Portfolio (Quarterly) Guide ↗

Westbourne Investment Advisors, Inc.

· CIK 0001650092

13F Portfolio $363M AUM 120 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 29 Added 33 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BRO	BROWN & BROWN INC	Financial Services	62,099	$4.0M	1.18%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,555	$351K	0.10%	SOLD
3	DIS	DISNEY WALT CO	Communication Services	2,495	$240K	0.07%	SOLD
4	FISV	FISERV INC	Technology	3,634	$203K	0.06%	SOLD

Sector Allocation

Financial Services 30.5%

Technology 23.8%

Communication Services 14.0%

Consumer Cyclical 10.6%

Industrials 8.5%

Energy 5.3%

Healthcare 2.6%

Consumer Defensive 2.6%

Basic Materials 1.8%

Utilities 0.2%