account_balance
Investment manager · 13F filer · SEC CIK 1639997
Westhampton Capital, LLC
Reported value$226Mas of Sep 30, 2026
Positions126 3 new, 8 sold out
Top 10 weight40.8%AAPL alone is 11%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.2%Trimmed −7%
ETNEaton Corp PLC
4.6%Trimmed −4%
LRCXLam Research Corp
4.5%
AVGOBroadcom Inc.
3.8%Trimmed −9%
NVDANVIDIA Corp
3.6%
PANWPalo Alto Networks Inc
3.1%
CMICummins Inc
3.0%Trimmed −4%
PHParker-Hannifin Corp
2.7%Trimmed −5%
GOOGLAlphabet Inc.
2.2%
WMWaste Management Inc
2.1%
MSFTMicrosoft Corp
1.9%Trimmed −4%
PGProcter & Gamble Co
1.8%Trimmed −4%
AAPLApple Inc.
11.2%Trimmed −7%
ETNEaton Corp PLC
4.6%
LRCXLam Research Corp
4.5%
AVGOBroadcom Inc.
3.8%−9%
NVDANVIDIA Corp
3.6%
PANWPalo Alto Networks Inc
3.1%
CMICummins Inc
3.0%
PHParker-Hannifin Corp
2.7%
GOOGLAlphabet Inc.
2.2%
WM2.1%MSFT1.9%PG1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.2% Trimmed −7%ETN Eaton Corp PLC 4.6% Trimmed −4%LRCX Lam Research Corp 4.5% HeldAVGO Broadcom Inc. 3.8% Trimmed −9%NVDA NVIDIA Corp 3.6% HeldPANW Palo Alto Networks Inc 3.1% HeldCMI Cummins Inc 3.0% Trimmed −4%PH Parker-Hannifin Corp 2.7% Trimmed −5%GOOGL Alphabet Inc. 2.2% HeldWM Waste Management Inc 2.1% HeldMSFT Microsoft Corp 1.9% Trimmed −4%PG Procter & Gamble Co 1.8% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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