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Westbourne Investments - Q2 2026 13F Filings

WE

Westbourne Investments, Inc.

CIK: 0000932929
Address: Virginia Alexandria 2121 Eisenhower Avenue Suite 605
$245.23 M
Portfolio Value
149
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. CARR Carrier Global Corporation
+$3.23 M
2. VUG Vanguard Growth Etf
+$2.57 M
3. GNRC Generac Holdings
+$2 M
4. T At&T
+$1.91 M
5. DE Deere & Company
+$1.55 M

Top Sells

Q2 2026
1. MU Micron Technology
−$5.63 M
2. INTU Intuit
−$2.59 M
3. OKE Oneok
−$2.17 M
4. IBM International Business Machines Corporation
−$1.81 M
5. MDT Medtronic PLC
−$1.51 M

Asset Allocation

Stocks/ETFs
+16.59%
$245.23 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Westbourne Investments Q2 2026 Filing Summary

Westbourne Investments, Inc. filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 245.23 M reflecting a +16.59% change from the prior quarter, spanning 149 assets. The top 10 holdings comprised 35.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 20 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Westbourne Investments’s Q2 2026 Filing

Westbourne Investments submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Westbourne Investments reported a managed portfolio value of 245.23 M, consisting of 149 individual positions.

This page displays the raw filing documents. To see which stocks Westbourne Investments bought or sold during Q2 2026, please visit Westbourne Investments's Portfolio Analysis page.