🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Westbourne Investments - Q1 2026 13F Filings

WE

Westbourne Investments, Inc.

CIK: 0000932929
Address: Virginia Alexandria 2121 Eisenhower Avenue Suite 605
$210.33 M
Portfolio Value
141
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
-1.83%
$210.33 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Westbourne Investments Q1 2026 Filing Summary

Westbourne Investments, Inc. filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 210.33 M reflecting a -2.14% change from the prior quarter, spanning 141 assets. The top 10 holdings comprised 31.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 26 new positions and 21 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Westbourne Investments’s Q1 2026 Filing

Westbourne Investments submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Westbourne Investments reported a managed portfolio value of 210.33 M, consisting of 141 individual positions.

This page displays the raw filing documents. To see which stocks Westbourne Investments bought or sold during Q1 2026, please visit Westbourne Investments's Portfolio Analysis page.