Westbourne Investments, Inc. filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 214.94 M reflecting a +2.73% change from the prior quarter, spanning 138 assets. The top 10 holdings comprised 33.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 20 complete exits.
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Westbourne Investments submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Westbourne Investments reported a managed portfolio value of 214.94 M, consisting of 138 individual positions.
This page displays the raw filing documents. To see which stocks Westbourne Investments bought or sold during Q4 2025, please visit Westbourne Investments's Portfolio Analysis page.