Westbourne Investment Advisors, Inc.
Westbourne Investment Advisors, Inc. reported 120 positions worth $362.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: GOOGL (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $25.5M | 7.03% | 71,362 | — | — | |
| ▸ 2 | AAPL | SH | $25.0M | 6.90% | 86,506 | — | — | |
| ▸ 3 | MSFT | SH | $18.3M | 5.04% | 49,027 | — | — | |
| ▸ 4 | GS | SH | $17.1M | 4.71% | 16,888 | — | — | |
| ▸ 5 | META | SH | $15.7M | 4.32% | 27,786 | — | — | |
| ▸ 6 | MS | SH | $14.3M | 3.95% | 68,596 | — | — | |
| ▸ 7 | UBER | SH | $14.0M | 3.85% | 193,365 | — | — | |
| ▸ 8 | BAC | SH | $13.5M | 3.72% | 236,746 | — | — | |
| ▸ 9 | VLO | SH | $13.2M | 3.63% | 50,530 | — | — | |
| ▸ 10 | SCHW | SH | $11.3M | 3.12% | 122,466 | — | — |
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Frequently Asked Questions
What stocks does Westbourne Investment Advisors, Inc. hold as of Q2 2026?
Westbourne Investment Advisors, Inc. reported 120 positions worth $362.7M in its Q2 2026 13F filing. Largest positions: GOOGL (7.0%), AAPL (6.9%), MSFT (5.0%), GS (4.7%) and META (4.3%).
What did Westbourne Investment Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Westbourne Investment Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.