Westbourne Investments, Inc. holds a diversified book of 149 reported positions worth $245.2M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Carrier Global Corp and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +43% (+25.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.8 points over this window.
Growth of $10,000 cloning Westbourne Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
75% mapped to company sectors
+5 sectors below the cut, 7% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westbourne Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $167.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| Draper Asset Management, LLC | 10 / 80 | $169.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 28 / 80 | $648.9M |
| Conway Capital Management, Inc. | 13 / 80 | $179.7M |
| Prospect Hill Management, LLC | 9 / 80 | $204.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Westbourne Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $16.5M | 14.3K | 6.7% | ▼−25% Reduced · −5K sh | |
| 2 | Nvidia Corporation COM | $10.2M | 51.0K | 4.2% | ▼−1.4% Reduced · −755 sh | |
| 3 | Ge Aerospace COM NEW | $10.2M | 27.2K | 4.1% | ▼~0% Reduced · −5 sh | |
| 4 | Alphabet Inc CAP STK CL A | $8.5M | 23.7K | 3.5% | ▲+1.2% Added · +279 sh | |
| 5 | Vertiv Holdings Co COM CL A | $8.4M | 25.1K | 3.4% | ▲+3.5% Added · +850 sh | |
| 6 | SPDR Series Trust ST STR BLO 1 ETF | $7.4M | 81.1K | 3.0% | ▲+1.6% Added · +1K sh | |
| 7 | Apple Inc COM | $7.1M | 24.5K | 2.9% | ▲+3.9% Added · +917 sh | |
| 8 | Amazon Com Inc COM | $7.0M | 29.5K | 2.9% | ▲+2.7% Added · +779 sh | |
| 9 | Microsoft Corp COM | $5.4M | 14.6K | 2.2% | ▼−6.1% Reduced · −953 sh | |
| 10 | Meta Platforms Inc CL A | $5.2M | 9.3K | 2.1% | ▲+4.9% Added · +432 sh | |
| 11 | Eli Lilly & Co COM | $4.6M | 3.9K | 1.9% | ▲+7.6% Added · +272 sh | |
| 12 | Citigroup Inc COM NEW | $4.4M | 31.5K | 1.8% | ▲+4.2% Added · +1K sh | |
| 13 | Vistra Corp COM | $4.4M | 27.4K | 1.8% | ▲+1.5% Added · +400 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $4.0M | 5.8K | 1.6% | ▲+0.4% Added · +22 sh | |
| 15 | Parker-Hannifin Corp COM | $3.8M | 3.8K | 1.5% | ▼−3.1% Reduced · −125 sh | |
| 16 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.7M | 60.1K | 1.5% | ▼−0.9% Reduced · −565 sh | |
| 17 | SPDR Gold TR GOLD SHS | $3.6M | 9.8K | 1.5% | ▼−0.8% Reduced · −75 sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $3.5M | 7.0K | 1.4% | ▼−1.1% Reduced · −75 sh | |
| 19 | Visa Inc COM CL A | $3.5M | 10.1K | 1.4% | ▲+2.0% Added · +200 sh | |
| 20 | Fvcbankcorp Inc COM | $3.5M | 197.6K | 1.4% | ▼−6.0% Reduced · −13K sh | |
| 21 | AT&T Inc COM | $3.4M | 163.0K | 1.4% | ▲+131% Added · +92K sh | |
| 22 | Uber Technologies Inc COM | $3.3M | 45.0K | 1.3% | ▲+26% Added · +9K sh | |
| 23 | Carrier Global Corporation COM | $3.2M | 44.0K | 1.3% | ▲New New position | |
| 24 | Vanguard Index FDS GROWTH ETF | $3.1M | 35.8K | 1.3% | ▲+501% Added · +30K sh | |
| 25 | Pfizer Inc COM | $3.0M | 126.3K | 1.2% | ▲+0.6% Added · +725 sh | |
| 26 | Nebius Group N.V. SHS CLASS A | $3.0M | 10.8K | 1.2% | ▲+14% Added · +1K sh | |
| 27 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.0M | 52.4K | 1.2% | ▼−6.3% Reduced · −4K sh | |
| 28 | Qualcomm Inc COM | $3.0M | 16.0K | 1.2% | —Held | |
| 29 | Costco Wholesale Corporation COM | $2.8M | 3.0K | 1.1% | ▼−2.4% Reduced · −75 sh | |
| 30 | Atlantic Un Bankshares Corp COM | $2.7M | 64.8K | 1.1% | —Held | |
| 31 | Martin Marietta Matls Inc COM | $2.7M | 4.7K | 1.1% | —Held | |
| 32 | Alphabet Inc CAP STK CL C | $2.6M | 7.2K | 1.0% | ▼−1.8% Reduced · −132 sh | |
| 33 | Ishares TR U.S. TECH ETF | $2.4M | 9.6K | 1.0% | ▲+2.4% Added · +230 sh | |
| 34 | Schwab Strategic TR US LCAP GR ETF | $2.4M | 71.5K | 1.0% | ▼−11% Reduced · −9K sh | |
| 35 | Generac Hldgs Inc COM | $2.0M | 6.8K | 0.8% | ▲New New position | |
| 36 | State STR SPDR Dow Jones Ind UT SER 1 | $2.0M | 3.8K | 0.8% | ▼−1.1% Reduced · −41 sh | |
| 37 | Enbridge Inc COM | $1.9M | 35.2K | 0.8% | —Held | |
| 38 | Vanguard World FD MEGA GRWTH IND | $1.9M | 21.1K | 0.8% | ▲+406% Added · +17K sh | |
| 39 | Dell Technologies Inc CL C | $1.8M | 4.2K | 0.7% | ▲+148% Added · +3K sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.4K | 0.7% | ▲+0.2% Added · +4 sh | |
| 41 | Schwab Strategic TR US LRG CAP ETF | $1.7M | 57.1K | 0.7% | ▼−4.2% Reduced · −2K sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $1.6M | 51.2K | 0.7% | ▼−2.7% Reduced · −1K sh | |
| 43 | Deere & Co COM | $1.6M | 2.4K | 0.6% | ▲New New position | |
| 44 | Schwab Strategic TR US BRD MKT ETF | $1.5M | 53.2K | 0.6% | ▼−2.4% Reduced · −1K sh | |
| 45 | Molina Healthcare Inc COM | $1.5M | 6.6K | 0.6% | —Held | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $1.5M | 9.5K | 0.6% | ▼−1.8% Reduced · −170 sh | |
| 47 | Abbvie Inc COM | $1.5M | 6.0K | 0.6% | ▲+18% Added · +900 sh | |
| 48 | Cme Group Inc COM | $1.5M | 6.7K | 0.6% | ▼−6.9% Reduced · −500 sh | |
| 49 | Exxon Mobil Corp COM | $1.5M | 10.8K | 0.6% | ▼−6.9% Reduced · −800 sh | |
| 50 | Intuitive Surgical Inc COM NEW | $1.5M | 3.7K | 0.6% | ▼−22% Reduced · −1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 149 | $245.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 141 | $210.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 138 | $214.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 130 | $209.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 140 | $187.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 51d | 136 | $165.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 125 | $169.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.