Long-term investor
Westbourne Investments, Inc. @westbourneinvestmentsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000932929).
Record
- Tracked since 2025-06-30 (462 days), 256 trades recorded
- Returns: week n/a · month n/a · 90 days -6.2% · 6 months +32.6% · 1 year +45.5% · all +45.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 6.7% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- 369604301 · 4.1% · long · since 2025-06-30
- GOOGL · 3.5% · long · since 2025-06-30
- VRT · 3.4% · long · since 2025-06-30
- 78468R663 · 3.0% · long · since 2025-09-30
- AAPL · 2.9% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- META · 2.1% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30
- C · 1.8% · long · since 2025-06-30