Westbourne Investments, Inc.

13F filer · CIK 0000932929

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$245MU.S. long equity reported on 13F

Positions9325 new · 20 closed

Net flow last quarter+$761KBuys minus sells

Top 10 positions weight33.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202693 positions
MUMicron Technology Inc	$16.5M	6.74%	0.00%	-25.4%	Q4 2024
NVDANvidia Corp	$10.2M	4.16%	0.00%	-1.5%	Q4 2024
GEGeneral Electric Co	$10.2M	4.14%	0.00%	0.0%	Q4 2024
GOOGLAlphabet Inc.	$8.47M	3.45%	0.00%	+1.2%	Q4 2024
VRTVertiv Holdings Co	$8.41M	3.43%	0.01%	+3.5%	Q1 2025
AAPLApple Inc.	$7.08M	2.89%	0.00%	+3.9%	Q4 2024
AMZNAmazon Com Inc	$7.03M	2.87%	0.00%	+2.7%	Q4 2024
MSFTMicrosoft Corp	$5.43M	2.22%	0.00%	-6.1%	Q4 2024
METAMeta Platforms, Inc.	$5.21M	2.12%	Not reported	+4.9%	Q4 2024
LLYELI LILLY & Co	$4.64M	1.89%	0.00%	+7.6%	Q4 2024
CCitigroup Inc	$4.41M	1.80%	0.00%	+4.2%	Q1 2025
VSTVistra Corp.	$4.35M	1.78%	0.01%	+1.5%	Q4 2024
PHParker-Hannifin Corp	$3.76M	1.53%	0.00%	-3.2%	Q4 2024
GLDSPDR Gold Trust	$3.6M	1.47%	0.00%	-0.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.49M	1.42%	Not reported	-1.1%	Q4 2024
VVisa Inc.	$3.47M	1.41%	0.00%	+2.0%	Q4 2024
FVCBFVCBankcorp, Inc.	$3.46M	1.41%	1.10%	-6.1%	Q4 2024
TAt&T Inc.	$3.37M	1.38%	0.00%	+130.5%	Q4 2025
UBERUber Technologies, Inc	$3.25M	1.33%	0.00%	+25.6%	Q1 2026
CARRCARRIER GLOBAL Corp	$3.23M	1.32%	0.01%	New	Q2 2026
PFEPfizer Inc	$3.04M	1.24%	0.00%	+0.6%	Q1 2025
NBISNebius Group N.V.	$2.97M	1.21%	0.00%	+14.4%	Q2 2025
QCOMQualcomm Inc	$2.96M	1.21%	0.00%	Not reported	Q4 2025
COSTCostco Wholesale Corp	$2.8M	1.14%	0.00%	-2.5%	Q4 2024
AUBAtlantic Union Bankshares Corp	$2.74M	1.12%	0.05%	Not reported	Q2 2025
MLMMartin Marietta Materials Inc	$2.7M	1.10%	0.01%	Not reported	Q4 2024
GOOGAlphabet Inc.	$2.55M	1.04%	Not reported	-1.8%	Q4 2024
GNRCGenerac Holdings Inc.	$2M	0.82%	0.01%	New	Q2 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$2M	0.81%	Not reported	-1.1%	Q4 2024
ENBEnbridge Inc	$1.91M	0.78%	0.00%	Not reported	Q4 2024
DELLDell Technologies Inc.	$1.82M	0.74%	0.00%	+148.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.82M	0.74%	Not reported	+0.2%	Q4 2024
DEDeere & Co	$1.55M	0.63%	0.00%	New	Q2 2026
MOHMolina Healthcare, Inc.	$1.52M	0.62%	0.01%	Not reported	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.5M	0.61%	Not reported	-1.8%	Q4 2024
ABBVAbbVie Inc.	$1.5M	0.61%	0.00%	+17.8%	Q4 2024
CMECme Group Inc.	$1.49M	0.61%	0.00%	-6.9%	Q1 2025
XOMExxonMobil Holdings Corp	$1.47M	0.60%	0.00%	-6.9%	Q4 2024
ISRGIntuitive Surgical Inc	$1.46M	0.60%	0.00%	-22.2%	Q4 2024
WMWaste Management Inc	$1.43M	0.58%	0.00%	+0.5%	Q4 2024
VZVerizon Communications Inc	$1.43M	0.58%	0.00%	-4.0%	Q4 2024
MOAltria Group, Inc.	$1.42M	0.58%	0.00%	-11.6%	Q4 2025
PLTRPalantir Technologies Inc.	$1.35M	0.55%	0.00%	-5.5%	Q4 2024
EXELExelixis, Inc.	$1.27M	0.52%	0.01%	Not reported	Q2 2025
CORZCore Scientific, Inc./tx	$1.26M	0.52%	0.02%	Not reported	Q3 2025
RIORio Tinto PLC	$1.26M	0.51%	0.00%	+0.1%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$1.24M	0.51%	0.00%	Not reported	Q4 2024
JAZZJazz Pharmaceuticals plc	$1.17M	0.48%	0.01%	Not reported	Q4 2025
OHIOmega Healthcare Investors Inc	$1.16M	0.47%	0.01%	New	Q2 2026
NFLXNetflix Inc	$1.16M	0.47%	0.00%	-23.2%	Q4 2024

Q1 2026Reported May 15, 202688 positions
NVDANvidia Corp	$9.02M	4.29%	0.00%	+0.7%	Q4 2024
GEGeneral Electric Co	$7.72M	3.67%	0.00%	-5.5%	Q4 2024
GOOGLAlphabet Inc.	$6.73M	3.20%	0.00%	+2.3%	Q4 2024
MUMicron Technology Inc	$6.48M	3.08%	0.00%	-1.0%	Q4 2024
VRTVertiv Holdings Co	$6.08M	2.89%	0.01%	-0.1%	Q1 2025
AMZNAmazon Com Inc	$5.98M	2.85%	0.00%	-3.1%	Q4 2024
AAPLApple Inc.	$5.98M	2.84%	0.00%	-0.7%	Q4 2024
MSFTMicrosoft Corp	$5.74M	2.73%	0.00%	+8.1%	Q4 2024
METAMeta Platforms, Inc.	$5.05M	2.40%	Not reported	-0.1%	Q4 2024
GLDSPDR Gold Trust	$4.24M	2.01%	0.00%	-0.3%	Q4 2024
VSTVistra Corp.	$4.07M	1.93%	0.01%	+30.9%	Q4 2024
PHParker-Hannifin Corp	$3.55M	1.69%	0.00%	-0.4%	Q4 2024
PFEPfizer Inc	$3.53M	1.68%	0.00%	-1.0%	Q1 2025
CCitigroup Inc	$3.43M	1.63%	0.00%	-0.5%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.38M	1.61%	Not reported	+0.1%	Q4 2024
LLYELI LILLY & Co	$3.31M	1.57%	0.00%	-0.1%	Q4 2024
FVCBFVCBankcorp, Inc.	$3.2M	1.52%	1.17%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$3.06M	1.45%	0.00%	+0.8%	Q4 2024
VVisa Inc.	$2.99M	1.42%	0.00%	-0.6%	Q4 2024
MLMMartin Marietta Materials Inc	$2.75M	1.31%	0.01%	Not reported	Q4 2024
INTUIntuit Inc.	$2.59M	1.23%	0.00%	New	Q1 2026
UBERUber Technologies, Inc	$2.58M	1.23%	0.00%	New	Q1 2026
AUBAtlantic Union Bankshares Corp	$2.31M	1.10%	0.05%	+379.7%	Q2 2025
ISRGIntuitive Surgical Inc	$2.18M	1.04%	0.00%	Not reported	Q4 2024
OKEOneok Inc	$2.17M	1.03%	0.00%	+1.5%	Q4 2024
CMECme Group Inc.	$2.14M	1.02%	0.00%	+16.0%	Q1 2025
GOOGAlphabet Inc.	$2.11M	1.00%	Not reported	-12.5%	Q4 2024
QCOMQualcomm Inc	$2.06M	0.98%	0.00%	-66.7%	Q4 2025
TAt&T Inc.	$2.05M	0.97%	0.00%	+597.1%	Q4 2025
NFLXNetflix Inc	$2.03M	0.97%	0.00%	+4.7%	Q4 2024
XOMExxonMobil Holdings Corp	$1.96M	0.93%	0.00%	-0.7%	Q4 2024
ENBEnbridge Inc	$1.9M	0.91%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$1.81M	0.86%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$1.8M	0.85%	0.00%	-1.9%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$1.79M	0.85%	Not reported	-0.5%	Q4 2024
VZVerizon Communications Inc	$1.76M	0.84%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.58M	0.75%	Not reported	+1.1%	Q4 2024
MDTMedtronic plc	$1.51M	0.72%	0.00%	-1.1%	Q1 2025
MOAltria Group, Inc.	$1.47M	0.70%	0.00%	+29.4%	Q4 2025
WMWaste Management Inc	$1.47M	0.70%	0.00%	+5.3%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.44M	0.68%	Not reported	+0.7%	Q4 2024
GEHCGE HealthCare Technologies Inc.	$1.27M	0.60%	0.00%	Not reported	Q1 2025
RIORio Tinto PLC	$1.23M	0.59%	0.00%	+84.8%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$1.12M	0.53%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$1.1M	0.52%	0.00%	-1.9%	Q4 2024
NBISNebius Group N.V.	$976K	0.46%	0.00%	Not reported	Q2 2025
JAZZJazz Pharmaceuticals plc	$917K	0.44%	0.01%	+246.4%	Q4 2025
MOHMolina Healthcare, Inc.	$884K	0.42%	0.01%	Not reported	Q4 2025
ORealty Income Corp	$866K	0.41%	0.00%	+87.2%	Q4 2024
UPSUnited Parcel Service Inc	$787K	0.37%	0.00%	+1.6%	Q2 2025

Q4 2025Reported Jan 22, 202691 positions
NVDANvidia Corp	$9.59M	4.46%	0.00%	-0.9%	Q4 2024
GEGeneral Electric Co	$8.86M	4.12%	0.00%	-8.4%	Q4 2024
QCOMQualcomm Inc	$8.21M	3.82%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$7.16M	3.33%	0.00%	-4.7%	Q4 2024
MSFTMicrosoft Corp	$6.94M	3.23%	0.00%	-4.7%	Q4 2024
AMZNAmazon Com Inc	$6.84M	3.18%	0.00%	-0.6%	Q4 2024
AAPLApple Inc.	$6.45M	3.00%	0.00%	-1.2%	Q4 2024
METAMeta Platforms, Inc.	$5.82M	2.71%	Not reported	-0.2%	Q4 2024
MUMicron Technology Inc	$5.53M	2.57%	0.00%	-12.2%	Q4 2024
DELLDell Technologies Inc.	$4.12M	1.91%	0.00%	-0.2%	Q4 2024
VRTVertiv Holdings Co	$3.94M	1.83%	0.01%	-13.0%	Q1 2025
GLDSPDR Gold Trust	$3.91M	1.82%	0.00%	+0.1%	Q4 2024
LLYELI LILLY & Co	$3.87M	1.80%	0.00%	-2.0%	Q4 2024
UNHUnitedhealth Group Inc	$3.75M	1.74%	0.00%	-2.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.59M	1.67%	Not reported	-9.5%	Q4 2024
CCitigroup Inc	$3.54M	1.65%	0.00%	+1.7%	Q1 2025
PHParker-Hannifin Corp	$3.5M	1.63%	0.00%	-0.4%	Q4 2024
VVisa Inc.	$3.49M	1.63%	0.00%	-0.3%	Q4 2024
VSTVistra Corp.	$3.33M	1.55%	0.01%	-2.5%	Q4 2024
PFEPfizer Inc	$3.16M	1.47%	0.00%	+53.7%	Q1 2025
FVCBFVCBankcorp, Inc.	$2.93M	1.36%	1.17%	-0.5%	Q4 2024
MLMMartin Marietta Materials Inc	$2.91M	1.35%	0.01%	-2.1%	Q4 2024
ISRGIntuitive Surgical Inc	$2.68M	1.24%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$2.64M	1.23%	Not reported	-2.6%	Q4 2024
COSTCostco Wholesale Corp	$2.62M	1.22%	0.00%	+1.3%	Q4 2024
CVXChevron Corp	$2.49M	1.16%	0.00%	+0.3%	Q4 2024
PLTRPalantir Technologies Inc.	$2.22M	1.03%	0.00%	+0.1%	Q4 2024
IBMInternational Business Machines Corp	$2.21M	1.03%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$1.89M	0.88%	0.00%	-11.2%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$1.87M	0.87%	Not reported	-4.1%	Q4 2024
OKEOneok Inc	$1.74M	0.81%	0.00%	Not reported	Q4 2024
CMECme Group Inc.	$1.71M	0.79%	0.00%	-2.3%	Q1 2025
MDTMedtronic plc	$1.69M	0.79%	0.00%	-11.2%	Q1 2025
ENBEnbridge Inc	$1.68M	0.78%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.64M	0.76%	Not reported	-8.6%	Q4 2024
FDXFedex Corp	$1.47M	0.68%	0.00%	+10.7%	Q1 2025
XOMExxonMobil Holdings Corp	$1.4M	0.65%	0.00%	+250.6%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.38M	0.64%	Not reported	-5.7%	Q4 2024
WMWaste Management Inc	$1.33M	0.62%	0.00%	-38.0%	Q4 2024
SHOPShopify Inc.	$1.33M	0.62%	0.00%	-34.8%	Q1 2025
CRMSalesforce, Inc.	$1.25M	0.58%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$1.18M	0.55%	0.00%	Not reported	Q4 2024
HIIHuntington Ingalls Industries, Inc.	$1.16M	0.54%	0.01%	-17.1%	Q2 2025
MOHMolina Healthcare, Inc.	$1.15M	0.54%	0.01%	New	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$1.14M	0.53%	0.00%	Not reported	Q4 2024
CEGConstellation Energy Corp	$1.04M	0.48%	0.00%	-21.5%	Q1 2025
MOAltria Group, Inc.	$995K	0.46%	0.00%	New	Q4 2025
CRWVCoreWeave, Inc.	$988K	0.46%	Not reported	New	Q4 2025
BLDRBuilders FirstSource, Inc.	$782K	0.36%	0.01%	-33.9%	Q4 2024
UPSUnited Parcel Service Inc	$781K	0.36%	0.00%	+1.2%	Q2 2025

Q3 2025Reported Nov 6, 202584 positions
NVDANvidia Corp	$10.5M	5.02%	0.00%	-13.3%	Q4 2024
GEGeneral Electric Co	$9.7M	4.64%	0.00%	-8.9%	Q4 2024
AMZNAmazon Com Inc	$7.73M	3.69%	0.00%	-3.7%	Q4 2024
MSFTMicrosoft Corp	$7.69M	3.68%	0.00%	-0.1%	Q4 2024
GOOGLAlphabet Inc.	$6.75M	3.23%	0.00%	-2.3%	Q4 2024
AAPLApple Inc.	$6.49M	3.10%	0.00%	+8.5%	Q4 2024
METAMeta Platforms, Inc.	$5.73M	2.74%	Not reported	-4.6%	Q4 2024
VRTVertiv Holdings Co	$5.39M	2.57%	0.01%	-2.5%	Q1 2025
DELLDell Technologies Inc.	$5.31M	2.54%	0.00%	-6.4%	Q4 2024
MUMicron Technology Inc	$4.94M	2.36%	0.00%	-9.1%	Q4 2024
VSTVistra Corp.	$3.99M	1.91%	0.01%	-4.2%	Q4 2024
UNHUnitedhealth Group Inc	$3.98M	1.90%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.72M	1.78%	Not reported	-17.5%	Q4 2024
GLDSPDR Gold Trust	$3.63M	1.74%	0.00%	-4.8%	Q4 2024
VVisa Inc.	$3.41M	1.63%	0.00%	-2.0%	Q4 2024
NBISNebius Group N.V.	$3.4M	1.63%	0.01%	-16.3%	Q2 2025
LLYELI LILLY & Co	$3.17M	1.52%	0.00%	+70.5%	Q4 2024
PHParker-Hannifin Corp	$3.09M	1.48%	0.00%	0.0%	Q4 2024
CCitigroup Inc	$3.02M	1.44%	0.00%	-5.9%	Q1 2025
MLMMartin Marietta Materials Inc	$2.93M	1.40%	0.01%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$2.74M	1.31%	0.00%	-9.4%	Q4 2024
NFLXNetflix Inc	$2.63M	1.26%	0.00%	-39.2%	Q4 2024
FVCBFVCBankcorp, Inc.	$2.58M	1.24%	1.17%	+205.5%	Q4 2024
CVXChevron Corp	$2.57M	1.23%	0.00%	-22.8%	Q4 2024
PLTRPalantir Technologies Inc.	$2.55M	1.22%	0.00%	+2.7%	Q4 2024
ISRGIntuitive Surgical Inc	$2.52M	1.21%	0.00%	-2.3%	Q4 2024
GOOGAlphabet Inc.	$2.38M	1.14%	Not reported	+22.3%	Q4 2024
IBMInternational Business Machines Corp	$2.29M	1.10%	0.00%	-0.5%	Q4 2024
SHOPShopify Inc.	$2.2M	1.05%	0.00%	-3.8%	Q1 2025
PFEPfizer Inc	$2.03M	0.97%	0.00%	+1.1%	Q1 2025
WMWaste Management Inc	$1.96M	0.94%	0.00%	+30.3%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$1.93M	0.92%	Not reported	+3.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.81M	0.87%	Not reported	-0.3%	Q4 2024
MDTMedtronic plc	$1.8M	0.86%	0.00%	-7.0%	Q1 2025
CMECme Group Inc.	$1.7M	0.81%	0.00%	-13.5%	Q1 2025
ENBEnbridge Inc	$1.64M	0.78%	0.00%	-7.1%	Q4 2024
PSIXPower Solutions International, Inc.	$1.6M	0.76%	0.08%	New	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.43M	0.69%	Not reported	+9.4%	Q4 2024
CEGConstellation Energy Corp	$1.41M	0.67%	0.00%	+24.7%	Q1 2025
BLDRBuilders FirstSource, Inc.	$1.34M	0.64%	0.01%	+59.9%	Q4 2024
HIIHuntington Ingalls Industries, Inc.	$1.29M	0.62%	0.01%	+5.1%	Q2 2025
FDXFedex Corp	$1.17M	0.56%	0.00%	-48.0%	Q1 2025
ABBVAbbVie Inc.	$1.12M	0.54%	0.00%	-2.0%	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$1.07M	0.51%	0.00%	-24.2%	Q4 2024
CORZCore Scientific, Inc./tx	$1.06M	0.51%	0.02%	New	Q3 2025
METMetlife Inc	$941K	0.45%	0.00%	-11.8%	Q1 2025
CRBGCorebridge Financial, Inc.	$930K	0.44%	0.01%	-25.0%	Q2 2025
GSGoldman Sachs Group Inc	$813K	0.39%	0.00%	-1.0%	Q4 2024
TSLATesla, Inc.	$776K	0.37%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$770K	0.37%	0.00%	+12.2%	Q2 2025

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