Williamson Legacy Group
Latest statistics and disclosures from Williamson Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HOOD, PLTR, APP, BE, EBAY, and represent 12.85% of Williamson Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: BE, LITE, CIEN, TPR, FIVE, SEDG, STX, RBLX, NET, SOFI.
- Started 39 new stock positions in BPOP, SNOW, GS, FFIV, DY, SEDG, AMG, IRTC, LYV, ZWS.
- Reduced shares in these 10 stocks: EAT, RSG, TXRH, ALL, WMB, NTRA, WELL, SAP, SFM, AMZN.
- Sold out of its positions in AFL, ABBV, ALL, AROC, BJ, WRB, BSX, EAT, BRO, CHWY.
- Williamson Legacy Group was a net buyer of stock by $1.2M.
- Williamson Legacy Group has $129M in assets under management (AUM), dropping by 9.07%.
- Central Index Key (CIK): 0002011965
Tip: Access up to 7 years of quarterly data
Positions held by Williamson Legacy Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Williamson Legacy Group
Williamson Legacy Group holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Robinhood Markets Inc Cl A Stock (HOOD) | 2.9 | $3.7M | +2% | 26k | 143.18 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 2.9 | $3.7M | 20k | 182.42 |
|
|
| Applovin Corp Cl A Stock (APP) | 2.6 | $3.3M | +2% | 4.7k | 718.54 |
|
| Bloom Energy Corp Class A Stock (BE) | 2.4 | $3.2M | NEW | 37k | 84.57 |
|
| Ebay Stock (EBAY) | 2.1 | $2.7M | -2% | 30k | 90.95 |
|
| Broadcom Stock (AVGO) | 2.1 | $2.7M | 8.2k | 329.92 |
|
|
| Roblox Corp Cl A Stock (RBLX) | 2.0 | $2.6M | +216% | 19k | 138.52 |
|
| Nrg Energy Stock (NRG) | 1.9 | $2.5M | +10% | 15k | 161.95 |
|
| Lumentum Holdings Stock (LITE) | 1.9 | $2.4M | NEW | 15k | 162.71 |
|
| Ciena Corp Stock (CIEN) | 1.7 | $2.2M | NEW | 15k | 145.67 |
|
| Spotify Technology S A Stock (SPOT) | 1.7 | $2.2M | 3.1k | 698.00 |
|
|
| Agnico Eagle Mines Stock (AEM) | 1.7 | $2.2M | +27% | 13k | 168.56 |
|
| Nvidia Corp Stock (NVDA) | 1.7 | $2.1M | -4% | 12k | 186.58 |
|
| Howmet Aerospace Stock (HWM) | 1.7 | $2.1M | +47% | 11k | 196.23 |
|
| Tapestry Stock (TPR) | 1.6 | $2.1M | NEW | 19k | 113.22 |
|
| Meta Platforms Inc Class A Stock (META) | 1.6 | $2.1M | -3% | 2.9k | 734.39 |
|
| Carvana Co Class A Stock (CVNA) | 1.6 | $2.1M | +104% | 5.6k | 377.24 |
|
| Ftai Aviation Stock (FTAI) | 1.6 | $2.0M | -10% | 12k | 166.86 |
|
| Five Below Stock (FIVE) | 1.5 | $1.9M | NEW | 12k | 154.70 |
|
| Alamos Gold Inc New Class A Stock (AGI) | 1.5 | $1.9M | -4% | 55k | 34.86 |
|
| Ge Vernova Stock (GEV) | 1.5 | $1.9M | +197% | 3.1k | 614.90 |
|
| Ge Aerospace Stock (GE) | 1.5 | $1.9M | 6.3k | 300.82 |
|
|
| Solaredge Technologies Stock (SEDG) | 1.4 | $1.9M | NEW | 50k | 37.00 |
|
| Axon Enterprise Stock (AXON) | 1.4 | $1.8M | 2.5k | 717.64 |
|
|
| Technipfmc Stock (FTI) | 1.4 | $1.8M | -2% | 46k | 39.45 |
|
| Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) | 1.4 | $1.8M | NEW | 7.6k | 236.06 |
|
| Doordash Inc Cl A Stock (DASH) | 1.3 | $1.7M | +20% | 6.2k | 271.99 |
|
| Eli Lilly & Co Stock (LLY) | 1.3 | $1.6M | 2.1k | 763.12 |
|
|
| Bwx Technologies Stock (BWXT) | 1.2 | $1.6M | +4% | 8.7k | 184.37 |
|
| Wheaton Precious Metals Corp Stock (WPM) | 1.2 | $1.6M | +5% | 14k | 111.84 |
|
| Amphenol Corp New Cl A Stock (APH) | 1.2 | $1.5M | +290% | 13k | 123.75 |
|
| Cloudflare Inc Cl A Stock (NET) | 1.2 | $1.5M | NEW | 7.1k | 214.59 |
|
| Cdn Imperial Bk Commrc Stock (CM) | 1.1 | $1.5M | -2% | 18k | 79.89 |
|
| Insulet Corp Stock (PODD) | 1.1 | $1.4M | -3% | 4.7k | 308.73 |
|
| Sofi Technologies Stock (SOFI) | 1.1 | $1.4M | NEW | 53k | 26.42 |
|
| Sportradar Grp Ag Cl A Stock (SRAD) | 1.1 | $1.4M | +11% | 52k | 26.90 |
|
| Cyber-ark Software Ltd/israel Stock (CYBR) | 1.1 | $1.4M | -4% | 2.9k | 483.15 |
|
| Rtx Corp Stock (RTX) | 1.1 | $1.4M | +121% | 8.2k | 167.34 |
|
| Caseys Genl Stores Stock (CASY) | 1.1 | $1.4M | -2% | 2.4k | 565.32 |
|
| Stoneco Ltd Cl A Stock (STNE) | 1.1 | $1.4M | NEW | 72k | 18.91 |
|
| Irhythm Technologies Stock (IRTC) | 1.0 | $1.3M | NEW | 7.7k | 171.99 |
|
| Shopify Inc Cl A Stock (SHOP) | 1.0 | $1.3M | NEW | 8.8k | 148.61 |
|
| Jabil Stock (JBL) | 1.0 | $1.3M | NEW | 5.9k | 217.17 |
|
| Netflix.com Stock (NFLX) | 1.0 | $1.3M | +6% | 1.1k | 1198.92 |
|
| Tjx Cos Stock (TJX) | 1.0 | $1.3M | -5% | 8.8k | 144.55 |
|
| Mastec Stock (MTZ) | 1.0 | $1.3M | NEW | 5.9k | 212.81 |
|
| Credicorp Stock (BAP) | 1.0 | $1.2M | +37% | 4.6k | 266.28 |
|
| Sea Ltd Un Stock (SE) | 1.0 | $1.2M | NEW | 6.9k | 178.73 |
|
| Guidewire Software Stock (GWRE) | 0.9 | $1.2M | -4% | 5.2k | 229.86 |
|
| Altria Group Stock (MO) | 0.9 | $1.2M | -3% | 18k | 66.06 |
|
| Wayfair Inc Class A Stock (W) | 0.9 | $1.2M | NEW | 13k | 89.33 |
|
| Encompass Health Corp Stock (EHC) | 0.9 | $1.2M | 9.4k | 127.02 |
|
|
| Celsius Holdings Stock (CELH) | 0.9 | $1.2M | NEW | 20k | 57.49 |
|
| Bank New York Mellon Corp Stock (BK) | 0.9 | $1.2M | +39% | 11k | 108.96 |
|
| Interactive Brokers Grp Inc Cl A Stock (IBKR) | 0.9 | $1.2M | NEW | 17k | 68.81 |
|
| Johnson Ctls Intl Stock (JCI) | 0.9 | $1.1M | NEW | 10k | 109.95 |
|
| Calix Stock (CALX) | 0.9 | $1.1M | NEW | 18k | 61.37 |
|
| Zurn Elkay Water Solutions Corp Stock (ZWS) | 0.8 | $1.1M | NEW | 23k | 47.03 |
|
| Ralph Lauren Corp Class A Stock (RL) | 0.8 | $1.1M | NEW | 3.5k | 313.56 |
|
| Fox Corp Cl A Stock (FOXA) | 0.8 | $1.1M | +7% | 17k | 63.06 |
|
| Capital One Financial Corp Stock (COF) | 0.8 | $1.1M | +227% | 5.0k | 212.58 |
|
| Dycom Industries Stock (DY) | 0.8 | $1.0M | NEW | 3.5k | 291.76 |
|
| Expedia Stock (EXPE) | 0.8 | $1.0M | NEW | 4.8k | 213.75 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.8 | $1.0M | NEW | 4.5k | 225.55 |
|
| Affiliated Managers Group Stock (AMG) | 0.7 | $965k | NEW | 4.0k | 238.43 |
|
| International Business Machine Corp Stock (IBM) | 0.7 | $959k | -4% | 3.4k | 282.17 |
|
| Amazon Stock (AMZN) | 0.7 | $956k | -59% | 4.4k | 219.57 |
|
| Idexx Laboratories Stock (IDXX) | 0.7 | $930k | NEW | 1.5k | 638.89 |
|
| Take-two Interactive Software Inc Cdt Stock (TTWO) | 0.7 | $926k | +56% | 3.6k | 258.36 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.7 | $853k | NEW | 2.7k | 315.43 |
|
| Tko Group Hldgs Inc Cl A Stock (TKO) | 0.6 | $816k | +172% | 4.0k | 201.96 |
|
| Dt Midstream Stock (DTM) | 0.6 | $808k | -60% | 7.1k | 113.07 |
|
| Bank Montreal Quebec Stock (BMO) | 0.6 | $804k | NEW | 6.2k | 130.25 |
|
| Walmart Stock (WMT) | 0.6 | $793k | -57% | 7.7k | 103.06 |
|
| Affirm Hldgs Inc Cl A Stock (AFRM) | 0.6 | $789k | NEW | 11k | 73.08 |
|
| Woodward Stock (WWD) | 0.6 | $766k | NEW | 3.0k | 252.71 |
|
| F5 Networks Stock (FFIV) | 0.6 | $751k | NEW | 2.3k | 323.19 |
|
| Live Nation Entertainment Stock (LYV) | 0.6 | $739k | NEW | 4.5k | 163.40 |
|
| Popular Stock (BPOP) | 0.5 | $688k | NEW | 5.4k | 127.01 |
|
| Constellation Energy Corp Stock (CEG) | 0.5 | $651k | NEW | 2.0k | 329.07 |
|
| Cheniere Energy Stock (LNG) | 0.4 | $560k | -70% | 2.4k | 234.99 |
|
| Cardinal Health Stock (CAH) | 0.4 | $520k | -8% | 3.3k | 156.96 |
|
| Procter & Gamble Stock (PG) | 0.4 | $507k | -3% | 3.3k | 153.66 |
|
| Microsoft Corp Stock (MSFT) | 0.4 | $506k | 977.00 | 517.95 |
|
|
| Goldman Sachs Group Stock (GS) | 0.4 | $498k | NEW | 625.00 | 796.35 |
|
| Urban Outfitters Stock (URBN) | 0.4 | $495k | NEW | 6.9k | 71.43 |
|
| Hartford Insurance Group Stock (HIG) | 0.4 | $473k | -67% | 3.5k | 133.40 |
|
| Performance Food Group Stock (PFGC) | 0.3 | $348k | NEW | 3.3k | 104.04 |
|
| Somnigroup International Stock (SGI) | 0.3 | $336k | NEW | 4.0k | 84.33 |
|
| Atmos Energy Corp Stock (ATO) | 0.3 | $334k | -65% | 2.0k | 170.77 |
|
| Sempra Energy Stock (SRE) | 0.3 | $330k | 3.7k | 89.98 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $300k | 626.00 | 479.61 |
|
|
| At & T Stock (T) | 0.2 | $267k | -80% | 9.4k | 28.24 |
|
| Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) | 0.2 | $254k | 5.7k | 44.58 |
|
|
| Vanguard Total Stock Etf Market Etf Etf (VTI) | 0.2 | $247k | 752.00 | 328.17 |
|
|
| Mplx Lp Com Unit Rpstg Limited Partnership Stock (MPLX) | 0.2 | $218k | -78% | 4.4k | 49.96 |
|
| Vanguard Ftse Etf Developed Markets Etf Etf (VEA) | 0.2 | $211k | 3.5k | 59.92 |
|
Past Filings by Williamson Legacy Group
SEC 13F filings are viewable for Williamson Legacy Group going back to 2024
- 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