13F HOLDINGS REPORT
Williamson Legacy Group, LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001765380-26-000083
Total Value
$127.9M
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LUMENTUM HOLDINGS INC INC | LITE | 15,421 | $5.7M | 4.44% |
| 2 | CIENA CORP | CIEN | 16,694 | $3.9M | 3.05% |
| 3 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 20,411 | $3.6M | 2.84% |
| 4 | WESTERN DIGITAL CORP | WDC | 19,671 | $3.4M | 2.65% |
| 5 | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | SE | 11,702 | $3.2M | 2.52% |
| 6 | NEWMONT CORP | NEMCL | 27,966 | $2.8M | 2.18% |
| 7 | FIVE BELOW INC | FIVE | 14,535 | $2.7M | 2.14% |
| 8 | BROADCOM INC | AVGO | 7,895 | $2.7M | 2.14% |
| 9 | EBAY INC | EBAY | 29,249 | $2.5M | 1.99% |
| 10 | AGNICO EAGLE MINES LIMITED | AEM | 14,875 | $2.5M | 1.97% |
| 11 | WAYFAIR INC CLASS A | W | 24,967 | $2.5M | 1.96% |
| 12 | GE VERNOVA LLC | GEV | 3,683 | $2.4M | 1.88% |
| 13 | TAPESTRY INC | TPR | 18,709 | $2.4M | 1.87% |
| 14 | NRG ENERGY INC | NRG | 14,323 | $2.3M | 1.78% |
| 15 | SOFI TECHNOLOGIES INC | SOFI | 84,729 | $2.2M | 1.73% |
| 16 | ROBINHOOD MARKETS INC CL A | 770700102 | 19,567 | $2.2M | 1.73% |
| 17 | AMPHENOL CORP NEW CL A | 032095101 | 16,274 | $2.2M | 1.72% |
| 18 | ELI LILLY & CO | LLY | 2,040 | $2.2M | 1.71% |
| 19 | IRHYTHM HOLDINGS INC | IRTC | 12,348 | $2.2M | 1.71% |
| 20 | HOWMET AEROSPACE INC | HWM | 10,490 | $2.2M | 1.68% |
| 21 | SANDISK CORP | SNDK | 8,988 | $2.1M | 1.67% |
| 22 | NVIDIA CORP | NVDA | 11,419 | $2.1M | 1.66% |
| 23 | APPLOVIN CORP CL A | APP | 3,071 | $2.1M | 1.62% |
| 24 | CLOUDFLARE INC CL A | NET | 10,021 | $2.0M | 1.54% |
| 25 | CELESTICA INC | CLS | 6,575 | $1.9M | 1.52% |
| 26 | GE AEROSPACE NEW | 369604301 | 6,167 | $1.9M | 1.48% |
| 27 | BWX TECHNOLOGIES CO | BWXT | 10,831 | $1.9M | 1.46% |
| 28 | MICRON TECHNOLOGY INC | MU | 5,999 | $1.7M | 1.34% |
| 29 | CREDO TECHNOLOGY GRP HOLDING LTD | CRDO | 11,031 | $1.6M | 1.24% |
| 30 | IAMGOLD CORPORATION | IAG | 94,233 | $1.6M | 1.21% |
| 31 | RTX CORP | RTX | 8,402 | $1.5M | 1.20% |
| 32 | RALPH LAUREN CORP CLASS A | RL | 4,100 | $1.4M | 1.13% |
| 33 | BLOOM ENERGY CORP CLASS A | BE | 15,879 | $1.4M | 1.08% |
| 34 | LAM RESH CORP NEW | LRCX | 7,934 | $1.4M | 1.06% |
| 35 | ELANCO ANIMAL HEALTH INC | ELAN | 58,758 | $1.3M | 1.04% |
| 36 | NEXTPOWER INC CL A | NXT | 15,256 | $1.3M | 1.04% |
| 37 | CASEYS GENL STORES INC | 147528103 | 2,393 | $1.3M | 1.03% |
| 38 | BARRICK MNG CORP | 06849F108 | 30,199 | $1.3M | 1.03% |
| 39 | MASTEC INC | MTZ | 5,961 | $1.3M | 1.01% |
| 40 | SHOPIFY INC CL A | SHOP | 8,014 | $1.3M | 1.01% |
| 41 | DYCOM INDUSTRIES INC | 267475101 | 3,768 | $1.3M | 1.00% |
| 42 | BANK NEW YORK MELLON CORP | 064058100 | 10,794 | $1.3M | 0.98% |
| 43 | GENEDX HLDGS CORP CA A NEW | WGSWW | 9,541 | $1.2M | 0.97% |
| 44 | SOLAREDGE TECHNOLOGIES INC | SEDG | 42,701 | $1.2M | 0.96% |
| 45 | AFFILIATED MANAGERS GROUP | MGRE | 4,109 | $1.2M | 0.93% |
| 46 | FTAI AVIATION LTD | FTAIN | 5,878 | $1.2M | 0.90% |
| 47 | MONSTER BEVERAGE CORP | MNST | 14,858 | $1.1M | 0.89% |
| 48 | INTERACTIVE BROKERS GRP INC CL A | 45841N107 | 17,633 | $1.1M | 0.89% |
| 49 | SUNRUN INC | RUN | 60,871 | $1.1M | 0.88% |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 5,219 | $1.1M | 0.87% |
| 51 | DELEK US HLDGS INC NEW | DK | 36,904 | $1.1M | 0.86% |
| 52 | CORNING INC | GLW | 12,176 | $1.1M | 0.83% |
| 53 | COHERENT CORP | COHR | 5,659 | $1.0M | 0.82% |
| 54 | LEMONADE INC | LMND | 14,180 | $1.0M | 0.79% |
| 55 | JOBY AVIATION INC | JOBY-WT | 75,639 | $998,435 | 0.78% |
| 56 | IDEXX LABORATORIES INC | 45168D104 | 1,462 | $989,087 | 0.77% |
| 57 | HUNTINGTON INGALLS INDUSTRIES INC | 446413106 | 2,879 | $979,062 | 0.77% |
| 58 | AMAZON COM INC | AMZN | 4,030 | $930,205 | 0.73% |
| 59 | CALIX INC | CALX | 17,336 | $917,594 | 0.72% |
| 60 | SOMNIGROUP INTERNATIONAL INC | SGI | 10,169 | $907,894 | 0.71% |
| 61 | KRATOS DEFENSE AND SECURITY SOLUTIONS | 50077B207 | 11,730 | $890,424 | 0.70% |
| 62 | JPMORGAN CHASE & CO | VYLD | 2,739 | $882,573 | 0.69% |
| 63 | FABRINET | FN | 1,838 | $836,805 | 0.65% |
| 64 | ALAMOS GOLD INC NEW CLASS A | AGI | 21,643 | $834,993 | 0.65% |
| 65 | WOODWARD INC | WWD | 2,746 | $830,173 | 0.65% |
| 66 | TECHNIPFMC PLC | FTI | 18,509 | $824,766 | 0.64% |
| 67 | WALMART INC | WMT | 7,199 | $802,044 | 0.63% |
| 68 | DT MIDSTREAM INC | DTM | 6,614 | $791,619 | 0.62% |
| 69 | TERADYNE INCORPORATED | TER | 3,980 | $770,369 | 0.60% |
| 70 | CAMECO CORP | CCJ | 8,020 | $733,750 | 0.57% |
| 71 | CUMMINS INC | CMI | 1,395 | $712,078 | 0.56% |
| 72 | CONSTELLATION ENERGY CORP | CEG | 1,978 | $698,771 | 0.55% |
| 73 | GOLDMAN SACHS GROUP INC | GSCE | 783 | $688,261 | 0.54% |
| 74 | META PLATFORMS INC CLASS A | META | 996 | $657,450 | 0.51% |
| 75 | WHEATON PRECIOUS METALS CORP | WPM | 5,276 | $620,039 | 0.48% |
| 76 | CDN IMPERIAL BK COMMRC | CNDIF | 6,715 | $608,416 | 0.48% |
| 77 | CATERPILLAR INC | CAT | 1,005 | $575,734 | 0.45% |
| 78 | TJX COS INC NEW | 872540109 | 3,297 | $506,458 | 0.40% |
| 79 | PROCTER & GAMBLE CO | 742718109 | 3,266 | $468,087 | 0.37% |
| 80 | MICROSOFT CORP | MSFT | 958 | $463,308 | 0.36% |
| 81 | CYBER-ARK SOFTWARE LTD/ISRAEL | M2682V108 | 901 | $401,900 | 0.31% |
| 82 | INSULET CORP | PODD | 1,196 | $339,951 | 0.27% |
| 83 | INTERNATIONAL BUSINESS MACHINE CORP | INTR | 1,147 | $339,753 | 0.27% |
| 84 | SEMPRA ENERGY | SREA | 3,648 | $322,082 | 0.25% |
| 85 | VANGUARD GROWTH ETF | 922908736 | 615 | $300,034 | 0.23% |
| 86 | ALBEMARLE CORP | ALB-PA | 2,106 | $297,873 | 0.23% |
| 87 | CREDICORP | BAP | 1,004 | $288,148 | 0.23% |
| 88 | ZURN ELKAY WATER SOLUTIONS CORP | 98983L108 | 5,614 | $260,996 | 0.20% |
| 89 | ATMOS ENERGY CORP | ATO | 1,555 | $260,709 | 0.20% |
| 90 | INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | IVZ | 5,725 | $260,545 | 0.20% |
| 91 | VANGUARD FTSE ETF DEVELOPED MARKETS ETF | 921943858 | 3,968 | $247,881 | 0.19% |
| 92 | VANGUARD TOTAL STOCK ETF MARKET ETF | 922908769 | 722 | $242,065 | 0.19% |