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Westhampton Capital, LLC

13F filer · CIK 0001639997
Reported Jul 14, 2026
Net seller this quarter
13F portfolio value$241MU.S. long equity reported on 13F
Positions1226 new · 6 closed
Net flow last quarter-$3.23MBuys minus sells
Top 10 positions weight40.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 14, 2026122 positions
AAPLApple Inc.$23.6M9.78%0.00%-0.5%Q2 2019
LRCXLam Research Corp$13.4M5.55%0.00%-0.6%Q2 2019
ETNEaton Corp plc$10.6M4.41%0.01%-3.9%Q2 2019
AVGOBroadcom Inc.$10.3M4.27%0.00%-1.2%Q2 2019
CMICummins Inc$9.7M4.03%0.01%Not reportedQ2 2019
NVDANvidia Corp$7.14M2.96%0.00%-5.5%Q2 2019
PHParker-Hannifin Corp$6.65M2.76%0.01%-12.0%Q2 2019
PANWPalo Alto Networks Inc$6.16M2.55%0.00%-1.1%Q2 2019
WMWaste Management Inc$5.18M2.15%0.01%-0.6%Q2 2019
GOOGLAlphabet Inc.$5.17M2.14%0.00%Not reportedQ2 2019
PGPROCTER & GAMBLE Co$4.38M1.82%0.00%+0.2%Q2 2019
CATCaterpillar Inc$4.31M1.79%0.00%-2.4%Q2 2019
RTXRTX Corp$4.24M1.76%0.00%-1.5%Q2 2020
PEPPepsico Inc$3.92M1.63%0.00%-0.5%Q2 2019
WDFCWD 40 Co$3.9M1.62%0.12%-1.2%Q2 2019
RRXRegal Rexnord Corp$3.85M1.60%0.02%Not reportedQ4 2022
DEDeere & Co$3.45M1.43%0.00%Not reportedQ2 2019
XOMExxonMobil Holdings Corp$3.27M1.36%0.00%-0.1%Q2 2019
JNJJohnson & Johnson$3.24M1.35%0.00%Not reportedQ2 2019
MSFTMicrosoft Corp$3.19M1.32%0.00%-0.9%Q2 2019
COSTCostco Wholesale Corp$3.1M1.29%0.00%-0.1%Q2 2019
IBMInternational Business Machines Corp$2.88M1.19%0.00%-1.0%Q2 2019
LLYELI LILLY & Co$2.84M1.18%0.00%Not reportedQ1 2021
QQQInvesco QQQ Trust, Series 1$2.72M1.13%Not reported+1.2%Q4 2019
EMREmerson Electric Co$2.48M1.03%0.00%-2.1%Q2 2019
CLXClorox Co$2.48M1.03%0.02%+9.5%Q2 2019
ABBVAbbVie Inc.$2.47M1.02%0.00%-0.4%Q2 2019
CHDChurch & Dwight Co Inc$2.25M0.93%0.01%Not reportedQ2 2019
MAMastercard Inc$2.24M0.93%0.00%+0.1%Q2 2019
KOCoca Cola Co$2.17M0.90%0.00%-0.8%Q2 2019
DISWalt Disney Co$2.14M0.89%0.00%-0.9%Q2 2019
SONSonoco Products Co$1.91M0.79%0.03%-1.7%Q2 2019
LMTLockheed Martin Corp$1.8M0.75%0.00%Not reportedQ2 2019
SPYSPDR S&P 500 ETF Trust$1.79M0.74%Not reported+11.7%Q2 2024
JPMJPMorgan Chase & Co$1.76M0.73%0.00%Not reportedQ2 2019
TTTrane Technologies plc$1.74M0.72%0.00%Not reportedQ1 2020
HSYHershey Co$1.74M0.72%0.00%Not reportedQ2 2019
ULUnilever PLC$1.74M0.72%0.00%-0.6%Q2 2019
GSGoldman Sachs Group Inc$1.73M0.72%0.00%Not reportedQ1 2022
LOWLowes Companies Inc$1.72M0.72%0.00%+0.3%Q2 2019
PNFPPinnacle Financial Partners, Inc.$1.72M0.72%0.01%-1.2%Q1 2023
HDHome Depot, Inc.$1.67M0.69%0.00%+3.5%Q2 2019
QCOMQualcomm Inc$1.63M0.68%0.00%-32.0%Q2 2019
BLKBlackRock, Inc.$1.59M0.66%0.00%-0.6%Q2 2019
BABoeing Co$1.52M0.63%0.00%Not reportedQ2 2019
MMM3m Co$1.5M0.62%0.00%-2.7%Q2 2019
MCDMcdonalds Corp$1.44M0.60%0.00%-3.6%Q2 2019
CBChubb Ltd$1.43M0.59%0.00%Not reportedQ1 2021
BMYBristol Myers Squibb Co$1.42M0.59%0.00%-1.6%Q2 2019
AMZNAmazon Com Inc$1.36M0.57%0.00%-1.7%Q2 2020
Q1 2026Reported Apr 16, 2026120 positions
AAPLApple Inc.$20.8M9.70%0.00%-0.7%Q2 2019
ETNEaton Corp plc$9.29M4.34%0.01%-0.3%Q2 2019
AVGOBroadcom Inc.$8.53M3.98%0.00%+0.7%Q2 2019
CMICummins Inc$7.32M3.42%0.01%+0.1%Q2 2019
PHParker-Hannifin Corp$6.91M3.23%0.01%+0.5%Q2 2019
LRCXLam Research Corp$6.64M3.10%0.00%-8.9%Q2 2019
NVDANvidia Corp$6.59M3.08%0.00%Not reportedQ2 2019
WMWaste Management Inc$5.37M2.51%0.01%-0.2%Q2 2019
PEPPepsico Inc$4.52M2.11%0.00%-0.2%Q2 2019
RTXRTX Corp$4.38M2.05%0.00%Not reportedQ2 2020
PGPROCTER & GAMBLE Co$4.31M2.01%0.00%+0.1%Q2 2019
GOOGLAlphabet Inc.$4.16M1.94%0.00%+0.1%Q2 2019
XOMExxonMobil Holdings Corp$4.07M1.90%0.00%Not reportedQ2 2019
WDFCWD 40 Co$3.3M1.54%0.12%Not reportedQ2 2019
COSTCostco Wholesale Corp$3.3M1.54%0.00%-0.5%Q2 2019
MSFTMicrosoft Corp$3.19M1.49%0.00%+0.4%Q2 2019
JNJJohnson & Johnson$3.12M1.46%0.00%Not reportedQ2 2019
DEDeere & Co$3.06M1.43%0.00%-0.2%Q2 2019
RRXRegal Rexnord Corp$3.03M1.41%0.02%Not reportedQ4 2022
CATCaterpillar Inc$2.94M1.37%0.00%+1.0%Q2 2019
PANWPalo Alto Networks Inc$2.93M1.37%0.00%-0.4%Q2 2019
IBMInternational Business Machines Corp$2.51M1.17%0.00%Not reportedQ2 2019
CLXClorox Co$2.46M1.15%0.02%+0.3%Q2 2019
EMREmerson Electric Co$2.32M1.08%0.00%-0.4%Q2 2019
LLYELI LILLY & Co$2.18M1.02%0.00%-1.1%Q1 2021
MAMastercard Inc$2.17M1.01%0.00%+0.2%Q2 2019
DISWalt Disney Co$2.17M1.01%0.00%Not reportedQ2 2019
CHDChurch & Dwight Co Inc$2.17M1.01%0.01%Not reportedQ2 2019
ABBVAbbVie Inc.$2.14M1.00%0.00%Not reportedQ2 2019
LMTLockheed Martin Corp$2.14M1.00%0.00%-5.1%Q2 2019
QQQInvesco QQQ Trust, Series 1$2.1M0.98%Not reported-0.2%Q4 2019
HSYHershey Co$2.06M0.96%0.00%Not reportedQ2 2019
KOCoca Cola Co$2.05M0.96%0.00%Not reportedQ2 2019
SONSonoco Products Co$1.87M0.87%0.03%Not reportedQ2 2019
LOWLowes Companies Inc$1.84M0.86%0.00%Not reportedQ2 2019
MCDMcdonalds Corp$1.71M0.80%0.00%-0.9%Q2 2019
QCOMQualcomm Inc$1.67M0.78%0.00%Not reportedQ2 2019
ULUnilever PLC$1.66M0.78%0.00%-0.3%Q2 2019
HONHoneywell International Inc$1.61M0.75%0.00%Not reportedQ2 2019
BLKBlackRock, Inc.$1.6M0.75%0.00%-0.6%Q2 2019
JPMJPMorgan Chase & Co$1.58M0.74%0.00%+2.7%Q2 2019
BMYBristol Myers Squibb Co$1.52M0.71%0.00%-1.2%Q2 2019
HDHome Depot, Inc.$1.5M0.70%0.00%-0.7%Q2 2019
PNFPPinnacle Financial Partners, Inc.$1.49M0.70%0.01%Not reportedQ1 2023
TTTrane Technologies plc$1.48M0.69%0.00%Not reportedQ1 2020
GSGoldman Sachs Group Inc$1.45M0.68%0.00%Not reportedQ1 2022
BABoeing Co$1.4M0.65%0.00%Not reportedQ2 2019
SPYSPDR S&P 500 ETF Trust$1.39M0.65%Not reportedNot reportedQ2 2024
MMM3m Co$1.38M0.65%0.00%Not reportedQ2 2019
CBChubb Ltd$1.37M0.64%0.00%Not reportedQ1 2021
Q4 2025Reported Jan 30, 2026116 positions
AAPLApple Inc.$22.4M10.57%0.00%-0.9%Q2 2019
AVGOBroadcom Inc.$9.47M4.47%0.00%-4.8%Q2 2019
ETNEaton Corp plc$8.29M3.91%0.01%-2.4%Q2 2019
NVDANvidia Corp$7.04M3.32%0.00%-0.5%Q2 2019
CMICummins Inc$6.94M3.28%0.01%-2.4%Q2 2019
PHParker-Hannifin Corp$6.76M3.19%0.01%+0.1%Q2 2019
LRCXLam Research Corp$5.84M2.76%0.00%-0.6%Q2 2019
WMWaste Management Inc$5.15M2.43%0.01%-0.6%Q2 2019
GOOGLAlphabet Inc.$4.52M2.13%0.00%-0.9%Q2 2019
PGPROCTER & GAMBLE Co$4.27M2.02%0.00%0.0%Q2 2019
PEPPepsico Inc$4.19M1.98%0.00%+0.3%Q2 2019
RTXRTX Corp$4.17M1.97%0.00%-1.2%Q2 2020
MSFTMicrosoft Corp$4.15M1.96%0.00%-0.8%Q2 2019
PANWPalo Alto Networks Inc$3.38M1.59%0.00%+0.8%Q2 2019
WDFCWD 40 Co$3.19M1.51%0.12%+6.6%Q2 2019
IBMInternational Business Machines Corp$3.06M1.44%0.00%Not reportedQ2 2019
XOMExxonMobil Holdings Corp$2.88M1.36%0.00%Not reportedQ2 2019
COSTCostco Wholesale Corp$2.87M1.36%0.00%-0.7%Q2 2019
JNJJohnson & Johnson$2.64M1.25%0.00%-0.4%Q2 2019
LLYELI LILLY & Co$2.57M1.21%0.00%-2.1%Q1 2021
DISWalt Disney Co$2.56M1.21%0.00%-0.2%Q2 2019
DEDeere & Co$2.54M1.20%0.00%-2.3%Q2 2019
MAMastercard Inc$2.48M1.17%0.00%-0.1%Q2 2019
CLXClorox Co$2.39M1.13%0.02%+2.3%Q2 2019
EMREmerson Electric Co$2.36M1.11%0.00%-0.3%Q2 2019
CATCaterpillar Inc$2.35M1.11%0.00%Not reportedQ2 2019
RRXRegal Rexnord Corp$2.27M1.07%0.02%-1.8%Q4 2022
ABBVAbbVie Inc.$2.25M1.06%0.00%-1.0%Q2 2019
QQQInvesco QQQ Trust, Series 1$2.25M1.06%Not reported+4.3%Q4 2019
QCOMQualcomm Inc$2.22M1.05%0.00%+13.1%Q2 2019
CHDChurch & Dwight Co Inc$1.95M0.92%0.01%Not reportedQ2 2019
ULUnilever PLC$1.91M0.90%0.00%-0.1%Q2 2019
KOCoca Cola Co$1.89M0.89%0.00%+1.7%Q2 2019
LOWLowes Companies Inc$1.88M0.89%0.00%+1.7%Q2 2019
HSYHershey Co$1.81M0.85%0.00%Not reportedQ2 2019
LMTLockheed Martin Corp$1.8M0.85%0.00%Not reportedQ2 2019
BLKBlackRock, Inc.$1.79M0.84%0.00%Not reportedQ2 2019
MKCMccormick & Co Inc$1.76M0.83%Not reportedNot reportedQ2 2019
MCDMcdonalds Corp$1.7M0.80%0.00%Not reportedQ2 2019
JPMJPMorgan Chase & Co$1.69M0.80%0.00%+5.0%Q2 2019
PNFPPinnacle Financial Partners, Inc.$1.65M0.78%0.02%+1.2%Q1 2023
HDHome Depot, Inc.$1.58M0.75%0.00%+4.8%Q2 2019
BABoeing Co$1.53M0.72%0.00%+0.2%Q2 2019
MMM3m Co$1.52M0.72%0.00%Not reportedQ2 2019
SONSonoco Products Co$1.51M0.71%0.04%+1.3%Q2 2019
GSGoldman Sachs Group Inc$1.5M0.71%0.00%Not reportedQ1 2022
SPYSPDR S&P 500 ETF Trust$1.46M0.69%Not reported+370.6%Q2 2024
TMOThermo Fisher Scientific Inc.$1.44M0.68%0.00%+1.2%Q2 2019
HONHoneywell International Inc$1.39M0.66%0.00%-0.3%Q2 2019
TTTrane Technologies plc$1.38M0.65%0.00%-0.4%Q1 2020
Q3 2025Reported Oct 17, 2025115 positions
AAPLApple Inc.$21.2M10.31%0.00%-4.3%Q2 2019
ETNEaton Corp plc$9.98M4.86%0.01%+1.5%Q2 2019
AVGOBroadcom Inc.$9.48M4.62%0.00%-8.6%Q2 2019
NVDANvidia Corp$7.08M3.45%0.00%+0.4%Q2 2019
CMICummins Inc$5.88M2.86%0.01%-0.1%Q2 2019
PHParker-Hannifin Corp$5.82M2.84%0.01%Not reportedQ2 2019
WMWaste Management Inc$5.21M2.54%0.01%Not reportedQ2 2019
LRCXLam Research Corp$4.59M2.24%0.00%+0.7%Q2 2019
PGPROCTER & GAMBLE Co$4.58M2.23%0.00%+2.8%Q2 2019
MSFTMicrosoft Corp$4.48M2.18%0.00%+0.2%Q2 2019
PEPPepsico Inc$4.09M1.99%0.00%+0.7%Q2 2019
RTXRTX Corp$3.84M1.87%0.00%Not reportedQ2 2020
PANWPalo Alto Networks Inc$3.7M1.80%0.00%+1.6%Q2 2019
GOOGLAlphabet Inc.$3.54M1.73%0.00%Not reportedQ2 2019
COSTCostco Wholesale Corp$3.1M1.51%0.00%+1.5%Q2 2019
WDFCWD 40 Co$3M1.46%0.11%-6.2%Q2 2019
IBMInternational Business Machines Corp$2.92M1.42%0.00%+1.6%Q2 2019
CLXClorox Co$2.85M1.39%0.02%+0.5%Q2 2019
XOMExxonMobil Holdings Corp$2.7M1.32%0.00%+0.3%Q2 2019
DISWalt Disney Co$2.58M1.26%0.00%Not reportedQ2 2019
DEDeere & Co$2.55M1.24%0.00%Not reportedQ2 2019
MAMastercard Inc$2.47M1.20%0.00%+0.3%Q2 2019
JNJJohnson & Johnson$2.38M1.16%0.00%+0.2%Q2 2019
RRXRegal Rexnord Corp$2.36M1.15%0.02%-5.4%Q4 2022
EMREmerson Electric Co$2.34M1.14%0.00%-0.8%Q2 2019
ABBVAbbVie Inc.$2.3M1.12%0.00%-0.4%Q2 2019
QQQInvesco QQQ Trust, Series 1$2.1M1.02%Not reported+0.7%Q4 2019
CHDChurch & Dwight Co Inc$2.03M0.99%0.01%-0.4%Q2 2019
CATCaterpillar Inc$1.96M0.96%0.00%Not reportedQ2 2019
ULUnilever PLC$1.95M0.95%0.00%-0.6%Q2 2019
BLKBlackRock, Inc.$1.95M0.95%0.00%Not reportedQ2 2019
LOWLowes Companies Inc$1.93M0.94%0.00%+0.3%Q2 2019
QCOMQualcomm Inc$1.91M0.93%0.00%-4.5%Q2 2019
LLYELI LILLY & Co$1.86M0.91%0.00%Not reportedQ1 2021
LMTLockheed Martin Corp$1.86M0.91%0.00%+12.0%Q2 2019
HSYHershey Co$1.86M0.90%0.00%-0.2%Q2 2019
HDHome Depot, Inc.$1.78M0.87%0.00%+8.0%Q2 2019
KOCoca Cola Co$1.76M0.86%0.00%+3.5%Q2 2019
MKCMccormick & Co Inc$1.73M0.84%Not reported-3.7%Q2 2019
MCDMcdonalds Corp$1.69M0.82%0.00%Not reportedQ2 2019
PNFPPinnacle Financial Partners, Inc.$1.6M0.78%0.02%+4.8%Q1 2023
JPMJPMorgan Chase & Co$1.57M0.77%0.00%+1.1%Q2 2019
BABoeing Co$1.51M0.74%0.00%-0.1%Q2 2019
TTTrane Technologies plc$1.5M0.73%0.00%Not reportedQ1 2020
HONHoneywell International Inc$1.5M0.73%0.00%Not reportedQ2 2019
MMM3m Co$1.48M0.72%0.00%-0.1%Q2 2019
SONSonoco Products Co$1.47M0.72%0.03%-0.6%Q2 2019
AMTAmerican Tower Corp$1.37M0.67%0.00%-0.7%Q2 2019
GSGoldman Sachs Group Inc$1.36M0.66%0.00%Not reportedQ1 2022
KMBKimberly Clark Corp$1.36M0.66%0.00%-0.5%Q2 2019
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