Fund HoldingsWesthampton Capital, LLC

Total Portfolio Value
$197.02M
Total Bought
$8.17M
Total Sold
$10.53M
Net Transaction
-$2.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PARKER-HANNIFIN CORP(PH)07,645+7,64504,8302.45%+4,830
BRISTOL-MYERS SQUIBB CO(BMY)15,51727,217+11,7006441,4080.71%+764
CUMMINS INC(CMI)014,460+14,46004,6822.38%+4,682
WD 40 CO(WDFC)016,732+16,73204,3152.19%+4,315
APPLE INC(AAPL)97,84691,186-6,66020,60821,24610.78%+638
SONOCO PRODS CO(SON)036,532+36,53201,9961.01%+1,996
VANGUARD INDEX FDS02,920+2,92005860.30%+586
ISHARES TR4,28013,215+8,9352508240.42%+573
CLOROX CO DEL(CLX)023,797+23,79703,8771.97%+3,877
LAMB WESTON HLDGS INC(LW)08,324+8,32405390.27%+539
INTERNATIONAL BUSINESS MACHS(IBM)010,246+10,24602,2651.15%+2,265
RTX CORPORATION(RTX)24,20223,702-5002,4302,8721.46%+442
EATON CORP PLC(ETN)25,21725,152-657,9078,3364.23%+430
LOCKHEED MARTIN CORP(LMT)3,6203,610-101,6912,1101.07%+419
LOWES COS INC(LOW)07,645+7,64502,0711.05%+2,071
BROADCOM INC(AVGO)3,22532,090+28,8655,1785,5362.81%+358
UNILEVER PLC(UL)34,36834,36801,8902,2331.13%+343
REGAL REXNORD CORPORATION(RRX)012,055+12,05502,0001.01%+2,000
PFIZER INC(PFE)31,77841,678+9,9008891,2060.61%+317
PINNACLE FINL PARTNERS INC17,35017,35001,3891,7000.86%+311
MCCORMICK & CO INC(MKC)27,76027,600-1601,9692,2711.15%+302
MCDONALDS CORP(MCD)6,5386,438-1001,6661,9601.00%+294
3M CO(MMM)10,87210,127-7451,1111,3840.70%+273
BLACKROCK INC(BLK)1,7001,695-51,3381,6090.82%+271
CARRIER GLOBAL CORPORATION(CARR)15,30715,30709661,2320.63%+266
AMERICAN TOWER CORP NEW(AMT)7,5347,435-991,4651,7290.88%+264
CATERPILLAR INC(CAT)4,5104,51001,5021,7640.90%+262
DEERE & CO(DE)05,735+5,73502,3931.21%+2,393
TESLA INC(TSLA)0930+93002430.12%+243
KELLANOVA13,24612,450-7967641,0050.51%+241
UNITEDHEALTH GROUP INC(UNH)3,0593,069+101,5581,7940.91%+237
MASTERCARD INCORPORATED(MA)4,3374,347+101,9132,1471.09%+233
ABBVIE INC(ABBV)8,8098,80901,5111,7400.88%+229
HOME DEPOT INC(HD)04,080+4,08001,6530.84%+1,653
TRUIST FINL CORP(TFC)11,87016,020+4,1504616850.35%+224
NORFOLK SOUTHN CORP(NSC)0900+90002240.11%+224
PROCTER AND GAMBLE CO(PG)29,76629,516-2504,9095,1122.59%+203
VERIZON COMMUNICATIONS INC(VZ)04,515+4,51502030.10%+203
TRANE TECHNOLOGIES PLC(TT)3,6153,565-501,1891,3860.70%+197
COCA COLA CO(KO)23,64323,64301,5051,6990.86%+194
THERMO FISHER SCIENTIFIC INC(TMO)2,1872,217+301,2091,3710.70%+162
GENERAL MLS INC(GIS)14,03614,03608881,0370.53%+149
CHUBB LIMITED
COM
4,1904,19001,0691,2080.61%+140
CARTERS INC(CRI)043,400+43,40002,8201.43%+2,820
CINCINNATI FINL CORP(CINF)6,5256,52507718880.45%+118
COSTCO WHSL CORP NEW(COST)3,2603,256-42,7712,8871.47%+116
SMUCKER J M CO(SJM)6,1516,451+3006717810.40%+111
PEPSICO INC(PEP)027,892+27,89204,7432.41%+4,743
DIAGEO PLC(DEO)012,027+12,02701,6880.86%+1,688
HERSHEY CO(HSY)9,8479,947+1001,8101,9080.97%+97
GENUINE PARTS CO(GPC)5,9906,490+5008299070.46%+78
COLGATE PALMOLIVE CO(CL)11,31011,31001,0981,1740.60%+77
GOLDMAN SACHS GROUP INC(GS)1,7101,71007738470.43%+73
GE AEROSPACE(GE)2,5912,561-304124830.25%+71
NAVIOS MARITIME PARTNERS L P(NMM)5,6565,65602893540.18%+66
DUPONT DE NEMOURS INC(DD)7,5637,56306096740.34%+65
ACCENTURE PLC IRELAND
SHS CLASS A
1,2001,20003644240.22%+60
CORTEVA INC(CTVA)8,4288,641+2134555080.26%+53
CAMPBELL SOUP CO(CPB)13,95013,95006306820.35%+52
JOHNSON & JOHNSON(JNJ)13,44612,446-1,0001,9652,0171.02%+52
INVESCO QQQ TR1,9231,993+709219730.49%+51
EXXON MOBIL CORP24,44024,44002,8142,8651.45%+51
OTIS WORLDWIDE CORP(OTIS)6,5876,58706346850.35%+51
WHIRLPOOL CORP(WHR)10,41510,41501,0641,1140.57%+50
NORTHROP GRUMMAN CORP(NOC)54054002352850.14%+50
ILLINOIS TOOL WKS INC(ITW)1,9501,95004625110.26%+49
DUKE ENERGY CORP NEW(DUK)3,0973,09703103570.18%+47
TRANSDIGM GROUP INC(TDG)30030003834280.22%+45
KIMBERLY-CLARK CORP(KMB)10,98710,98701,5181,5630.79%+45
JPMORGAN CHASE & CO.(JPM)4,9594,95901,0031,0460.53%+43
ABBOTT LABS6,1005,900-2006346730.34%+39
GENERAC HLDGS INC(GNRC)1,7751,700-752352700.14%+35
GENERAL DYNAMICS CORP(GD)2,5652,56507447750.39%+31
AMGEN INC(AMGN)3,1253,12509761,0070.51%+31
VISA INC(V)2,0652,080+155425720.29%+30
KRAFT HEINZ CO(KHC)10,32510,32503333630.18%+30
METLIFE INC(MET)3,4153,250-1652402680.14%+28
SPDR GOLD TR(GLD)94894802042300.12%+27
BORGWARNER INC6,4006,40002062320.12%+26
PALO ALTO NETWORKS INC(PANW)9,2029,20203,1203,1451.60%+26
INGERSOLL RAND INC(IR)3,3913,39103083330.17%+25
CHURCH & DWIGHT CO INC(CHD)23,50023,50002,4362,4611.25%+24
DOW INC(DOW)12,44412,507+636606830.35%+23
REGENERON PHARMACEUTICALS(REGN)878893+159239390.48%+16
SPDR S&P 500 ETF TR(SPY)45445402472600.13%+13
AMAZON COM INC(AMZN)5,4155,685+2701,0461,0590.54%+13
PRUDENTIAL FINL INC(PFH)3,4813,461-204084190.21%+11
WK KELLOGG CO070,794+70,79401,2110.61%+1,211
BASSETT FURNITURE INDS INC22,85722,85703253300.17%+5
UNITED PARCEL SERVICE INC(UPS)2,3552,35503223210.16%-1
MEDTRONIC PLC(MDT)7,5256,525-1,0005925870.30%-5
BANK AMERICA CORP20,10420,027-778007950.40%-5
NGL ENERGY PARTNERS LP(NGL)10,00010,000051450.02%-6
KOSMOS ENERGY LTD(KOS)12,00012,000066480.02%-18
WELLS FARGO CO NEW(WFC)6,9906,99004153950.20%-20
EMERSON ELEC CO(EMR)18,36218,297-652,0232,0011.02%-22
DANAOS CORPORATION(DAC)4,2554,25503933690.19%-24
CHEVRON CORP NEW(CVX)6,7556,880+1251,0571,0130.51%-43
INTERNATIONAL FLAVORS&FRAGRA(IFF)2,8272,127-7002692230.11%-46
HONEYWELL INTL INC(HON)7,5407,54001,6101,5590.79%-51
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