Westhampton Capital, LLC
132 holdingsFiling period: 2026-03-31Current AUM: $245.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 81.8K | $20.8M | $25.3M | 10.30% | -559 | 2026-03-31 |
| 2 | — | EATON CORP PLC | 26.0K | $9.3M | $9.3M | 3.78% | -77 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 27.6K | $8.5M | $10.7M | 4.37% | +202 | 2026-03-31 |
| 4 | CMI | CUMMINS INC | 13.6K | $7.3M | $8.6M | 3.52% | +10 | 2026-03-31 |
| 5 | PH | PARKER-HANNIFIN CORP | 7.7K | $6.9M | $7.5M | 3.07% | +35 | 2026-03-31 |
| 6 | LRCX | LAM RESEARCH CORP | 31.1K | $6.6M | $9.1M | 3.71% | -3,032 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 37.8K | $6.6M | $7.6M | 3.09% | -- | 2026-03-31 |
| 8 | WM | WASTE MGMT INC DEL | 23.4K | $5.4M | $5.3M | 2.16% | -40 | 2026-03-31 |
| 9 | PEP | PEPSICO INC | 29.1K | $4.5M | $4.1M | 1.66% | -65 | 2026-03-31 |
| 10 | RTX | RTX CORPORATION | 22.7K | $4.4M | $4.9M | 1.99% | -- | 2026-03-31 |
| 11 | PG | PROCTER & GAMBLE CO | 29.8K | $4.3M | $4.3M | 1.76% | +40 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 14.5K | $4.2M | $5.1M | 2.10% | +11 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 24.0K | $4.1M | $3.7M | 1.52% | -- | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 24.0K | $4.1M | $3.7M | 1.52% | -- | 2026-03-31 |
| 15 | WDFC | WD 40 CO | 16.2K | $3.3M | $3.7M | 1.50% | -- | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 3.3K | $3.3M | $3.2M | 1.29% | -18 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 8.6K | $3.2M | $4.0M | 1.63% | +35 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 12.8K | $3.1M | $3.3M | 1.33% | -- | 2026-03-31 |
| 19 | DE | DEERE & CO | 5.4K | $3.1M | $3.2M | 1.31% | -10 | 2026-03-31 |
| 20 | RRX | REGAL REXNORD CORPORATION | 16.2K | $3.0M | $3.3M | 1.35% | -- | 2026-03-31 |
| 21 | CAT | CATERPILLAR INC | 4.2K | $2.9M | $3.4M | 1.38% | +40 | 2026-03-31 |
| 22 | PANW | PALO ALTO NETWORKS INC | 18.3K | $2.9M | $6.1M | 2.47% | -74 | 2026-03-31 |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | 10.3K | $2.5M | $2.3M | 0.94% | -- | 2026-03-31 |
| 24 | CLX | CLOROX CO DEL | 23.8K | $2.5M | $2.3M | 0.93% | +77 | 2026-03-31 |
| 25 | EMR | EMERSON ELEC CO | 17.7K | $2.3M | $2.7M | 1.08% | -75 | 2026-03-31 |
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