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The Analysis of WESTBOURNE INVESTMENTS, INC.'s Holdings & P&L

Currently, WESTBOURNE INVESTMENTS, INC. holds 141 types of securities in its portfolio with a total value $210.3M. In the most recent quarter, they have increased their positions in N/A (+5.8K shares, valued at $3.5M), INTU (+6.0K shares, valued at $2.6M), UBER (+35.9K shares, valued at $2.6M); decreased their positions in DELL (-31.0K shares, valued at $5.1M), QCOM (-32.0K shares, valued at $4.1M), HII (-2.5K shares, valued at $968.7K); initiated new positions in N/A (+5.8K shares, valued at $3.5M), INTU (+6.0K shares, valued at $2.6M), UBER (+35.9K shares, valued at $2.6M).

1M P&L

+16.0M+8.25%

3M P&L

+1.4M+0.69%

HY P&L

+10.2M+5.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.3M

28.2%

2Semiconductors23.3M

12.6%

3Software - Infrastructure10.9M

5.9%

Top Industries by Stock Count

1N/A53 stocks

41.4%

2Drug Manufacturers - General6 stocks

4.7%

3REIT - Mortgage4 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION51.7K shares0.66%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE27.2K shares-5.47%2026-03-312026-05-15

BIL SPDR SERIES TRUST79.8K shares26.36%2026-03-312026-05-15

ALPHABET INC ALPHABET INC23.4K shares2.29%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC19.2K shares-1.03%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO24.3K shares-0.14%2026-03-312026-05-15

AMZN AMAZON COM INC28.7K shares-3.06%2026-03-312026-05-15

AAPL APPLE INC23.6K shares-0.66%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP15.5K shares8.08%2026-03-312026-05-15

META META PLATFORMS INC8.8K shares-0.07%2026-03-312026-05-15

GLD SPDR GOLD TR9.8K shares-0.25%2026-03-312026-05-15

VST VISTRA CORP27.1K shares30.88%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP4.0K shares-0.38%2026-03-312026-05-15

PFE PFIZER INC125.6K shares-0.95%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC30.2K shares-0.45%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares0.07%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F60.7K shares4.09%2026-03-312026-05-15

LLY ELI LILLY & CO3.6K shares-0.14%2026-03-312026-05-15

FVCB FVCBANKCORP INC210.4K shares0.00%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F56.0K shares15.80%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.1K shares0.82%2026-03-312026-05-15

V VISA INC9.9K shares-0.60%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC4.7K shares0.00%2026-03-312026-05-15

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VUG VANGUARD INDEX FDS6.0K shares-1.00%2026-03-312026-05-15

INTU INTUIT6.0K sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC35.9K sharesnew addition2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR80.4K shares2.32%2026-03-312026-05-15

AUB ATLANTIC UN BANKSHARES CORP64.8K shares379.69%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC4.7K shares0.00%2026-03-312026-05-15

OKE ONEOK INC NEW24.0K shares1.46%2026-03-312026-05-15

CME CME GROUP INC7.2K shares16.02%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC7.4K shares-12.54%2026-03-312026-05-15

QCOM QUALCOMM INC16.0K shares-66.67%2026-03-312026-05-15

T AT&T INC70.7K shares597.05%2026-03-312026-05-15

NFLX NETFLIX INC.21.2K shares4.70%2026-03-312026-05-15

XOM EXXON MOBIL CORP11.6K shares-0.69%2026-03-312026-05-15

ENB ENBRIDGE INC35.2K shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS7.5K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC12.3K shares-1.90%2026-03-312026-05-15

Sponsored

DIA STATE STR SPDR DOW JONES IND3.9K shares-0.54%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC35.2K sharesnew addition2026-03-312026-05-15

IYW ISHARES TR9.4K shares-1.04%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR52.7K shares2.92%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.4K shares1.13%2026-03-312026-05-15

MGK VANGUARD WORLD FD4.2K shares-0.95%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR59.6K shares-1.81%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC17.4K shares-1.05%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC22.3K shares29.36%2026-03-312026-05-15

WM WASTE MGMT INC DEL6.4K shares5.30%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS9.7K shares0.68%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR54.5K shares0.58%2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES I17.8K sharesnew addition2026-03-312026-05-15

RIO RIO TINTO PLC13.2K shares84.76%2026-03-312026-05-15

VTI VANGUARD INDEX FDS3.5K shares-1.12%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC2.5K shares0.00%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC5.1K shares-1.94%2026-03-312026-05-15

GSY INVESCO ACTIVELY MANAGED EXC21.6K shares8.62%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F7.7K shares0.20%2026-03-312026-05-15

NBIS NEBIUS GROUP N.V.9.4K sharesnew addition2026-03-312026-05-15

JAZZ JAZZ PHARMACEUTICALS PLC4.8K shares246.36%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR29.8K shares-0.05%2026-03-312026-05-15

MOH MOLINA HEALTHCARE INC6.6K shares0.00%2026-03-312026-05-15

O REALTY INCOME CORP14.2K shares87.17%2026-03-312026-05-15

Sponsored

UPS UNITED PARCEL SVCS INC8.0K shares1.63%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.56%2026-03-312026-05-15

KO COCA COLA CO10.0K shares6.41%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR24.3K shares3.18%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC6.2K shares9.04%2026-03-312026-05-15

CORZ CORE SCIENTIFIC INC NEW49.4K shares0.00%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP2.6K shares-11.44%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.9K shares-0.25%2026-03-312026-05-15

Sponsored

FLOT ISHARES TR13.8K shares-0.04%2026-03-312026-05-15

BOAT TIDAL TRUST I17.1K shares-1.67%2026-03-312026-05-15

F FORD MTR CO58.7K shares4.45%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC7.6K shares0.00%2026-03-312026-05-15

SDCI USCF ETF TR22.2K shares5.76%2026-03-312026-05-15

COOPER COS INC COOPER COS INC8.0K sharesnew addition2026-03-312026-05-15

USRT ISHARES TR9.7K shares81.00%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS5.7K shares2.41%2026-03-312026-05-15

Sponsored

WMT WALMART INC4.3K shares-18.81%2026-03-312026-05-15

TBIL RBB FD INC10.5K sharesnew addition2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR20.9K shares7.89%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.8K shares0.11%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP9.4K shares-9.57%2026-03-312026-05-15

MGV VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR4.5K shares0.00%2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR9.1K shares12.69%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC5.1K sharesnew addition2026-03-312026-05-15

FDLO FIDELITY COVINGTON TRUST7.3K shares14.97%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR16.6K shares-5.67%2026-03-312026-05-15

SCHY SCHWAB STRATEGIC TR14.6K shares38.39%2026-03-312026-05-15

SPYI NEOS ETF TRUST9.3K shares-23.47%2026-03-312026-05-15

SMITHFIELD FOODS INC SMITHFIELD FOODS INC16.1K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.8K shares78.43%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS6.5K shares18.39%2026-03-312026-05-15

Sponsored

VB VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC490 shares0.00%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR8.1K shares0.53%2026-03-312026-05-15

FDMO FIDELITY COVINGTON TRUST4.9K shares-4.38%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL658 sharesnew addition2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS500 shares0.00%2026-03-312026-05-15

CB CHUBB LTD SWITZ1.1K sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS5.8K shares0.00%2026-03-312026-05-15

Sponsored

SPYV SPDR SERIES TRUST6.5K shares58.90%2026-03-312026-05-15

CC CHEMOURS CO14.9K sharesnew addition2026-03-312026-05-15

HII HUNTINGTON INGALLS INDS INC850 shares-75.00%2026-03-312026-05-15

D DOMINION ENERGY INC5.2K shares26.82%2026-03-312026-05-15

APP APPLOVIN CORP800 shares-20.00%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F4.2K shares-19.15%2026-03-312026-05-15

IFGL ISHARES TR13.9K shares29.60%2026-03-312026-05-15

TGT TARGET CORP2.5K sharesnew addition2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR502 sharesnew addition2026-03-312026-05-15

CRBG COREBRIDGE FINL INC12.1K shares-38.03%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.7K shares-94.80%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS4.9K shares4.99%2026-03-312026-05-15

IAUM ISHARES GOLD TR5.8K shares-5.37%2026-03-312026-05-15

MET METLIFE INC3.8K shares0.03%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR5.8K shares2.04%2026-03-312026-05-15

SMH VANECK ETF TRUST675 shares-6.90%2026-03-312026-05-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.2K shares-3.06%2026-03-312026-05-15

SLB SLB LIMITED5.0K sharesnew addition2026-03-312026-05-15

XSMO INVESCO EXCHANGE TRADED FD T3.3K shares-16.02%2026-03-312026-05-15

HYLB DBX ETF TR6.8K shares0.00%2026-03-312026-05-15

EDIV SPDR INDEX SHS FDS6.2K sharesnew addition2026-03-312026-05-15

VLUE ISHARES TR1.6K sharesnew addition2026-03-312026-05-15

FDVV FIDELITY COVINGTON TRUST4.2K sharesnew addition2026-03-312026-05-15

SGOV ISHARES TR2.3K shares2.22%2026-03-312026-05-15

Sponsored

CL COLGATE PALMOLIVE CO2.7K sharesnew addition2026-03-312026-05-15

SPYD SPDR SERIES TRUST5.0K shares0.76%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR2.0K shares-0.49%2026-03-312026-05-15

PUI INVESCO EXCHANGE TRADED FD T4.5K sharesnew addition2026-03-312026-05-15

SPHD INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2026-03-312026-05-15

FGD FIRST TR EXCHANGE-TRADED FD6.5K shares-13.33%2026-03-312026-05-15

DGRO ISHARES TR2.9K sharesnew addition2026-03-312026-05-15

VENTURE GLOBAL INC VENTURE GLOBAL INC11.4K sharesnew addition2026-03-312026-05-15

Sponsored

PMT PENNYMAC MTG INVT TR12.8K shares0.00%2026-03-312026-05-15

KREF KKR REAL ESTATE FIN TR INC18.0K shares-59.00%2026-03-312026-05-15

JFR NUVEEN FLOATING RATE INCOME11.7K shares0.00%2026-03-312026-05-15

PFLT PENNANTPARK FLOATING RATE CA10.5K shares0.00%2026-03-312026-05-15

RWT REDWOOD TRUST INC10.0K shares0.00%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

0.66%

Shares51.7K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-5.47%

Shares27.2K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

26.36%

Shares79.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

2.29%

Shares23.4K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-1.03%

Shares19.2K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

-0.14%

Shares24.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-3.06%

Shares28.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.66%

Shares23.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

8.08%

Shares15.5K

Event2026-03-31

Filed2026-05-15