WESTBOURNE INVESTMENTS, INC.
CIK 0000932929 · ALEXANDRIA, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
MU
MICRON TECHNOLOGY INC
6.7%
NVDA
NVIDIA CORPORATION
4.2%
GE
GE AEROSPACE
4.1%
GOOGL
ALPHABET INC
3.5%
VRT
VERTIV HOLDINGS CO
3.4%
BIL
SPDR SERIES TRUST
3.0%
AAPL
APPLE INC
2.9%
AMZN
AMAZON COM INC
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.