Fund HoldingsWesthampton Capital, LLC

Total Portfolio Value
$155.31M
Total Bought
$14.03M
Total Sold
$8.83M
Net Transaction
+$5.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DEERE & CO(DE)05,810+5,81002,1931.41%+2,193
CHURCH & DWIGHT CO INC(CHD)023,775+23,77502,1791.40%+2,179
JOHNSON & JOHNSON(JNJ)013,591+13,59102,1171.36%+2,117
MCCORMICK & CO INC(MKC)027,660+27,66002,0921.35%+2,092
ELI LILLY & CO(LLY)02,266+2,26601,2170.78%+1,217
JPMORGAN CHASE & CO(JPM)04,960+4,96007190.46%+719
MERCK & CO INC(MRK)06,056+6,05606230.40%+623
LEGGETT & PLATT INC(LEG)011,900+11,90003020.19%+302
EXXON MOBIL CORP24,76324,76302,6562,9121.87%+256
WD 40 CO(WDFC)17,02717,02703,2123,4612.23%+248
AMGEN INC(AMGN)2,8603,225+3656358670.56%+232
INTERNATIONAL FLAVORS&FRAGRA(IFF)03,386+3,38602310.15%+231
ALPHABET INC(GOOG)16,18916,129-601,9382,1111.36%+173
PHILLIPS 66(PSX)6,6836,68306378030.52%+166
ABBVIE INC(ABBV)10,36910,294-751,3971,5340.99%+137
CONOCOPHILLIPS(COP)8,4008,40008701,0060.65%+136
PINNACLE FINL PARTNERS INC18,46517,585-8801,0461,1790.76%+133
CATERPILLAR INC(CAT)4,5104,51001,1101,2310.79%+122
EMERSON ELEC CO(EMR)18,54818,54801,6771,7911.15%+115
EATON CORP PLC(ETN)26,86625,867-9995,4035,5173.55%+114
COSTCO WHSL CORP NEW(COST)3,2953,330+351,7741,8811.21%+107
CARRIER GLOBAL CORPORATION(CARR)16,45716,45708189080.58%+90
REGENERON PHARMACEUTICALS(REGN)86386306207100.46%+90
LOCKHEED MARTIN CORP(LMT)3,0543,638+5841,4061,4880.96%+82
UNITEDHEALTH GROUP INC(UNH)3,0823,067-151,4821,5461.00%+65
MASTERCARD INCORPORATED(MA)4,1704,305+1351,6401,7041.10%+64
CHEVRON CORP NEW(CVX)6,7196,643-761,0571,1200.72%+63
CHUBB LIMITED
COM
3,6903,69007117680.49%+58
THERMO FISHER SCIENTIFIC INC(TMO)1,9872,157+1701,0371,0920.70%+55
TRANE TECHNOLOGIES PLC(TT)3,6153,61506917340.47%+42
CROWDSTRIKE HLDGS INC(CRWD)01,445+1,44502420.16%+242
CINCINNATI FINL CORP(CINF)6,6756,67506506830.44%+33
ALPHABET INC(GOOG)3,3203,260-604024300.28%+28
DUPONT DE NEMOURS INC(DD)7,6597,65905475710.37%+24
COREBRIDGE FINL INC(CRBD)010,000+10,00001980.13%+198
PRUDENTIAL FINL INC(PFH)3,9413,881-603483680.24%+21
BANK AMERICA CORP18,50420,004+1,5005315480.35%+17
INTERNATIONAL BUSINESS MACHS(IBM)10,97110,581-3901,4681,4850.96%+16
MARRIOTT INTL INC NEW(MAR)01,242+1,24202440.16%+244
GENERAL DYNAMICS CORP(GD)2,5652,56505525670.36%+15
DANAHER CORPORATION(DHR)1,0351,03502482570.17%+8
FEDEX CORP(FDX)2,0071,907-1004985050.33%+8
GOLDMAN SACHS GROUP INC(GS)1,7101,71005525530.36%+2
HOME DEPOT INC(HD)4,1154,235+1201,2781,2800.82%+1
NGL ENERGY PARTNERS LP(NGL)010,000+10,0000390.02%+39
GENERAL ELECTRIC CO(GE)3,0603,025-353363340.22%-2
ACCENTURE PLC IRELAND
SHS CLASS A
1,2201,22003763750.24%-2
DANAOS CORPORATION(DAC)4,2554,25502842820.18%-2
PARKER-HANNIFIN CORP(PH)7,6607,66002,9882,9841.92%-4
INGERSOLL RAND INC(IR)03,391+3,39102160.14%+216
NORTHROP GRUMMAN CORP(NOC)0540+54002380.15%+238
BASSETT FURNITURE INDS INC22,85722,85703443350.22%-9
WELLS FARGO CO NEW(WFC)6,9906,99002982860.18%-13
VISA INC(V)2,0222,030+84804670.30%-13
INVESCO QQQ TR1,9031,923+207036890.44%-14
TRANSDIGM GROUP INC(TDG)30030002682530.16%-15
TRUIST FINL CORP(TFC)12,13012,280+1503683510.23%-17
KRAFT HEINZ CO(KHC)10,54410,54403743550.23%-20
VULCAN MATLS CO(VMC)01,000+1,00002020.13%+202
WHIRLPOOL CORP(WHR)01,615+1,61502160.14%+216
EASTMAN CHEM CO(EMN)3,6503,65003062800.18%-26
NVIDIA CORPORATION(NVDA)5,3065,083-2232,2452,2111.42%-34
UNITED PARCEL SERVICE INC(UPS)2,5902,725+1354644250.27%-40
ILLINOIS TOOL WKS INC(ITW)2,0002,00005004610.30%-40
LAM RESEARCH CORP(LRCX)3,4733,497+242,2332,1921.41%-41
DOW INC(DOW)14,58914,240-3497777340.47%-43
SKYWORKS SOLUTIONS INC(SWKS)3,5503,55003933500.23%-43
CORTEVA INC(CTVA)7,6477,64704383910.25%-47
TARGET CORP(TGT)2,3502,35003102600.17%-50
BORGWARNER INC6,4006,40003132580.17%-55
MEDTRONIC PLC(MDT)6,0756,07505354760.31%-59
OTIS WORLDWIDE CORP(OTIS)6,9626,96206205590.36%-61
SCOTTS MIRACLE-GRO CO(SMG)4,8654,715-1503052440.16%-61
VERIZON COMMUNICATIONS INC(VZ)7,5656,565-1,0002812130.14%-69
BROADCOM INC(AVGO)3,2153,273+582,7892,7181.75%-70
CAMPBELL SOUP CO(CPB)15,95015,95007296550.42%-74
DENTSPLY SIRONA INC(XRAY)13,68013,68005474670.30%-80
AMAZON COM INC(AMZN)5,5155,015-5007196380.41%-81
BRISTOL-MYERS SQUIBB CO(BMY)13,94213,94208928090.52%-82
ZIMMER BIOMET HOLDINGS INC(ZBH)2,5452,54503712860.18%-85
ABBOTT LABS7,5007,50008187260.47%-91
PFIZER INC(PFE)26,60326,453-1509768770.56%-98
COCA COLA CO(KO)23,63823,643+51,4231,3240.85%-100
REGAL REXNORD CORPORATION(RRX)9,4609,485+251,4561,3550.87%-101
CVS HEALTH CORP(CVS)7,9016,330-1,5715464420.28%-104
UNILEVER PLC(UL)35,47235,232-2401,8491,7401.12%-109
3M CO(MMM)11,79811,419-3791,1811,0690.69%-112
NATIONAL WESTN LIFE GROUP IN2,7252,325-4001,1321,0170.65%-115
LOWES COS INC(LOW)7,4757,47501,6871,5541.00%-134
KELLANOVA17,95617,856-1001,2101,0630.68%-148
HONEYWELL INTL INC(HON)7,4257,540+1151,5411,3930.90%-148
BLACKROCK INC(BLK)1,8261,715-1111,2621,1090.71%-154
GENUINE PARTS CO(GPC)6,5906,59001,1159510.61%-164
COLGATE PALMOLIVE CO(CL)13,61012,410-1,2001,0498820.57%-166
NEXTERA ENERGY INC(NEE)11,84212,292+4508797040.45%-174
GENERAL MLS INC(GIS)14,03514,03501,0768980.58%-178
AMERICAN TOWER CORP NEW(AMT)7,5577,812+2551,4661,2850.83%-181
QUALCOMM INC(QCOM)17,33616,936-4002,0641,8811.21%-183
CARTERS INC(CRI)47,20046,900-3003,4273,2432.09%-184
PALO ALTO NETWORKS INC(PANW)9,2639,303+402,3672,1811.40%-186
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