Westbourne Investment Advisors, Inc. has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of September 30, 2026. The filing lists 124 total holdings, with a total value of approximately $378.3 million.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Microsoft Corporation is the largest individual holding, with 25,002,849 shares valued at approximately $48.7 million. Alphabet Inc. Class A shares follow with 23,552,620 shares, and Apple Inc. holds 27,990,523 shares. Other major technology positions include Amazon.com Inc. (8,929,038 shares), NVIDIA Corporation (762,332 shares), and Meta Platforms Inc. Class A (20,886,634 shares).
Outside of technology, significant positions include Visa Inc. Class A (1,124,703 shares), UnitedHealth Group Inc. (719,110 shares), and Procter & Gamble Co. (1,255,219 shares). The firm also holds a substantial number of shares in exchange-traded funds, including the SCHAB Schwab Strategic Trust US Large Cap Growth ETF (8,849,581 shares) and the SCHZ Schwab Strategic Trust US Large Cap Value ETF (6,574,712 shares).
The filing lists Jim Cullen of East Providence, RI, as the authorized representative for the firm.
