WESTBOURNE INVESTMENTS, INC.
All 13F Filings
- Location
- Alexandria, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 245,234
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 149 | 245,234 | 13F-HR | WESTBOURNE INVESTMENTS, INC. |
| Q1 2026 | 5/15/2026 | 141 | 210,334 | 13F-HR | WESTBOURNE INVESTMENTS, INC. |
| 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 | 181 K | 73.8% | 30.35 K | 0 | 30.35 K |
| ETFs | 62.03 K | 25.3% | 4.411 K | 0 | 4.411 K |
| Debt | 1.032 K | 0.4% | 0 | 114 | -114 |
| Other | 1.168 K | 0.5% | 251 | 0 | 251 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
245,234
Holdings
149
QoQ value change ($000)
34,900
(16.6%)
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.