Westhampton Capital, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.8M, Eaton Corp PLC with a value of $9.38M, Broadcom Inc. with a value of $8.66M, Nvidia Corp with a value of $5.97M, and Waste Management Inc with a value of $5.4M.
Examining the 13F form we can see an increase of $9.19M in the current position value, from $178M to 187M.
Below you can find more details about Westhampton Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
Industrials: $51.2 Million
Technology: $46.3 Million
Consumer Defensive: $30.9 Million
Financial Services: $12.8 Million
Healthcare: $11.7 Million
Consumer Cyclical: $11 Million
Communication Services: $6.02 Million
Basic Materials: $5.08 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
