1y return+19.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $129 against $127 in the S&P 500.2
Westbourne Investments, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MUMicron Technology Inc | $16.5M | 6.7% | −25.4% |
| NVDANvidia Corporation | $10.2M | 4.2% | −1.5% |
| GEGe Aerospace | $10.2M | 4.1% | |
| GOOGLAlphabet Inc | $8.5M | 3.5% | +1.2% |
| VRTVertiv Holdings Co | $8.4M | 3.4% | +3.5% |
| BILSpdr Series Trust | $7.4M | 3.0% | +1.6% |
| AAPLApple Inc | $7.1M | 2.9% | +3.9% |
| AMZNAmazon Com Inc | $7.0M | 2.9% | +2.7% |
| MSFTMicrosoft Corp | $5.4M | 2.2% | −6.1% |
| METAMeta Platforms Inc | $5.2M | 2.1% | +4.9% |
| LLYEli Lilly & Co | $4.6M | 1.9% | +7.6% |
| CCitigroup Inc | $4.4M | 1.8% | +4.2% |
| VSTVistra Corp | $4.4M | 1.8% | +1.5% |
| VOOVanguard Index Fds | $4.0M | 1.6% | |
| PHParker-hannifin Corp | $3.8M | 1.5% | −3.2% |
| JEPQJ P Morgan Exchange Traded F | $3.7M | 1.5% | |
| GLDSpdr Gold Tr | $3.6M | 1.5% | |
| BRK/BBerkshire Hathaway Inc Del | $3.5M | 1.4% | −1.1% |
| VVisa Inc | $3.5M | 1.4% | +2.0% |
| FVCBFvcbankcorp Inc | $3.5M | 1.4% | −6.1% |
| TAt&t Inc | $3.4M | 1.4% | +130.5% |
| UBERUber Technologies Inc | $3.3M | 1.3% | +25.6% |
| CARRCarrier Global Corporation | $3.2M | 1.3% | New |
| VUGVanguard Index Fds | $3.1M | 1.3% | |
| PFEPfizer Inc | $3.0M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | March 31, 2025 | +363.7% | $8.4M |
| DELLDell Technologies Inc | December 31, 2024 | +274.4% | $1.8M |
| Nebius Group N.v.CUSIP N97284108 | March 31, 2026 | +166.2% | $3.0M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $10.2M |
| CCitigroup Inc | March 31, 2025 | +97.2% | $4.4M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $8.5M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $2.6M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $2.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $4.6M |
| PHParker-hannifin Corp | December 31, 2024 | +53.8% | $3.8M |
Sold off last quarter
- INTUIntuit was $2.6M
- Oneok Inc NewCUSIP 682680103 was $2.2M
- IBMInternational Business Machs was $1.8M
- Medtronic PLCCUSIP G5960L103 was $1.5M
- GEHCGe Healthcare Technologies I was $1.3M
- UPSUnited Parcel Svcs Inc was $787K
- BLDRBuilders Firstsource Inc was $626K
- LVSLas Vegas Sands Corp was $508K
- SHELShell PLC was $474K
- SFDSmithfield Foods Inc was $450K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westbourne Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=932929&type=13F-HR&dateb=&owner=include&count=40CIK 932929
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/932929/000093292926000004/Filed August 11, 2026 · accession 0000932929-26-000004