The Analysis of Westhampton Capital, LLC's Holdings


Currently, Westhampton Capital, LLC holds 120 types of securities in its portfolio with a total value $205.3M. In the most recent quarter, they have increased their positions in LST (+9.2K shares, valued at $368.5K), DHI (+1.5K shares, valued at $250.8K), CPB (+7.9K shares, valued at $249.9K); decreased their positions in AAPL (-3.7K shares, valued at $949.5K), AVGO (-2.7K shares, valued at $890.7K), CRI (-7.5K shares, valued at $211.7K); initiated new positions in LST (+9.2K shares, valued at $368.5K), DHI (+1.5K shares, valued at $250.8K), TSLA (+490 shares, valued at $217.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC83.1K shares-4.29%2025-09-302025-10-17history
ETN EATON CORP PLC26.7K shares1.52%2025-09-302025-10-17history
AVGO BROADCOM INC28.7K shares-8.59%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION38.0K shares0.35%2025-09-302025-10-17history
CMI CUMMINS INC13.9K shares-0.07%2025-09-302025-10-17history
PH PARKER-HANNIFIN CORP7.7K shares0.00%2025-09-302025-10-17history
WM WASTE MGMT INC DEL23.6K shares0.00%2025-09-302025-10-17history
LRCX LAM RESEARCH CORP34.3K shares0.72%2025-09-302025-10-17history
Sponsored
PG PROCTER AND GAMBLE CO29.8K shares2.78%2025-09-302025-10-17history
MSFT MICROSOFT CORP8.7K shares0.17%2025-09-302025-10-17history
PEP PEPSICO INC29.1K shares0.70%2025-09-302025-10-17history
RTX RTX CORPORATION23.0K shares0.00%2025-09-302025-10-17history
PANW PALO ALTO NETWORKS INC18.2K shares1.63%2025-09-302025-10-17history
GOOGL ALPHABET INC14.6K shares0.00%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW3.4K shares1.45%2025-09-302025-10-17history
WDFC WD 40 CO15.2K shares-6.17%2025-09-302025-10-17history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS10.3K shares1.57%2025-09-302025-10-17history
CLX CLOROX CO DEL23.1K shares0.46%2025-09-302025-10-17history
XOM EXXON MOBIL CORP24.0K shares0.33%2025-09-302025-10-17history
DIS DISNEY WALT CO22.5K shares0.00%2025-09-302025-10-17history
DE DEERE & CO5.6K shares0.00%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED4.3K shares0.30%2025-09-302025-10-17history
JNJ JOHNSON & JOHNSON12.8K shares0.16%2025-09-302025-10-17history
RRX REGAL REXNORD CORPORATION16.5K shares-5.40%2025-09-302025-10-17history
Sponsored
EMR EMERSON ELEC CO17.8K shares-0.83%2025-09-302025-10-17history
ABBV ABBVIE INC9.9K shares-0.40%2025-09-302025-10-17history
QQQ INVESCO QQQ TR3.5K shares0.72%2025-09-302025-10-17history
CHD CHURCH & DWIGHT CO INC23.2K shares-0.43%2025-09-302025-10-17history
CAT CATERPILLAR INC4.1K shares0.00%2025-09-302025-10-17history
UL UNILEVER PLC32.9K shares-0.60%2025-09-302025-10-17history
BLK BLACKROCK INC1.7K shares0.00%2025-09-302025-10-17history
LOW LOWES COS INC7.7K shares0.33%2025-09-302025-10-17history
Sponsored
QCOM QUALCOMM INC11.5K shares-4.51%2025-09-302025-10-17history
LLY ELI LILLY & CO2.4K shares0.00%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP3.7K shares12.04%2025-09-302025-10-17history
HSY HERSHEY CO9.9K shares-0.20%2025-09-302025-10-17history
HD HOME DEPOT INC4.4K shares7.96%2025-09-302025-10-17history
KO COCA COLA CO26.5K shares3.46%2025-09-302025-10-17history
MKC MCCORMICK & CO INC25.9K shares-3.72%2025-09-302025-10-17history
MCD MCDONALDS CORP5.6K shares0.00%2025-09-302025-10-17history
Sponsored
PNFP PINNACLE FINL PARTNERS INC17.1K shares4.75%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.5.0K shares1.05%2025-09-302025-10-17history
BA BOEING CO7.0K shares-0.07%2025-09-302025-10-17history
TT TRANE TECHNOLOGIES PLC3.6K shares0.00%2025-09-302025-10-17history
HON HONEYWELL INTL INC7.1K shares0.00%2025-09-302025-10-17history
MMM 3M CO9.5K shares-0.06%2025-09-302025-10-17history
SON SONOCO PRODS CO34.1K shares-0.63%2025-09-302025-10-17history
AMT AMERICAN TOWER CORP NEW7.1K shares-0.70%2025-09-302025-10-17history
Sponsored
GS GOLDMAN SACHS GROUP INC1.7K shares0.00%2025-09-302025-10-17history
KMB KIMBERLY-CLARK CORP10.9K shares-0.46%2025-09-302025-10-17history
TMO THERMO FISHER SCIENTIFIC INC2.5K shares1.86%2025-09-302025-10-17history
CB CHUBB LIMITED4.2K shares0.00%2025-09-302025-10-17history
DEO DIAGEO PLC11.8K shares0.00%2025-09-302025-10-17history
AMZN AMAZON COM INC5.1K shares0.69%2025-09-302025-10-17history
BMY BRISTOL-MYERS SQUIBB CO24.8K shares1.64%2025-09-302025-10-17history
SJM SMUCKER J M CO10.2K shares0.00%2025-09-302025-10-17history
Sponsored
PFE PFIZER INC42.6K shares-8.91%2025-09-302025-10-17history
IJH ISHARES TR15.9K shares0.09%2025-09-302025-10-17history
CVX CHEVRON CORP NEW6.5K shares-1.52%2025-09-302025-10-17history
BAC BANK AMERICA CORP18.4K shares0.00%2025-09-302025-10-17history
AMGN AMGEN INC3.3K shares0.00%2025-09-302025-10-17history
GD GENERAL DYNAMICS CORP2.7K shares0.00%2025-09-302025-10-17history
GPC GENUINE PARTS CO6.5K shares0.00%2025-09-302025-10-17history
GOOG ALPHABET INC3.7K shares-0.54%2025-09-302025-10-17history
Sponsored
CARR CARRIER GLOBAL CORPORATION14.8K shares0.00%2025-09-302025-10-17history
CL COLGATE PALMOLIVE CO11.0K shares0.00%2025-09-302025-10-17history
WHR WHIRLPOOL CORP11.2K shares0.00%2025-09-302025-10-17history
IEV ISHARES TR12.2K shares4.27%2025-09-302025-10-17history
CINF CINCINNATI FINL CORP5.0K shares0.00%2025-09-302025-10-17history
ABT ABBOTT LABS5.7K shares0.61%2025-09-302025-10-17history
VBR VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-10-17history
GE GE AEROSPACE2.5K shares0.00%2025-09-302025-10-17history
Sponsored
CPB THE CAMPBELLS COMPANY23.2K shares51.71%2025-09-302025-10-17history
PSX PHILLIPS 665.3K shares0.00%2025-09-302025-10-17history
CRI CARTERS INC24.4K shares-23.51%2025-09-302025-10-17history
REGN REGENERON PHARMACEUTICALS1.2K shares4.97%2025-09-302025-10-17history
V VISA INC1.9K shares1.86%2025-09-302025-10-17history
COP CONOCOPHILLIPS6.5K shares0.00%2025-09-302025-10-17history
GIS GENERAL MLS INC11.7K shares-3.49%2025-09-302025-10-17history
TFC TRUIST FINL CORP12.8K shares-1.32%2025-09-302025-10-17history
Sponsored
OTIS OTIS WORLDWIDE CORP6.2K shares0.00%2025-09-302025-10-17history
DD DUPONT DE NEMOURS INC7.1K shares0.00%2025-09-302025-10-17history
CRWD CROWDSTRIKE HLDGS INC1.1K shares-0.18%2025-09-302025-10-17history
CTVA CORTEVA INC8.1K shares0.00%2025-09-302025-10-17history
MDT MEDTRONIC PLC5.6K shares0.00%2025-09-302025-10-17history
WFC WELLS FARGO CO NEW5.8K shares-5.17%2025-09-302025-10-17history
BHB BAR HBR BANKSHARES15.6K shares0.00%2025-09-302025-10-17history
TDG TRANSDIGM GROUP INC358 shares0.85%2025-09-302025-10-17history
Sponsored
GEV GE VERNOVA INC640 shares0.00%2025-09-302025-10-17history
GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-10-17history
DUK DUKE ENERGY CORP NEW3.1K shares0.00%2025-09-302025-10-17history
DAC DANAOS CORPORATION4.3K shares0.00%2025-09-302025-10-17history
LST MANAGED PORTFOLIO SERIES9.2K sharesnew addition2025-09-302025-10-17history
NMM NAVIOS MARITIME PARTNERS L P7.7K shares0.00%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2025-09-302025-10-17history
CAG CONAGRA BRANDS INC18.0K shares22.28%2025-09-302025-10-17history
Sponsored
NOC NORTHROP GRUMMAN CORP540 shares0.00%2025-09-302025-10-17history
BSET BASSETT FURNITURE INDS INC20.6K shares0.00%2025-09-302025-10-17history
PRU PRUDENTIAL FINL INC3.1K shares0.00%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR455 shares0.00%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND1.2K shares0.00%2025-09-302025-10-17history
BWA BORGWARNER INC6.4K shares0.00%2025-09-302025-10-17history
IR INGERSOLL RAND INC3.4K shares0.00%2025-09-302025-10-17history
NSC NORFOLK SOUTHN CORP900 shares0.00%2025-09-302025-10-17history
Sponsored
VRT VERTIV HOLDINGS CO1.8K shares0.00%2025-09-302025-10-17history
MET METLIFE INC3.1K shares0.00%2025-09-302025-10-17history
EQT EQT CORP4.7K shares0.00%2025-09-302025-10-17history
LW LAMB WESTON HLDGS INC4.3K shares-44.73%2025-09-302025-10-17history
DHI D R HORTON INC1.5K sharesnew addition2025-09-302025-10-17history
DOW DOW INC10.9K shares-3.34%2025-09-302025-10-17history
FDX FEDEX CORP1.0K shares-32.68%2025-09-302025-10-17history
TSLA TESLA INC490 sharesnew addition2025-09-302025-10-17history
Sponsored
LNC LINCOLN NATL CORP IND5.4K shares-42.60%2025-09-302025-10-17history
UNH UNITEDHEALTH GROUP INC622 sharesnew addition2025-09-302025-10-17history
MAR MARRIOTT INTL INC NEW792 shares0.00%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS949 sharesnew addition2025-09-302025-10-17history
USB US BANCORP DEL4.2K sharesnew addition2025-09-302025-10-17history
GNRC GENERAC HLDGS INC1.2K shares-29.41%2025-09-302025-10-17history
HAFN HAFNIA LTD14.0K shares0.00%2025-09-302025-10-17history
KOS KOSMOS ENERGY LTD28.0K shares0.00%2025-09-302025-10-17history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available