdings — WESTBOURNE INVESTMENTS, INC. (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $4.6M | 1.9% | 3,869 | +8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CITIGROUP INC | Financials | $4.4M | 1.8% | 31K | +4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Vistra Corp. | Utilities | $4.4M | 1.8% | 27K | +1% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $4.0M | 1.6% | 5,798 | +0.4% | — | — | 13F |
| 15 | Parker-Hannifin Corp | Industrials | $3.8M | 1.5% | 3,840 | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $3.7M | 1.5% | 60K | -0.9% | — | — | 13F |
| 17 | SPDR GOLD TRUSTetf/fund | Financials | $3.6M | 1.5% | 9,771 | -0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 1.4% | 6,975 | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $3.5M | 1.4% | 10K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | FVCBankcorp, Inc. | Financials | $3.5M | 1.4% | 198K | -6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AT&T INC. | Communication Services | $3.4M | 1.4% | 163K | +131% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Uber Technologies, Inc | Technology | $3.3M | 1.3% | 45K | +26% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CARRIER GLOBAL Corp | Industrials | $3.2M | 1.3% | 44K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $3.1M | 1.3% | 36K | +501% | — | — | 13F |
| 25 | PFIZER INC | Healthcare | $3.0M | 1.2% | 126K | +0.6% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NBIS | Nebius Group N.V. | Technology | $3.0M | 1.2% | 11K | +14% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.0M | 1.2% | 52K | -6% | |||
| 28 | $QCOM | QUALCOMM INC/DE | Technology | $3.0M | 1.2% | 16K | — | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.8M | 1.1% | 2,992 | -2% | |||
| 30 | $AUB | Atlantic Union Bankshares Corp | Financials | $2.7M | 1.1% | 65K | — | |||
| 31 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $2.7M | 1.1% | 4,675 | — | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $2.6M | 1.0% | 7,228 | -2% | |||
| 33 | — | ISHARES TR - U.S. TECH ETF | — | $2.4M | 1.0% | 9,618 | +2% | |||
| 34 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.4M | 1.0% | 71K | -11% | |||
| 35 | $GNRC | GENERAC HOLDINGS INC. | Technology | $2.0M | 0.8% | 6,835 | New | |||
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.0M | 0.8% | 3,819 | -1% | |||
| 37 | $ENB | ENBRIDGE INC | Energy | $1.9M | 0.8% | 35K | — | |||
| 38 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $1.9M | 0.8% | 21K | +406% | |||
| 39 | $DELL | Dell Technologies Inc. | Technology | $1.8M | 0.7% | 4,223 | +148% | |||
| 40 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.8M | 0.7% | 2,431 | +0.2% | |||
| 41 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.7M | 0.7% | 57K | -4% | |||
| 42 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.6M | 0.7% | 51K | -3% | |||
| 43 | $DE | DEERE & CO | Industrials | $1.6M | 0.6% | 2,444 | New | |||
| 44 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.5M | 0.6% | 53K | -2% | |||
| 45 | $MOH | MOLINA HEALTHCARE, INC. | Healthcare | $1.5M | 0.6% | 6,629 | — | |||
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.5M | 0.6% | 9,521 | -2% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.6% | 5,955 | +18% | |||
| 48 | $CME | CME GROUP INC. | Financials | $1.5M | 0.6% | 6,744 | -7% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.6% | 11K | -7% | |||
| 50 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.5M | 0.6% | 3,675 | -22% | |||
| 51 | $WM | WASTE MANAGEMENT INC | Utilities | $1.4M | 0.6% | 6,424 | +0.5% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.6% | 34K | -4% | |||
| 53 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.4M | 0.6% | 20K | -12% | |||
| 54 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.6% | 12K | -6% | |||
| 55 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.3M | 0.5% | 3,507 | -0.3% | |||
| 56 | $EXEL | EXELIXIS, INC. | Healthcare | $1.3M | 0.5% | 23K | New | |||
| 57 | $CORZ | Core Scientific, Inc./tx | Financials | $1.3M | 0.5% | 49K | — | |||
| 58 | $RIO | RIO TINTO PLC | Materials | $1.3M | 0.5% | 13K | +0.1% | |||
| 59 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.2M | 0.5% | 2,506 | — | |||
| 60 | $DOV | DOVER Corp | Industrials | $1.2M | 0.5% | 7,665 | — | |||
| 61 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $1.2M | 0.5% | 4,849 | — | |||
| 62 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $1.2M | 0.5% | 24K | New | |||
| 63 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.5% | 16K | -23% | |||
| 64 | $OKLO | Oklo Inc. | Utilities | $1.1M | 0.5% | 21K | New | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.4% | 22K | -0.1% | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.4% | 13K | +30% | |||
| 67 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $977K | 0.4% | 28K | -6% | |||
| 68 | $NOW | ServiceNow, Inc. | Technology | $932K | 0.4% | 9,390 | New | |||
| 69 | $O | REALTY INCOME CORP | Real Estate | $914K | 0.4% | 15K | +4% | |||
| 70 | $F | FORD MOTOR CO | Consumer Discretionary | $911K | 0.4% | 66K | +12% | |||
| 71 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $861K | 0.3% | 23K | -4% | |||
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $848K | 0.3% | 3,582 | -0.8% | |||
| 73 | $MRK | Merck & Co., Inc. | Healthcare | $804K | 0.3% | 6,254 | +2% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $711K | 0.3% | 9,487 | -4% | |||
| 75 | $TY | TRI-CONTINENTAL Corp | Other | $704K | 0.3% | 20K | New | |||
| 76 | — | TIDAL TRUST I - SONICSHARES GBL | — | $648K | 0.3% | 17K | — | |||
| 77 | $CEG | Constellation Energy Corp | Utilities | $646K | 0.3% | 2,600 | — | |||
| 78 | — | ISHARES TR - FLTG RATE NT ETF | — | $636K | 0.3% | 12K | -10% | |||
| 79 | — | RBB FD INC - F/M US TREASURY | — | $599K | 0.2% | 12K | +15% | |||
| 80 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $581K | 0.2% | 3,555 | +3% | |||
| 81 | $COO | COOPER COMPANIES, INC. | Healthcare | $574K | 0.2% | 8,000 | — | |||
| 82 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $572K | 0.2% | 7,100 | +300% | |||
| 83 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $555K | 0.2% | 10K | +12% | |||
| 84 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $553K | 0.2% | 5,635 | -2% | |||
| 85 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $551K | 0.2% | 20K | -5% | |||
| 86 | — | ISHARES TR - CRE U S REIT ETF | — | $535K | 0.2% | 8,050 | -17% | |||
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $519K | 0.2% | 17K | +0.4% | |||
| 88 | — | ALPS ETF TR - ALERIAN MLP | — | $506K | 0.2% | 9,753 | +7% | |||
| 89 | $ANF | ABERCROMBIE & FITCH CO /DE/ | Consumer Discretionary | $504K | 0.2% | 5,600 | New | |||
| 90 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $502K | 0.2% | 1,655 | -2% | |||
| 91 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | — | $498K | 0.2% | 7,288 | — | |||
| 92 | $GS | GOLDMAN SACHS GROUP INC | Financials | $496K | 0.2% | 490 | — | |||
| 93 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $487K | 0.2% | 18K | -17% | |||
| 94 | — | FIDELITY COVINGTON TRUST - MOMENTUM FACTR | — | $484K | 0.2% | 4,913 | — | |||
| 95 | $MNST | Monster Beverage Corp | Consumer Staples | $471K | 0.2% | 4,900 | New | |||
| 96 | $APP | AppLovin Corp | Technology | $464K | 0.2% | 900 | +13% | |||
| 97 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | — | $463K | 0.2% | 15K | — | |||
| 98 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $463K | 0.2% | 8,336 | +3% | |||
| 99 | $WMT | Walmart Inc. | Consumer Staples | $455K | 0.2% | 4,015 | -7% | |||
| 100 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $416K | 0.2% | 3,880 | -13% | |||
| 101 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $413K | 0.2% | 6,800 | +5% | |||
| 102 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $412K | 0.2% | 5,776 | — | |||
| 103 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $401K | 0.2% | 4,785 | +14% | |||
| 104 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $396K | 0.2% | 5,741 | -11% | |||
| 105 | $BTX | BlackRock Technology & Private Equity Term Trust | — | $387K | 0.2% | 43K | New | |||
| 106 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $374K | 0.1% | 900 | New | |||
| 107 | $SNDK | Sandisk Corp | Technology | $364K | 0.1% | 160 | New | |||
| 108 | — | ISHARES TR - MSCI USA VALUE | — | $328K | 0.1% | 1,641 | — | |||
| 109 | $GEV | GE Vernova Inc. | Industrials | $320K | 0.1% | 272 | New | |||
| 110 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $312K | 0.1% | 500 | — | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $311K | 0.1% | 3,324 | — | |||
| 112 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $295K | 0.1% | 450 | -33% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $284K | 0.1% | 5,579 | +33% | |||
| 114 | $MET | METLIFE INC | Financials | $282K | 0.1% | 3,330 | -12% | |||
| 115 | $CB | Chubb Ltd | Financials | $273K | 0.1% | 800 | -30% | |||
| 116 | — | ISHARES TR - INTL DEV RE ETF | — | $272K | 0.1% | 12K | -12% | |||
| 117 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $269K | 0.1% | 4,880 | — | |||
| 118 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $268K | 0.1% | 1,200 | New | |||
| 119 | $MA | Mastercard Inc | Financials | $259K | 0.1% | 505 | New | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $257K | 0.1% | 5,662 | -2% | |||
| 121 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $254K | 0.1% | 4,209 | — | |||
| 122 | $BNS | BANK OF NOVA SCOTIA | Financials | $252K | 0.1% | 2,900 | New | |||
| 123 | — | DBX ETF TR - XTRACK USD HIGH | — | $246K | 0.1% | 6,740 | -1% | |||
| 124 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $245K | 0.1% | 4,256 | +0.4% | |||
| 125 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $243K | 0.1% | 5,095 | +1% | |||
| 126 | $CVS | CVS HEALTH Corp | Healthcare | $241K | 0.1% | 2,330 | New | |||
| 127 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $240K | 0.1% | 7,500 | +15% | |||
| 128 | $JNJ | JOHNSON & JOHNSON | Healthcare | $238K | 0.1% | 936 | -49% | |||
| 129 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $237K | 0.1% | 6,560 | New | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $237K | 0.1% | 2,018 | — | |||
| 131 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $236K | 0.1% | 3,600 | New | |||
| 132 | $APD | Air Products & Chemicals, Inc. | Materials | $235K | 0.1% | 800 | New | |||
| 133 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $233K | 0.1% | 5,700 | -8% | |||
| 134 | $SLB | SLB LIMITED/NV | Energy | $232K | 0.1% | 5,000 | — | |||
| 135 | $BNY | Bank of New York Mellon Corp | Financials | $231K | 0.1% | 1,600 | New | |||
| 136 | $IAUM | iShares Gold Trust Micro | Financials | $231K | 0.1% | 5,778 | — | |||
| 137 | $CAT | CATERPILLAR INC | Industrials | $229K | 0.1% | 215 | New | |||
| 138 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $229K | 0.1% | 4,030 | New | |||
| 139 | — | ISHARES TR - 0-3 MTH TREASURY | — | $216K | 0.1% | 2,150 | -7% | |||
| 140 | — | ISHARES TR - CORE DIV GRWTH | — | $216K | 0.1% | 2,850 | — | |||
| 141 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL | — | $213K | 0.1% | 4,485 | — | |||
| 142 | $YUM | YUM BRANDS INC | Consumer Discretionary | $210K | 0.1% | 1,315 | New | |||
| 143 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $201K | 0.1% | 4,400 | New | |||
| 144 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Real Estate | $174K | 0.1% | 10K | New | |||
| 145 | $PMT | PennyMac Mortgage Investment Trust | Real Estate | $144K | 0.1% | 13K | — | |||
| 146 | $KREF | KKR Real Estate Finance Trust Inc. | Real Estate | $123K | 0.1% | 18K | — | |||
| 147 | $PFLA | PennantPark Floating Rate Capital Ltd. | Other | $82K | 0.0% | 11K | +5% | |||
| 148 | $ACRE | Ares Commercial Real Estate Corp | Real Estate | $68K | 0.0% | 15K | New | |||
| 149 | $RWT | REDWOOD TRUST INC | Real Estate | $47K | 0.0% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 28 new, 42 added to, 49 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
$CARRCARRIER GLOBAL Corp$3.2M
first bought this quarter
$GNRCGENERAC HOLDINGS INC.$2.0M
first bought this quarter
$DEDEERE & CO$1.6M
first bought this quarter
$EXELEXELIXIS, INC.$1.3M
first bought this quarter
$OHIOMEGA HEALTHCARE INVESTORS INC$1.2M
first bought this quarter
$OKLOOklo Inc.$1.1M
first bought this quarter
+22 more in the Excel export
Added to (42)
- VANGUARD INDEX FDS - GROWTH ETF+501%
now $3.1M
$TAT&T INC.+131%
now $3.4M · held 3 qtrs, 3 adds in a row
- VANGUARD WORLD FD - MEGA GRWTH IND+406%
now $1.9M
$DELLDell Technologies Inc.+148%
now $1.8M · held 7+ qtrs
$UBERUber Technologies, Inc+26%
now $3.3M · held 2 qtrs, 2 adds in a row
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $572K
+36 more in the Excel export
Trimmed (49)
now $16.5M · held 7+ qtrs, 4 trims in a row
$ISRGINTUITIVE SURGICAL INC-22%
now $1.5M · held 7+ qtrs
now $5.4M · held 7+ qtrs
$NFLXNETFLIX INC-23%
now $1.2M · held 7+ qtrs
- SCHWAB STRATEGIC TR - US LCAP GR ETF-11%
now $2.4M
$JNJJOHNSON & JOHNSON-49%
now $238K · held 3 qtrs
+43 more in the Excel export
Sold out (20)
$INTUINTUIT INC.was $2.6M
held 1 qtr
$OKEONEOK INC /NEW/was $2.2M
held 2 qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $1.8M
held 6+ qtrs
$MDTMedtronic plcwas $1.5M
held 5 qtrs
$GEHCGE HealthCare Technologies Inc.was $1.3M
held 1 qtr
$UPSUNITED PARCEL SERVICE INCwas $787K
+14 more in the Excel export
Holdings by quarter
Every 13F WESTBOURNE INVESTMENTS, INC. has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow WESTBOURNE INVESTMENTS?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WESTBOURNE INVESTMENTS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 48% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (32.6% of disclosed assets). All figures are sourced directly from WESTBOURNE INVESTMENTS, INC.’s Form 13F-HR filing with the SEC under CIK 932929.
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