Institutions / Westbourne Investment Advisors, Inc.
Westbourne Investment Advisors, Inc.
CIK 1650092 · Institution · as of Dec 31, 2025
Portfolio value
$362.40M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $25.69M | 7.1% |
| Apple Inc. | $24.31M | 6.7% |
| Microsoft Corp | $23.43M | 6.5% |
| Meta Platforms Inc | $18.15M | 5.0% |
| Uber Technologies, Inc | $15.61M | 4.3% |
| The Goldman Sachs Group, Inc. | $15.47M | 4.3% |
| Bank of America Corp /De | $13.82M | 3.8% |
| Morgan Stanley | $12.68M | 3.5% |
| Schwab Charles Corp | $12.19M | 3.4% |
| Expedia Group Inc | $10.57M | 2.9% |
| Valero Energy Corp | $9.33M | 2.6% |
| Citigroup Inc | $8.36M | 2.3% |
| Toast, Inc. | $8.29M | 2.3% |
| Amazon.com Inc | $7.72M | 2.1% |
| Schwab Strategic Tr | $7.36M | 2.0% |
| Cavco Industries, Inc. | $7.32M | 2.0% |
| Netflix Inc | $7.25M | 2.0% |
| Chubb Ltd | $6.92M | 1.9% |
| SoFi Technologies, Inc. | $6.75M | 1.9% |
| Home Depot, Inc. | $6.73M | 1.9% |
| Accenture plc | $6.25M | 1.7% |
| Paychex Inc | $5.80M | 1.6% |
| Booz Allen Hamilton Holding Corp | $5.47M | 1.5% |
| Schwab Strategic Tr | $5.41M | 1.5% |
| Methanex Corp | $5.28M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.