1y return+25.8%S&P 500 +20.9%
3y return+54.9%S&P 500 +68.5%
5y return+65.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $221 against $255 in the S&P 500.2
Westhampton Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $23.6M | 9.8% | |
| LRCXLam Research Corp | $13.4M | 5.5% | |
| Eaton Corp PLCCUSIP G29183103 | $10.6M | 4.4% | −3.9% |
| AVGOBroadcom Inc | $10.3M | 4.3% | −1.2% |
| CMICummins Inc | $9.7M | 4.0% | |
| NVDANvidia Corporation | $7.1M | 3.0% | −5.5% |
| PHParker-hannifin Corp | $6.7M | 2.8% | −12.0% |
| PANWPalo Alto Networks Inc | $6.2M | 2.6% | −1.1% |
| WMWaste Mgmt Inc Del | $5.2M | 2.2% | |
| GOOGLAlphabet Inc | $5.2M | 2.1% | |
| PGProcter & Gamble Co | $4.4M | 1.8% | |
| CATCaterpillar Inc | $4.3M | 1.8% | −2.4% |
| RTXRtx Corporation | $4.2M | 1.8% | −1.5% |
| PEPPepsico Inc | $3.9M | 1.6% | |
| WDFCWd 40 Co | $3.9M | 1.6% | −1.2% |
| RRXRegal Rexnord Corporation | $3.8M | 1.6% | |
| DEDeere & Co | $3.4M | 1.4% | |
| Exxon Mobil CorpCUSIP 30231G102 | $3.3M | 1.4% | |
| JNJJohnson & Johnson | $3.2M | 1.3% | |
| MSFTMicrosoft Corp | $3.2M | 1.3% | |
| COSTCostco Wholesale Corporation | $3.1M | 1.3% | |
| IBMInternational Business Machs | $2.9M | 1.2% | |
| LLYEli Lilly & Co | $2.8M | 1.2% | |
| QQQInvesco Qqq Tr | $2.7M | 1.1% | +1.2% |
| EMREmerson Elec Co | $2.5M | 1.0% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $7.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $10.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $6.2M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $4.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $13.4M |
| Trane Technologies PLCCUSIP G8994E103 | June 30, 2020 | +451.9% | $1.7M |
| PHParker-hannifin Corp | June 30, 2020 | +433.7% | $6.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $5.2M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $10.6M |
| CMICummins Inc | June 30, 2020 | +311.7% | $9.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- ABTAbbott Laboratories was $563K
- Dupont De Nemours IncCUSIP 26614N102 was $317K
- DOWDow Hldgs Inc was $285K
- BHBBar Hbr Bankshares was $278K
- ODFLOld Dominion Freight Line In was $264K
- Accenture PLC IrelandCUSIP G1151C101 was $238K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | +0.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +11.2% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westhampton Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1639997&type=13F-HR&dateb=&owner=include&count=40CIK 1639997
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1639997/000137647426000483/Filed July 14, 2026 · accession 0001376474-26-000483