Universe · entity
Westbourne Investment Advisors, Inc.
Institutional manager (13F) · CIK 1650092
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $310M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $23M | 80,981 |
| 2 | APPLE INC | $23M | 89,041 |
| 3 | MICROSOFT CORP | $18M | 48,842 |
| 4 | META PLATFORMS INC | $16M | 27,639 |
| 5 | GOLDMAN SACHS GROUP INC | $15M | 17,381 |
| 6 | UBER TECHNOLOGIES INC | $14M | 192,551 |
| 7 | VALERO ENERGY CORP | $14M | 55,301 |
| 8 | BANK AMERICA CORP | $12M | 250,304 |
| 9 | MORGAN STANLEY | $12M | 71,372 |
| 10 | SCHWAB CHARLES CORP | $11M | 121,951 |
| 11 | EXPEDIA GROUP INC | $9M | 37,512 |
| 12 | CITIGROUP INC | $8M | 71,308 |
| 13 | METHANEX CORP | $8M | 132,642 |
| 14 | NETFLIX INC. | $8M | 79,479 |
| 15 | AMAZON COM INC | $7M | 34,962 |
| 16 | CHUBB LTD SWITZ | $7M | 22,305 |
| 17 | SCHWAB STRATEGIC TR | $7M | 235,089 |
| 18 | FERGUSON ENTERPRISES INC | $7M | 28,768 |
| 19 | HOME DEPOT INC | $6M | 19,762 |
| 20 | TOAST INC | $6M | 241,195 |
| 21 | CAVCO INDS INC DEL | $6M | 12,454 |
| 22 | SCHWAB STRATEGIC TR | $6M | 189,297 |
| 23 | BOOZ ALLEN HAMILTON HLDG COR | $5M | 66,843 |
| 24 | ACCENTURE PLC IRELAND | $5M | 25,184 |
| 25 | PAYCHEX INC | $5M | 53,614 |
| 26 | SOFI TECHNOLOGIES INC | $4M | 279,543 |
| 27 | BUILDERS FIRSTSOURCE INC | $4M | 52,466 |
| 28 | BROWN & BROWN INC | $4M | 62,099 |
| 29 | ALPHABET INC | $3M | 11,260 |
| 30 | DOCUSIGN INC | $3M | 66,870 |
| 31 | PHILIP MORRIS INTL INC | $3M | 16,204 |
| 32 | JPMORGAN CHASE & CO | $3M | 8,555 |
| 33 | SNAP INC | $2M | 517,148 |
| 34 | EXXON MOBIL CORP | $2M | 13,080 |
| 35 | INVESCO QQQ TR | $2M | 3,777 |
| 36 | PEPSICO INC | $2M | 11,950 |
| 37 | ADAMS DIVERSIFIED EQUITY FD | $2M | 83,400 |
| 38 | STATE STR SPDR S&P 500 ETF T | $2M | 2,673 |
| 39 | JOHNSON & JOHNSON | $2M | 7,083 |
| 40 | ABBVIE INC | $2M | 6,925 |
| 41 | LOWES COS INC | $2M | 6,354 |
| 42 | ELI LILLY & CO | $1M | 1,557 |
| 43 | SELECT SECTOR SPDR TR | $1M | 28,316 |
| 44 | PROCTER & GAMBLE CO | $1M | 9,215 |
| 45 | CONOCOPHILLIPS | $1M | 9,925 |
| 46 | MERCK & CO INC | $1M | 10,261 |
| 47 | CAPITAL ONE FINL CORP | $1M | 6,526 |
| 48 | ALTRIA GROUP INC | $1M | 16,099 |
| 49 | J P MORGAN EXCHANGE TRADED F | $1M | 18,600 |
| 50 | PHILLIPS 66 | $1M | 5,726 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.