Williamson Legacy Group
Latest statistics and disclosures from Williamson Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LITE, CIEN, PLTR, WDC, STX, and represent 15.50% of Williamson Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: WDC, NEM, SNDK, CLS, MU, CRDO, IAG, LRCX, ELAN, NXT.
- Started 28 new stock positions in CAT, TER, AMD, MU, GLW, MNST, KTOS, ALB, SNDK, FN.
- Reduced shares in these 10 stocks: RBLX, SPOT, CVNA, BE, AXON, DASH, SRAD, STNE, JBL, NFLX.
- Sold out of its positions in T, AFRM, MO, AXON, BMO, COF, CAH, CVNA, CELH, LNG.
- Williamson Legacy Group was a net seller of stock by $-8.4M.
- Williamson Legacy Group has $128M in assets under management (AUM), dropping by -1.15%.
- Central Index Key (CIK): 0002011965
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Portfolio Holdings for Williamson Legacy Group
Williamson Legacy Group holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lumentum Holdings Stock (LITE) | 4.4 | $5.7M | +3% | 15k | 368.59 |
|
| Ciena Corp Stock (CIEN) | 3.1 | $3.9M | +9% | 17k | 233.87 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 2.8 | $3.6M | 20k | 177.75 |
|
|
| Western Digital Corp Stock (WDC) | 2.6 | $3.4M | NEW | 20k | 172.27 |
|
| Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) | 2.5 | $3.2M | +54% | 12k | 275.39 |
|
| Newmont Corp Stock (NEM) | 2.2 | $2.8M | NEW | 28k | 99.85 |
|
| Five Below Stock (FIVE) | 2.1 | $2.7M | +17% | 15k | 188.36 |
|
| Broadcom Stock (AVGO) | 2.1 | $2.7M | -3% | 7.9k | 346.11 |
|
| Ebay Stock (EBAY) | 2.0 | $2.5M | 29k | 87.10 |
|
|
| Agnico Eagle Mines Stock (AEM) | 2.0 | $2.5M | +16% | 15k | 169.53 |
|
| Wayfair Inc Class A Stock (W) | 2.0 | $2.5M | +86% | 25k | 100.41 |
|
| Ge Vernova Stock (GEV) | 1.9 | $2.4M | +19% | 3.7k | 653.57 |
|
| Tapestry Stock (TPR) | 1.9 | $2.4M | 19k | 127.77 |
|
|
| Nrg Energy Stock (NRG) | 1.8 | $2.3M | -6% | 14k | 159.24 |
|
| Sofi Technologies Stock (SOFI) | 1.7 | $2.2M | +60% | 85k | 26.18 |
|
| Robinhood Markets Inc Cl A Stock (HOOD) | 1.7 | $2.2M | -24% | 20k | 113.10 |
|
| Amphenol Corp New Cl A Stock (APH) | 1.7 | $2.2M | +30% | 16k | 135.14 |
|
| Eli Lilly & Co Stock (LLY) | 1.7 | $2.2M | -4% | 2.0k | 1074.86 |
|
| Irhythm Holdings Stock (IRTC) | 1.7 | $2.2M | +61% | 12k | 177.44 |
|
| Howmet Aerospace Stock (HWM) | 1.7 | $2.2M | -3% | 11k | 205.02 |
|
| Sandisk Corp Stock (SNDK) | 1.7 | $2.1M | NEW | 9.0k | 237.38 |
|
| Nvidia Corp Stock (NVDA) | 1.7 | $2.1M | 11k | 186.50 |
|
|
| Applovin Corp Cl A Stock (APP) | 1.6 | $2.1M | -34% | 3.1k | 673.82 |
|
| Cloudflare Inc Cl A Stock (NET) | 1.5 | $2.0M | +40% | 10k | 197.15 |
|
| Celestica Stock (CLS) | 1.5 | $1.9M | NEW | 6.6k | 295.61 |
|
| Ge Aerospace Stock (GE) | 1.5 | $1.9M | 6.2k | 308.03 |
|
|
| Bwx Technologies Stock (BWXT) | 1.5 | $1.9M | +23% | 11k | 172.84 |
|
| Micron Technology Stock (MU) | 1.3 | $1.7M | NEW | 6.0k | 285.41 |
|
| Credo Technology Grp Holding Stock (CRDO) | 1.2 | $1.6M | NEW | 11k | 143.89 |
|
| Iamgold Corporation Stock (IAG) | 1.2 | $1.6M | NEW | 94k | 16.49 |
|
| Rtx Corp Stock (RTX) | 1.2 | $1.5M | +2% | 8.4k | 183.41 |
|
| Ralph Lauren Corp Class A Stock (RL) | 1.1 | $1.4M | +18% | 4.1k | 353.61 |
|
| Bloom Energy Corp Class A Stock (BE) | 1.1 | $1.4M | -57% | 16k | 86.89 |
|
| Lam Resh Corp Stock (LRCX) | 1.1 | $1.4M | NEW | 7.9k | 171.18 |
|
| Elanco Animal Health Stock (ELAN) | 1.0 | $1.3M | NEW | 59k | 22.63 |
|
| Nextpower Inc Cl A Stock (NXT) | 1.0 | $1.3M | NEW | 15k | 87.11 |
|
| Caseys Genl Stores Stock (CASY) | 1.0 | $1.3M | 2.4k | 552.72 |
|
|
| Barrick Mng Corp Stock (B) | 1.0 | $1.3M | NEW | 30k | 43.55 |
|
| Mastec Stock (MTZ) | 1.0 | $1.3M | 6.0k | 217.37 |
|
|
| Shopify Inc Cl A Stock (SHOP) | 1.0 | $1.3M | -8% | 8.0k | 160.97 |
|
| Dycom Industries Stock (DY) | 1.0 | $1.3M | +6% | 3.8k | 337.90 |
|
| Bank New York Mellon Corp Stock (BK) | 1.0 | $1.3M | 11k | 116.09 |
|
|
| Genedx Hldgs Corp Ca A Stock (WGS) | 1.0 | $1.2M | NEW | 9.5k | 130.06 |
|
| Solaredge Technologies Stock (SEDG) | 1.0 | $1.2M | -15% | 43k | 28.85 |
|
| Affiliated Managers Group Stock (AMG) | 0.9 | $1.2M | 4.1k | 288.28 |
|
|
| Ftai Aviation Stock (FTAI) | 0.9 | $1.2M | -51% | 5.9k | 196.85 |
|
| Monster Beverage Corp Stock (MNST) | 0.9 | $1.1M | NEW | 15k | 76.67 |
|
| Interactive Brokers Grp Inc Cl A Stock (IBKR) | 0.9 | $1.1M | +5% | 18k | 64.31 |
|
| Sunrun Stock (RUN) | 0.9 | $1.1M | NEW | 61k | 18.40 |
|
| Advanced Micro Devices Stock (AMD) | 0.9 | $1.1M | NEW | 5.2k | 214.16 |
|
| Delek Us Hldgs Stock (DK) | 0.9 | $1.1M | NEW | 37k | 29.66 |
|
| Corning Stock (GLW) | 0.8 | $1.1M | NEW | 12k | 87.56 |
|
| Coherent Corp Stock (COHR) | 0.8 | $1.0M | NEW | 5.7k | 184.57 |
|
| Lemonade Stock (LMND) | 0.8 | $1.0M | NEW | 14k | 71.18 |
|
| Joby Aviation Stock (JOBY) | 0.8 | $998k | NEW | 76k | 13.20 |
|
| Idexx Laboratories Stock (IDXX) | 0.8 | $989k | 1.5k | 676.53 |
|
|
| Huntington Ingalls Industries Stock (HII) | 0.8 | $979k | NEW | 2.9k | 340.07 |
|
| Amazon Stock (AMZN) | 0.7 | $930k | -7% | 4.0k | 230.82 |
|
| Calix Stock (CALX) | 0.7 | $918k | -4% | 17k | 52.93 |
|
| Somnigroup International Stock (SGI) | 0.7 | $908k | +155% | 10k | 89.28 |
|
| Kratos Defense And Security Solutions Stock (KTOS) | 0.7 | $890k | NEW | 12k | 75.91 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.7 | $883k | 2.7k | 322.22 |
|
|
| Fabrinet Stock (FN) | 0.7 | $837k | NEW | 1.8k | 455.28 |
|
| Alamos Gold Inc New Class A Stock (AGI) | 0.7 | $835k | -60% | 22k | 38.58 |
|
| Woodward Stock (WWD) | 0.6 | $830k | -9% | 2.7k | 302.32 |
|
| Technipfmc Stock (FTI) | 0.6 | $825k | -59% | 19k | 44.56 |
|
| Walmart Stock (WMT) | 0.6 | $802k | -6% | 7.2k | 111.41 |
|
| Dt Midstream Stock (DTM) | 0.6 | $792k | -7% | 6.6k | 119.69 |
|
| Teradyne Incorporated Stock (TER) | 0.6 | $770k | NEW | 4.0k | 193.56 |
|
| Cameco Corp Stock (CCJ) | 0.6 | $734k | NEW | 8.0k | 91.49 |
|
| Cummins Stock (CMI) | 0.6 | $712k | NEW | 1.4k | 510.45 |
|
| Constellation Energy Corp Stock (CEG) | 0.5 | $699k | 2.0k | 353.27 |
|
|
| Goldman Sachs Group Stock (GS) | 0.5 | $688k | +25% | 783.00 | 879.01 |
|
| Meta Platforms Inc Class A Stock (META) | 0.5 | $658k | -65% | 996.00 | 660.09 |
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.5 | $620k | -62% | 5.3k | 117.52 |
|
| Cdn Imperial Bk Commrc Stock (CM) | 0.5 | $608k | -63% | 6.7k | 90.61 |
|
| Caterpillar Stock (CAT) | 0.4 | $576k | NEW | 1.0k | 572.87 |
|
| Tjx Cos Stock (TJX) | 0.4 | $507k | -62% | 3.3k | 153.61 |
|
| Procter & Gamble Stock (PG) | 0.4 | $468k | 3.3k | 143.32 |
|
|
| Microsoft Corp Stock (MSFT) | 0.4 | $463k | 958.00 | 483.62 |
|
|
| Cyber-ark Software Ltd/israel Stock (CYBR) | 0.3 | $402k | -68% | 901.00 | 446.06 |
|
| Insulet Corp Stock (PODD) | 0.3 | $340k | -74% | 1.2k | 284.24 |
|
| International Business Machine Corp Stock (IBM) | 0.3 | $340k | -66% | 1.1k | 296.21 |
|
| Sempra Energy Stock (SRE) | 0.3 | $322k | 3.6k | 88.29 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $300k | 615.00 | 487.86 |
|
|
| Albemarle Corp Stock (ALB) | 0.2 | $298k | NEW | 2.1k | 141.44 |
|
| Credicorp Stock (BAP) | 0.2 | $288k | -78% | 1.0k | 287.00 |
|
| Zurn Elkay Water Solutions Corp Stock (ZWS) | 0.2 | $261k | -75% | 5.6k | 46.49 |
|
| Atmos Energy Corp Stock (ATO) | 0.2 | $261k | -20% | 1.6k | 167.66 |
|
| Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) | 0.2 | $261k | 5.7k | 45.51 |
|
|
| Vanguard Ftse Etf Developed Markets Etf Etf (VEA) | 0.2 | $248k | +12% | 4.0k | 62.47 |
|
| Vanguard Total Stock Etf Market Etf Etf (VTI) | 0.2 | $242k | -3% | 722.00 | 335.27 |
|
Past Filings by Williamson Legacy Group
SEC 13F filings are viewable for Williamson Legacy Group going back to 2024
- Williamson Legacy Group 2025 Q4 filed Feb. 9, 2026
- Williamson Legacy Group 2025 Q3 filed Nov. 14, 2025
- Williamson Legacy Group 2025 Q2 filed Aug. 13, 2025
- Williamson Legacy Group 2025 Q1 filed May 8, 2025
- Williamson Legacy Group 2024 Q4 filed Feb. 5, 2025
- Williamson Legacy Group 2024 Q3 filed Nov. 12, 2024
- Williamson Legacy Group 2024 Q2 filed Aug. 14, 2024
- Williamson Legacy Group 2024 Q1 filed May 14, 2024