§ 13F · FUND PROFILE
Westbourne Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330M (13F)Positions · 107Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 81K | $23M | 6.8% | −1% |
| 2 | AAPL | APPLE INC | 89K | $23M | 6.6% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 49K | $18M | 5.3% | +1% |
| 4 | META | META PLATFORMS INC | 28K | $16M | 4.6% | +1% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 17K | $15M | 4.3% | −1% |
| 6 | UBER | UBER TECHNOLOGIES INC | 193K | $14M | 4.0% | +1% |
| 7 | VLO | VALERO ENERGY CORP | 55K | $14M | 4.0% | −4% |
| 8 | BAC | BANK AMERICA CORP | 250K | $12M | 3.6% | ±0% |
| 9 | MS | MORGAN STANLEY | 71K | $12M | 3.4% | ±0% |
| 10 | SCHW | SCHWAB CHARLES CORP | 122K | $11M | 3.3% | ±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 $330 million in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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