Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westhampton Capital, LLC (CIK 1639997) reported $214.2M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($20.8M, 9.70%), ETN ($9.3M, 4.34%), AVGO ($8.5M, 3.98%), CMI ($7.3M, 3.42%), PH ($6.9M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.8M | 9.70% | 81,820 | Trimmed |
| 2 | ETN | EATON CORP PLC | $9.3M | 4.34% | 25,962 | Trimmed |
| 3 | AVGO | BROADCOM INC | $8.5M | 3.98% | 27,562 | Added |
| 4 | CMI | CUMMINS INC | $7.3M | 3.42% | 13,607 | Added |
| 5 | PH | PARKER-HANNIFIN CORP | $6.9M | 3.23% | 7,724 | Added |
| 6 | LRCX | LAM RESEARCH CORP | $6.6M | 3.10% | 31,072 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $6.6M | 3.08% | 37,771 | Hold |
| 8 | WM | WASTE MGMT INC DEL | $5.4M | 2.51% | 23,390 | Trimmed |
| 9 | PEP | PEPSICO INC | $4.5M | 2.11% | 29,120 | Trimmed |
| 10 | RTX | RTX CORPORATION | $4.4M | 2.05% | 22,712 | Hold |
| 11 | PG | PROCTER & GAMBLE CO | $4.3M | 2.01% | 29,842 | Added |
| 12 | GOOGL | ALPHABET INC | $4.2M | 1.94% | 14,459 | Added |
| 13 | XOM | EXXON MOBIL CORP | $4.1M | 1.90% | 23,970 | Hold |
| 14 | WDFC | WD 40 CO | $3.3M | 1.54% | 16,202 | Hold |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 1.54% | 3,314 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $3.2M | 1.49% | 8,623 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.46% | 12,768 | Hold |
| 18 | DE | DEERE & CO | $3.1M | 1.43% | 5,435 | Trimmed |
| 19 | RRX | REGAL REXNORD CORPORATION | $3.0M | 1.41% | 16,155 | Hold |
| 20 | CAT | CATERPILLAR INC | $2.9M | 1.37% | 4,150 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $2.9M | 1.37% | 18,251 | Trimmed |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $2.5M | 1.17% | 10,336 | Hold |
| 23 | CLX | CLOROX CO DEL | $2.5M | 1.15% | 23,768 | Added |
| 24 | EMR | EMERSON ELEC CO | $2.3M | 1.08% | 17,722 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $2.2M | 1.02% | 2,367 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31