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Westhampton Capital, LLC

Updated 6 days ago

Managed by Westhampton Capital, Llc • Latest filing Q3 2026

Portfolio value
$225.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$211.9M
Q1 2026$214.2M
Q2 2026$241M
Q3 2026$225.8M

Top holdings

126 positions as of Q3 2026

View filing
A

APPLE INC

Value
$25.3M
Shares
76.0K
% Port
11.20%
E

EATON CORP PLC

Value
$10.3M
Shares
24.0K
% Port
4.57%
L

LAM RESEARCH CORP

Value
$10.1M
Shares
30.9K
% Port
4.49%
A

BROADCOM INC

Value
$8.7M
Shares
24.6K
% Port
3.83%
N

NVIDIA CORPORATION

Value
$8.1M
Shares
35.4K
% Port
3.58%
P

PALO ALTO NETWORKS INC

Value
$7M
Shares
17.7K
% Port
3.12%
C

CUMMINS INC

Value
$6.7M
Shares
13.1K
% Port
2.99%
P

PARKER-HANNIFIN CORP

Value
$6.2M
Shares
6.4K
% Port
2.73%
G

ALPHABET INC

Value
$5M
Shares
14.5K
% Port
2.21%
W

WASTE MGMT INC DEL

Value
$4.7M
Shares
23.2K
% Port
2.09%
M

MICROSOFT CORP

Value
$4.2M
Shares
8.2K
% Port
1.87%
P

PROCTER & GAMBLE CO

Value
$4.2M
Shares
28.6K
% Port
1.84%
R

RTX CORPORATION

Value
$4M
Shares
21.6K
% Port
1.77%
X

EXXONMOBIL HOLDINGS CORP

Value
$3.8M
Shares
23.4K
% Port
1.69%
P

PEPSICO INC

Value
$3.7M
Shares
28.8K
% Port
1.62%
D

DEERE & CO

Value
$3.5M
Shares
5.2K
% Port
1.55%
J

JOHNSON & JOHNSON

Value
$3.4M
Shares
13.0K
% Port
1.52%
C

CATERPILLAR INC

Value
$3M
Shares
3.8K
% Port
1.35%
C

COSTCO WHOLESALE CORPORATION

Value
$3M
Shares
3.3K
% Port
1.33%
W

WD 40 CO

Value
$3M
Shares
14.9K
% Port
1.33%

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