Westbourne Investments
Westbourne Investments reported 149 stocks worth $245M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MU (6.7%), NVDA (4.2%) and GE (4.1%). Compared with Q1 2026, the fund opened new positions in CARR, GNRC and DE, added to GOOGL, VRT and BIL, trimmed MU, NVDA and MSFT and sold out of INTU, OKE and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $16.5M | 6.7% | 14K | −4,877 (−25%) | 7 of 7 | |
| 2 |  NVDA Nvidia Corporation | $10.2M | 4.2% | 51K | −755 (−1%) | 7 of 7 | |
| 3 |  GE GE Aerospace | $10.2M | 4.1% | 27K | No change | 7 of 7 | |
| 4 |  GOOGL Alphabet Inc | $8.5M | 3.5% | 24K | +279 (+1%) | 7 of 7 | |
| 5 |  VRT Vertiv Holdings Co | $8.4M | 3.4% | 25K | +850 (+4%) | 6 of 7 | |
| 6 |  BIL ST Stert Spdr Blmbg 1 3 | $7.4M | 3.0% | 81K | +1,300 (+2%) | 5 of 7 | |
| 7 |  AAPL Apple Inc | $7.1M | 2.9% | 24K | +917 (+4%) | 7 of 7 | |
| 8 |  AMZN Amazon Com Inc | $7M | 2.9% | 30K | +779 (+3%) | 7 of 7 | |
| 9 |  MSFT Microsoft Corp | $5.4M | 2.2% | 15K | −953 (−6%) | 7 of 7 | |
| 10 |  META Meta Platforms Inc | $5.2M | 2.1% | 9,250 | +432 (+5%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INTU Intuit | $2.6M | 5,979 |
 OKE Oneok Inc New | $2.2M | 24K |
 IBM Ibm Corp | $1.8M | 7,463 |
 MDT Medtronic PLC F | $1.5M | 17K |
 GEHC GE Healthcare Technologi | $1.3M | 18K |
🔒 Free account: see all 20.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Westbourne Investments 13F FAQ
What does Westbourne Investments own?
Westbourne Investments reported 149 stocks worth $245M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MU (6.7%), NVDA (4.2%) and GE (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Westbourne Investments buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 41 added to, 47 trimmed and 20 sold out. New positions include CARR, GNRC and DE. It sold all of INTU, OKE and IBM.
When will Westbourne Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Westbourne Investments's portfolio worth?
The Q2 2026 filing reports $245M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.