WESTBOURNE INVESTMENTS, INC. — 13F holdings

WESTBOURNE INVESTMENTS, INC. reported 149 holdings worth $245M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. MU MICRON TECHNOLOGY INC — $16.5M (6.7%)
  2. NVDA NVIDIA CORPORATION — $10.2M (4.2%)
  3. GE GE AEROSPACE — $10.2M (4.1%)
  4. GOOGL ALPHABET INC — $8.47M (3.5%)
  5. VRT VERTIV HOLDINGS CO — $8.41M (3.4%)
  6. BIL SPDR SERIES TRUST — $7.43M (3.0%)
  7. AAPL APPLE INC — $7.08M (2.9%)
  8. AMZN AMAZON COM INC — $7.03M (2.9%)
  9. MSFT MICROSOFT CORP — $5.43M (2.2%)
  10. META META PLATFORMS INC — $5.21M (2.1%)