Westhampton Capital, LLC Top Holdings and 13F Report (2026) About Westhampton Capital, LLCInvestment ActivityWesthampton 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 $23,564,613LAM RESEARCH CORP $13,377,764Eaton $10,634,677Broadcom $10,284,244Cummins $9,704,648 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC $776,037 Holding43849R105 - HONEYWELL AEROSPACE INC $766,263 Holding911312106 - United Parcel Service $488,588 Holding73278L105 - Pool $402,938 Holding26614N201 - 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 TimeMap of 500 Largest Holdings ofWesthampton Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,564,613$110,825 â–¼-0.5%81,4379.8%TechnologyLAM RESEARCH CORP$13,377,764$86,666 â–¼-0.6%30,8725.5%COM NEWETNEaton$10,634,677$428,251 â–¼-3.9%24,9574.4%IndustrialsAVGOBroadcom$10,284,244$127,302 â–¼-1.2%27,2254.3%TechnologyCMICummins$9,704,6480.0%13,6074.0%IndustrialsNVDANVIDIA$7,139,611$417,988 â–¼-5.5%35,6823.0%TechnologyPHParker-Hannifin$6,650,238$904,761 â–¼-12.0%6,7992.8%IndustrialsPANWPalo Alto Networks$6,155,752$68,204 â–¼-1.1%18,0512.6%TechnologyWMWaste Management$5,184,189$28,974 â–¼-0.6%23,2602.2%IndustrialsGOOGLAlphabet$5,167,2130.0%14,4592.1%Communication ServicesPGProcter & Gamble$4,383,433$7,332 â–²0.2%29,8921.8%Consumer StaplesCATCaterpillar$4,312,845$106,490 â–¼-2.4%4,0501.8%IndustrialsRTXRTX$4,242,742$66,405 â–¼-1.5%22,3621.8%IndustrialsPEPPepsiCo$3,923,951$18,956 â–¼-0.5%28,9801.6%Consumer StaplesWDFCWD-40$3,901,164$46,292 â–¼-1.2%16,0121.6%Consumer StaplesRRXRegal Rexnord$3,847,9590.0%16,1551.6%IndustrialsDEDeere & Company$3,447,5840.0%5,4351.4%IndustrialsXOMExxonMobil$3,274,444$2,734 â–¼-0.1%23,9501.4%EnergyJNJJohnson & Johnson$3,242,6890.0%12,7681.3%HealthcareMSFTMicrosoft$3,187,456$29,096 â–¼-0.9%8,5451.3%TechnologyCOSTCostco Wholesale$3,098,277$1,871 â–¼-0.1%3,3121.3%Consumer StaplesIBMInternational Business Machines$2,878,184$28,402 â–¼-1.0%10,2351.2%TechnologyLLYEli Lilly and Company$2,839,0510.0%2,3671.2%HealthcareQQQInvesco QQQ$2,716,580$30,929 â–²1.2%3,6891.1%ETFEMREmerson Electric$2,483,939$52,966 â–¼-2.1%17,3521.0%IndustrialsCLXClorox$2,483,792$215,405 â–²9.5%26,0251.0%Consumer StaplesABBVAbbVie$2,466,072$8,556 â–¼-0.3%9,8001.0%HealthcareCHDChurch & Dwight$2,247,6160.0%23,2000.9%Consumer StaplesMAMastercard$2,235,187$3,082 â–²0.1%4,3520.9%FinanceKOCocaCola$2,174,379$17,879 â–¼-0.8%26,7550.9%Consumer StaplesDISWalt Disney$2,144,443$19,250 â–¼-0.9%22,2800.9%Communication ServicesSONSonoco Products$1,912,068$33,810 â–¼-1.7%33,9320.8%MaterialsLMTLockheed Martin$1,799,9220.0%3,5330.7%IndustrialsSPYSPDR S&P 500 ETF Trust$1,785,527$186,692 â–²11.7%2,3910.7%ETFJPMJPMorgan Chase & Co.$1,760,3810.0%5,3780.7%FinanceTTTrane Technologies$1,743,6180.0%3,5500.7%IndustrialsHSYHershey$1,741,6920.0%9,9270.7%Consumer StaplesUNILEVER PLC$1,741,056$10,581 â–¼-0.6%28,9600.7%SPON ADR NEWGSThe Goldman Sachs Group$1,729,4430.0%1,7100.7%FinanceLOWLowe's Companies$1,724,673$4,410 â–²0.3%7,8220.7%Consumer DiscretionaryPINNACLE FINL PARTNERS INC$1,724,544$20,176 â–¼-1.2%17,0950.7%COMHDHome Depot$1,668,882$55,723 â–²3.5%4,7320.7%Consumer DiscretionaryQCOMQualcomm$1,632,250$768,726 â–¼-32.0%8,8330.7%TechnologyBLACKROCK INC$1,586,574$9,616 â–¼-0.6%1,6500.7%COMBABoeing$1,522,2170.0%7,0320.6%IndustrialsMMM3M$1,499,591$42,096 â–¼-2.7%9,2620.6%IndustrialsMCDMcDonald's$1,436,157$54,062 â–¼-3.6%5,3130.6%Consumer DiscretionaryCBChubb$1,427,7010.0%4,1900.6%FinanceBMYBristol Myers Squibb$1,424,482$23,048 â–¼-1.6%24,7220.6%HealthcareAMZNAmazon.com$1,362,113$23,834 â–¼-1.7%5,7150.6%Consumer DiscretionaryKIMBERLY-CLARK CORP$1,327,955$5,488 â–¼-0.4%12,0980.6%COMMKCMcCormick & Company, Incorporated$1,303,3570.0%25,8500.5%Consumer StaplesGOOGAlphabet$1,286,121$3,533 â–¼-0.3%3,6400.5%Communication ServicesTMOThermo Fisher Scientific$1,278,969$31,586 â–²2.5%2,5510.5%HealthcareIJHiShares Core S&P Mid-Cap ETF$1,228,748$2,313 â–²0.2%15,9350.5%ETFKHCKraft Heinz$1,219,312$26,927 â–²2.3%51,6220.5%Consumer StaplesAMGNAmgen$1,176,8900.0%3,2500.5%HealthcareSJMJ. M. Smucker$1,164,764$21,376 â–¼-1.8%10,3530.5%Consumer StaplesCARRCarrier Global$1,075,824$11,002 â–¼-1.0%14,6670.4%IndustrialsCVXChevron$1,072,136$6,630 â–¼-0.6%6,4680.4%EnergyBACBank of America$1,055,668$11,396 â–²1.1%18,5270.4%FinanceAMTAmerican Tower$1,018,223$83,421 â–¼-7.6%6,2250.4%Real EstatePFEPfizer$999,513$8,428 â–¼-0.8%41,5080.4%HealthcareCLColgate-Palmolive$993,811$6,418 â–¼-0.6%10,8400.4%Consumer StaplesGDGeneral Dynamics$944,0500.0%2,6650.4%IndustrialsGEGE Aerospace$933,9510.0%2,4990.4%IndustrialsIEViShares Europe ETF$931,606$29,140 â–²3.2%12,7880.4%ETFCINFCincinnati Financial$930,3290.0%5,0250.4%FinanceVBRVanguard Small-Cap Value ETF$901,493$4,617 â–¼-0.5%3,7100.4%ETFPSXPhillips 66$877,3700.0%5,1900.4%EnergyDEODiageo$846,875$54,497 â–¼-6.0%10,5360.4%Consumer StaplesPRUPrudential Financial$828,902$8,203 â–¼-1.0%7,6800.3%FinanceHONEYWELL INTL INC$776,037$776,037 â–²New Holding3,4660.3%COMREGNRegeneron Pharmaceuticals$771,943$9,353 â–²1.2%1,2380.3%HealthcareHONEYWELL AEROSPACE INC$766,263$766,263 â–²New Holding3,4660.3%COMGPCGenuine Parts$765,6900.0%6,4900.3%Consumer DiscretionaryVRTVertiv$751,336$260,825 â–²53.2%2,2440.3%IndustrialsCRWDCrowdStrike$747,114$19,078 â–¼-2.5%9790.3%TechnologyVVisa$699,561$47,003 â–²7.2%2,0390.3%FinanceCOPConocoPhillips$677,2990.0%6,5150.3%EnergyGE VERNOVA INC$660,271$481,692 â–¼-42.2%5620.3%COMCTVACorteva$655,670$16,938 â–¼-2.5%7,7420.3%MaterialsTFCTruist Financial$613,2340.0%12,3090.3%FinanceQNITY ELECTRONICS INC$567,176$13,881 â–¼-2.4%3,4730.2%COMMON STOCKNMMNavios Maritime Partners$536,4560.0%7,6560.2%IndustrialsDACDanaos$520,6840.0%4,2550.2%IndustrialsUPSUnited Parcel Service$488,588$488,588 â–²New Holding4,5450.2%IndustrialsTDGTransdigm Group$478,202$1,332 â–²0.3%3590.2%IndustrialsFNFabrinet$460,344$227,643 â–²97.8%8190.2%TechnologyCRICarter's$452,760$82,320 â–¼-15.4%11,0000.2%Consumer DiscretionaryOTISOtis Worldwide$445,2090.0%6,2180.2%IndustrialsDUKDuke Energy$443,4100.0%3,5030.2%UtilitiesMANAGED PORTFOLIO SER$438,9180.0%9,3930.2%LEUTHOLD SELECTSMHVanEck Semiconductor ETF$429,608$1,968 â–²0.5%6550.2%ETFBWABorgWarner$424,9600.0%6,4000.2%Consumer DiscretionaryGLDSPDR Gold Shares$404,4810.0%1,0980.2%ETFPOOLPool$402,938$402,938 â–²New Holding1,8750.2%Consumer DiscretionaryMDTMedtronic$373,5480.0%4,7750.2%HealthcareGISGeneral Mills$366,772$23,491 â–¼-6.0%10,5390.2%Consumer StaplesBSETBassett Furniture Industries$364,5180.0%20,5710.2%Consumer DiscretionaryShowing largest 100 holdings. 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