StockDriftsStockDriftsTop 50 Westbourne Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.03% | 71.4K | $25.5M | -11.88%(-9.62K) | $41.72(+726.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.9% | 86.5K | $25.0M | -2.85%(-2.54K) | $38.99(+683.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.04% | 49.0K | $18.3M | +0.38%(+185) | $103.31(+370.48%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 4.71% | 16.9K | $17.1M | -2.84%(-493) | $249.31(+320.12%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.32% | 27.8K | $15.7M | +0.53%(+147) | $204.24(+184.13%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 3.95% | 68.6K | $14.3M | -3.89%(-2.78K) | $45.07(+386.62%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 3.85% | 193.4K | $14.0M | +0.42%(+814) | $39.95(+91.66%) | 2026-06-30 | |
| BAC | BANK AMERICA CORP | 3.72% | 236.7K | $13.5M | -5.42%(-13.56K) | $19.93(+226.65%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 3.63% | 50.5K | $13.2M | -8.63%(-4.77K) | $77.05(+350.90%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.12% | 122.5K | $11.3M | +0.42%(+515) | $43.51(+155.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.66% | +8.82% | +52.62% |
| Top 20 Holdings Unweighted | +15.80% | +55.30% | +7.76% | +45.31% |
Westbourne Investment Advisors, Inc. reports $362.67M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.0%), AAPL (6.9%) and MSFT (5.0%). The top 20 holdings account for 68.22% of reported assets. Its disclosed equity book has returned +65.66% on a three-year cumulative basis. Figures reflect the Q2 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