Westhampton Capital, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $198 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.2M, Eaton Corp PLC with a value of $9.98M, Broadcom Inc. with a value of $9.48M, Nvidia Corp with a value of $7.08M, and Cummins Inc with a value of $5.88M.
Examining the 13F form we can see an increase of $10.7M in the current position value, from $187M to 198M.
Below you can find more details about Westhampton Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Industrials: $53.9 Million
Technology: $51.6 Million
Consumer Defensive: $30.3 Million
Financial Services: $13.1 Million
Healthcare: $13 Million
Consumer Cyclical: $11.7 Million
Communication Services: $7.02 Million
ETFs: $5.56 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
