Westhampton Capital, LLC 13F Holdings

CIK 0001639997

As of Sep 30, 2025, Westhampton Capital, LLC reported 120 positions worth $205.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology83,100$21.2M10.31%
EATON CORP PLCETNIndustrials26,677 0.0M4.86%
BROADCOM INCAVGOTechnology28,726$9.5M4.62%
NVIDIA CORPNVDATechnology37,950$7.1M3.45%
CUMMINS INCCMIIndustrials13,927$5.9M2.86%
PARKER-HANNIFIN CORPPHIndustrials7,680$5.8M2.84%
WASTE MANAGEMENT INCWMIndustrials23,580$5.2M2.54%
LAM RESEARCH CORPLRCXTechnology34,297$4.6M2.24%
PROCTER & GAMBLE COPGConsumer Defensive29,797$4.6M2.23%
MICROSOFT CORPMSFTTechnology8,658$4.5M2.18%
PEPSICO INCPEPConsumer Defensive29,095$4.1M1.99%
RTX CORPRTXEquity22,977$3.8M1.87%
PALO ALTO NETWORKS INCPANWTechnology18,182$3.7M1.80%
ALPHABET INCGOOGLEquity14,572$3.5M1.73%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,354$3.1M1.51%
WD 40 COWDFCBasic Materials15,202$3.0M1.46%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology10,336$2.9M1.42%
CLOROX COCLXConsumer Defensive23,150$2.9M1.39%
EXXON MOBIL CORPXOMEnergy23,970$2.7M1.32%
WALT DISNEY CODISCommunication Services22,515$2.6M1.26%
DEERE & CODEIndustrials5,575$2.5M1.24%
MASTERCARD INCMAFinancial Services4,341$2.5M1.20%
JOHNSON & JOHNSONJNJHealthcare12,816$2.4M1.16%
REGAL REXNORD CORPRRXIndustrials16,455$2.4M1.15%
EMERSON ELECTRIC COEMRIndustrials17,847$2.3M1.14%