StockDriftsStockDriftsTop 50 Westbourne Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.4% | 84.1K | $28.0M | -2.84%(-2.46K) | $38.99(+779.54%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.61% | 48.7K | $25.0M | -0.57%(-279) | $103.31(+416.40%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.23% | 68.5K | $23.6M | -4.08%(-2.91K) | $41.72(+724.97%) | 2026-09-30 | |
| META | META PLATFORMS INC | 5.52% | 28.8K | $20.9M | +3.66%(+1.02K) | $219.76(+221.01%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 4.95% | 48.3K | $18.7M | -4.43%(-2.24K) | $77.05(+462.35%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.98% | 16.7K | $15.0M | -1.11%(-187) | $249.31(+251.28%) | 2026-09-30 | |
| UBER | UBER TECHNOLOGIES INC | 3.58% | 197.9K | $13.6M | +2.35%(+4.54K) | $40.64(+72.13%) | 2026-09-30 | |
| MS | MORGAN STANLEY | 3.34% | 67.1K | $12.6M | -2.13%(-1.46K) | $45.07(+296.00%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 3.31% | 229.8K | $12.5M | -2.94%(-6.95K) | $19.93(+152.88%) | 2026-09-30 | |
| SCHW | CHARLES SCHWAB CORP (THE) | 3.07% | 118.7K | $11.6M | -3.05%(-3.74K) | $43.51(+105.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.59% | +71.03% | +10.07% | +61.59% |
| Top 20 Holdings Unweighted | +16.40% | +57.71% | +8.73% | +51.96% |
Westbourne Investment Advisors INC reports $378.25M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.4%), MSFT (6.6%) and GOOGL (6.2%). The top 20 holdings account for 68.44% of reported assets. Its disclosed equity book has returned +71.03% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westbourne Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1650092). View Westbourne Investment Advisors INC’s 13F filings on SEC