WESTBOURNE INVESTMENTS, INC.

CIK

932929

Location

ALEXANDRIA, VA

Portfolio Value

Small $153,844,427

Diversification

Diversified

Filing Date

Global Rank

#4,774 / 8,603 ▼ 4 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

+8.9%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.7%

SPY

+24.4%

Annualised alpha

+8.8%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

+0.0 pts

Top 5

23.4%

−1.3 pts

Top 10

41.0%

−1.2 pts

HHI

258

Diversified−10

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$39,075,584	11
Industrials	13.4%	$20,555,930	7
Financial Services	12.3%	$18,963,252	12
Communication Services	12.3%	$18,919,964	7
Healthcare	12.1%	$18,600,888	15
Unclassified	5.3%	$8,162,499	5
Consumer Cyclical	4.7%	$7,170,462	3
Consumer Defensive	4.4%	$6,801,134	7
Utilities	3.3%	$5,114,063	3
Energy	3.2%	$4,986,113	5
Basic Materials	2.8%	$4,313,567	3
Real Estate	0.8%	$1,180,971	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+60,565	70,709	$2,049,853
AUB	Atlantic Union Bankshares Corp	+51,258	64,758	$2,314,450
O	Realty Income Corp	+6,590	14,150	$865,697
VST	Vistra Corp.	+6,383	27,050	$4,066,426
RIO	Rio Tinto PLC	+6,060	13,210	$1,232,360
MO	Altria Group, Inc.	+5,068	22,329	$1,473,490
JAZZ	Jazz Pharmaceuticals plc	+3,449	4,849	$916,703
F	Ford Motor Co	+2,501	58,744	$677,905
MSFT	Microsoft Corp	+1,160	15,518	$5,744,298
D	Dominion Energy, Inc	+1,100	5,202	$321,587
CME	Cme Group Inc.	+1,000	7,244	$2,139,515
NFLX	Netflix Inc	+950	21,160	$2,034,534
JNJ	Johnson & Johnson	+800	1,820	$444,880
KO	Coca Cola Co	+600	9,960	$757,458
GOOGL	Alphabet Inc.	+523	23,409	$6,731,492
MRK	Merck & Co., Inc.	+510	6,153	$740,144
OKE	Oneok Inc /New/	+346	24,021	$2,171,258
NVDA	Nvidia Corp	+339	51,734	$9,022,409
WM	Waste Management Inc	+322	6,394	$1,469,277
UPS	United Parcel Service Inc	+128	8,004	$787,433
SPY	Spdr S&P 500 ETF Trust	+27	2,427	$1,578,375
COST	Costco Wholesale Corp /New	+25	3,067	$3,056,050
BRK-B	Berkshire Hathaway Inc	+5	7,050	$3,378,360
MET	Metlife Inc	+1	3,797	$268,523
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−32,000	16,000	$2,060,480
DELL	Dell Technologies Inc.	−30,991	1,700	$279,021
KREF	KKR Real Estate Finance Trust Inc.	−25,900	18,000	$110,160
CRBG	Corebridge Financial, Inc.	−7,425	12,100	$288,706
HII	Huntington Ingalls Industries, Inc.	−2,550	850	$322,915
GE	General Electric Co	−1,573	27,203	$7,719,395
PFE	Pfizer Inc	−1,207	125,592	$3,526,623
WMT	Walmart Inc.	−1,000	4,317	$536,516
LVS	Las Vegas Sands Corp	−997	9,423	$507,711
AMZN	Amazon Com Inc	−906	28,736	$5,984,846
CEG	Constellation Energy Corp	−336	2,600	$726,050
IAUM	iShares Gold Trust Micro	−328	5,778	$269,832
PLTR	Palantir Technologies Inc.	−238	12,276	$1,795,733
MU	Micron Technology Inc	−200	19,192	$6,483,825
APP	AppLovin Corp	−200	800	$318,400
MDT	Medtronic plc	−185	17,415	$1,509,009
AAPL	Apple Inc.	−156	23,556	$5,978,277
C	Citigroup Inc	−136	30,224	$3,427,703
BMY	Bristol Myers Squibb Co	−134	4,241	$257,216
ABBV	AbbVie Inc.	−100	5,055	$1,099,411
V	Visa Inc.	−60	9,905	$2,993,687
VRT	Vertiv Holdings Co	−35	24,270	$6,081,576
GLD	Spdr Gold Trust	−25	9,846	$4,236,635
DIA	Spdr Dow Jones Industrial Average ETF Trust	−21	3,860	$1,787,913
PH	Parker-Hannifin Corp	−15	3,965	$3,549,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	5,979	$2,585,200
UBER	Uber Technologies, Inc	35,855	$2,579,050
VZ	Verizon Communications Inc	35,155	$1,764,781
GEHC	GE HealthCare Technologies Inc.	17,830	$1,269,139
NBIS	Nebius Group N.V.	9,405	$975,862
COO	Cooper Companies, Inc.	8,000	$572,000
SHEL	Shell plc	5,100	$474,300
SFD	Smithfield Foods Inc	16,100	$450,317
UTHR	UNITED THERAPEUTICS Corp	658	$390,180
CB	Chubb Ltd	1,136	$370,256
CC	Chemours Co	14,940	$329,128
TGT	Target Corp	2,452	$297,182
QQQ	Invesco Qqq Trust, Series 1	502	$289,744
SLB	Slb Limited/Nv	5,000	$256,950
CL	Colgate Palmolive Co	2,700	$230,121
VG	Venture Global, Inc.	11,400	$179,664
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	11,355	$3,748,399
CVX	Chevron Corp	16,341	$2,490,531
SHOP	Shopify Inc.	8,240	$1,326,392
CRM	Salesforce, Inc.	4,700	$1,245,077
FDX	Fedex Corp	5,085	$1,183,604
CRWV	CoreWeave, Inc.	13,800	$988,218
AMGN	Amgen Inc	1,851	$605,850
DG	Dollar General Corp	3,750	$497,887
B	Barrick Mining Corp	11,250	$489,937
KMB	Kimberly Clark Corp	4,300	$433,827
MNST	Monster Beverage Corp	5,100	$391,017
MMS	Maximus, Inc.	4,500	$388,440
MMM	3M Co	2,200	$352,220
CALM	Cal-Maine Foods Inc	4,400	$350,108
JPM	Jpmorgan Chase & Co	970	$312,553
MA	Mastercard Inc	405	$231,206
BXMT	Blackstone Mortgage Trust, Inc.	11,809	$225,906
BNS	Bank Of Nova Scotia	2,900	$213,701
ICMB	Investcorp Credit Management BDC, Inc.	19,000	$51,300
CVNA	Carvana Co.	500	$42,202
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $153,844,427 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	51,734	+339	$9,022,409	−5.9%	5.86%
GE	General Electric Co Industrials	Reduced	27,203	-1,573	$7,719,395	−12.9%	5.02%
GOOGL	Alphabet Inc. Communication Services	Added	23,409	+523	$6,731,492	−6.0%	4.38%
MU	Micron Technology Inc Technology	Reduced	19,192	-200	$6,483,825	+17.1%	4.21%
VRT	Vertiv Holdings Co Industrials	Reduced	24,270	-35	$6,081,576	+54.4%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,736	-906	$5,984,846	−12.5%	3.89%
AAPL	Apple Inc. Technology	Reduced	23,556	-156	$5,978,277	−7.3%	3.89%
MSFT	Microsoft Corp Technology	Added	15,518	+1,160	$5,744,298	−17.3%	3.73%
META	Meta Platforms, Inc. Communication Services	Reduced	8,818	-6	$5,045,042	−13.4%	3.28%
GLD	Spdr Gold Trust	Reduced	9,846	-25	$4,236,635	+8.3%	2.75%
VST	Vistra Corp. Utilities	Added	27,050	+6,383	$4,066,426	+22.0%	2.64%
PH	Parker-Hannifin Corp Industrials	Reduced	3,965	-15	$3,549,626	+1.5%	2.31%
PFE	Pfizer Inc Healthcare	Reduced	125,592	-1,207	$3,526,623	+11.7%	2.29%
C	Citigroup Inc Financial Services	Reduced	30,224	-136	$3,427,703	−3.2%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,050	+5	$3,378,360	−4.6%	2.20%
LLY	ELI LILLY & Co Healthcare	Reduced	3,597	-5	$3,308,412	−14.5%	2.15%
FVCB	FVCBankcorp, Inc. Financial Services	Held	210,368	0	$3,195,489	+9.2%	2.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,067	+25	$3,056,050	+16.5%	1.99%
V	Visa Inc. Financial Services	Reduced	9,905	-60	$2,993,687	−14.3%	1.95%
MLM	Martin Marietta Materials Inc Basic Materials	Held	4,675	0	$2,752,079	−5.5%	1.79%
INTU	Intuit Inc. Technology	NEW	5,979	NEW	$2,585,200	NEW	1.68%
UBER	Uber Technologies, Inc Technology	NEW	35,855	NEW	$2,579,050	NEW	1.68%
AUB	Atlantic Union Bankshares Corp Financial Services	Added	64,758	+51,258	$2,314,450	+385.7%	1.50%
ISRG	Intuitive Surgical Inc Healthcare	Held	4,725	0	$2,178,177	−18.6%	1.42%
OKE	Oneok Inc /New/ Energy	Added	24,021	+346	$2,171,258	+24.8%	1.41%
CME	Cme Group Inc. Financial Services	Added	7,244	+1,000	$2,139,515	+25.5%	1.39%
QCOM	Qualcomm Inc/De Technology	Reduced	16,000	-32,000	$2,060,480	−74.9%	1.34%
T	At&T Inc. Communication Services	Added	70,709	+60,565	$2,049,853	+713.5%	1.33%
NFLX	Netflix Inc Communication Services	Added	21,160	+950	$2,034,534	+7.4%	1.32%
ENB	Enbridge Inc Energy	Held	35,167	0	$1,903,941	+13.2%	1.24%
IBM	International Business Machines Corp Technology	Held	7,463	0	$1,808,956	−18.2%	1.18%
PLTR	Palantir Technologies Inc. Technology	Reduced	12,276	-238	$1,795,733	−19.3%	1.17%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,860	-21	$1,787,913	−4.1%	1.16%
VZ	Verizon Communications Inc Communication Services	NEW	35,155	NEW	$1,764,781	NEW	1.15%
SPY	Spdr S&P 500 ETF Trust	Added	2,427	+27	$1,578,375	−3.6%	1.03%
MDT	Medtronic plc Healthcare	Reduced	17,415	-185	$1,509,009	−10.7%	0.98%
MO	Altria Group, Inc. Consumer Defensive	Added	22,329	+5,068	$1,473,490	+48.0%	0.96%
WM	Waste Management Inc Industrials	Added	6,394	+322	$1,469,277	+10.1%	0.96%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	17,830	NEW	$1,269,139	NEW	0.82%
RIO	Rio Tinto PLC Basic Materials	Added	13,210	+6,060	$1,232,360	+115.4%	0.80%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	2,506	0	$1,119,029	−1.5%	0.73%
ABBV	AbbVie Inc. Healthcare	Reduced	5,055	-100	$1,099,411	−6.7%	0.71%
NBIS	Nebius Group N.V. Communication Services	NEW	9,405	NEW	$975,862	NEW	0.63%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Added	4,849	+3,449	$916,703	+285.2%	0.60%
MOH	Molina Healthcare, Inc. Healthcare	Held	6,629	0	$883,645	−23.2%	0.57%
O	Realty Income Corp Real Estate	Added	14,150	+6,590	$865,697	+103.1%	0.56%
UPS	United Parcel Service Inc Industrials	Added	8,004	+128	$787,433	+0.8%	0.51%
KO	Coca Cola Co Consumer Defensive	Added	9,960	+600	$757,458	+15.8%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	6,153	+510	$740,144	+24.6%	0.48%
CORZ	Core Scientific, Inc./tx Technology	Held	49,354	0	$738,335	+2.7%	0.48%