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Westhampton Capital, LLC
Westhampton Capital is a fee-based wealth management firm that creates investment portfolios designed to meet long-term financial goals. It uses a combination of Value and Growth at a Reasonable Price (GARP) analysis, focusing on companies with strong balance sheets and cash flows.
Investment Strategy
Value and Growth at a Reasonable Price (GARP) analysis
Latest 13F Filing Activity
Westhampton Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 119 equity positions with a total 13F market value of $205M. The fund increased holdings in Apple Inc., Cummins Inc., Lam Research Corp. among other positions. Westhampton Capital, LLC reduced exposure to WK Kellogg Co., WD 40 Co., Mccormick & Co. Inc. among others.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.31% | $21.2M | 83,100 | $52.55 | $254.63 | +$3.3M |
E ETN | EATON CORP PLC | 4.86% | $10.0M | 26,677 | $104.53 | $374.25 | +$603.3K |
A AVGO | BROADCOM INC | 4.62% | $9.5M | 28,726 | $32.64 | $329.91 | +$814.4K |
N NVDA | NVIDIA CORPORATION | 3.45% | $7.1M | 37,950 | $17.67 | $186.58 | +$1.1M |
C CMI | CUMMINS INC | 2.86% | $5.9M | 13,927 | $172.86 | $422.37 | +$1.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Winston-Salem, NC , United States |
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