WESTBOURNE INVESTMENTS, INC.

13F filer, CIK 932929, ALEXANDRIA, VA

WESTBOURNE INVESTMENTS, INC. reported $165,768,515 across 136 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-21. Its ten largest share positions make up 35.3% of the portfolio.

Filed 2025-05-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0000932929-25-000004

Period: 2025-03-31
Reported value: $166M
Holdings: 136
Top 10 weight: 35.3%
New: 32
Sold out: 21

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GEHCnew	+31,985	$2.58M
PFEnew	+95,165	$2.41M
MDTnew	+21,315	$1.92M
BMYadded	+22,665	$1.38M
MUadded	+14,908	$1.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
WMTexited	-66,955	-$6.05M
PLTRreduced	-28,096	-$2.37M
NOWexited	-1,750	-$1.86M
AMDexited	-13,865	-$1.67M
GEVreduced	-5,215	-$1.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000932929-25-000004, largest first. % of portfolio is the value over $165,334,297, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	20,964	$7.87M	4.76%	-1,158	Timeline
GEGE AEROSPACE	34,373	$6.88M	4.16%	-1,470	Timeline
NVDANVIDIA CORPORATION	63,370	$6.87M	4.15%	-8,945	Timeline
AMZNAMAZON COM INC	35,156	$6.69M	4.05%	-1,054	Timeline
METAMETA PLATFORMS INC	11,591	$6.68M	4.04%	-989	Timeline
AAPLAPPLE INC	29,321	$6.51M	3.94%	-1,397	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,235	$5.45M	3.3%	+1,915	Timeline
GOOGLALPHABET INC	29,403	$4.55M	2.75%	-1,044	Timeline
VVISA INC	10,673	$3.74M	2.26%	-50	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,308	$3.13M	1.89%	-114	Timeline
GLDSPDR GOLD TR	10,204	$2.94M	1.78%	-55	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	31,985	$2.58M	1.56%	new	Timeline
PHPARKER-HANNIFIN CORP	4,018	$2.44M	1.48%	-20	Timeline
VUGVANGUARD INDEX FDS	6,532	$2.42M	1.47%	-293	Timeline
PFEPFIZER INC	95,165	$2.41M	1.46%	new	Timeline
ISRGINTUITIVE SURGICAL INC	4,835	$2.39M	1.45%	0	Timeline
LLYELI LILLY & CO	2,840	$2.35M	1.42%	-625	Timeline
MLMMARTIN MARIETTA MATLS INC	4,790	$2.29M	1.39%	0	Timeline
NFLXNETFLIX INC.	2,408	$2.25M	1.36%	+1,250	Timeline
PLTRPALANTIR TECHNOLOGIES INC	26,163	$2.21M	1.34%	-28,096	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	38,020	$2.17M	1.31%	-2,950	Timeline
BMYBRISTOL-MYERS SQUIBB CO	35,495	$2.16M	1.31%	+22,665	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	41,760	$2.16M	1.31%	-1,420	Timeline
SCHGSCHWAB STRATEGIC TR	84,592	$2.12M	1.28%	+42,760	Timeline
IBMINTERNATIONAL BUSINESS MACHS	8,103	$2.01M	1.22%	+600	Timeline
DELLDELL TECHNOLOGIES INC	21,808	$1.99M	1.2%	+13,657	Timeline
MDTMEDTRONIC PLC	21,315	$1.92M	1.16%	new	Timeline
WMWASTE MGMT INC DEL	7,857	$1.82M	1.1%	+29	Timeline
IYWISHARES TR	12,010	$1.69M	1.02%	-250	Timeline
ENBENBRIDGE INC	37,867	$1.68M	1.01%	-10,250	Timeline
DIASTATE STR SPDR DOW JONES IND	3,990	$1.68M	1.01%	+5	Timeline
GOOGALPHABET INC	10,550	$1.65M	1%	-5,160	Timeline
INTCINTEL CORP	71,425	$1.62M	0.98%	+54,395	Timeline
VRTXVERTEX PHARMACEUTICALS INC	3,306	$1.6M	0.97%	0	Timeline
FLOTISHARES TR	31,075	$1.59M	0.96%	+2,795	Timeline
VSTVISTRA CORP	13,431	$1.58M	0.95%	+8,146	Timeline
ABBVABBVIE INC	7,385	$1.55M	0.94%	+100	Timeline
MUMICRON TECHNOLOGY INC	17,590	$1.53M	0.92%	+14,908	Timeline
SCHXSCHWAB STRATEGIC TR	69,108	$1.53M	0.92%	-465	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,656	$1.49M	0.9%	-67	Timeline
SCHDSCHWAB STRATEGIC TR	52,428	$1.47M	0.89%	+1,108	Timeline
SCHBSCHWAB STRATEGIC TR	66,292	$1.43M	0.86%	-1,070	Timeline
EQHEQUITABLE HLDGS INC	27,030	$1.41M	0.85%	-14,225	Timeline
MGKVANGUARD WORLD FD	4,469	$1.38M	0.83%	-150	Timeline
VYMVANGUARD WHITEHALL FDS	9,478	$1.22M	0.74%	+395	Timeline
AMTAMERICAN TOWER CORP	5,336	$1.16M	0.7%	+200	Timeline
BKRBAKER HUGHES COMPANY	26,095	$1.15M	0.69%	new	Timeline
ALLYALLY FINL INC	27,135	$990K	0.6%	-8,300	Timeline
VTIVANGUARD INDEX FDS	3,482	$957K	0.58%	-100	Timeline
CVXCHEVRON CORPORATION	5,706	$955K	0.58%	+2,390	Timeline
FNDXSCHWAB STRATEGIC TR	40,350	$953K	0.58%	-506	Timeline
VOYAVOYA FINANCIAL INC	13,715	$929K	0.56%	new	Timeline
BLDRBUILDERS FIRSTSOURCE INC	7,194	$899K	0.54%	-4,400	Timeline
MFICMIDCAP FINANCIAL INVSTMNT CO	68,814	$885K	0.54%	+12,614	Timeline
VTVANGUARD INTL EQUITY INDEX F	7,520	$872K	0.53%	-25	Timeline
SCHVSCHWAB STRATEGIC TR	31,918	$848K	0.51%	-860	Timeline
HYDBISHARES TR	17,123	$806K	0.49%	+245	Timeline
SPLVINVESCO EXCH TRADED FD TR II	10,611	$793K	0.48%	-100	Timeline
FVCBFVCBANKCORP INC	73,689	$779K	0.47%	0	Timeline
BILSPDR SERIES TRUST	8,115	$744K	0.45%	new	Timeline
PMTPENNYMAC MTG INVT TR	49,480	$725K	0.44%	+9,780	Timeline
SCHMSCHWAB STRATEGIC TR	26,948	$706K	0.43%	-290	Timeline
CMECME GROUP INC	2,650	$703K	0.43%	new	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	13,150	$660K	0.4%	-600	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,383	$656K	0.4%	+268	Timeline
AMGNAMGEN INC	1,925	$600K	0.36%	+100	Timeline
USTBVICTORY PORTFOLIOS II	11,023	$558K	0.34%	0	Timeline
GSGOLDMAN SACHS GROUP INC	1,000	$546K	0.33%	0	Timeline
PGRPROGRESSIVE CORP	1,850	$524K	0.32%	-100	Timeline
CVSCVS HEALTH CORP	7,500	$508K	0.31%	new	Timeline
KRKROGER CO	7,450	$504K	0.31%	new	Timeline
XOMEXXON MOBIL CORP	4,189	$498K	0.3%	-60	Timeline
MGVVANGUARD WORLD FD	3,811	$491K	0.3%	0	Timeline
AMLPALPS ETF TR	9,180	$477K	0.29%	0	Timeline
XLCSELECT SECTOR SPDR TR	4,915	$474K	0.29%	0	Timeline
SPYINEOS ETF TRUST	9,845	$471K	0.29%	-4,340	Timeline
GSYINVESCO ACTIVELY MANAGED EXC	9,400	$471K	0.28%	new	Timeline
SANBANCO SANTANDER SA	67,600	$453K	0.27%	new	Timeline
SHOPSHOPIFY INC	4,692	$448K	0.27%	new	Timeline
FDXFEDEX CORP	1,800	$439K	0.27%	new	Timeline
UNHUNITEDHEALTH GROUP INC	815	$427K	0.26%	-50	Timeline
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC	15,000	$419K	0.25%	0
VOVANGUARD INDEX FDS	1,621	$419K	0.25%	0	Timeline
DDOMINION ENERGY INC	7,340	$412K	0.25%	new	Timeline
TSLATESLA INC	1,565	$406K	0.25%	-200	Timeline
CCICROWN CASTLE INC	3,891	$406K	0.25%	new	Timeline
KREFKKR REAL ESTATE FIN TR INC	36,600	$395K	0.24%	new	Timeline
METMETLIFE INC	4,840	$389K	0.24%	new	Timeline
PZAINVESCO EXCH TRADED FD TR II	16,682	$384K	0.23%	-433	Timeline
ARRARMOUR RESIDENTIAL REIT INC	22,365	$382K	0.23%	+2,065	Timeline
COFCAPITAL ONE FINL CORP	2,100	$377K	0.23%	-200	Timeline
SCHFSCHWAB STRATEGIC TR	18,934	$375K	0.23%	+600	Timeline
CCITIGROUP INC	5,267	$374K	0.23%	new	Timeline
CEGCONSTELLATION ENERGY CORP	1,800	$363K	0.22%	new	Timeline
VBVANGUARD INDEX FDS	1,615	$358K	0.22%	-290	Timeline
KKELLANOVA	4,300	$355K	0.21%	-1,100	Timeline
GDDYGODADDY INC	1,960	$353K	0.21%	-1,660	Timeline
HYGHISHARES U S ETF TR	4,076	$347K	0.21%	0	Timeline
VRTVERTIV HOLDINGS CO	4,760	$344K	0.21%	new	Timeline
VYMIVANGUARD WHITEHALL FDS	4,635	$342K	0.21%	+700	Timeline
SLBSLB LIMITED	8,000	$334K	0.2%	0	Timeline
BMEZBLACKROCK HEALTH SCIENCES TE	22,000	$328K	0.2%	0	Timeline
APPAPPLOVIN CORP	1,200	$318K	0.19%	-2,300	Timeline
REGNREGENERON PHARMACEUTICALS	500	$317K	0.19%	0	Timeline
GDXVANECK ETF TRUST	6,800	$313K	0.19%	new	Timeline
OREALTY INCOME CORP	5,300	$307K	0.19%	+200	Timeline
KOCOCA COLA CO	4,260	$305K	0.18%	+30	Timeline
VEAVANGUARD TAX-MANAGED FDS	5,776	$294K	0.18%	-168	Timeline
AVEMAMERICAN CENTY ETF TR	4,772	$287K	0.17%	-3,560	Timeline
SMHVANECK ETF TRUST	1,325	$280K	0.17%	-215	Timeline
PMPHILIP MORRIS INTL INC	1,760	$279K	0.17%	new	Timeline
HYLBDBX ETF TR	7,515	$272K	0.16%	-312	Timeline
GRMNGARMIN LTD	1,250	$271K	0.16%	-300	Timeline
GEVGE VERNOVA INC	845	$258K	0.16%	-5,215	Timeline
COKECOCA COLA CONS INC	190	$256K	0.16%	new	Timeline
MRVLMARVELL TECHNOLOGY INC	4,000	$246K	0.15%	new	Timeline
MRKMERCK & CO INC	2,738	$246K	0.15%	new	Timeline
OKEONEOK INC NEW	2,387	$237K	0.14%	0	Timeline
JPMJPMORGAN CHASE & CO	955	$234K	0.14%	-150	Timeline
PFLTPENNANTPARK FLOATING RATE CA	20,310	$227K	0.14%	+333	Timeline
THWABRDN WORLD HEALTHCARE FUND	19,023	$219K	0.13%	+494	Timeline
CBCHUBB LIMITED	708	$214K	0.13%	-350	Timeline
PUIINVESCO EXCHANGE TRADED FD T	5,185	$212K	0.13%	0	Timeline
PGPROCTER & GAMBLE CO	1,200	$205K	0.12%	0	Timeline
BBJPJ P MORGAN EXCHANGE TRADED F	3,584	$201K	0.12%	new	Timeline
RACEFERRARI N V	470	$201K	0.12%	-105	Timeline
VTVVANGUARD INDEX FDS	1,160	$200K	0.12%	new	Timeline
RWTREDWOOD TRUST INC	28,354	$172K	0.1%	+11,354	Timeline
QYLDGLOBAL X FDS	10,225	$170K	0.1%	-200	Timeline
OCSLOAKTREE SPECIALTY LENDING	10,000	$154K	0.09%	new	Timeline
RITMRITHM CAPITAL CORP	11,500	$132K	0.08%	-400	Timeline
JFRNUVEEN FLOATING RATE INCOME	12,950	$110K	0.07%	+1,000	Timeline
ORCORCHID IS CAP INC	14,250	$107K	0.06%	new	Timeline
ICMBINVESTCORP CR MGMT BDC INC	31,000	$99.5K	0.06%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
PLTRPALANTIR TECHNOLOGIES INC COM	put	138	$225K	new
METAMETA PLATFORMS INC COM	put	32	$209K	new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WMTWALMART INC	66,955	$6.05M	shares
NOWSERVICENOW INC	1,750	$1.86M	shares
AMDADVANCED MICRO DEVICES INC	13,865	$1.67M	shares
BXMTBLACKSTONE MORTGAGE TRUST IN	63,163	$1.1M	shares
CALMCAL MAINE FOODS INC	6,200	$638K	shares
PRUPRUDENTIAL FINL INC	4,381	$519K	shares
APOAPOLLO GLOBAL MGMT INC	2,600	$429K	shares
HMCHONDA MOTOR CO LTD	14,700	$420K	shares
QQQINEOS ETF TRUST	7,965	$417K	shares
DHRDANAHER CORP DEL	1,350	$310K	shares
PYPLPAYPAL HLDGS INC	3,500	$299K	shares
HPEHEWLETT PACKARD ENTERPRISE C	13,000	$278K	shares
FNDASCHWAB STRATEGIC TR	8,872	$263K	shares
SCHASCHWAB STRATEGIC TR	9,580	$248K	shares
ORCLORACLE CORP	1,375	$229K	shares
XLYSELECT SECTOR SPDR TR	994	$223K	shares
VZVERIZON COMMUNICATIONS INC	5,471	$219K	shares
AVGOBROADCOM INC	912	$211K	shares
XYLDGLOBAL X FDS	5,030	$211K	shares
IEMGISHARES INC	3,972	$207K	shares
DXDYNEX CAP INC	10,500	$133K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000932929-25-000004	base		2025-05-21	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC