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Patrick Walsh

Westbourne Investments, Inc.

Assets Managed
$210.334M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-2.14%(2Q avg: 0.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westbourne Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Westbourne Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 210.334M in assets, with a quarterly growth rate of -2.14% and a 2-quarter average growth rate of 0.3%. The portfolio is managed by Patrick Walsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.66%
4.29%
$9.022M
51,734 shares@ $174.41 avg price
GE
General Electric
Recent Activity
Decreased -5.46%
3.68%
$7.719M
27,203 shares@ $283.77 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 26.36%
3.48%
$7.31M
79,770 shares@ $91.65 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.29%
3.21%
$6.731M
23,409 shares@ $287.56 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -1.03%
3.09%
$6.484M
19,192 shares@ $337.84 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -0.14%
2.9%
$6.082M
24,270 shares@ $250.59 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.05%
2.85%
$5.985M
28,736 shares@ $208.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.65%
2.85%
$5.978M
23,556 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.08%
2.74%
$5.744M
15,518 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.06%
2.4%
$5.045M
8,818 shares@ $572.13 avg price

1-10 of 141