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WESTBOURNE INVESTMENTS, INC. 13F portfolio summary

WESTBOURNE INVESTMENTS, INC. of WESTBOURNE INVESTMENTS, INC. has 149 current stock holdings with a reported portfolio value of $245.2M. The portfolio 1 year return is +28.63%. Top holdings include MU (6.74%), NVDA (4.16%), GE (4.14%), GOOGL (3.45%), VRT (3.43%).

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WESTBOURNE INVESTMENTS, INC.

WESTBOURNE INVESTMENTS, INC.
Latest filing: 2026-06-30

WESTBOURNE INVESTMENTS, INC. runs WESTBOURNE INVESTMENTS, INC. and currently holds 149 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $245.23M. Their top holdings are MU, NVDA, GE, GOOGL, VRT. The top five represent 21.9% of reported portfolio weight. WESTBOURNE INVESTMENTS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WESTBOURNE INVESTMENTS, INC. initiated 9 new positions. They added to 38 existing positions. They trimmed 38 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
MU6.7%
NVDA4.2%
GE4.1%
GOOGL3.5%
VRT3.4%
Top 5: 21.9%
Portfolio Returns
1 Year
+28.63%
#0/1000
3 Year
+40.15%
#0/1000
5 Year
+40.15%
#0/1000

Portfolio Value

$245.23M

Alpha Score

35.5

#0 of 1000

Holdings

149

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149 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
MICRON TECHNOLOGY INC
6.74%$96.61$966.78+900.70%
Trimmed
-25.41%
NVDA
NVIDIA CORPORATION
4.16%$134.55$214.76+59.61%
Trimmed
-1.46%
GE
GE AEROSPACE
4.14%$167.05$348.41+108.57%
Trimmed
-0.02%
GOOGL
ALPHABET INC
3.45%$193.45$344.82+78.25%
Added
+1.19%
VRT
VERTIV HOLDINGS CO
3.43%$126.37$262.00+107.33%
Added
+3.50%
BIL
SPDR SERIES TRUST
3.03%$91.71$91.60-0.12%
Added
+1.63%
AAPL
APPLE INC
2.89%$252.20$309.35+22.66%
Added
+3.89%
AMZN
AMAZON COM INC
2.87%$219.89$258.63+17.62%
Added
+2.71%
MSFT
MICROSOFT CORP
2.22%$417.66$483.24+15.70%
Trimmed
-6.14%
META
META PLATFORMS INC
2.12%$584.47$549.90-5.91%
Added
+4.90%

Showing 1-10 of 149