Westbourne Investment Advisors, Inc.
•CIK: 1650092•Filing: Q4 2025
**Westbourne Investment Advisors, Inc.** manages $362M across a diversified portfolio of 116 positions. The firm maintains significant exposure to mega-cap technology names, with top holdings including GOOGL ($25.7M), AAPL ($24.3M), and MSFT ($23.4M). Further allocations are notable in the financial sector, evidenced by substantial positions in GS ($15.5M) and BAC ($13.8M). This concentration suggests a core strategy focused on established technology leaders and cyclical financial institutions.
Total AUM
$362.4M
QoQ Performance
+1.0%
Positions
112
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
MSFT
META
GOOGL7.1%
AAPL6.7%
MSFT6.5%
META5.0%
UBER4.3%
GS4.3%
BAC3.8%
MS3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other29.9%
Technology28.5%
Financial21.4%
Consumer9.1%
Energy3.3%
Healthcare2.4%
Communication2.1%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022