Westbourne Investment Advisors, Inc.: 13F holdings
CIK 16500922026Q2
| Positions | 120 |
|---|
| Reported value | $363.2m |
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| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 120 (+5 vs prior quarter) |
|---|
| Reported value | $363.2m (+5.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 71,362 | $25.5m | 7.0% |
| AAPL APPLE INC | 86,506 | $25.0m | 6.9% |
| MSFT MICROSOFT CORP | 49,027 | $18.3m | 5.0% |
| GS GOLDMAN SACHS GROUP INC | 16,888 | $17.1m | 4.7% |
| META META PLATFORMS INC | 27,786 | $15.7m | 4.3% |
| MS MORGAN STANLEY | 68,596 | $14.3m | 3.9% |
| UBER UBER TECHNOLOGIES INC | 193,365 | $14.0m | 3.8% |
| BAC BANK AMERICA CORP | 236,746 | $13.5m | 3.7% |
| VLO VALERO ENERGY CORP | 50,530 | $13.2m | 3.6% |
| SCHW SCHWAB CHARLES CORP | 122,466 | $11.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1650092")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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