13F HOLDINGS REPORT
Williamson Legacy Group, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001765380-25-000498
Total Value
$129.4M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBINHOOD MARKETS INC CL A | 770700102 | 26,073 | $3.7M | 2.88% |
| 2 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 20,232 | $3.7M | 2.85% |
| 3 | APPLOVIN CORP CL A | APP | 4,660 | $3.3M | 2.59% |
| 4 | BLOOM ENERGY CORP CLASS A | BE | 37,346 | $3.2M | 2.44% |
| 5 | EBAY INC | EBAY | 29,720 | $2.7M | 2.09% |
| 6 | BROADCOM INC | AVGO | 8,192 | $2.7M | 2.09% |
| 7 | ROBLOX CORP CL A | RBLX | 18,822 | $2.6M | 2.01% |
| 8 | NRG ENERGY INC | NRG | 15,358 | $2.5M | 1.92% |
| 9 | LUMENTUM HOLDINGS INC INC | LITE | 14,894 | $2.4M | 1.87% |
| 10 | CIENA CORP | CIEN | 15,290 | $2.2M | 1.72% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 3,146 | $2.2M | 1.70% |
| 12 | AGNICO EAGLE MINES LIMITED | AEM | 12,766 | $2.2M | 1.66% |
| 13 | NVIDIA CORP | NVDA | 11,509 | $2.1M | 1.66% |
| 14 | HOWMET AEROSPACE INC | HWM | 10,927 | $2.1M | 1.66% |
| 15 | TAPESTRY INC | TPR | 18,858 | $2.1M | 1.65% |
| 16 | META PLATFORMS INC CLASS A | META | 2,905 | $2.1M | 1.65% |
| 17 | CARVANA CO CLASS A | CVNA | 5,598 | $2.1M | 1.63% |
| 18 | FTAI AVIATION LTD | FTAIN | 12,090 | $2.0M | 1.56% |
| 19 | FIVE BELOW INC | FIVE | 12,365 | $1.9M | 1.48% |
| 20 | ALAMOS GOLD INC NEW CLASS A | AGI | 54,804 | $1.9M | 1.48% |
| 21 | GE VERNOVA LLC | GEV | 3,087 | $1.9M | 1.47% |
| 22 | GE AEROSPACE NEW | 369604301 | 6,260 | $1.9M | 1.45% |
| 23 | SOLAREDGE TECHNOLOGIES INC | SEDG | 50,445 | $1.9M | 1.44% |
| 24 | AXON ENTERPRISE INC | AXON | 2,503 | $1.8M | 1.39% |
| 25 | TECHNIPFMC PLC | FTI | 45,462 | $1.8M | 1.39% |
| 26 | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | SE | 7,597 | $1.8M | 1.39% |
| 27 | DOORDASH INC CL A | DASH | 6,179 | $1.7M | 1.30% |
| 28 | ELI LILLY & CO | LLY | 2,147 | $1.6M | 1.27% |
| 29 | BWX TECHNOLOGIES CO | BWXT | 8,739 | $1.6M | 1.24% |
| 30 | WHEATON PRECIOUS METALS CORP | WPM | 14,007 | $1.6M | 1.21% |
| 31 | AMPHENOL CORP NEW CL A | 032095101 | 12,475 | $1.5M | 1.19% |
| 32 | CLOUDFLARE INC CL A | NET | 7,140 | $1.5M | 1.18% |
| 33 | CDN IMPERIAL BK COMMRC | CNDIF | 18,347 | $1.5M | 1.13% |
| 34 | INSULET CORP | PODD | 4,669 | $1.4M | 1.11% |
| 35 | SOFI TECHNOLOGIES INC | SOFI | 52,884 | $1.4M | 1.08% |
| 36 | SPORTRADAR GRP AG CL A | SRAD | 51,513 | $1.4M | 1.07% |
| 37 | CYBER-ARK SOFTWARE LTD/ISRAEL | M2682V108 | 2,868 | $1.4M | 1.07% |
| 38 | RTX CORP | RTX | 8,223 | $1.4M | 1.06% |
| 39 | CASEYS GENL STORES INC | 147528103 | 2,431 | $1.4M | 1.06% |
| 40 | STONECO LTD CL A | STNE | 72,096 | $1.4M | 1.05% |
| 41 | IRHYTHM TECHNOLOGIES INC | IRTC | 7,651 | $1.3M | 1.02% |
| 42 | SHOPIFY INC CL A | SHOP | 8,805 | $1.3M | 1.01% |
| 43 | JABIL INC | JBL | 5,931 | $1.3M | 1.00% |
| 44 | NETFLIX.COM INC | NFLX | 1,069 | $1.3M | 0.99% |
| 45 | TJX COS INC NEW | 872540109 | 8,781 | $1.3M | 0.98% |
| 46 | MASTEC INC | MTZ | 5,909 | $1.3M | 0.97% |
| 47 | CREDICORP | BAP | 4,643 | $1.2M | 0.96% |
| 48 | SEA LTD UNSPON ADR | SE | 6,893 | $1.2M | 0.95% |
| 49 | GUIDEWIRE SOFTWARE INC | GWRE | 5,240 | $1.2M | 0.93% |
| 50 | ALTRIA GROUP INC | MO | 18,160 | $1.2M | 0.93% |
| 51 | WAYFAIR INC CLASS A | W | 13,407 | $1.2M | 0.93% |
| 52 | ENCOMPASS HEALTH CORP | EHC | 9,425 | $1.2M | 0.92% |
| 53 | CELSIUS HOLDINGS INC | CELH | 20,237 | $1.2M | 0.90% |
| 54 | BANK NEW YORK MELLON CORP | 064058100 | 10,627 | $1.2M | 0.89% |
| 55 | INTERACTIVE BROKERS GRP INC CL A | 45841N107 | 16,771 | $1.2M | 0.89% |
| 56 | JOHNSON CTLS INTL PLC | G51502105 | 10,296 | $1.1M | 0.87% |
| 57 | CALIX INC | CALX | 18,197 | $1.1M | 0.86% |
| 58 | ZURN ELKAY WATER SOLUTIONS CORP | 98983L108 | 23,162 | $1.1M | 0.84% |
| 59 | RALPH LAUREN CORP CLASS A | RL | 3,463 | $1.1M | 0.84% |
| 60 | FOX CORP CL A | FOX | 17,164 | $1.1M | 0.84% |
| 61 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 4,981 | $1.1M | 0.82% |
| 62 | DYCOM INDUSTRIES INC | 267475101 | 3,545 | $1.0M | 0.80% |
| 63 | EXPEDIA INC | EXPE | 4,824 | $1.0M | 0.80% |
| 64 | SNOWFLAKE INC CL A | SNOW | 4,476 | $1.0M | 0.78% |
| 65 | AFFILIATED MANAGERS GROUP | MGRE | 4,047 | $964,926 | 0.75% |
| 66 | INTERNATIONAL BUSINESS MACHINE CORP | INTR | 3,398 | $958,801 | 0.74% |
| 67 | AMAZON COM INC | AMZN | 4,352 | $955,569 | 0.74% |
| 68 | IDEXX LABORATORIES INC | 45168D104 | 1,456 | $930,224 | 0.72% |
| 69 | TAKE-TWO INTERACTIVE SOFTWARE INC CDT | TTWO | 3,584 | $925,962 | 0.72% |
| 70 | JPMORGAN CHASE & CO | VYLD | 2,703 | $852,607 | 0.66% |
| 71 | TKO GROUP HLDGS INC CL A | TKO | 4,040 | $815,933 | 0.63% |
| 72 | DT MIDSTREAM INC | DTM | 7,147 | $808,079 | 0.62% |
| 73 | BANK MONTREAL QUEBEC | 063671101 | 6,169 | $803,529 | 0.62% |
| 74 | WALMART INC | WMT | 7,696 | $793,153 | 0.61% |
| 75 | AFFIRM HLDGS INC CL A | AFRM | 10,798 | $789,118 | 0.61% |
| 76 | WOODWARD INC | WWD | 3,029 | $765,459 | 0.59% |
| 77 | F5 NETWORKS INC | FFIV | 2,325 | $751,417 | 0.58% |
| 78 | LIVE NATION ENTERTAINMENT INC | LYV | 4,520 | $738,568 | 0.57% |
| 79 | POPULAR INC | BPOPM | 5,413 | $687,505 | 0.53% |
| 80 | CONSTELLATION ENERGY CORP | CEG | 1,977 | $650,572 | 0.50% |
| 81 | CHENIERE ENERGY INC NEW | LNG | 2,384 | $560,216 | 0.43% |
| 82 | CARDINAL HEALTH INC | CAH | 3,313 | $520,017 | 0.40% |
| 83 | PROCTER & GAMBLE CO | 742718109 | 3,302 | $507,379 | 0.39% |
| 84 | MICROSOFT CORP | MSFT | 977 | $506,037 | 0.39% |
| 85 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $497,719 | 0.38% |
| 86 | URBAN OUTFITTERS INC | URBN | 6,923 | $494,510 | 0.38% |
| 87 | HARTFORD INSURANCE GROUP INC | HIG-PG | 3,544 | $472,754 | 0.37% |
| 88 | PERFORMANCE FOOD GROUP CO | PFGC | 3,345 | $348,014 | 0.27% |
| 89 | SOMNIGROUP INTERNATIONAL INC | SGI | 3,986 | $336,139 | 0.26% |
| 90 | ATMOS ENERGY CORP | ATO | 1,956 | $334,023 | 0.26% |
| 91 | SEMPRA ENERGY | SREA | 3,666 | $329,867 | 0.25% |
| 92 | VANGUARD GROWTH ETF | 922908736 | 626 | $300,236 | 0.23% |
| 93 | AT & T INC | T-PC | 9,445 | $266,726 | 0.21% |
| 94 | INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | IVZ | 5,695 | $253,883 | 0.20% |
| 95 | VANGUARD TOTAL STOCK ETF MARKET ETF | 922908769 | 752 | $246,784 | 0.19% |
| 96 | MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | MPLXP | 4,371 | $218,355 | 0.17% |
| 97 | VANGUARD FTSE ETF DEVELOPED MARKETS ETF | 921943858 | 3,520 | $210,918 | 0.16% |