WESTBOURNE INVESTMENTS, INC.

CIK 0000932929 · ALEXANDRIA, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

WESTBOURNE INVESTMENTS, INC. reported 149 positions worth $245.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: MU (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$245.2M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.0%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$16.5M6.74%14,315
2NVDANVIDIA CORPORATIONSH$10.2M4.16%50,979
3GEGE AEROSPACESH$10.2M4.14%27,198
4GOOGLALPHABET INCSH$8.5M3.45%23,688
5VRTVERTIV HOLDINGS COSH$8.4M3.43%25,120
6BILSPDR SERIES TRUSTSH$7.4M3.03%81,070
7AAPLAPPLE INCSH$7.1M2.89%24,473
8AMZNAMAZON COM INCSH$7.0M2.87%29,515
9MSFTMICROSOFT CORPSH$5.4M2.22%14,565
10METAMETA PLATFORMS INCSH$5.2M2.12%9,250

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WESTBOURNE INVESTMENTS, INC. hold as of Q2 2026?

WESTBOURNE INVESTMENTS, INC. reported 149 positions worth $245.2M in its Q2 2026 13F filing. Largest positions: MU (6.7%), NVDA (4.2%), GE (4.1%), GOOGL (3.5%) and VRT (3.4%).

What did WESTBOURNE INVESTMENTS, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WESTBOURNE INVESTMENTS, 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.