Westbourne Investment Advisors Q2 2026 Portfolio Changes
Westbourne Investment Advisors Inc. managed a portfolio valued at $362 million as of June 30, 2026, focusing on Technology and Financial Services sectors.
As of June 30, 2026, Westbourne Investment Advisors Inc.'s portfolio held a total value of approximately $362.3 million.
The firm maintained significant positions in major technology companies like Alphabet (GOOGL) and Apple (AAPL), which together accounted for about 14% of the portfolio allocation. Microsoft Corp (MSFT) also remained a key holding at roughly 5%. In Financial Services, holdings in Goldman Sachs Group Inc. (GS) and Morgan Stanley (MS) were prominent.
Westbourne Advisors demonstrated activity within Technology by increasing its stake in DocuSign Inc. (DOCU), boosting it to $0.36 million or about 1% of the portfolio value, while reducing shares in Uber Technologies Inc. (UBER). The firm also added positions in smaller companies like Builders FirstSource Inc. (BLDR) and Toast Inc. (TOST).
In Financial Services, notable changes included a significant reduction in Bank of America Corp (BAC), which saw its stake decrease by nearly 6% to $13.5 million allocation. The firm also exited positions in smaller holdings like Snap Inc. (SNAP) and Rithm Capital Corp (RITM).
Across other sectors, Westbourne Advisors held stakes in energy companies Valero Energy Corp (VLO), healthcare players Schwab Charley Pharmaceuticals Fund (SCHK) and SLB Ltd., and basic materials Methanex Corp (MEOH). The firm also purchased shares of PIMCO fund PCN.
Overall, the portfolio saw changes in 14 holdings this quarter. Westbourne Advisors maintained a diversified approach across various sectors while focusing on large-cap technology stocks like GOOGL, AAPL, and MSFT. The firm also made notable purchases, including adding to its position in ACCN (Accenture PLC) which increased by nearly 34%.