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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCO MOODYS CORP Financial Services 2,086.0 $945K 0.26% -50.0 -2.3% $452.92 +13.7%
22 UNH UNITEDHEALTH GROUP INC Healthcare 1,994.0 $829K 0.23% -536.0 -21.2% $415.63 -5.5%
23 ABT ABBOTT LABORATORIES Healthcare 6,700.0 $608K 0.17% -506.0 -7.0% $90.74 +23.9%
24 GLW CORNING INC Technology 1,750.0 $447K 0.12% -48.0 -2.7% $255.43 -41.7%
25 WMT WALMART INC Consumer Defensive 3,749.0 $425K 0.12% -25.0 -0.7% $113.27 -9.0%
26 RITM RITHM CAPITAL CORP Real Estate 42,000.0 $394K 0.11% -15K -26.3% $9.39 +7.3%
27 INVESCO EXCHANGE TRADED FD T 1,793.0 $382K 0.10% -18.0 -1.0% $212.78
28 BXSL BLACKSTONE SECD LENDING FD Financial Services 16,000.0 $379K 0.10% -4K -17.9% $23.71 +4.4%
29 PFE PFIZER INC Healthcare 14,995.0 $361K 0.10% -7K -31.2% $24.08 +16.1%
30 AMLP ALPS ETF TR 5,200.0 $270K 0.07% -2K -32.5% $51.85 +6.5%
31 RF REGIONS FINANCIAL CORP NEW Financial Services 7,700.0 $233K 0.06% -300.0 -3.8% $30.20 +0.4%
32 CG CARLYLE GROUP INC Financial Services 5,450.0 $230K 0.06% -50.0 -0.9% $42.11 +16.6%
33 SNAP SNAP INC Communication Services 19,699.0 $87K 0.02% -497K -96.2% $4.44 +22.3%
Page 2 of 2  ·  33 positions

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 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%