Westhampton Capital, LLC
Top Portfolio Positions
118 positions ·
$208,649,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
81,820 | $20,765,097 | 9.95% |
| ETN |
Eaton Corp plc
Industrials
|
25,962 | $9,285,828 | 4.45% |
| AVGO |
Broadcom Inc.
Technology
|
27,562 | $8,530,714 | 4.09% |
| CMI |
Cummins Inc
Industrials
|
13,607 | $7,320,838 | 3.51% |
| PH |
Parker-Hannifin Corp
Industrials
|
7,724 | $6,914,833 | 3.31% |
| LRCX |
Lam Research Corp
Technology
|
31,072 | $6,638,843 | 3.18% |
| NVDA |
Nvidia Corp
Technology
|
37,771 | $6,587,262 | 3.16% |
| WM |
Waste Management Inc
Industrials
|
23,390 | $5,374,788 | 2.58% |
| PEP |
Pepsico Inc
Consumer Defensive
|
29,120 | $4,522,044 | 2.17% |
| RTX |
RTX Corp
Industrials
|
22,712 | $4,381,144 | 2.10% |
Portfolio Trend
Holdings in DAC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,283 | 4,255 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $400,735 | 4,255 | Shares | Sole | 2026-01-30 | |
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