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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,477.0 $258K 0.07% $57.62 +15.6%
102 YUM YUM BRANDS INC Consumer Cyclical 1,585.0 $253K 0.07% $159.86 -3.8%
103 RTX RTX CORPORATION Industrials 1,274.0 $242K 0.07% $189.73 +11.6%
104 MOOG INC 564.0 $239K 0.07% NEW $423.84
105 FV FIRST TR EXCHANGE TRADED FD 3,144.0 $239K 0.07% NEW $75.88 -3.5%
106 RF REGIONS FINANCIAL CORP NEW Financial Services 7,700.0 $233K 0.06% -300.0 -3.8% $30.20 +0.4%
107 JCI JOHNSON CONTROLS INTERNATION Industrials 1,584.0 $231K 0.06% $146.11 -4.5%
108 WWD WOODWARD INC Industrials 540.0 $230K 0.06% NEW $425.44 -19.7%
109 CG CARLYLE GROUP INC Financial Services 5,450.0 $230K 0.06% -50.0 -0.9% $42.11 +16.6%
110 SLB SLB LIMITED Energy 4,900.0 $228K 0.06% NEW $46.49 +23.3%
111 VOT VANGUARD INDEX FDS 741.0 $227K 0.06% NEW $306.30 -1.1%
112 IJR ISHARES TR 1,520.0 $225K 0.06% NEW $148.31 -1.8%
113 SCHK SCHWAB STRATEGIC TR 5,836.0 $210K 0.06% NEW $36.06 +2.9%
114 TXN TEXAS INSTRS INC Technology 690.0 $206K 0.06% NEW $298.07 -13.2%
115 MA MASTERCARD INCORPORATED Financial Services 390.0 $200K 0.06% NEW $513.60 +15.9%
116 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 11,300.0 $108K 0.03% $9.57 +3.1%
117 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 12,000.0 $103K 0.03% $8.56 -3.2%
118 BHK BLACKROCK CORE BD TR Financial Services 11,000.0 $101K 0.03% $9.17 -1.1%
119 SNAP SNAP INC Communication Services 19,699.0 $87K 0.02% -497K -96.2% $4.44 +22.3%
120 CUSD TRUST FOR PROFESSIONAL MANAG 29,839.0 $2K $0.05 +37963.4%
Page 6 of 6  ·  120 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%