Westhampton Capital, LLC

Est. AUM

$214.2M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$20.8M	81820	9.70%	SOLE
2	EATON CORP PLC	SHS	$9.3M	25962	4.34%	SOLE
3	BROADCOM INC	COM	$8.5M	27562	3.98%	SOLE
4	CUMMINS INC	COM	$7.3M	13607	3.42%	SOLE
5	PARKER-HANNIFIN CORP	COM	$6.9M	7724	3.23%	SOLE
6	LAM RESEARCH CORP	COM NEW	$6.6M	31072	3.10%	SOLE
7	NVIDIA CORPORATION	COM	$6.6M	37771	3.08%	SOLE
8	WASTE MGMT INC DEL	COM	$5.4M	23390	2.51%	SOLE
9	PEPSICO INC	COM	$4.5M	29120	2.11%	SOLE
10	RTX CORPORATION	COM	$4.4M	22712	2.05%	SOLE
11	PROCTER & GAMBLE CO	COM	$4.3M	29842	2.01%	SOLE
12	ALPHABET INC	CAP STK CL A	$4.2M	14459	1.94%	SOLE
13	EXXON MOBIL CORP	COM	$4.1M	23970	1.90%	SOLE
14	WD 40 CO	COM	$3.3M	16202	1.54%	SOLE
15	COSTCO WHOLESALE CORPORATION	COM	$3.3M	3314	1.54%	SOLE
16	MICROSOFT CORP	COM	$3.2M	8623	1.49%	SOLE
17	JOHNSON & JOHNSON	COM	$3.1M	12768	1.46%	SOLE
18	DEERE & CO	COM	$3.1M	5435	1.43%	SOLE
19	REGAL REXNORD CORPORATION	COM	$3.0M	16155	1.41%	SOLE
20	CATERPILLAR INC	COM	$2.9M	4150	1.37%	SOLE
21	PALO ALTO NETWORKS INC	COM	$2.9M	18251	1.37%	SOLE
22	INTERNATIONAL BUSINESS MACHS	COM	$2.5M	10336	1.17%	SOLE
23	CLOROX CO DEL	COM	$2.5M	23768	1.15%	SOLE
24	EMERSON ELEC CO	COM	$2.3M	17722	1.08%	SOLE
25	ELI LILLY & CO	COM	$2.2M	2367	1.02%	SOLE
26	MASTERCARD INCORPORATED	CL A	$2.2M	4346	1.01%	SOLE
27	DISNEY WALT CO	COM	$2.2M	22480	1.01%	SOLE
28	CHURCH & DWIGHT CO INC	COM	$2.2M	23200	1.01%	SOLE
29	ABBVIE INC	COM	$2.1M	9834	1.00%	SOLE
30	LOCKHEED MARTIN CORP	COM	$2.1M	3533	1.00%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$2.1M	3647	0.98%	SOLE
32	HERSHEY CO	COM	$2.1M	9927	0.96%	SOLE
33	COCA COLA CO	COM	$2.1M	26975	0.96%	SOLE
34	SONOCO PRODS CO	COM	$1.9M	34532	0.87%	SOLE
35	LOWES COS INC	COM	$1.8M	7802	0.86%	SOLE
36	MCDONALDS CORP	COM	$1.7M	5513	0.80%	SOLE
37	QUALCOMM INC	COM	$1.7M	12993	0.78%	SOLE
38	UNILEVER PLC	SPON ADR NEW	$1.7M	29136	0.78%	SOLE
39	HONEYWELL INTL INC	COM	$1.6M	7120	0.75%	SOLE
40	BLACKROCK INC	COM	$1.6M	1660	0.75%	SOLE
41	JPMORGAN CHASE & CO	COM	$1.6M	5378	0.74%	SOLE
42	BRISTOL-MYERS SQUIBB CO	COM	$1.5M	25122	0.71%	SOLE
43	HOME DEPOT INC	COM	$1.5M	4574	0.70%	SOLE
44	PINNACLE FINL PARTNERS INC	COM	$1.5M	17295	0.70%	SOLE
45	TRANE TECHNOLOGIES PLC	SHS	$1.5M	3550	0.69%	SOLE
46	GOLDMAN SACHS GROUP INC	COM	$1.4M	1710	0.68%	SOLE
47	BOEING CO	COM	$1.4M	7032	0.65%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2141	0.65%	SOLE
49	3M CO	COM	$1.4M	9522	0.65%	SOLE
50	CHUBB LTD SWITZ	COM	$1.4M	4190	0.64%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.