Westbourne Investments, Inc. holds a diversified book of 141 stocks worth $210.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed General Electric. Their largest long position is Nvidia Corp at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/932929/holdings"
Use Arkolith to show WESTBOURNE INVESTMENTS, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $9.0M | 51.7K | 4.3% | ▲+0.7% Added · +339 sh | |
| 2 | Ge Aerospace COM NEW | $7.7M | 27.2K | 3.7% | ▼−5.5% Reduced · −2K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $7.3M | 79.8K | 3.5% | ▲+26% Added · +17K sh | |
| 4 | Alphabet Inc CAP STK CL A | $6.7M | 23.4K | 3.2% | ▲+2.3% Added · +523 sh | |
| 5 | Micron Technology Inc COM | $6.5M | 19.2K | 3.1% | ▼−1.0% Reduced · −200 sh | |
| 6 | Vertiv Holdings Co COM CL A | $6.1M | 24.3K | 2.9% | ▼−0.1% Reduced · −35 sh | |
| 7 | Amazon Com Inc COM | $6.0M | 28.7K | 2.8% | ▼−3.0% Reduced · −906 sh | |
| 8 | Apple Inc COM | $6.0M | 23.6K | 2.8% | ▼−0.7% Reduced · −156 sh | |
| 9 | Microsoft Corp COM | $5.7M | 15.5K | 2.7% | ▲+8.1% Added · +1K sh | |
| 10 | Meta Platforms Inc CL A | $5.0M | 8.8K | 2.4% | ▼−0.1% Reduced · −6 sh | |
| 11 | SPDR Gold TR GOLD SHS | $4.2M | 9.8K | 2.0% | ▼−0.3% Reduced · −25 sh | |
| 12 | Vistra Corp COM | $4.1M | 27.1K | 1.9% | ▲+31% Added · +6K sh | |
| 13 | Parker-Hannifin Corp COM | $3.5M | 4.0K | 1.7% | ▼−0.4% Reduced · −15 sh | |
| 14 | Pfizer Inc COM | $3.5M | 125.6K | 1.7% | ▼−0.9% Reduced · −1K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.8K | 1.6% | ▲New New position | |
| 16 | Citigroup Inc COM NEW | $3.4M | 30.2K | 1.6% | ▼−0.4% Reduced · −136 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $3.4M | 7.0K | 1.6% | ▲+0.1% Added · +5 sh | |
| 18 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.4M | 60.7K | 1.6% | ▲+4.1% Added · +2K sh | |
| 19 | Eli Lilly & Co COM | $3.3M | 3.6K | 1.6% | ▼−0.1% Reduced · −5 sh | |
| 20 | Fvcbankcorp Inc COM | $3.2M | 210.4K | 1.5% | —Held | |
| 21 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.2M | 56.0K | 1.5% | ▲+16% Added · +8K sh | |
| 22 | Costco Wholesale Corporation COM | $3.1M | 3.1K | 1.5% | ▲+0.8% Added · +25 sh | |
| 23 | Visa Inc COM CL A | $3.0M | 9.9K | 1.4% | ▼−0.6% Reduced · −60 sh | |
| 24 | Martin Marietta Matls Inc COM | $2.8M | 4.7K | 1.3% | —Held | |
| 25 | Vanguard Index FDS GROWTH ETF | $2.6M | 6.0K | 1.2% | ▼−1.0% Reduced · −60 sh | |
| 26 | Intuit COM | $2.6M | 6.0K | 1.2% | ▲New New position | |
| 27 | Uber Technologies Inc COM | $2.6M | 35.9K | 1.2% | ▲New New position | |
| 28 | Schwab Strategic TR US LCAP GR ETF | $2.3M | 80.4K | 1.1% | ▲+2.3% Added · +2K sh | |
| 29 | Atlantic Un Bankshares Corp COM | $2.3M | 64.8K | 1.1% | ▲+380% Added · +51K sh | |
| 30 | Intuitive Surgical Inc COM NEW | $2.2M | 4.7K | 1.0% | —Held | |
| 31 | Oneok Inc New COM | $2.2M | 24.0K | 1.0% | ▲+1.5% Added · +346 sh | |
| 32 | Cme Group Inc COM | $2.1M | 7.2K | 1.0% | ▲+16% Added · +1K sh | |
| 33 | Alphabet Inc CAP STK CL C | $2.1M | 7.4K | 1.0% | ▼−13% Reduced · −1K sh | |
| 34 | Qualcomm Inc COM | $2.1M | 16.0K | 1.0% | ▼−67% Reduced · −32K sh | |
| 35 | AT&T Inc COM | $2.0M | 70.7K | 1.0% | ▲+597% Added · +61K sh | |
| 36 | Netflix Inc. COM | $2.0M | 21.2K | 1.0% | ▲+4.7% Added · +950 sh | |
| 37 | Exxon Mobil Corp COM | $2.0M | 11.6K | 0.9% | ▼−0.7% Reduced · −81 sh | |
| 38 | Enbridge Inc COM | $1.9M | 35.2K | 0.9% | —Held | |
| 39 | International Business Machs COM | $1.8M | 7.5K | 0.9% | —Held | |
| 40 | Palantir Technologies Inc CL A | $1.8M | 12.3K | 0.9% | ▼−1.9% Reduced · −238 sh | |
| 41 | State STR SPDR Dow Jones Ind UT SER 1 | $1.8M | 3.9K | 0.9% | ▼−0.5% Reduced · −21 sh | |
| 42 | Verizon Communications Inc COM | $1.8M | 35.2K | 0.8% | ▲New New position | |
| 43 | Ishares TR U.S. TECH ETF | $1.7M | 9.4K | 0.8% | ▼−1.0% Reduced · −99 sh | |
| 44 | Schwab Strategic TR US DIVIDEND EQ | $1.6M | 52.7K | 0.8% | ▲+2.9% Added · +1K sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.4K | 0.8% | ▲+1.1% Added · +27 sh | |
| 46 | Vanguard World FD MEGA GRWTH IND | $1.5M | 4.2K | 0.7% | ▼−0.9% Reduced · −40 sh | |
| 47 | Schwab Strategic TR US LRG CAP ETF | $1.5M | 59.6K | 0.7% | ▼−1.8% Reduced · −1K sh | |
| 48 | Medtronic PLC SHS | $1.5M | 17.4K | 0.7% | ▼−1.1% Reduced · −185 sh | |
| 49 | Altria Group Inc COM | $1.5M | 22.3K | 0.7% | ▲+29% Added · +5K sh | |
| 50 | Waste Mgmt Inc Del COM | $1.5M | 6.4K | 0.7% | ▲+5.3% Added · +322 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 141 | $210.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 138 | $214.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 130 | $209.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 140 | $187.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 136 | $165.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 125 | $169.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.