13F Insight
DOSSIER · 13F-HR · Q2 2026

Westhampton Capital, LLC

$241M in tracked AUM across 131 positions as of Q2 2026.

WC
CIK 0001639997 · last filed Jun 30, 2026
Total AUM
$241M
as of Q2 2026
Holdings
131
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Westhampton Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$24M81K9.8%02
LRCX
LAM RESEARCH CORP
$13M31K5.5%03
G29183103
EATON CORP PLC
$11M25K4.4%04
AVGO
BROADCOM INC
$10M27K4.3%05
CMI
CUMMINS INC
$10M14K4.0%06
NVDA
NVIDIA CORPORATION
$7M36K3.0%07
PH
PARKER-HANNIFIN CORP
$7M7K2.8%08
PANW
PALO ALTO NETWORKS INC
$6M18K2.6%09
WM
WASTE MGMT INC DEL
$5M23K2.2%10
GOOGL
ALPHABET INC
$5M14K2.1%

Filing history

2026Q2Jun 30
$241M▲ 12.6%
131 positionsView →2026Q1Mar 31
$214M▲ 1.1%
129 positionsView →2025Q4Dec 31
$212M▲ 3.2%
122 positionsView →2025Q3Sep 30
$205M▲ 6.0%
120 positionsView →2025Q2Jun 30
$194M▲ 5.7%
116 positionsLocked2025Q1Mar 31
$183M▼ 6.4%
114 positionsLocked2024Q4Dec 31
$196M▼ 0.6%
119 positionsLocked2024Q3Sep 30
$197M▲ 6.8%
115 positionsLocked2024Q2Jun 30
$184M▲ 0.7%
116 positionsLocked2024Q1Mar 31
$183M▲ 9.1%
118 positionsLocked2023Q4Dec 31
$168M▲ 8.1%
117 positionsLocked2023Q3Sep 30
$155M▲ 0.8%
116 positionsLocked
Showing 12 of 29