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

About Westhampton Capital, LLC

Investment Activity

Westhampton Capital, LLC has $214.16 million in total holdings as of March 31, 2026.
Westhampton Capital, LLC owns shares of 129 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 2.03% of the portfolio was purchased this quarter.
About 1.76% of the portfolio was sold this quarter.
This quarter, Westhampton Capital, LLC has purchased 122 new stocks and bought additional shares in 22 stocks.
Westhampton Capital, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $20,765,100
Eaton: $9,285,829
Broadcom: $8,530,715
Cummins: $7,320,838
Parker-Hannifin: $6,914,834

Largest New Holdings this Quarter

72348N109 - PINNACLE FINL PARTNERS INC: $1,489,791 Holding
260557103 - DOW: $285,386 Holding
92189F676 - VanEck Semiconductor ETF: $249,977 Holding
92189F585 - VanEck Oil Refiners ETF: $247,000 Holding
316092865 - Fidelity MSCI Utilities Index ETF: $235,985 Holding

Largest Purchases this Quarter

PINNACLE FINL PARTNERS INC: 17,295 shares (about $1.49M)
Prudential Financial: 4,695 shares (about $458.65K)
DOW: 6,852 shares (about $285.39K)
VanEck Semiconductor ETF: 652 shares (about $249.98K)
VanEck Oil Refiners ETF: 5,000 shares (about $247K)

Largest Sales this Quarter

LAM RESEARCH CORP: 3,032 shares (about $647.82K)
Carter's: 4,400 shares (about $157.34K)
Apple: 559 shares (about $141.87K)
Lockheed Martin: 190 shares (about $114.83K)
Vertiv: 340 shares (about $85.20K)

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	$20,765,100	$141,869 ▼	-0.7%	81,820	9.7%	Computer and Technology
ETN Eaton	$9,285,829	$27,541 ▼	-0.3%	25,962	4.3%	Industrials
AVGO Broadcom	$8,530,715	$62,521 ▲	0.7%	27,562	4.0%	Computer and Technology
CMI Cummins	$7,320,838	$5,380 ▲	0.1%	13,607	3.4%	Auto/Tires/Trucks
PH Parker-Hannifin	$6,914,834	$31,333 ▲	0.5%	7,724	3.2%	Industrials
LAM RESEARCH CORP	$6,638,844	$647,817 ▼	-8.9%	31,072	3.1%	COM NEW
NVDA NVIDIA	$6,587,262		0.0%	37,771	3.1%	Computer and Technology
WM Waste Management	$5,374,788	$9,192 ▼	-0.2%	23,390	2.5%	Business Services
PEP PepsiCo	$4,522,077	$10,094 ▼	-0.2%	29,120	2.1%	Consumer Staples
RTX RTX	$4,381,145		0.0%	22,712	2.0%	Aerospace
PG Procter & Gamble	$4,310,448	$5,778 ▲	0.1%	29,842	2.0%	Consumer Staples
GOOGL Alphabet	$4,157,830	$3,163 ▲	0.1%	14,459	1.9%	Computer and Technology
XOM ExxonMobil	$4,066,750		0.0%	23,970	1.9%	Energy
WDFC WD-40	$3,304,236		0.0%	16,202	1.5%	Consumer Staples
COST Costco Wholesale	$3,302,169	$17,936 ▼	-0.5%	3,314	1.5%	Retail/Wholesale
MSFT Microsoft	$3,191,976	$12,956 ▲	0.4%	8,623	1.5%	Computer and Technology
JNJ Johnson & Johnson	$3,121,010		0.0%	12,768	1.5%	Medical
DE Deere & Company	$3,061,536	$5,633 ▼	-0.2%	5,435	1.4%	Industrials
RRX Regal Rexnord	$3,025,185		0.0%	16,155	1.4%	Industrials
CAT Caterpillar	$2,940,109	$28,338 ▲	1.0%	4,150	1.4%	Industrials
PANW Palo Alto Networks	$2,926,000	$11,864 ▼	-0.4%	18,251	1.4%	Computer and Technology
IBM International Business Machines	$2,505,343		0.0%	10,336	1.2%	Computer and Technology
CLX Clorox	$2,463,092	$7,980 ▲	0.3%	23,768	1.2%	Consumer Staples
EMR Emerson Electric	$2,321,936	$9,826 ▼	-0.4%	17,722	1.1%	Industrials
LLY Eli Lilly and Company	$2,177,096	$22,994 ▼	-1.0%	2,367	1.0%	Medical
MA Mastercard	$2,171,522	$4,497 ▲	0.2%	4,346	1.0%	Business Services
DIS Walt Disney	$2,166,615		0.0%	22,480	1.0%	Consumer Discretionary
CHD Church & Dwight	$2,165,024		0.0%	23,200	1.0%	Consumer Staples
ABBV AbbVie	$2,138,797		0.0%	9,834	1.0%	Medical
LMT Lockheed Martin	$2,135,310	$114,834 ▼	-5.1%	3,533	1.0%	Aerospace
QQQ Invesco QQQ	$2,104,975	$4,617 ▼	-0.2%	3,647	1.0%	Finance
HSY Hershey	$2,063,724		0.0%	9,927	1.0%	Consumer Staples
KO CocaCola	$2,051,449		0.0%	26,975	1.0%	Consumer Staples
SON Sonoco Products	$1,867,836		0.0%	34,532	0.9%	Industrials
LOW Lowe's Companies	$1,843,457		0.0%	7,802	0.9%	Retail/Wholesale
MCD McDonald's	$1,713,385	$15,539 ▼	-0.9%	5,513	0.8%	Retail/Wholesale
QCOM Qualcomm	$1,673,239		0.0%	12,993	0.8%	Computer and Technology
UNILEVER PLC	$1,659,878	$5,013 ▼	-0.3%	29,136	0.8%	SPON ADR NEW
HON Honeywell International	$1,609,334		0.0%	7,120	0.8%	Multi-Sector Conglomerates
BLACKROCK INC	$1,596,439	$9,617 ▼	-0.6%	1,660	0.7%	COM
JPM JPMorgan Chase & Co.	$1,581,992	$41,182 ▲	2.7%	5,378	0.7%	Finance
BMY Bristol Myers Squibb	$1,523,649	$18,195 ▼	-1.2%	25,122	0.7%	Medical
HD Home Depot	$1,504,343	$9,867 ▼	-0.7%	4,574	0.7%	Retail/Wholesale
PINNACLE FINL PARTNERS INC	$1,489,791	$1,489,791 ▲	New Holding	17,295	0.7%	COM
TT Trane Technologies	$1,479,427		0.0%	3,550	0.7%	Construction
GS The Goldman Sachs Group	$1,446,643		0.0%	1,710	0.7%	Finance
BA Boeing	$1,399,579		0.0%	7,032	0.7%	Aerospace
SPY SPDR S&P 500 ETF Trust	$1,392,378		0.0%	2,141	0.7%	Finance
MMM 3M	$1,382,851		0.0%	9,522	0.6%	Multi-Sector Conglomerates
CB Chubb	$1,365,647		0.0%	4,190	0.6%	Finance
CVX Chevron	$1,346,505		0.0%	6,508	0.6%	Energy
MKC McCormick & Company, Incorporated	$1,303,874		0.0%	25,850	0.6%	Consumer Staples
TMO Thermo Fisher Scientific	$1,222,927		0.0%	2,488	0.6%	Medical
AMZN Amazon.com	$1,211,090	$20,827 ▲	1.7%	5,815	0.6%	Retail/Wholesale
PFE Pfizer	$1,175,373		0.0%	41,858	0.5%	Medical
KIMBERLY-CLARK CORP	$1,171,881		0.0%	12,148	0.5%	COM
AMT American Tower	$1,162,326	$25,542 ▼	-2.2%	6,735	0.5%	Finance
AMGN Amgen	$1,143,513		0.0%	3,250	0.5%	Medical
KHC Kraft Heinz	$1,135,340	$2,249 ▲	0.2%	50,482	0.5%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$1,074,065	$2,364 ▲	0.2%	15,905	0.5%	ETF
GOOG Alphabet	$1,047,039	$4,303 ▼	-0.4%	3,650	0.5%	Computer and Technology
SJM J. M. Smucker	$1,016,811		0.0%	10,543	0.5%	Consumer Staples
PSX Phillips 66	$945,514		0.0%	5,190	0.4%	Energy
REGN Regeneron Pharmaceuticals	$944,939		0.0%	1,223	0.4%	Medical
CL Colgate-Palmolive	$929,859	$8,523 ▼	-0.9%	10,910	0.4%	Consumer Staples
GD General Dynamics	$914,681		0.0%	2,665	0.4%	Aerospace
BAC Bank of America	$893,441		0.0%	18,327	0.4%	Finance
COP ConocoPhillips	$859,980		0.0%	6,515	0.4%	Energy
GE VERNOVA INC	$848,459	$57,611 ▲	7.3%	972	0.4%	COM
IEV iShares Europe ETF	$841,641		0.0%	12,388	0.4%	ETF
DEO Diageo	$834,898	$5,956 ▲	0.7%	11,214	0.4%	Consumer Staples
CARR Carrier Global	$834,345		0.0%	14,817	0.4%	Construction
VBR Vanguard Small-Cap Value ETF	$810,125	$2,390 ▲	0.3%	3,729	0.4%	ETF
CINF Cincinnati Financial	$790,684		0.0%	5,025	0.4%	Finance
PRU Prudential Financial	$757,684	$458,655 ▲	153.4%	7,756	0.4%	Finance
GE GE Aerospace	$709,141		0.0%	2,499	0.3%	Aerospace
GPC Genuine Parts	$686,318		0.0%	6,490	0.3%	Retail/Wholesale
CTVA Corteva	$664,825		0.0%	7,942	0.3%	Consumer Staples
V Visa	$574,860	$3,022 ▲	0.5%	1,902	0.3%	Business Services
TFC Truist Financial	$565,845	$6,712 ▼	-1.2%	12,309	0.3%	Finance
ABT Abbott Laboratories	$563,145		0.0%	5,485	0.3%	Medical
NMM Navios Maritime Partners	$516,627		0.0%	7,656	0.2%	Transportation
OTIS Otis Worldwide	$479,283		0.0%	6,218	0.2%	Industrials
DAC Danaos	$479,283		0.0%	4,255	0.2%	Transportation
GLD SPDR Gold Shares	$472,458		0.0%	1,098	0.2%	Finance
CRI Carter's	$464,880	$157,344 ▼	-25.3%	13,000	0.2%	Consumer Discretionary
DUK Duke Energy	$458,683		0.0%	3,503	0.2%	Utilities
WHR Whirlpool	$441,605		0.0%	8,190	0.2%	Consumer Discretionary
GIS General Mills	$417,376	$37 ▲	0.0%	11,214	0.2%	Consumer Staples
TDG Transdigm Group	$414,908		0.0%	358	0.2%	Aerospace
MDT Medtronic	$413,754	$77,985 ▼	-15.9%	4,775	0.2%	Medical
QNITY ELECTRONICS INC	$410,522		0.0%	3,558	0.2%	COMMON STOCK
CRWD CrowdStrike	$391,972	$39,041 ▼	-9.1%	1,004	0.2%	Computer and Technology
MANAGED PORTFOLIO SERIES	$379,932	$6,067 ▲	1.6%	9,393	0.2%	LEUTHOLD SELECT
NOC Northrop Grumman	$368,410		0.0%	540	0.2%	Aerospace
VRT Vertiv	$367,100	$85,197 ▼	-18.8%	1,465	0.2%	Computer and Technology
BWA BorgWarner	$347,264		0.0%	6,400	0.2%	Auto/Tires/Trucks
ITW Illinois Tool Works	$325,363	$13,015 ▼	-3.8%	1,250	0.2%	Industrials
DD DuPont de Nemours	$316,579		0.0%	7,125	0.1%	Basic Materials
WFC Wells Fargo & Company	$302,518		0.0%	3,800	0.1%	Finance

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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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