Westhampton Capital, LLC — 13F Holdings & Portfolio

CIK 1639997 · latest 13F-HR filed 2026-07-14

Westhampton Capital, LLC manages $241.0M in 13F-reported U.S. long-equity assets across 131 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (9.78%), LRCX (5.55%), ETN (4.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 7, added to 65, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2150 COUNTRY CLUB ROAD
SUITE 250
WINSTON-SALEM, NC 27104
Phone
(336) 725-5579
Filing Manager
Westhampton Capital, LLC
WINSTON-SALEM, NC
Signatory
Harry Shertzer
Portfolio Manager/Chief Compliance Officer
Loading holdings…
AUM

$241.0M

Long-equity book

Holdings

131

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+9 / −7 / ↑65 / ↓27

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LAM RESEARCH CORP$6.7M +101.5%
  • PALO ALTO NETWORKS INC$3.2M +110.4%
  • APPLE INC$2.8M +13.5%
  • CUMMINS INC$2.4M +32.6%
  • BROADCOM INC$1.8M +20.6%
Show all 65

Top Trims

  • EXXON MOBIL CORP-$792.3K -19.5%
  • PEPSICO INC-$598.1K -13.2%
  • LOCKHEED MARTIN CORP-$335.4K -15.7%
  • HERSHEY CO-$322.0K -15.6%
  • MCDONALDS CORP-$277.2K -16.2%
Show all 27

New Positions

  • HONEYWELL INTL INC$776.0K
  • HONEYWELL AEROSPACE INC$766.3K
  • UNITED PARCEL SVCS INC$488.6K
  • POOL CORP$402.9K
  • DUPONT DE NEMOURS INC$313.7K
Show all 9

Exited Positions

  • HONEYWELL INTL INC$1.6M
  • ABBOTT LABORATORIES$563.1K
  • DUPONT DE NEMOURS INC$316.6K
  • DOW HLDGS INC$285.4K
  • BAR HBR BANKSHARES$278.3K
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $23.6M 9.78% 81,437 SH
2 LAM RESEARCH CORP LRCX 512807306 $13.4M 5.55% 30,872 SH
3 EATON CORP PLC ETN G29183103 $10.6M 4.41% 24,957 SH
4 BROADCOM INC AVGO 11135F101 $10.3M 4.27% 27,225 SH
5 CUMMINS INC CMI 231021106 $9.7M 4.03% 13,607 SH
6 NVIDIA CORPORATION NVDA 67066G104 $7.1M 2.96% 35,682 SH
7 PARKER-HANNIFIN CORP PH 701094104 $6.7M 2.76% 6,799 SH
8 PALO ALTO NETWORKS INC PANW 697435105 $6.2M 2.55% 18,051 SH
9 WASTE MGMT INC DEL WM 94106L109 $5.2M 2.15% 23,260 SH
10 ALPHABET INC GOOGL 02079K305 $5.2M 2.14% 14,459 SH
11 PROCTER & GAMBLE CO PG 742718109 $4.4M 1.82% 29,892 SH
12 CATERPILLAR INC CAT 149123101 $4.3M 1.79% 4,050 SH
13 RTX CORPORATION RTX 75513E101 $4.2M 1.76% 22,362 SH
14 PEPSICO INC PEP 713448108 $3.9M 1.63% 28,980 SH
15 WD 40 CO WDFC 929236107 $3.9M 1.62% 16,012 SH
16 REGAL REXNORD CORPORATION RRX 758750103 $3.8M 1.60% 16,155 SH
17 DEERE & CO DE 244199105 $3.4M 1.43% 5,435 SH
18 EXXON MOBIL CORP XOM 30231G102 $3.3M 1.36% 23,950 SH
19 JOHNSON & JOHNSON JNJ 478160104 $3.2M 1.35% 12,768 SH
20 MICROSOFT CORP MSFT 594918104 $3.2M 1.32% 8,545 SH
21 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.1M 1.29% 3,312 SH
22 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.9M 1.19% 10,235 SH
23 ELI LILLY & CO LLY 532457108 $2.8M 1.18% 2,367 SH
24 INVESCO QQQ TR QQQ 46090E103 $2.7M 1.13% 3,689 SH
25 EMERSON ELEC CO EMR 291011104 $2.5M 1.03% 17,352 SH
26 CLOROX CO DEL CLX 189054109 $2.5M 1.03% 26,025 SH
27 ABBVIE INC ABBV 00287Y109 $2.5M 1.02% 9,800 SH
28 CHURCH & DWIGHT CO INC CHD 171340102 $2.2M 0.93% 23,200 SH
29 MASTERCARD INCORPORATED MA 57636Q104 $2.2M 0.93% 4,352 SH
30 COCA COLA CO KO 191216100 $2.2M 0.90% 26,755 SH
31 DISNEY WALT CO DIS 254687106 $2.1M 0.89% 22,280 SH
32 SONOCO PRODS CO SON 835495102 $1.9M 0.79% 33,932 SH
33 LOCKHEED MARTIN CORP LMT 539830109 $1.8M 0.75% 3,533 SH
34 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.8M 0.74% 2,391 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 0.73% 5,378 SH
36 TRANE TECHNOLOGIES PLC TT G8994E103 $1.7M 0.72% 3,550 SH
37 HERSHEY CO HSY 427866108 $1.7M 0.72% 9,927 SH
38 UNILEVER PLC UL 904767803 $1.7M 0.72% 28,960 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $1.7M 0.72% 1,710 SH
40 LOWES COS INC LOW 548661107 $1.7M 0.72% 7,822 SH
41 PINNACLE FINL PARTNERS INC PNFP 72348N109 $1.7M 0.72% 17,095 SH
42 HOME DEPOT INC HD 437076102 $1.7M 0.69% 4,732 SH
43 QUALCOMM INC QCOM 747525103 $1.6M 0.68% 8,833 SH
44 BLACKROCK INC BLK 09290D101 $1.6M 0.66% 1,650 SH
45 BOEING CO BA 097023105 $1.5M 0.63% 7,032 SH
46 3M CO MMM 88579Y101 $1.5M 0.62% 9,262 SH
47 MCDONALDS CORP MCD 580135101 $1.4M 0.60% 5,313 SH
48 CHUBB LIMITED CB H1467J104 $1.4M 0.59% 4,190 SH
49 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.4M 0.59% 24,722 SH
50 AMAZON COM INC AMZN 023135106 $1.4M 0.57% 5,715 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $241.0M 131 0001376474-26-000483
2026-03-31 2026-04-16 $214.2M 129 0001376474-26-000294
2025-12-31 2026-01-30 $211.9M 122 0001376474-26-000080