Williamson Legacy Group

Williamson Legacy Group as of Sept. 30, 2025

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 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 4.7k 718.54
Bloom Energy Corp Class A Stock (BE) 2.4 $3.2M 37k 84.57
Ebay Stock (EBAY) 2.1 $2.7M 30k 90.95
Broadcom Stock (AVGO) 2.1 $2.7M 8.2k 329.92
Roblox Corp Cl A Stock (RBLX) 2.0 $2.6M 19k 138.52
Nrg Energy Stock (NRG) 1.9 $2.5M 15k 161.95
Lumentum Holdings Stock (LITE) 1.9 $2.4M 15k 162.71
Ciena Corp Stock (CIEN) 1.7 $2.2M 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 13k 168.56
Nvidia Corp Stock (NVDA) 1.7 $2.1M 12k 186.58
Howmet Aerospace Stock (HWM) 1.7 $2.1M 11k 196.23
Tapestry Stock (TPR) 1.6 $2.1M 19k 113.22
Meta Platforms Inc Class A Stock (META) 1.6 $2.1M 2.9k 734.39
Carvana Co Class A Stock (CVNA) 1.6 $2.1M 5.6k 377.24
Ftai Aviation Stock (FTAI) 1.6 $2.0M 12k 166.86
Five Below Stock (FIVE) 1.5 $1.9M 12k 154.70
Alamos Gold Inc New Class A Stock (AGI) 1.5 $1.9M 55k 34.86
Ge Vernova Stock (GEV) 1.5 $1.9M 3.1k 614.90
Ge Aerospace Stock (GE) 1.5 $1.9M 6.3k 300.82
Solaredge Technologies Stock (SEDG) 1.4 $1.9M 50k 37.00
Axon Enterprise Stock (AXON) 1.4 $1.8M 2.5k 717.64
Technipfmc Stock (FTI) 1.4 $1.8M 46k 39.45
Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) 1.4 $1.8M 7.6k 236.06
Doordash Inc Cl A Stock (DASH) 1.3 $1.7M 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 8.7k 184.37
Wheaton Precious Metals Corp Stock (WPM) 1.2 $1.6M 14k 111.84
Amphenol Corp New Cl A Stock (APH) 1.2 $1.5M 13k 123.75
Cloudflare Inc Cl A Stock (NET) 1.2 $1.5M 7.1k 214.59
Cdn Imperial Bk Commrc Stock (CM) 1.1 $1.5M 18k 79.89
Insulet Corp Stock (PODD) 1.1 $1.4M 4.7k 308.73
Sofi Technologies Stock (SOFI) 1.1 $1.4M 53k 26.42
Sportradar Grp Ag Cl A Stock (SRAD) 1.1 $1.4M 52k 26.90
Cyber-ark Software Ltd/israel Stock (CYBR) 1.1 $1.4M 2.9k 483.15
Rtx Corp Stock (RTX) 1.1 $1.4M 8.2k 167.34
Caseys Genl Stores Stock (CASY) 1.1 $1.4M 2.4k 565.32
Stoneco Ltd Cl A Stock (STNE) 1.1 $1.4M 72k 18.91
Irhythm Technologies Stock (IRTC) 1.0 $1.3M 7.7k 171.99
Shopify Inc Cl A Stock (SHOP) 1.0 $1.3M 8.8k 148.61
Jabil Stock (JBL) 1.0 $1.3M 5.9k 217.17
Netflix.com Stock (NFLX) 1.0 $1.3M 1.1k 1198.92
Tjx Cos Stock (TJX) 1.0 $1.3M 8.8k 144.55
Mastec Stock (MTZ) 1.0 $1.3M 5.9k 212.81
Credicorp Stock (BAP) 1.0 $1.2M 4.6k 266.28
Sea Ltd Un Stock (SE) 1.0 $1.2M 6.9k 178.73
Guidewire Software Stock (GWRE) 0.9 $1.2M 5.2k 229.86
Altria Group Stock (MO) 0.9 $1.2M 18k 66.06
Wayfair Inc Class A Stock (W) 0.9 $1.2M 13k 89.33
Encompass Health Corp Stock (EHC) 0.9 $1.2M 9.4k 127.02
Celsius Holdings Stock (CELH) 0.9 $1.2M 20k 57.49
Bank New York Mellon Corp Stock (BK) 0.9 $1.2M 11k 108.96
Interactive Brokers Grp Inc Cl A Stock (IBKR) 0.9 $1.2M 17k 68.81
Johnson Ctls Intl Stock (JCI) 0.9 $1.1M 10k 109.95
Calix Stock (CALX) 0.9 $1.1M 18k 61.37
Zurn Elkay Water Solutions Corp Stock (ZWS) 0.8 $1.1M 23k 47.03
Ralph Lauren Corp Class A Stock (RL) 0.8 $1.1M 3.5k 313.56
Fox Corp Cl A Stock (FOXA) 0.8 $1.1M 17k 63.06
Capital One Financial Corp Stock (COF) 0.8 $1.1M 5.0k 212.58
Dycom Industries Stock (DY) 0.8 $1.0M 3.5k 291.76
Expedia Stock (EXPE) 0.8 $1.0M 4.8k 213.75
Snowflake Inc Cl A Stock (SNOW) 0.8 $1.0M 4.5k 225.55
Affiliated Managers Group Stock (AMG) 0.7 $965k 4.0k 238.43
International Business Machine Corp Stock (IBM) 0.7 $959k 3.4k 282.17
Amazon Stock (AMZN) 0.7 $956k 4.4k 219.57
Idexx Laboratories Stock (IDXX) 0.7 $930k 1.5k 638.89
Take-two Interactive Software Inc Cdt Stock (TTWO) 0.7 $926k 3.6k 258.36
Jpmorgan Chase & Co Stock (JPM) 0.7 $853k 2.7k 315.43
Tko Group Hldgs Inc Cl A Stock (TKO) 0.6 $816k 4.0k 201.96
Dt Midstream Stock (DTM) 0.6 $808k 7.1k 113.07
Bank Montreal Quebec Stock (BMO) 0.6 $804k 6.2k 130.25
Walmart Stock (WMT) 0.6 $793k 7.7k 103.06
Affirm Hldgs Inc Cl A Stock (AFRM) 0.6 $789k 11k 73.08
Woodward Stock (WWD) 0.6 $766k 3.0k 252.71
F5 Networks Stock (FFIV) 0.6 $751k 2.3k 323.19
Live Nation Entertainment Stock (LYV) 0.6 $739k 4.5k 163.40
Popular Stock (BPOP) 0.5 $688k 5.4k 127.01
Constellation Energy Corp Stock (CEG) 0.5 $651k 2.0k 329.07
Cheniere Energy Stock (LNG) 0.4 $560k 2.4k 234.99
Cardinal Health Stock (CAH) 0.4 $520k 3.3k 156.96
Procter & Gamble Stock (PG) 0.4 $507k 3.3k 153.66
Microsoft Corp Stock (MSFT) 0.4 $506k 977.00 517.95
Goldman Sachs Group Stock (GS) 0.4 $498k 625.00 796.35
Urban Outfitters Stock (URBN) 0.4 $495k 6.9k 71.43
Hartford Insurance Group Stock (HIG) 0.4 $473k 3.5k 133.40
Performance Food Group Stock (PFGC) 0.3 $348k 3.3k 104.04
Somnigroup International Stock (SGI) 0.3 $336k 4.0k 84.33
Atmos Energy Corp Stock (ATO) 0.3 $334k 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 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 4.4k 49.96
Vanguard Ftse Etf Developed Markets Etf Etf (VEA) 0.2 $211k 3.5k 59.92