Westhampton Capital, LLC Top Holdings and 13F Report (2026)

About Westhampton Capital, LLC

Investment Activity

Westhampton Capital, LLC has $241.05 million in total holdings as of June 30, 2026.
Westhampton Capital, LLC owns shares of 131 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 1.98% of the portfolio was purchased this quarter.
About 3.36% of the portfolio was sold this quarter.
This quarter, Westhampton Capital, LLC has purchased 129 new stocks and bought additional shares in 19 stocks.
Westhampton Capital, LLC sold shares of 48 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $23,564,613
LAM RESEARCH CORP: $13,377,764
Eaton: $10,634,677
Broadcom: $10,284,244
Cummins: $9,704,648

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $776,037 Holding
43849R105 - HONEYWELL AEROSPACE INC: $766,263 Holding
911312106 - United Parcel Service: $488,588 Holding
73278L105 - Pool: $402,938 Holding
26614N201 - DUPONT DE NEMOURS INC: $313,735 Holding

Largest Purchases this Quarter

HONEYWELL INTL INC: 3,466 shares (about $776.04K)
HONEYWELL AEROSPACE INC: 3,466 shares (about $766.26K)
United Parcel Service: 4,545 shares (about $488.59K)
Pool: 1,875 shares (about $402.94K)
DUPONT DE NEMOURS INC: 2,313 shares (about $313.74K)

Largest Sales this Quarter

Parker-Hannifin: 925 shares (about $904.76K)
Qualcomm: 4,160 shares (about $768.73K)
GE VERNOVA INC: 410 shares (about $481.69K)
Eaton: 1,005 shares (about $428.25K)
NVIDIA: 2,089 shares (about $417.99K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$23,564,613	$110,825 â–¼	-0.5%	81,437	9.8%	Computer and Technology
LAM RESEARCH CORP	$13,377,764	$86,666 â–¼	-0.6%	30,872	5.5%	COM NEW
ETN Eaton	$10,634,677	$428,251 â–¼	-3.9%	24,957	4.4%	Industrials
AVGO Broadcom	$10,284,244	$127,302 â–¼	-1.2%	27,225	4.3%	Computer and Technology
CMI Cummins	$9,704,648		0.0%	13,607	4.0%	Auto/Tires/Trucks
NVDA NVIDIA	$7,139,611	$417,988 â–¼	-5.5%	35,682	3.0%	Computer and Technology
PH Parker-Hannifin	$6,650,238	$904,761 â–¼	-12.0%	6,799	2.8%	Industrials
PANW Palo Alto Networks	$6,155,752	$68,204 â–¼	-1.1%	18,051	2.6%	Computer and Technology
WM Waste Management	$5,184,189	$28,974 â–¼	-0.6%	23,260	2.2%	Business Services
GOOGL Alphabet	$5,167,213		0.0%	14,459	2.1%	Computer and Technology
PG Procter & Gamble	$4,383,433	$7,332 â–²	0.2%	29,892	1.8%	Consumer Staples
CAT Caterpillar	$4,312,845	$106,490 â–¼	-2.4%	4,050	1.8%	Industrials
RTX RTX	$4,242,742	$66,405 â–¼	-1.5%	22,362	1.8%	Aerospace
PEP PepsiCo	$3,923,951	$18,956 â–¼	-0.5%	28,980	1.6%	Consumer Staples
WDFC WD-40	$3,901,164	$46,292 â–¼	-1.2%	16,012	1.6%	Consumer Staples
RRX Regal Rexnord	$3,847,959		0.0%	16,155	1.6%	Industrials
DE Deere & Company	$3,447,584		0.0%	5,435	1.4%	Industrials
XOM ExxonMobil	$3,274,444	$2,734 â–¼	-0.1%	23,950	1.4%	Energy
JNJ Johnson & Johnson	$3,242,689		0.0%	12,768	1.3%	Medical
MSFT Microsoft	$3,187,456	$29,096 â–¼	-0.9%	8,545	1.3%	Computer and Technology
COST Costco Wholesale	$3,098,277	$1,871 â–¼	-0.1%	3,312	1.3%	Retail/Wholesale
IBM International Business Machines	$2,878,184	$28,402 â–¼	-1.0%	10,235	1.2%	Computer and Technology
LLY Eli Lilly and Company	$2,839,051		0.0%	2,367	1.2%	Medical
QQQ Invesco QQQ	$2,716,580	$30,929 â–²	1.2%	3,689	1.1%	Finance
EMR Emerson Electric	$2,483,939	$52,966 â–¼	-2.1%	17,352	1.0%	Industrials
CLX Clorox	$2,483,792	$215,405 â–²	9.5%	26,025	1.0%	Consumer Staples
ABBV AbbVie	$2,466,072	$8,556 â–¼	-0.3%	9,800	1.0%	Medical
CHD Church & Dwight	$2,247,616		0.0%	23,200	0.9%	Consumer Staples
MA Mastercard	$2,235,187	$3,082 â–²	0.1%	4,352	0.9%	Business Services
KO CocaCola	$2,174,379	$17,879 â–¼	-0.8%	26,755	0.9%	Consumer Staples
DIS Walt Disney	$2,144,443	$19,250 â–¼	-0.9%	22,280	0.9%	Consumer Discretionary
SON Sonoco Products	$1,912,068	$33,810 â–¼	-1.7%	33,932	0.8%	Industrials
LMT Lockheed Martin	$1,799,922		0.0%	3,533	0.7%	Aerospace
SPY SPDR S&P 500 ETF Trust	$1,785,527	$186,692 â–²	11.7%	2,391	0.7%	Finance
JPM JPMorgan Chase & Co.	$1,760,381		0.0%	5,378	0.7%	Finance
TT Trane Technologies	$1,743,618		0.0%	3,550	0.7%	Construction
HSY Hershey	$1,741,692		0.0%	9,927	0.7%	Consumer Staples
UNILEVER PLC	$1,741,056	$10,581 â–¼	-0.6%	28,960	0.7%	SPON ADR NEW
GS The Goldman Sachs Group	$1,729,443		0.0%	1,710	0.7%	Finance
LOW Lowe's Companies	$1,724,673	$4,410 â–²	0.3%	7,822	0.7%	Retail/Wholesale
PINNACLE FINL PARTNERS INC	$1,724,544	$20,176 â–¼	-1.2%	17,095	0.7%	COM
HD Home Depot	$1,668,882	$55,723 â–²	3.5%	4,732	0.7%	Retail/Wholesale
QCOM Qualcomm	$1,632,250	$768,726 â–¼	-32.0%	8,833	0.7%	Computer and Technology
BLACKROCK INC	$1,586,574	$9,616 â–¼	-0.6%	1,650	0.7%	COM
BA Boeing	$1,522,217		0.0%	7,032	0.6%	Aerospace
MMM 3M	$1,499,591	$42,096 â–¼	-2.7%	9,262	0.6%	Multi-Sector Conglomerates
MCD McDonald's	$1,436,157	$54,062 â–¼	-3.6%	5,313	0.6%	Retail/Wholesale
CB Chubb	$1,427,701		0.0%	4,190	0.6%	Finance
BMY Bristol Myers Squibb	$1,424,482	$23,048 â–¼	-1.6%	24,722	0.6%	Medical
AMZN Amazon.com	$1,362,113	$23,834 â–¼	-1.7%	5,715	0.6%	Retail/Wholesale
KIMBERLY-CLARK CORP	$1,327,955	$5,488 â–¼	-0.4%	12,098	0.6%	COM
MKC McCormick & Company, Incorporated	$1,303,357		0.0%	25,850	0.5%	Consumer Staples
GOOG Alphabet	$1,286,121	$3,533 â–¼	-0.3%	3,640	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$1,278,969	$31,586 â–²	2.5%	2,551	0.5%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,228,748	$2,313 â–²	0.2%	15,935	0.5%	ETF
KHC Kraft Heinz	$1,219,312	$26,927 â–²	2.3%	51,622	0.5%	Consumer Staples
AMGN Amgen	$1,176,890		0.0%	3,250	0.5%	Medical
SJM J. M. Smucker	$1,164,764	$21,376 â–¼	-1.8%	10,353	0.5%	Consumer Staples
CARR Carrier Global	$1,075,824	$11,002 â–¼	-1.0%	14,667	0.4%	Construction
CVX Chevron	$1,072,136	$6,630 â–¼	-0.6%	6,468	0.4%	Energy
BAC Bank of America	$1,055,668	$11,396 â–²	1.1%	18,527	0.4%	Finance
AMT American Tower	$1,018,223	$83,421 â–¼	-7.6%	6,225	0.4%	Finance
PFE Pfizer	$999,513	$8,428 â–¼	-0.8%	41,508	0.4%	Medical
CL Colgate-Palmolive	$993,811	$6,418 â–¼	-0.6%	10,840	0.4%	Consumer Staples
GD General Dynamics	$944,050		0.0%	2,665	0.4%	Aerospace
GE GE Aerospace	$933,951		0.0%	2,499	0.4%	Aerospace
IEV iShares Europe ETF	$931,606	$29,140 â–²	3.2%	12,788	0.4%	ETF
CINF Cincinnati Financial	$930,329		0.0%	5,025	0.4%	Finance
VBR Vanguard Small-Cap Value ETF	$901,493	$4,617 â–¼	-0.5%	3,710	0.4%	ETF
PSX Phillips 66	$877,370		0.0%	5,190	0.4%	Energy
DEO Diageo	$846,875	$54,497 â–¼	-6.0%	10,536	0.4%	Consumer Staples
PRU Prudential Financial	$828,902	$8,203 â–¼	-1.0%	7,680	0.3%	Finance
HONEYWELL INTL INC	$776,037	$776,037 â–²	New Holding	3,466	0.3%	COM
REGN Regeneron Pharmaceuticals	$771,943	$9,353 â–²	1.2%	1,238	0.3%	Medical
HONEYWELL AEROSPACE INC	$766,263	$766,263 â–²	New Holding	3,466	0.3%	COM
GPC Genuine Parts	$765,690		0.0%	6,490	0.3%	Retail/Wholesale
VRT Vertiv	$751,336	$260,825 â–²	53.2%	2,244	0.3%	Computer and Technology
CRWD CrowdStrike	$747,114	$19,078 â–¼	-2.5%	979	0.3%	Computer and Technology
V Visa	$699,561	$47,003 â–²	7.2%	2,039	0.3%	Business Services
COP ConocoPhillips	$677,299		0.0%	6,515	0.3%	Energy
GE VERNOVA INC	$660,271	$481,692 â–¼	-42.2%	562	0.3%	COM
CTVA Corteva	$655,670	$16,938 â–¼	-2.5%	7,742	0.3%	Consumer Staples
TFC Truist Financial	$613,234		0.0%	12,309	0.3%	Finance
QNITY ELECTRONICS INC	$567,176	$13,881 â–¼	-2.4%	3,473	0.2%	COMMON STOCK
NMM Navios Maritime Partners	$536,456		0.0%	7,656	0.2%	Transportation
DAC Danaos	$520,684		0.0%	4,255	0.2%	Transportation
UPS United Parcel Service	$488,588	$488,588 â–²	New Holding	4,545	0.2%	Transportation
TDG Transdigm Group	$478,202	$1,332 â–²	0.3%	359	0.2%	Aerospace
FN Fabrinet	$460,344	$227,643 â–²	97.8%	819	0.2%	Computer and Technology
CRI Carter's	$452,760	$82,320 â–¼	-15.4%	11,000	0.2%	Consumer Discretionary
OTIS Otis Worldwide	$445,209		0.0%	6,218	0.2%	Industrials
DUK Duke Energy	$443,410		0.0%	3,503	0.2%	Utilities
MANAGED PORTFOLIO SER	$438,918		0.0%	9,393	0.2%	LEUTHOLD SELECT
SMH VanEck Semiconductor ETF	$429,608	$1,968 â–²	0.5%	655	0.2%	Manufacturing
BWA BorgWarner	$424,960		0.0%	6,400	0.2%	Auto/Tires/Trucks
GLD SPDR Gold Shares	$404,481		0.0%	1,098	0.2%	Finance
POOL Pool	$402,938	$402,938 â–²	New Holding	1,875	0.2%	Consumer Discretionary
MDT Medtronic	$373,548		0.0%	4,775	0.2%	Medical
GIS General Mills	$366,772	$23,491 â–¼	-6.0%	10,539	0.2%	Consumer Staples
BSET Bassett Furniture Industries	$364,518		0.0%	20,571	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Westhampton Capital, LLC Top Holdings and 13F Report (2026)

About Westhampton Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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About MarketBeat

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Westhampton Capital, LLC Top Holdings and 13F Report (2026)

About Westhampton Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWesthampton Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools