Williamson Legacy Group

Williamson Legacy Group as of June 30, 2025

Portfolio Holdings for Williamson Legacy Group

Williamson Legacy Group holds 104 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Inc Cl A Stock (PLTR) 2.3 $2.7M 20k 136.32
Spotify Technology S A Stock (SPOT) 2.0 $2.4M 3.1k 767.34
Robinhood Markets Inc Cl A Stock (HOOD) 2.0 $2.4M 26k 93.63
Amazon Stock (AMZN) 2.0 $2.4M 11k 219.39
Ebay Stock (EBAY) 1.9 $2.3M 30k 74.46
Nrg Energy Stock (NRG) 1.9 $2.2M 14k 160.59
Meta Platforms Inc Class A Stock (META) 1.9 $2.2M 3.0k 738.10
Broadcom Stock (AVGO) 1.9 $2.2M 8.0k 275.66
Brinker Intl Stock (EAT) 1.8 $2.1M 12k 180.33
Republic Svcs Stock (RSG) 1.8 $2.1M 8.6k 246.61
Axon Enterprise Stock (AXON) 1.8 $2.1M 2.5k 827.94
Dt Midstream Stock (DTM) 1.7 $2.0M 18k 109.91
Cheniere Energy Stock (LNG) 1.6 $1.9M 8.0k 243.52
Nvidia Corp Stock (NVDA) 1.6 $1.9M 12k 157.99
Walmart Stock (WMT) 1.5 $1.8M 18k 97.78
Texas Roadhouse Stock (TXRH) 1.5 $1.8M 9.5k 187.41
Allstate Corp Stock (ALL) 1.5 $1.8M 8.7k 201.31
Eli Lilly & Co Stock (LLY) 1.4 $1.7M 2.2k 779.44
Ge Aerospace Stock (GE) 1.4 $1.6M 6.4k 257.39
Technipfmc Stock (FTI) 1.4 $1.6M 47k 34.44
Applovin Corp Cl A Stock (APP) 1.3 $1.6M 4.6k 350.08
Williams Companies Stock (WMB) 1.3 $1.6M 25k 62.81
Natera Stock (NTRA) 1.3 $1.6M 9.4k 168.94
Ftai Aviation Stock (FTAI) 1.3 $1.6M 14k 115.04
Insulet Corp Stock (PODD) 1.3 $1.5M 4.9k 314.18
Alamos Gold Inc New Class A Stock (AGI) 1.3 $1.5M 57k 26.56
Welltower Reit (WELL) 1.3 $1.5M 9.9k 153.73
Sap Se- Stock (SAP) 1.3 $1.5M 4.9k 304.11
Sprouts Farmers Markets Stock (SFM) 1.2 $1.5M 8.9k 164.64
Hartford Insurance Group Stock (HIG) 1.2 $1.4M 11k 126.87
Howmet Aerospace Stock (HWM) 1.2 $1.4M 7.4k 186.13
At & T Stock (T) 1.2 $1.4M 48k 28.94
Netflix.com Stock (NFLX) 1.1 $1.3M 1.0k 1339.13
Cdn Imperial Bk Commrc Stock (CM) 1.1 $1.3M 19k 70.83
Sportradar Grp Ag Cl A Stock (SRAD) 1.1 $1.3M 46k 28.08
Guidewire Software Stock (GWRE) 1.1 $1.3M 5.5k 235.45
Caseys Genl Stores Stock (CASY) 1.1 $1.3M 2.5k 510.27
Costco Whsl Corp Stock (COST) 1.1 $1.3M 1.3k 989.95
Doordash Inc Cl A Stock (DASH) 1.1 $1.3M 5.1k 246.51
Boston Scientific Corp Stock (BSX) 1.1 $1.3M 12k 107.41
Gfl Environmental Inc Sub Vtg Stock (GFL) 1.1 $1.3M 25k 50.46
Cyber-ark Software Ltd/israel Stock (CYBR) 1.0 $1.2M 3.0k 406.88
Cintas Corp Stock (CTAS) 1.0 $1.2M 5.4k 222.87
Bwx Technologies Stock (BWXT) 1.0 $1.2M 8.3k 144.06
Nisource Stock (NI) 1.0 $1.2M 30k 40.34
Chewy Inc Cl A Stock (CHWY) 1.0 $1.2M 28k 42.62
Agnico Eagle Mines Stock (AEM) 1.0 $1.2M 10k 118.93
Wheaton Precious Metals Corp Stock (WPM) 1.0 $1.2M 13k 89.80
Encompass Health Corp Stock (EHC) 1.0 $1.2M 9.5k 122.63
Berkley W R Corporation Stock (WRB) 1.0 $1.2M 16k 73.47
Tjx Cos Stock (TJX) 1.0 $1.1M 9.3k 123.49
Godaddy Inc Class A Stock (GDDY) 0.9 $1.1M 6.2k 180.06
Microstrategy Inc Cl A Stock (MSTR) 0.9 $1.1M 2.7k 404.23
Altria Group Stock (MO) 0.9 $1.1M 19k 58.63
Progressive Corp Ohio Stock (PGR) 0.9 $1.1M 4.1k 266.86
Coca-cola Europacific Partners Stock (CCEP) 0.9 $1.1M 12k 92.72
Mplx Lp Com Unit Rpstg Limited Partnership Stock (MPLX) 0.9 $1.1M 21k 51.51
International Business Machine Corp Stock (IBM) 0.9 $1.1M 3.6k 294.78
Manulife Finl Corp Stock (MFC) 0.9 $1.0M 33k 31.96
Tradeweb Markets Inc Cl A Stock (TW) 0.8 $1000k 6.8k 146.40
Travelers Cos Inc/ The Stock (TRV) 0.8 $984k 3.7k 267.54
Arthur J Gallagher & Co Stock (AJG) 0.8 $956k 3.0k 320.12
Slm Corp Stock (SLM) 0.8 $947k 29k 32.79
Mueller Water Products Stock (MWA) 0.8 $945k 39k 24.04
Xcel Energy Stock (XEL) 0.8 $940k 14k 68.10
Ss&c Technologies Hldgs Stock (SSNC) 0.8 $937k 11k 82.80
Unum Group Stock (UNM) 0.8 $931k 12k 80.76
Carvana Co Class A Stock (CVNA) 0.8 $921k 2.7k 336.96
Brown And Brown Stock (BRO) 0.8 $920k 8.3k 110.87
Fox Corp Cl A Stock (FOXA) 0.8 $894k 16k 56.04
Bj's Wholesale Club Holdings Stock (BJ) 0.7 $888k 8.2k 107.83
Atmos Energy Corp Stock (ATO) 0.7 $867k 5.6k 154.12
Pinnacle West Cap Corp Stock (PNW) 0.7 $855k 9.6k 89.47
Archrock Stock (AROC) 0.7 $846k 34k 24.83
Thomson Reuters Corp No Par Stock (TRI) 0.7 $798k 4.0k 201.13
Motorola Solutions Stock (MSI) 0.7 $773k 1.8k 420.47
Credicorp Stock (BAP) 0.6 $753k 3.4k 223.52
Bank New York Mellon Corp Stock (BK) 0.6 $694k 7.6k 91.11
Ul Solutions Inc Cl A Stock (ULS) 0.5 $650k 8.9k 72.86
Ferrari Nv Stock (RACE) 0.5 $644k 1.3k 490.74
Roblox Corp Cl A Stock (RBLX) 0.5 $625k 5.9k 105.20
Cardinal Health Stock (CAH) 0.5 $607k 3.6k 168.00
Aflac Stock (AFL) 0.5 $605k 5.7k 105.46
Take-two Interactive Software Inc Cdt Stock (TTWO) 0.5 $558k 2.3k 242.85
Ge Vernova Stock (GEV) 0.5 $549k 1.0k 529.15
Procter & Gamble Stock (PG) 0.5 $546k 3.4k 159.32
Rtx Corp Stock (RTX) 0.5 $542k 3.7k 146.03
Microsoft Corp Stock (MSFT) 0.4 $480k 965.00 497.41
Abbvie Stock (ABBV) 0.3 $409k 2.2k 185.62
Tc Energy Corp Stock (TRP) 0.3 $398k 8.2k 48.79
Philip Morris International Stock (PM) 0.3 $350k 1.9k 182.13
Us Foods Holdings Corp Stock (USFD) 0.3 $345k 4.5k 77.01
Capital One Financial Corp Stock (COF) 0.3 $323k 1.5k 212.76
Amphenol Corp New Cl A Stock (APH) 0.3 $316k 3.2k 98.75
Sempra Energy Stock (SRE) 0.2 $283k 3.7k 75.77
Vanguard Growth Etf Etf (VUG) 0.2 $279k 637.00 438.40
Tko Group Hldgs Inc Cl A Stock (TKO) 0.2 $270k 1.5k 181.95
Intercontinental Exch Exchange Stock (ICE) 0.2 $269k 1.5k 183.48
Fortinet Stock (FTNT) 0.2 $259k 2.4k 105.72
Wabtec Stock (WAB) 0.2 $233k 1.1k 209.35
Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) 0.2 $232k 5.7k 40.78
Vanguard Total Stock Etf Market Etf Etf (VTI) 0.2 $229k 752.00 303.93
Twilio Stock (TWLO) 0.2 $210k 1.7k 124.36
Vanguard Ftse Etf Developed Markets Etf Etf (VEA) 0.2 $201k 3.5k 57.01