Holders — by stockHoldings — by fund
Westhampton Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001639997
$241.0M
disclosed book value
131
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 100 of 131 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 81,437 | $23.6M | 9.8% |
| 2 | LRCXLAM RESEARCH CORP | 30,872 | $13.4M | 5.5% |
| 3 | EATON CORP PLC | 24,957 | $10.6M | 4.4% |
| 4 | AVGOBROADCOM INC | 27,225 | $10.3M | 4.3% |
| 5 | CMICUMMINS INC | 13,607 | $9.7M | 4% |
| 6 | NVDANVIDIA CORPORATION | 35,682 | $7.1M | 3% |
| 7 | PHPARKER-HANNIFIN CORP | 6,799 | $6.7M | 2.8% |
| 8 | PANWPALO ALTO NETWORKS INC | 18,051 | $6.2M | 2.6% |
| 9 | WMWASTE MGMT INC DEL | 23,260 | $5.2M | 2.2% |
| 10 | GOOGLALPHABET INC | 14,459 | $5.2M | 2.1% |
| 11 | PGPROCTER & GAMBLE CO | 29,892 | $4.4M | 1.8% |
| 12 | CATCATERPILLAR INC | 4,050 | $4.3M | 1.8% |
| 13 | RTXRTX CORPORATION | 22,362 | $4.2M | 1.8% |
| 14 | PEPPEPSICO INC | 28,980 | $3.9M | 1.6% |
| 15 | WDFCWD 40 CO | 16,012 | $3.9M | 1.6% |
| 16 | RRXREGAL REXNORD CORPORATION | 16,155 | $3.8M | 1.6% |
| 17 | DEDEERE & CO | 5,435 | $3.4M | 1.4% |
| 18 | EXMOCEXXON MOBIL CORP | 23,950 | $3.3M | 1.4% |
| 19 | JNJJOHNSON & JOHNSON | 12,768 | $3.2M | 1.3% |
| 20 | MSFTMICROSOFT CORP | 8,545 | $3.2M | 1.3% |
| 21 | COSTCOSTCO WHOLESALE CORPORATION | 3,312 | $3.1M | 1.3% |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 10,235 | $2.9M | 1.2% |
| 23 | LLYELI LILLY & CO | 2,367 | $2.8M | 1.2% |
| 24 | QQQINVESCO QQQ TR | 3,689 | $2.7M | 1.1% |
| 25 | EMREMERSON ELEC CO | 17,352 | $2.5M | 1% |
| 26 | CLXCLOROX CO DEL | 26,025 | $2.5M | 1% |
| 27 | ABBVABBVIE INC | 9,800 | $2.5M | 1% |
| 28 | CHDCHURCH & DWIGHT CO INC | 23,200 | $2.2M | 0.9% |
| 29 | MAMASTERCARD INCORPORATED | 4,352 | $2.2M | 0.9% |
| 30 | KOCOCA COLA CO | 26,755 | $2.2M | 0.9% |
| 31 | DISDISNEY WALT CO | 22,280 | $2.1M | 0.9% |
| 32 | SONSONOCO PRODS CO | 33,932 | $1.9M | 0.8% |
| 33 | LMTLOCKHEED MARTIN CORP | 3,533 | $1.8M | 0.7% |
| 34 | SPYSTATE STR SPDR S&P 500 ETF T | 2,391 | $1.8M | 0.7% |
| 35 | JPMJPMORGAN CHASE & CO | 5,378 | $1.8M | 0.7% |
| 36 | TRANE TECHNOLOGIES PLC | 3,550 | $1.7M | 0.7% |
| 37 | HSYHERSHEY CO | 9,927 | $1.7M | 0.7% |
| 38 | ULUNILEVER PLC | 28,960 | $1.7M | 0.7% |
| 39 | GSGOLDMAN SACHS GROUP INC | 1,710 | $1.7M | 0.7% |
| 40 | LOWLOWES COS INC | 7,822 | $1.7M | 0.7% |
| 41 | PNFPPINNACLE FINL PARTNERS INC | 17,095 | $1.7M | 0.7% |
| 42 | HDHOME DEPOT INC | 4,732 | $1.7M | 0.7% |
| 43 | QCOMQUALCOMM INC | 8,833 | $1.6M | 0.7% |
| 44 | BLKBLACKROCK INC | 1,650 | $1.6M | 0.7% |
| 45 | BABOEING CO | 7,032 | $1.5M | 0.6% |
| 46 | MMM3M CO | 9,262 | $1.5M | 0.6% |
| 47 | MCDMCDONALDS CORP | 5,313 | $1.4M | 0.6% |
| 48 | CHUBB LIMITED | 4,190 | $1.4M | 0.6% |
| 49 | BMYBRISTOL-MYERS SQUIBB CO | 24,722 | $1.4M | 0.6% |
| 50 | AMZNAMAZON COM INC | 5,715 | $1.4M | 0.6% |
| 51 | KMBKIMBERLY-CLARK CORP | 12,098 | $1.3M | 0.6% |
| 52 | MKCMCCORMICK & CO INC | 25,850 | $1.3M | 0.5% |
| 53 | GOOGALPHABET INC | 3,640 | $1.3M | 0.5% |
| 54 | TMOTHERMO FISHER SCIENTIFIC INC | 2,551 | $1.3M | 0.5% |
| 55 | IJHISHARES TR | 15,935 | $1.2M | 0.5% |
| 56 | KHCKRAFT HEINZ CO | 51,622 | $1.2M | 0.5% |
| 57 | AMGNAMGEN INC | 3,250 | $1.2M | 0.5% |
| 58 | SJMSMUCKER J M CO | 10,353 | $1.2M | 0.5% |
| 59 | CARRCARRIER GLOBAL CORPORATION | 14,667 | $1.1M | 0.4% |
| 60 | CVXCHEVRON CORPORATION | 6,468 | $1.1M | 0.4% |
| 61 | BACBANK OF AMER CORP | 18,527 | $1.1M | 0.4% |
| 62 | AMTAMERICAN TOWER CORP | 6,225 | $1.0M | 0.4% |
| 63 | PFEPFIZER INC | 41,508 | $999,513 | 0.4% |
| 64 | CLCOLGATE PALMOLIVE CO | 10,840 | $993,811 | 0.4% |
| 65 | GDGENERAL DYNAMICS CORP | 2,665 | $944,050 | 0.4% |
| 66 | GEGE AEROSPACE | 2,499 | $933,951 | 0.4% |
| 67 | IEVISHARES TR | 12,788 | $931,606 | 0.4% |
| 68 | CINFCINCINNATI FINL CORP | 5,025 | $930,329 | 0.4% |
| 69 | VBRVANGUARD INDEX FDS | 3,710 | $901,493 | 0.4% |
| 70 | PSXPHILLIPS 66 | 5,190 | $877,370 | 0.4% |
| 71 | DEODIAGEO PLC | 10,536 | $846,875 | 0.4% |
| 72 | PRUPRUDENTIAL FINL INC | 7,680 | $828,902 | 0.3% |
| 73 | HONHONEYWELL INTL INC | 3,466 | $776,037 | 0.3% |
| 74 | REGNREGENERON PHARMACEUTICALS | 1,238 | $771,943 | 0.3% |
| 75 | HONAHONEYWELL AEROSPACE INC | 3,466 | $766,263 | 0.3% |
| 76 | GPCGENUINE PARTS CO | 6,490 | $765,690 | 0.3% |
| 77 | VRTVERTIV HOLDINGS CO | 2,244 | $751,336 | 0.3% |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 979 | $747,114 | 0.3% |
| 79 | VVISA INC | 2,039 | $699,561 | 0.3% |
| 80 | COPCONOCOPHILLIPS | 6,515 | $677,299 | 0.3% |
| 81 | GEVGE VERNOVA INC | 562 | $660,271 | 0.3% |
| 82 | CTVACORTEVA INC | 7,742 | $655,670 | 0.3% |
| 83 | TFCTRUIST FINL CORP | 12,309 | $613,234 | 0.3% |
| 84 | QQNITY ELECTRONICS INC | 3,473 | $567,176 | 0.2% |
| 85 | NAVIOS MARITIME PARTNERS LP | 7,656 | $536,456 | 0.2% |
| 86 | DANAOS CORPORATION | 4,255 | $520,684 | 0.2% |
| 87 | UPSUNITED PARCEL SVCS INC | 4,545 | $488,588 | 0.2% |
| 88 | TDGTRANSDIGM GROUP INC | 359 | $478,202 | 0.2% |
| 89 | FABRINET | 819 | $460,344 | 0.2% |
| 90 | CRICARTERS INC | 11,000 | $452,760 | 0.2% |
| 91 | OTISOTIS WORLDWIDE CORP | 6,218 | $445,209 | 0.2% |
| 92 | DUKDUKE ENERGY CORP NEW | 3,503 | $443,410 | 0.2% |
| 93 | LSTMANAGED PORTFOLIO SER | 9,393 | $438,918 | 0.2% |
| 94 | SMHVANECK ETF TRUST | 655 | $429,608 | 0.2% |
| 95 | BWABORGWARNER INC | 6,400 | $424,960 | 0.2% |
| 96 | GLDSPDR GOLD TR | 1,098 | $404,481 | 0.2% |
| 97 | POOLPOOL CORP | 1,875 | $402,938 | 0.2% |
| 98 | MEDTRONIC PLC | 4,775 | $373,548 | 0.2% |
| 99 | GISGENERAL MILLS INC | 10,539 | $366,772 | 0.2% |
| 100 | BSETBASSETT FURNITURE INDS INC | 20,571 | $364,518 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.