§ 13F · FUND PROFILE
Westbourne Investment Advisors, Inc..
AUM · $363M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 71K | $26M | 7.0% | −12% |
| 2 | AAPL | APPLE INC | 87K | $25M | 6.9% | −3% |
| 3 | MSFT | MICROSOFT CORP | 49K | $18M | 5.0% | ±0% |
| 4 | GS | GOLDMAN SACHS GROUP INC | 17K | $17M | 4.7% | −3% |
| 5 | META | META PLATFORMS INC | 28K | $16M | 4.3% | +1% |
| 6 | MS | MORGAN STANLEY | 69K | $14M | 4.0% | −4% |
| 7 | UBER | UBER TECHNOLOGIES INC | 193K | $14M | 3.8% | ±0% |
| 8 | BAC | BANK AMERICA CORP | 237K | $13M | 3.7% | −5% |
| 9 | VLO | VALERO ENERGY CORP | 51K | $13M | 3.6% | −9% |
| 10 | SCHW | SCHWAB CHARLES CORP | 122K | $11M | 3.1% | ±0% |
§ 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 $363 million in assets. The fund runs a portfolio of 120 positions.
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