Investor
Westhampton Capital, LLC
CIK 0001639997 · filed 2026-04-16 · SEC filing
13F book
$214.2M
Positions
129
10 new · 3 sold
Largest name
9.7%
Apple Inc. · AAPL
Est. mark
$1.52M
Price effect on 119 names still held. Flow $748.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 81.8K | $20.8M | 9.7% | −$1.48M | Cut−$1.63M |
| Eaton Corp Plc | ETN | 26K | $9.29M | 4.3% | $1.02M | Cut$992.1K |
| Broadcom Inc. | AVGO | 27.6K | $8.53M | 4.0% | −$1M | Added−$938.6K |
| Cummins Inc | CMI | 13.6K | $7.32M | 3.4% | $374.9K | Added$380.2K |
| Parker-Hannifin Corp | PH | 7.72K | $6.91M | 3.2% | $125.2K | Added$156.5K |
| Lam Research Corp | LRCX | 31.1K | $6.64M | 3.1% | $1.32M | Cut$800.9K |
| Nvidia Corp | NVDA | 37.8K | $6.59M | 3.1% | −$457K | Held |
| Waste Mgmt Inc Del | — | 23.4K | $5.37M | 2.5% | $235.8K | Cut$227K |
| Pepsico Inc | PEP | 29.1K | $4.52M | 2.1% | $342.8K | Cut$333.5K |
| RTX Corp | RTX | 22.7K | $4.38M | 2.0% | $215.8K | Held |
| Procter And Gamble Co | PG | 29.8K | $4.31M | 2.0% | $33.7K | Added$39.5K |
| Alphabet Inc | — | 14.5K | $4.16M | 1.9% | −$367.6K | Added−$364.4K |
| Exxon Mobil Corp | — | 24K | $4.07M | 1.9% | $1.18M | Held |
| Wd 40 Co | WDFC | 16.2K | $3.3M | 1.5% | $114.1K | Held |
| Costco Whsl Corp New | — | 3.31K | $3.3M | 1.5% | $444.4K | Cut$428.9K |
| Microsoft Corp | MSFT | 8.62K | $3.19M | 1.5% | −$974.3K | Added−$961.4K |
| Johnson & Johnson | JNJ | 12.8K | $3.12M | 1.5% | $478.7K | Held |
| Deere & Co | DE | 5.43K | $3.06M | 1.4% | $531.2K | Cut$526.5K |
| Regal Rexnord Corp | RRX | 16.2K | $3.03M | 1.4% | $758.3K | Held |
| Caterpillar Inc | CAT | 4.15K | $2.94M | 1.4% | $557.3K | Added$585.6K |
| Palo Alto Networks Inc | PANW | 18.3K | $2.93M | 1.4% | −$435.8K | Cut−$449.5K |
| International Business Machs | — | 10.3K | $2.51M | 1.2% | −$556.3K | Held |
| Clorox Co Del | — | 23.8K | $2.46M | 1.1% | $66.3K | Added$74.3K |
| Emerson Elec Co | — | 17.7K | $2.32M | 1.1% | −$30.1K | Cut−$40.1K |
| Eli Lilly & Co | LLY | 2.37K | $2.18M | 1.0% | −$366.7K | Cut−$393.5K |
| Mastercard Inc | MA | 4.35K | $2.17M | 1.0% | −$308.9K | Added−$304.4K |
| Disney Walt Co | — | 22.5K | $2.17M | 1.0% | −$390.9K | Held |
| Church & Dwight Co Inc | — | 23.2K | $2.17M | 1.0% | $219.7K | Held |
| AbbVie Inc. | ABBV | 9.83K | $2.14M | 1.0% | −$108.2K | Held |
| Lockheed Martin Corp | LMT | 3.53K | $2.14M | 1.0% | $426.5K | Cut$334.6K |
| Invesco Qqq Tr | — | 3.65K | $2.1M | 1.0% | −$135.4K | Cut−$140.3K |
| Hershey Co | HSY | 9.93K | $2.06M | 1.0% | $257.2K | Held |
| Coca Cola Co | KO | 27K | $2.05M | 1.0% | $165.6K | Held |
| Sonoco Prods Co | — | 34.5K | $1.87M | 0.9% | $360.9K | Held |
| Lowes Cos Inc | — | 7.8K | $1.84M | 0.9% | −$38.1K | Held |
| Mcdonalds Corp | MCD | 5.51K | $1.71M | 0.8% | $28.4K | Cut$13.2K |
| Qualcomm Inc | — | 13K | $1.67M | 0.8% | −$549.2K | Held |
| Unilever Plc | — | 29.1K | $1.66M | 0.8% | −$245.6K | Cut−$251.4K |
| Honeywell Intl Inc | — | 7.12K | $1.61M | 0.8% | $220.3K | Held |
| BlackRock, Inc. | BLK | 1.66K | $1.6M | 0.7% | −$180.3K | Cut−$191K |
| Jpmorgan Chase & Co. | — | 5.38K | $1.58M | 0.7% | −$147K | Added−$105.8K |
| Bristol-Myers Squibb Co | — | 25.1K | $1.52M | 0.7% | $168.6K | Cut$152.4K |
| Home Depot, Inc. | HD | 4.57K | $1.5M | 0.7% | −$69.6K | Cut−$79.9K |
| Pinnacle Finl Partners Inc Com | — | 17.3K | $1.49M | 0.7% | — | New |
| Trane Technologies Plc | TT | 3.55K | $1.48M | 0.7% | $97.8K | Held |
| Goldman Sachs Group Inc | — | 1.71K | $1.45M | 0.7% | −$56.4K | Held |
| Boeing Co | — | 7.03K | $1.4M | 0.7% | −$127.2K | Held |
| Spdr S&P 500 Etf Tr | — | 2.14K | $1.39M | 0.7% | −$67.6K | Held |
| 3M CO | MMM | 9.52K | $1.38M | 0.6% | −$141.6K | Held |
| Chubb Limited | — | 4.19K | $1.37M | 0.6% | $57.9K | Held |
| Chevron Corp New | CVX | 6.51K | $1.35M | 0.6% | $354.6K | Held |
| Mccormick & Co Inc | — | 25.9K | $1.3M | 0.6% | −$456.8K | Held |
| Thermo Fisher Scientific Inc. | TMO | 2.49K | $1.22M | 0.6% | −$218.7K | Held |
| Amazon Com Inc | AMZN | 5.82K | $1.21M | 0.6% | −$128.9K | Added−$108K |
| Pfizer Inc | PFE | 41.9K | $1.18M | 0.5% | $133.1K | Held |
| Kimberly Clark Corp | KMB | 12.1K | $1.17M | 0.5% | −$53.7K | Held |
| American Tower Corp New | — | 6.74K | $1.16M | 0.5% | −$20.1K | Cut−$46.1K |
| Amgen Inc | AMGN | 3.25K | $1.14M | 0.5% | $79.8K | Held |
| Kraft Heinz Co | KHC | 50.5K | $1.14M | 0.5% | −$88.7K | Added−$86.4K |
| Ishares Tr | — | 15.9K | $1.07M | 0.5% | $24.3K | Added$26.6K |
| Alphabet Inc | — | 3.65K | $1.05M | 0.5% | −$98.3K | Cut−$103K |
| Smucker J M Co | — | 10.5K | $1.02M | 0.5% | −$14.4K | Held |
| Phillips 66 | PSX | 5.19K | $945.5K | 0.4% | $275.8K | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 1.22K | $944.9K | 0.4% | $942 | Held |
| Colgate Palmolive Co | CL | 10.9K | $929.9K | 0.4% | $67.8K | Cut$59.8K |
| General Dynamics Corp | GD | 2.67K | $914.7K | 0.4% | $17.5K | Held |
| Bank America Corp | — | 18.3K | $893.4K | 0.4% | −$114.5K | Held |
| Conocophillips | COP | 6.51K | $860K | 0.4% | $250.1K | Held |
| GE Vernova Inc. | GEV | 972 | $848.5K | 0.4% | $198.7K | Added$256.3K |
| Ishares Tr | — | 12.4K | $841.6K | 0.4% | −$8.18K | Held |
| Diageo Plc | — | 11.2K | $834.9K | 0.4% | −$131.6K | Added−$125.7K |
| CARRIER GLOBAL Corp | CARR | 14.8K | $834.3K | 0.4% | $51.4K | Held |
| Vanguard Index Fds | — | 3.73K | $810.1K | 0.4% | $20.3K | Added$22.7K |
| Cincinnati Finl Corp | — | 5.03K | $790.7K | 0.4% | −$30K | Held |
| Prudential Finl Inc | — | 7.76K | $757.7K | 0.4% | −$46.5K | Added$412.2K |
| Ge Aerospace | — | 2.5K | $709.1K | 0.3% | −$60.6K | Held |
| Genuine Parts Co | GPC | 6.49K | $686.3K | 0.3% | −$111.7K | Held |
| Corteva, Inc. | CTVA | 7.94K | $664.8K | 0.3% | $132.5K | Held |
| Visa Inc. | V | 1.9K | $574.9K | 0.3% | −$91.7K | Added−$88.7K |
| Truist Finl Corp | — | 12.3K | $565.8K | 0.3% | −$39.9K | Cut−$47.1K |
| Abbott Labs | ABT | 5.49K | $563.1K | 0.3% | −$124.1K | Held |
| Navios Maritime Partners L.P. | NMM | 7.66K | $516.6K | 0.2% | $115.2K | Held |
| Danaos Corp | DAC | 4.25K | $479.3K | 0.2% | $78.5K | Held |
| Otis Worldwide Corp | OTIS | 6.22K | $479.3K | 0.2% | −$63.9K | Held |
| Spdr Gold Tr | — | 1.1K | $472.5K | 0.2% | $37.3K | Held |
| Carters Inc | CRI | 13K | $464.9K | 0.2% | $43.3K | Cut−$99.4K |
| Duke Energy Corp New | — | 3.5K | $458.7K | 0.2% | $48.1K | Held |
| Whirlpool Corp | — | 8.19K | $441.6K | 0.2% | −$149.2K | Held |
| General Mls Inc | GIS | 11.2K | $417.4K | 0.2% | −$104.1K | Added−$104K |
| Transdigm Group Inc | TDG | 358 | $414.9K | 0.2% | −$61.2K | Held |
| Medtronic Plc | MDT | 4.78K | $413.8K | 0.2% | −$44.9K | Cut−$131.4K |
| Qnity Electronics, Inc. | Q | 3.56K | $410.5K | 0.2% | $120K | Held |
| Crowdstrike Hldgs Inc | — | 1K | $392K | 0.2% | −$78.7K | Cut−$125.5K |
| Managed Portfolio Series | — | 9.39K | $379.9K | 0.2% | $2.77K | Added$8.84K |
| Northrop Grumman Corp | — | 540 | $368.4K | 0.2% | $60.5K | Held |
| Vertiv Holdings Co | VRT | 1.47K | $367.1K | 0.2% | $129.8K | Cut$74.7K |
| BorgWarner Inc | BWA | 6.4K | $347.3K | 0.2% | $58.9K | Held |
| Illinois Tool Wks Inc | — | 1.25K | $325.4K | 0.2% | $17.5K | Cut$5.17K |
| DuPont de Nemours, Inc. | DD | 7.13K | $316.6K | 0.1% | $30.2K | Held |
| Wells Fargo Co New | — | 3.8K | $302.5K | 0.1% | −$51.6K | Held |
| Eqt Corp | EQT | 4.7K | $299.1K | 0.1% | $47.2K | Held |
| Fedex Corp | FDX | 830 | $295.6K | 0.1% | $55.9K | Held |
| Bassett Furniture Inds Inc | — | 20.6K | $291.1K | 0.1% | −$53.7K | Held |
| Dow Inc. | DOW | 6.85K | $285.4K | 0.1% | — | New |
| Bar Hbr Bankshares | — | 8.57K | $278.3K | 0.1% | $12K | Cut−$50.1K |
| Ingersoll Rand Inc. | IR | 3.38K | $270.6K | 0.1% | $3.04K | Held |
| Conagra Brands Inc. | CAG | 16.8K | $264.1K | 0.1% | −$26.7K | Held |
| Marriott Intl Inc New | — | 807 | $263.9K | 0.1% | $13.3K | Added$18.2K |
| Old Dominion Freight Line In | — | 1.35K | $263.8K | 0.1% | $52.1K | Held |
| Norfolk Southn Corp | — | 900 | $258.3K | 0.1% | −$1.55K | Held |
| Vaneck Etf Trust | — | 652 | $250K | 0.1% | — | New |
| Vaneck Etf Trust | — | 5K | $247K | 0.1% | — | New |
| Accenture Plc Ireland | — | 1.2K | $237.9K | 0.1% | −$84K | Held |
| Merck & Co., Inc. | MRK | 1.98K | $237.6K | 0.1% | $29.7K | Held |
| Fidelity Covington Trust | — | 4K | $236K | 0.1% | — | New |
| Generac Hldgs Inc | — | 1.2K | $234.4K | 0.1% | — | New |
| Metlife Inc | — | 3.15K | $222.8K | 0.1% | −$25.9K | Held |
| Us Bancorp Del | — | 4.21K | $218.8K | 0.1% | −$5.68K | Held |
| Fidelity Covington Trust | — | 4.16K | $217.7K | 0.1% | $13.1K | Held |
| Fabrinet | FN | 414 | $215.9K | 0.1% | — | New |
| Schwab Strategic Tr | — | 6.96K | $213.5K | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 772 | $208.9K | 0.1% | −$45.9K | Held |
| Tesla, Inc. | TSLA | 560 | $208.2K | 0.1% | −$42.9K | Added−$39.2K |
| D R Horton Inc | — | 1.5K | $205.6K | 0.1% | −$10.2K | Held |
| Matson, Inc. | MATX | 1.25K | $204.9K | 0.1% | — | New |
| Vanguard Specialized Funds | — | 949 | $204.1K | 0.1% | −$4.48K | Held |
| Bank New York Mellon Corp | — | 1.7K | $201.7K | 0.1% | — | New |
| Hafnia Ltd | HAFN | 11K | $83.6K | 0.0% | $25K | Held |
| Kosmos Energy Ltd. | KOS | 25K | $69.5K | 0.0% | $46.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.