Westbourne Investments, Inc. Portfolio Holdings by Sector

Westbourne Investments, Inc.

$209 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL GLD JEPQ VUG JEPI SCHG IYW DIA 47 stocks	$49.5 Million 24.38% of portfolio	22	18	11	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU AMD 3 stocks	$15.8 Million 7.77% of portfolio	1	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$14.9 Million 7.32% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH PSIX 3 stocks	$14.4 Million 7.09% of portfolio	1	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$10.2 Million 5.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7.73 Million 3.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY PFE ABBV AMGN MRK 5 stocks	$7.19 Million 3.54% of portfolio	3	2	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.49 Million 3.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$5.39 Million 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts

Computer Hardware \| Technology DELL 1 stocks	$5.31 Million 2.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$3.99 Million 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3.98 Million 1.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.72 Million 1.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V ALLY 2 stocks	$3.67 Million 1.81% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$3.32 Million 1.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.15 Million 1.55% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FVCB AUB 2 stocks	$3.02 Million 1.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.95 Million 1.45% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$2.93 Million 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP APP 2 stocks	$2.77 Million 1.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$2.63 Million 1.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$2.52 Million 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts

Information Technology Services \| Technology IBM 1 stocks	$2.29 Million 1.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG THW CNS PFLT CCAP JFR ICMB 7 stocks	$1.97 Million 0.97% of portfolio	4	2	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$1.96 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$1.94 Million 0.95% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$1.8 Million 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$1.7 Million 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$1.64 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.48 Million 0.73% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1.41 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX REGN 2 stocks	$1.39 Million 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts

Building Products & Equipment \| Industrials BLDR 1 stocks	$1.34 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS IREN 2 stocks	$1.31 Million 0.64% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$1.29 Million 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.19 Million 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$941,477 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$762,034 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate BXMT PMT KREF 3 stocks	$561,814 0.28% of portfolio	2	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$367,970 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$366,300 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$339,763 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$311,787 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$257,500 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$252,263 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$227,683 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
N/A \| N/A AIO 1 stocks	$216,920 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$201,504 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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Westbourne Investments, Inc. Portfolio Holdings by Sector

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