WESTBOURNE INVESTMENTS, INC.

Q1 2026 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$210,334
Net value change ($000)
-4,610 (-2.1%)
New positions
24
Sold out positions
21
Turnover %
16.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,451 NEW
INTU 2,585 NEW
UBER 2,579 NEW
VRT 2,144 54.4%
AUB 1,837 385.1%
T 1,798 713.5%
VZ 1,765 NEW
BIL 1,506 25.9%
GEHC 1,269 NEW
NBIS 976 NEW
Top Reduces (Value $000, Stocks/ETFs)
QCOM -6,150 -74.9%
DELL -3,836 -93.2%
UNH -3,748 -100.0%
CVX -2,491 -100.0%
FDX -1,469 -100.0%
SHOP -1,326 -100.0%
CRM -1,245 -100.0%
MSFT -1,200 -17.3%
GE -1,145 -12.9%
CRWV -988 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type