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Portfolio (Quarterly) Guide ↗

Westbourne Investment Advisors, Inc.

· CIK 0001650092
13F Portfolio $343M AUM 115 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 28 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FERG FERGUSON ENTERPRISES INC Industrials 28,768.0 $6.7M 1.96% NEW $233.26 +3.2%
2 GLW CORNING INC Technology 1,798.0 $244K 0.07% NEW $135.97 +67.8%
3 MRVL MARVELL TECHNOLOGY INC Technology 2,166.0 $215K 0.06% NEW $99.05 +184.0%
4 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 12,000.0 $102K 0.03% NEW $8.52 +0.1%
5 BHK BLACKROCK CORE BD TR Financial Services 11,000.0 $101K 0.03% NEW $9.16 -1.0%
6 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 11,300.0 $97K 0.03% NEW $8.62 +9.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.3%
Technology 22.4%
Communication Services 16.2%
Consumer Cyclical 9.6%
Industrials 8.3%
Energy 6.0%
Basic Materials 2.6%
Consumer Defensive 2.6%
Healthcare 2.5%
Real Estate 0.3%