Williamson Legacy Group

Williamson Legacy Group as of Dec. 31, 2025

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 15k 368.59
Ciena Corp Stock (CIEN) 3.1 $3.9M 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 20k 172.27
Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) 2.5 $3.2M 12k 275.39
Newmont Corp Stock (NEM) 2.2 $2.8M 28k 99.85
Five Below Stock (FIVE) 2.1 $2.7M 15k 188.36
Broadcom Stock (AVGO) 2.1 $2.7M 7.9k 346.11
Ebay Stock (EBAY) 2.0 $2.5M 29k 87.10
Agnico Eagle Mines Stock (AEM) 2.0 $2.5M 15k 169.53
Wayfair Inc Class A Stock (W) 2.0 $2.5M 25k 100.41
Ge Vernova Stock (GEV) 1.9 $2.4M 3.7k 653.57
Tapestry Stock (TPR) 1.9 $2.4M 19k 127.77
Nrg Energy Stock (NRG) 1.8 $2.3M 14k 159.24
Sofi Technologies Stock (SOFI) 1.7 $2.2M 85k 26.18
Robinhood Markets Inc Cl A Stock (HOOD) 1.7 $2.2M 20k 113.10
Amphenol Corp New Cl A Stock (APH) 1.7 $2.2M 16k 135.14
Eli Lilly & Co Stock (LLY) 1.7 $2.2M 2.0k 1074.86
Irhythm Holdings Stock (IRTC) 1.7 $2.2M 12k 177.44
Howmet Aerospace Stock (HWM) 1.7 $2.2M 11k 205.02
Sandisk Corp Stock (SNDK) 1.7 $2.1M 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 3.1k 673.82
Cloudflare Inc Cl A Stock (NET) 1.5 $2.0M 10k 197.15
Celestica Stock (CLS) 1.5 $1.9M 6.6k 295.61
Ge Aerospace Stock (GE) 1.5 $1.9M 6.2k 308.03
Bwx Technologies Stock (BWXT) 1.5 $1.9M 11k 172.84
Micron Technology Stock (MU) 1.3 $1.7M 6.0k 285.41
Credo Technology Grp Holding Stock (CRDO) 1.2 $1.6M 11k 143.89
Iamgold Corporation Stock (IAG) 1.2 $1.6M 94k 16.49
Rtx Corp Stock (RTX) 1.2 $1.5M 8.4k 183.41
Ralph Lauren Corp Class A Stock (RL) 1.1 $1.4M 4.1k 353.61
Bloom Energy Corp Class A Stock (BE) 1.1 $1.4M 16k 86.89
Lam Resh Corp Stock (LRCX) 1.1 $1.4M 7.9k 171.18
Elanco Animal Health Stock (ELAN) 1.0 $1.3M 59k 22.63
Nextpower Inc Cl A Stock (NXT) 1.0 $1.3M 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 30k 43.55
Mastec Stock (MTZ) 1.0 $1.3M 6.0k 217.37
Shopify Inc Cl A Stock (SHOP) 1.0 $1.3M 8.0k 160.97
Dycom Industries Stock (DY) 1.0 $1.3M 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 9.5k 130.06
Solaredge Technologies Stock (SEDG) 1.0 $1.2M 43k 28.85
Affiliated Managers Group Stock (AMG) 0.9 $1.2M 4.1k 288.28
Ftai Aviation Stock (FTAI) 0.9 $1.2M 5.9k 196.85
Monster Beverage Corp Stock (MNST) 0.9 $1.1M 15k 76.67
Interactive Brokers Grp Inc Cl A Stock (IBKR) 0.9 $1.1M 18k 64.31
Sunrun Stock (RUN) 0.9 $1.1M 61k 18.40
Advanced Micro Devices Stock (AMD) 0.9 $1.1M 5.2k 214.16
Delek Us Hldgs Stock (DK) 0.9 $1.1M 37k 29.66
Corning Stock (GLW) 0.8 $1.1M 12k 87.56
Coherent Corp Stock (COHR) 0.8 $1.0M 5.7k 184.57
Lemonade Stock (LMND) 0.8 $1.0M 14k 71.18
Joby Aviation Stock (JOBY) 0.8 $998k 76k 13.20
Idexx Laboratories Stock (IDXX) 0.8 $989k 1.5k 676.53
Huntington Ingalls Industries Stock (HII) 0.8 $979k 2.9k 340.07
Amazon Stock (AMZN) 0.7 $930k 4.0k 230.82
Calix Stock (CALX) 0.7 $918k 17k 52.93
Somnigroup International Stock (SGI) 0.7 $908k 10k 89.28
Kratos Defense And Security Solutions Stock (KTOS) 0.7 $890k 12k 75.91
Jpmorgan Chase & Co Stock (JPM) 0.7 $883k 2.7k 322.22
Fabrinet Stock (FN) 0.7 $837k 1.8k 455.28
Alamos Gold Inc New Class A Stock (AGI) 0.7 $835k 22k 38.58
Woodward Stock (WWD) 0.6 $830k 2.7k 302.32
Technipfmc Stock (FTI) 0.6 $825k 19k 44.56
Walmart Stock (WMT) 0.6 $802k 7.2k 111.41
Dt Midstream Stock (DTM) 0.6 $792k 6.6k 119.69
Teradyne Incorporated Stock (TER) 0.6 $770k 4.0k 193.56
Cameco Corp Stock (CCJ) 0.6 $734k 8.0k 91.49
Cummins Stock (CMI) 0.6 $712k 1.4k 510.45
Constellation Energy Corp Stock (CEG) 0.5 $699k 2.0k 353.27
Goldman Sachs Group Stock (GS) 0.5 $688k 783.00 879.01
Meta Platforms Inc Class A Stock (META) 0.5 $658k 996.00 660.09
Wheaton Precious Metals Corp Stock (WPM) 0.5 $620k 5.3k 117.52
Cdn Imperial Bk Commrc Stock (CM) 0.5 $608k 6.7k 90.61
Caterpillar Stock (CAT) 0.4 $576k 1.0k 572.87
Tjx Cos Stock (TJX) 0.4 $507k 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 901.00 446.06
Insulet Corp Stock (PODD) 0.3 $340k 1.2k 284.24
International Business Machine Corp Stock (IBM) 0.3 $340k 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 2.1k 141.44
Credicorp Stock (BAP) 0.2 $288k 1.0k 287.00
Zurn Elkay Water Solutions Corp Stock (ZWS) 0.2 $261k 5.6k 46.49
Atmos Energy Corp Stock (ATO) 0.2 $261k 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 4.0k 62.47
Vanguard Total Stock Etf Market Etf Etf (VTI) 0.2 $242k 722.00 335.27