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| Westhampton Capital LLC
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| CRD # | 119176 |
| SEC # | 801-80073 |
| CIK # | 0001639997 |
| AUM | $222.6 M (2025-01-07) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 336-725-5579 |
| Address | 2150 Country Club Rd Winstonsalem, NC 27104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001639997 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.8 | ||
| Eaton Corp Ltd | 9.4 | ||
| Broadcom Inc | 8.7 | ||
| Nvidia Corp | 6.0 | ||
| Waste Management Inc | 5.4 | ||
| Parker Hannifin Corp | 5.4 | ||
| Procter & Gamble Co | 4.6 | ||
| Cummins Inc | 4.6 | ||
| Microsoft Corp | 4.3 | ||
| PepsiCo Inc | 3.8 | ||
| WD 40 Co | 3.7 | ||
| Palo Alto Networks Inc | 3.7 | ||
| United Technologies Corp /DE/ | 3.4 | ||
| Lam Research Corp | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.3 | ||
| International Business Machines Corp | 3.0 | ||
| Deere & Co | 2.8 | ||
| Walt Disney Co | 2.8 | ||
| Clorox Co /DE/ | 2.8 | ||
| Exxon Mobil Corp | 2.6 | ||
| Alphabet Inc | 2.6 | ||
| Regal Beloit Corp | 2.5 | ||
| Mastercard Inc | 2.4 | ||
| Emerson Electric Co | 2.4 | ||
| Church & Dwight Co Inc /DE/ | 2.2 | ||
| McCormick & Co Inc | 2.0 | ||
| Unilever PLC | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| Qualcomm Inc/DE | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 38.0 |
| (b) Individuals (high net worth individuals) | 31 | 183.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 222.6 |
| By Discretionary | ||
| Discretionary | 246 | 222.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 222.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.6 | |
| Total | 246 | 222.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001639997] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ridge Creek Global Inc
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0.2 | |
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Pollock Investment Advisory Corporation
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0.2 | |
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Equity Wealth Partners LLC
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MO | 0.2 |
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Wharton Midmarket Investment Advisors Inc
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CT | 0.2 |
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Cassedy Financial Group Inc
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FL | 0.2 |
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Atlas Wealth Partners LLC
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PA | 0.2 |
|
Atwater Wealth Management Inc
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MA | 0.2 |
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RIA Services LLC
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WI | 0.2 |
|
Legend Capital Advisors LLC
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NY | 0.2 |
|
Loudon Investment Management LLC
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NH | 0.2 |