WESTBOURNE INVESTMENTS, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI WESTBOURNE INVESTMENTS, INC. | Institutional Filer | ▲ 16.59% | $210.3M | 141 |
Current Portfolio Holdings
Showing top 141 reported positions by value (Total positions in database: 149)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 52K | $9.0M | 3.68% |
| 2 | GE | GE Aerospace | Industrials | 27K | $7.7M | 3.15% |
| 3 | BIL | SPDR SERIES TRUST | — | 80K | $7.3M | 2.98% |
| 4 | GOOGL | Alphabet Inc. | Technology | 23K | $6.7M | 2.74% |
| 5 | MU | Micron Technology, Inc. | Technology | 19K | $6.5M | 2.64% |
| 6 | VRT | Vertiv Holdings Co | Industrials | 24K | $6.1M | 2.48% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 29K | $6.0M | 2.44% |
| 8 | AAPL | Apple Inc. | Technology | 24K | $6.0M | 2.44% |
| 9 | MSFT | Microsoft Corporation | Technology | 16K | $5.7M | 2.34% |
| 10 | META | Meta Platforms, Inc. | Technology | 9K | $5.0M | 2.06% |
| 11 | GLD | SPDR GOLD TR | — | 10K | $4.2M | 1.73% |
| 12 | VST | Vistra Corp. | Utilities | 27K | $4.1M | 1.66% |
| 13 | PH | Parker-Hannifin Corporation | Industrials | 4K | $3.5M | 1.45% |
| 14 | PFE | Pfizer Inc. | Healthcare | 126K | $3.5M | 1.44% |
| 15 | VOO | VANGUARD INDEX FDS | — | 6K | $3.5M | 1.41% |
Showing 1 to 15 of 141 holdings