Harry Shertzer

Westhampton Capital, Llc

Assets Managed

$241.047M

Holdings

131

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

12.56%(2Q avg: 6.82%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westhampton Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Westhampton Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 241.047M in assets, with a quarterly growth rate of 12.56% and a 2-quarter average growth rate of 6.82%. The portfolio is managed by Harry Shertzer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -0.46%	9.78%	$23.565M 81,437 shares@ $289.37 avg price	Decreased -0.46%
LRCX Lam Research Corp Recent Activity Decreased -0.64%	5.55%	$13.378M 30,872 shares@ $433.34 avg price	Decreased -0.64%
ETN Eaton Corp Plc Recent Activity Decreased -3.87%	4.42%	$10.635M 24,957 shares@ $426.13 avg price	Decreased -3.87%
AVGO Broadcom Inc Recent Activity Decreased -1.22%	4.27%	$10.284M 27,225 shares@ $377.76 avg price	Decreased -1.22%
CMI Cummins Inc Recent Activity	4.03%	$9.705M 13,607 shares@ $713.21 avg price
NVDA Nvidia Corp Recent Activity Decreased -5.53%	2.97%	$7.14M 35,682 shares@ $200.09 avg price	Decreased -5.53%
PH Parker Hannifin Corp Recent Activity Decreased -11.97%	2.76%	$6.65M 6,799 shares@ $978.13 avg price	Decreased -11.97%
PANW Palo Alto Networks Inc Recent Activity Decreased -1.09%	2.56%	$6.156M 18,051 shares@ $341.02 avg price	Decreased -1.09%
WM Waste Management Inc Recent Activity Decreased -0.55%	2.16%	$5.184M 23,260 shares@ $222.89 avg price	Decreased -0.55%
GOOGL Alphabet Inc-cl A Recent Activity	2.15%	$5.167M 14,459 shares@ $357.38 avg price

1-10 of 131