Westhampton Capital, LLC holds a diversified book of 131 reported positions worth $241.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Westhampton Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with 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.
96% mapped to company sectors
+4 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westhampton Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Independent Investors Inc | 36 / 80 | $452.9M |
| 9823 Capital, L.P. | 9 / 80 | $127.1M |
| Pincus Capital Management, LP | 26 / 80 | $139.8M |
| AdviceOne Advisory Services, LLC | 21 / 80 | $147.4M |
| Emerald Advisors, LLC | 36 / 80 | $643.1M |
| Ables, Iannone, Moore & Associates, Inc. | 28 / 80 | $149.9M |
| Prospect Hill Management, LLC | 8 / 80 | $201.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Westhampton Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1639997/holdings"
Use Arkolith to show Westhampton Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 131 | $241.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 129 | $214.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 122 | $211.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 120 | $205.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 116 | $193.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 114 | $183.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 119 | $195.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 115 | $197.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.