Westhampton Capital, LLC
CIK:0001639997
Investment Adviser
$223M AUM
120 holdings
Winston-Salem, NC, United States
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
Top Buys
A
AAPLAPPLE INC+$3.3M
C
CMICUMMINS INC+$1.3M
L
LRCXLAM RESEARCH CORP+$1.3M
N
NVDANVIDIA CORPORATION+$1.1M
G
GOOGLALPHABET INC+$974.4K
Top Sells
K
KLGWK KELLOGG CO-$1.1M
W
WDFCWD 40 CO-$691.6K
M
MKCMCCORMICK & CO INC-$306.1K
D
DEDEERE & CO-$285.6K
C
CRICARTERS INC-$272.6K
Top Holdings
A
AAPLAPPLE INC+10.3%$21.2M
E
ETNEATON CORP PLC+4.9%$10.0M
A
AVGOBROADCOM INC+4.6%$9.5M
N
NVDANVIDIA CORPORATION+3.4%$7.1M
C
CMICUMMINS INC+2.9%$5.9M
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
ELECTRONIC COMPUTERS
+10.3%
SEMICONDUCTORS & RELATED DEVICES
+8.1%
PHARMACEUTICAL PREPARATIONS
+5.0%
MISC INDUSTRIAL & COMMERCIAL MACHINERY & EQUIPMENT
+4.9%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+4.2%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Winston-Salem, NC , United States |