Westhampton Capital, LLC holds a diversified book of 131 stocks worth $241.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Westhampton Capital, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Westhampton Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westhampton Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $13.0B |
| Kestra Advisory Services, LLC | 80 / 80 | $7.6B |
| Merit Financial Group, LLC | 80 / 80 | $2.6B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| Blue Trust, Inc. | 80 / 80 | $581.5M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 79 / 80 | $4.2B |
| Prospera Financial Services Inc | 79 / 80 | $2.1B |
| GAMMA Investing LLC | 79 / 80 | $1.0B |
Ranked by how many of Westhampton Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $23.6M | 81.4K | 9.8% | ▼−0.5% Reduced · −383 sh | |
| 2 | Lam Research Corp COM NEW | $13.4M | 30.9K | 5.5% | ▼−0.6% Reduced · −200 sh | |
| 3 | Eaton Corp PLC SHS | $10.6M | 25.0K | 4.4% | ▼−3.9% Reduced · −1K sh | |
| 4 | Broadcom Inc COM | $10.3M | 27.2K | 4.3% | ▼−1.2% Reduced · −337 sh | |
| 5 | Cummins Inc COM | $9.7M | 13.6K | 4.0% | —Held | |
| 6 | Nvidia Corporation COM | $7.1M | 35.7K | 3.0% | ▼−5.5% Reduced · −2K sh | |
| 7 | Parker-Hannifin Corp COM | $6.7M | 6.8K | 2.8% | ▼−12% Reduced · −925 sh | |
| 8 | Palo Alto Networks Inc COM | $6.2M | 18.1K | 2.6% | ▼−1.1% Reduced · −200 sh | |
| 9 | Waste Mgmt Inc Del COM | $5.2M | 23.3K | 2.2% | ▼−0.6% Reduced · −130 sh | |
| 10 | Alphabet Inc CAP STK CL A | $5.2M | 14.5K | 2.1% | —Held | |
| 11 | Procter & Gamble Co COM | $4.4M | 29.9K | 1.8% | ▲+0.2% Added · +50 sh | |
| 12 | Caterpillar Inc COM | $4.3M | 4.0K | 1.8% | ▼−2.4% Reduced · −100 sh | |
| 13 | RTX Corporation COM | $4.2M | 22.4K | 1.8% | ▼−1.5% Reduced · −350 sh | |
| 14 | Pepsico Inc COM | $3.9M | 29.0K | 1.6% | ▼−0.5% Reduced · −140 sh | |
| 15 | WD 40 Co COM | $3.9M | 16.0K | 1.6% | ▼−1.2% Reduced · −190 sh | |
| 16 | Regal Rexnord Corporation COM | $3.8M | 16.2K | 1.6% | —Held | |
| 17 | Deere & Co COM | $3.4M | 5.4K | 1.4% | —Held | |
| 18 | Exxon Mobil Corp COM | $3.3M | 23.9K | 1.4% | ▼−0.1% Reduced · −20 sh | |
| 19 | Johnson & Johnson COM | $3.2M | 12.8K | 1.3% | —Held | |
| 20 | Microsoft Corp COM | $3.2M | 8.5K | 1.3% | ▼−0.9% Reduced · −78 sh | |
| 21 | Costco Wholesale Corporation COM | $3.1M | 3.3K | 1.3% | ▼−0.1% Reduced · −2 sh | |
| 22 | International Business Machs COM | $2.9M | 10.2K | 1.2% | ▼−1.0% Reduced · −101 sh | |
| 23 | Eli Lilly & Co COM | $2.8M | 2.4K | 1.2% | —Held | |
| 24 | Invesco QQQ TR UNIT SER 1 | $2.7M | 3.7K | 1.1% | ▲+1.1% Added · +42 sh | |
| 25 | Emerson Elec Co COM | $2.5M | 17.4K | 1.0% | ▼−2.1% Reduced · −370 sh | |
| 26 | Clorox Co Del COM | $2.5M | 26.0K | 1.0% | ▲+9.5% Added · +2K sh | |
| 27 | Abbvie Inc COM | $2.5M | 9.8K | 1.0% | ▼−0.3% Reduced · −34 sh | |
| 28 | Church & Dwight Co Inc COM | $2.2M | 23.2K | 0.9% | —Held | |
| 29 | Mastercard Incorporated CL A | $2.2M | 4.4K | 0.9% | ▲+0.1% Added · +6 sh | |
| 30 | Coca Cola Co COM | $2.2M | 26.8K | 0.9% | ▼−0.8% Reduced · −220 sh | |
| 31 | Disney Walt Co COM | $2.1M | 22.3K | 0.9% | ▼−0.9% Reduced · −200 sh | |
| 32 | Sonoco Prods Co COM | $1.9M | 33.9K | 0.8% | ▼−1.7% Reduced · −600 sh | |
| 33 | Lockheed Martin Corp COM | $1.8M | 3.5K | 0.7% | —Held | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.4K | 0.7% | ▲+12% Added · +250 sh | |
| 35 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 0.7% | —Held | |
| 36 | Trane Technologies PLC SHS | $1.7M | 3.5K | 0.7% | —Held | |
| 37 | Hershey Co COM | $1.7M | 9.9K | 0.7% | —Held | |
| 38 | Unilever PLC SPON ADR NEW | $1.7M | 29.0K | 0.7% | ▼−0.6% Reduced · −176 sh | |
| 39 | Goldman Sachs Group Inc COM | $1.7M | 1.7K | 0.7% | —Held | |
| 40 | Lowes Cos Inc COM | $1.7M | 7.8K | 0.7% | ▲+0.3% Added · +20 sh | |
| 41 | Pinnacle Finl Partners Inc COM | $1.7M | 17.1K | 0.7% | ▼−1.1% Reduced · −200 sh | |
| 42 | Home Depot Inc COM | $1.7M | 4.7K | 0.7% | ▲+3.5% Added · +158 sh | |
| 43 | Qualcomm Inc COM | $1.6M | 8.8K | 0.7% | ▼−32% Reduced · −4K sh | |
| 44 | BlackRock Inc COM | $1.6M | 1.6K | 0.7% | ▼−0.6% Reduced · −10 sh | |
| 45 | Boeing Co COM | $1.5M | 7.0K | 0.6% | —Held | |
| 46 | 3M Co COM | $1.5M | 9.3K | 0.6% | ▼−2.7% Reduced · −260 sh | |
| 47 | McDonalds Corp COM | $1.4M | 5.3K | 0.6% | ▼−3.6% Reduced · −200 sh | |
| 48 | Chubb Limited COM | $1.4M | 4.2K | 0.6% | —Held | |
| 49 | Bristol-Myers Squibb Co COM | $1.4M | 24.7K | 0.6% | ▼−1.6% Reduced · −400 sh | |
| 50 | Amazon Com Inc COM | $1.4M | 5.7K | 0.6% | ▼−1.7% Reduced · −100 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 131 | $241.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 129 | $214.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 122 | $211.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 120 | $205.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 116 | $193.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 114 | $183.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 119 | $195.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 115 | $197.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.