WESTBOURNE INVESTMENTS, INC.
All 13F Filings
- Location
- Alexandria, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 214,944
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 138 | 214,944 | 13F-HR | WESTBOURNE INVESTMENTS, INC. |
| Q3 2025 | 11/6/2025 | 130 | 209,232 | 13F-HR | WESTBOURNE INVESTMENTS, INC. |
| Q2 2025 | 7/9/2025 | 140 | 187,508 | 13F-HR | WESTBOURNE INVESTMENTS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.4 K | 90.9% | 5.804 K | 0 | 5.804 K |
| ETFs | 18.01 K | 8.4% | 0 | 412 | -412 |
| Debt | 1.082 K | 0.5% | 104 | 0 | 104 |
| Other | 490 | 0.2% | 212 | 0 | 212 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
214,944
Holdings
138
QoQ value change ($000)
5,712
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.