§ 13F · FUND PROFILE
Westbourne Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $329.6T (13F)Positions · 107Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$362.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 82K | $25.7T | 7.1% | NEW |
| 2 | AAPL | APPLE INC | 89K | $24.3T | 6.7% | NEW |
| 3 | MSFT | MICROSOFT CORP | 48K | $23.4T | 6.5% | NEW |
| 4 | META | META PLATFORMS INC | 27K | $18.1T | 5.0% | NEW |
| 5 | UBER | UBER TECHNOLOGIES INC | 191K | $15.6T | 4.3% | NEW |
| 6 | GS | GOLDMAN SACHS GROUP INC | 18K | $15.5T | 4.3% | NEW |
| 7 | BAC | BANK AMERICA CORP | 251K | $13.8T | 3.8% | NEW |
| 8 | MS | MORGAN STANLEY | 71K | $12.7T | 3.5% | NEW |
| 9 | SCHW | SCHWAB CHARLES CORP | 122K | $12.2T | 3.4% | NEW |
| 10 | EXPE | EXPEDIA GROUP INC | 37K | $10.6T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTBOURNE SIGNAL
AC read
Westbourne Investment Advisors, Inc. is a Other fund managing $329631.7 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed