Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westbourne Investment Advisors, Inc. (CIK 1650092) reported $343.0M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($23.3M, 6.79%), AAPL ($22.6M, 6.59%), MSFT ($18.1M, 5.27%), META ($15.8M, 4.61%), GS ($14.7M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $23.3M | 6.79% | 80,981 | Trimmed |
| 2 | AAPL | APPLE INC | $22.6M | 6.59% | 89,041 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $18.1M | 5.27% | 48,842 | Added |
| 4 | META | META PLATFORMS INC | $15.8M | 4.61% | 27,639 | Added |
| 5 | GS | GOLDMAN SACHS GROUP INC | $14.7M | 4.29% | 17,381 | Trimmed |
| 6 | UBER | UBER TECHNOLOGIES INC | $13.9M | 4.04% | 192,551 | Added |
| 7 | VLO | VALERO ENERGY CORP | $13.7M | 3.98% | 55,301 | Trimmed |
| 8 | BAC | BANK AMERICA CORP | $12.2M | 3.56% | 250,304 | Trimmed |
| 9 | MS | MORGAN STANLEY | $11.7M | 3.42% | 71,372 | Trimmed |
| 10 | SCHW | SCHWAB CHARLES CORP | $11.5M | 3.34% | 121,951 | Trimmed |
| 11 | EXPE | EXPEDIA GROUP INC | $8.7M | 2.52% | 37,512 | Added |
| 12 | C | CITIGROUP INC | $8.1M | 2.36% | 71,308 | Trimmed |
| 13 | MEOH | METHANEX CORP | $7.9M | 2.30% | 132,642 | Trimmed |
| 14 | NFLX | NETFLIX INC. | $7.6M | 2.23% | 79,479 | Added |
| 15 | AMZN | AMAZON COM INC | $7.3M | 2.12% | 34,962 | Added |
| 16 | CB | CHUBB LTD SWITZ | $7.3M | 2.12% | 22,305 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $6.8M | 2.00% | 235,089 | Added |
| 18 | FERG | FERGUSON ENTERPRISES INC | $6.7M | 1.96% | 28,768 | New |
| 19 | HD | HOME DEPOT INC | $6.5M | 1.89% | 19,762 | Added |
| 20 | TOST | TOAST INC | $6.4M | 1.86% | 241,195 | Added |
| 21 | CVCO | CAVCO INDS INC DEL | $6.0M | 1.76% | 12,454 | Added |
| 22 | SCHV | SCHWAB STRATEGIC TR | $5.8M | 1.68% | 189,297 | Added |
| 23 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $5.2M | 1.52% | 66,843 | Added |
| 24 | ACN | ACCENTURE PLC IRELAND | $5.0M | 1.46% | 25,184 | Added |
| 25 | PAYX | PAYCHEX INC | $4.9M | 1.44% | 53,614 | Added |
Source: SEC Form 13F filings · as of 2026-03-31