Fund HoldingsWesthampton Capital, LLC

Total Portfolio Value
$183.29M
Total Bought
$3.34M
Total Sold
$18.16M
Net Transaction
-$14.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WASTE MGMT INC DEL(WM)24,42023,895-5254,9285,5323.02%+604
RTX CORPORATION(RTX)23,70223,302-4002,7433,0871.68%+344
ISHARES TR05,850+5,85003400.19%+340
ABBVIE INC(ABBV)10,17410,17401,8082,1321.16%+324
BAR HBR BANKSHARES010,775+10,77503180.17%+318
EXXON MOBIL CORP024,290+24,29002,8891.58%+2,889
DEERE & CO(DE)5,7355,725-102,4302,6871.47%+257
JOHNSON & JOHNSON(JNJ)012,036+12,03601,9961.09%+1,996
INTERNATIONAL BUSINESS MACHS(IBM)10,1969,976-2202,2412,4811.35%+239
AMERICAN TOWER CORP NEW(AMT)07,227+7,22701,5730.86%+1,573
VERIZON COMMUNICATIONS INC(VZ)04,515+4,51502050.11%+205
SMUCKER J M CO(SJM)6,7437,843+1,1007439290.51%+186
COSTCO WHSL CORP NEW(COST)3,2333,312+792,9633,1331.71%+170
AMGEN INC(AMGN)3,2503,25008471,0130.55%+165
CHEVRON CORP NEW(CVX)7,1107,050-601,0301,1790.64%+150
MCCORMICK & CO INC(MKC)026,850+26,85002,2101.21%+2,210
COCA COLA CO(KO)022,438+22,43801,6070.88%+1,607
3M CO(MMM)10,1279,727-4001,3071,4290.78%+121
KIMBERLY-CLARK CORP(KMB)10,98710,958-291,4401,5580.85%+119
ELI LILLY & CO(LLY)02,099+2,09901,7340.95%+1,734
ABBOTT LABS5,7005,70006457560.41%+111
TRANSDIGM GROUP INC(TDG)300355+553804910.27%+111
CHUBB LIMITED
COM
4,1904,19001,1581,2650.69%+108
CHURCH & DWIGHT CO INC(CHD)23,50023,300-2002,4612,5651.40%+104
WK KELLOGG CO70,49468,294-2,2001,2681,3610.74%+93
GE AEROSPACE(GE)2,4992,49904175000.27%+83
MASTERCARD INCORPORATED(MA)4,3574,305-522,2942,3601.29%+65
MEDTRONIC PLC(MDT)6,3256,32505055680.31%+63
REGAL REXNORD CORPORATION(RRX)12,05516,895+4,8401,8701,9231.05%+53
SPDR GOLD TR(GLD)1,0981,09802663160.17%+51
OTIS WORLDWIDE CORP(OTIS)6,5876,387-2006106590.36%+49
VISA INC(V)2,0451,980-656466940.38%+48
UNITEDHEALTH GROUP INC(UNH)03,032+3,03201,5880.87%+1,588
DUKE ENERGY CORP NEW(DUK)3,0973,09703343780.21%+44
EQT CORP(EQT)4,7004,70002172510.14%+34
UNILEVER PLC(UL)033,269+33,26901,9811.08%+1,981
BASSETT FURNITURE INDS INC20,57120,57102843140.17%+29
CORTEVA INC(CTVA)8,6418,275-3664925210.28%+29
JPMORGAN CHASE & CO.(JPM)4,9794,97901,1941,2210.67%+28
GENERAL DYNAMICS CORP(GD)2,5652,56506766990.38%+23
NORTHROP GRUMMAN CORP(NOC)54054002532760.15%+23
HERSHEY CO(HSY)09,947+9,94701,7010.93%+1,701
GENUINE PARTS CO(GPC)6,4906,49007587730.42%+15
MCDONALDS CORP(MCD)6,2385,838-4001,8081,8240.99%+15
CROWDSTRIKE HLDGS INC(CRWD)1,1651,151-143994060.22%+7
COLGATE PALMOLIVE CO(CL)11,31011,010-3001,0281,0320.56%+3
NORFOLK SOUTHN CORP(NSC)90090002112130.12%+2
BRISTOL-MYERS SQUIBB CO(BMY)27,41725,417-2,0001,5511,5500.85%-1
KRAFT HEINZ CO(KHC)9,8259,82503022990.16%-3
KOSMOS ENERGY LTD(KOS)12,00016,000+4,00041360.02%-5
WD 40 CO(WDFC)016,557+16,55704,0402.20%+4,040
DANAOS CORPORATION(DAC)4,2554,25503413320.18%-9
CONOCOPHILLIPS(COP)7,0156,515-5006966840.37%-11
SPDR S&P 500 ETF TR(SPY)454455+12662550.14%-12
METLIFE INC(MET)3,2503,150-1002662530.14%-13
LAM RESEARCH CORP(LRCX)34,72534,286-4392,5082,4931.36%-16
WELLS FARGO CO NEW(WFC)6,4906,090-4004564370.24%-19
PROCTER AND GAMBLE CO(PG)29,54128,941-6004,9534,9322.69%-20
NAVIOS MARITIME PARTNERS L P(NMM)5,6565,65602452220.12%-23
VANGUARD INDEX FDS3,5403,624+847026750.37%-26
BOEING CO(BA)7,0747,174+1001,2521,2240.67%-29
PEPSICO INC(PEP)028,237+28,23704,2342.31%+4,234
UNITED PARCEL SERVICE INC(UPS)2,0702,07002612280.12%-33
INGERSOLL RAND INC(IR)3,3913,39103072710.15%-35
INVESCO QQQ TR2,0032,104+1011,0249870.54%-37
PFIZER INC(PFE)42,17842,578+4001,1191,0790.59%-40
PHILLIPS 66(PSX)6,1405,340-8007006590.36%-40
DUPONT DE NEMOURS INC(DD)7,5637,165-3985775350.29%-42
BANK AMERICA CORP20,02720,02708808360.46%-44
GOLDMAN SACHS GROUP INC(GS)1,7101,71009799340.51%-45
ACCENTURE PLC IRELAND
SHS CLASS A
1,2001,20004223740.20%-48
GENERAC HLDGS INC(GNRC)1,7001,70002642150.12%-48
ISHARES TR15,49515,655+1609659130.50%-52
FEDEX CORP(FDX)1,5301,53004303730.20%-57
THE CAMPBELLS COMPANY(CPB)13,95012,950-1,0005845170.28%-67
PRUDENTIAL FINL INC(PFH)3,4613,061-4004103420.19%-68
REGENERON PHARMACEUTICALS(REGN)01,085+1,08506880.38%+688
TRUIST FINL CORP(TFC)13,92512,925-1,0006045320.29%-72
THERMO FISHER SCIENTIFIC INC(TMO)2,2922,245-471,1921,1170.61%-75
DOW INC(DOW)012,016+12,01604200.23%+420
KELLANOVA10,2959,104-1,1918347510.41%-83
QUALCOMM INC(QCOM)013,206+13,20602,0291.11%+2,029
CARRIER GLOBAL CORPORATION(CARR)014,907+14,90709450.52%+945
HOME DEPOT INC(HD)4,0804,050-301,5871,4840.81%-103
LAMB WESTON HLDGS INC(LW)8,3248,32405564440.24%-113
LOWES COS INC(LOW)07,595+7,59501,7710.97%+1,771
TRANE TECHNOLOGIES PLC(TT)3,5653,56501,3171,2010.66%-116
BLACKROCK INC(BLK)1,6701,67001,7121,5810.86%-131
GENERAL MLS INC(GIS)14,03712,737-1,3008957620.42%-134
ALPHABET INC(GOOG)4,0204,010-107666260.34%-139
CINCINNATI FINL CORP(CINF)6,5255,375-1,1509387940.43%-144
LOCKHEED MARTIN CORP(LMT)03,323+3,32301,4840.81%+1,484
AMAZON COM INC(AMZN)5,0855,08501,1169670.53%-148
SONOCO PRODS CO(SON)034,472+34,47201,6280.89%+1,628
ILLINOIS TOOL WKS INC(ITW)1,9001,300-6004823220.18%-159
PARKER-HANNIFIN CORP(PH)7,6207,680+604,8474,6682.55%-178
HONEYWELL INTL INC(HON)7,5407,140-4001,7031,5120.82%-191
US BANCORP DEL(USB)4,2060-4,2062010-201
BORGWARNER INC6,4000-6,4002030-203
GREENBRIER COS INC(GBX)3,4000-3,4002070-207
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