StockDriftsStockDriftsTop 50 Westhampton Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.7% | 81.8K | $20.8M | -0.68%(-559) | $51.11(+455.96%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 4.34% | 26.0K | $9.3M | -0.30%(-77) | $101.62(+304.32%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.98% | 27.6K | $8.5M | +0.74%(+202) | $33.42(+1178.91%) | 2026-03-31 | |
| CMI | CUMMINS INC | 3.42% | 13.6K | $7.3M | +0.07%(+10) | $164.87(+309.34%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 3.23% | 7.7K | $6.9M | +0.46%(+35) | $191.48(+355.77%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.1% | 31.1K | $6.6M | -8.89%(-3.03K) | $25.30(+990.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.08% | 37.8K | $6.6M | +0.00%(+0) | $16.26(+1108.80%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 2.51% | 23.4K | $5.4M | -0.17%(-40) | $117.70(+90.72%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.11% | 29.1K | $4.5M | -0.22%(-65) | $125.36(+23.68%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.05% | 22.7K | $4.4M | +0.00%(+0) | $75.81(+128.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.56% | +58.37% |
| Top 20 Holdings Unweighted | +16.93% | +59.88% |
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