Institutions / Williamson Legacy Group, LLC
Williamson Legacy Group, LLC
CIK 2011965 · Institution · as of Dec 31, 2025
Portfolio value
$127.94M
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| Lumentum Hldgs Inc | $5.68M | 4.4% |
| Ciena Corp | $3.90M | 3.1% |
| Palantir Technologies Inc | $3.63M | 2.8% |
| Western Digital Corp | $3.39M | 2.6% |
| Seagate Technology Holdings PLC | $3.22M | 2.5% |
| Newmont Corp | $2.79M | 2.2% |
| Five Below Inc | $2.74M | 2.1% |
| Broadcom Inc. | $2.73M | 2.1% |
| Ebay Inc | $2.55M | 2.0% |
| Agnico Eagle Mines Limited | $2.52M | 2.0% |
| Wayfair Inc. | $2.51M | 2.0% |
| GE Vernova Inc. | $2.41M | 1.9% |
| Tapestry Inc | $2.39M | 1.9% |
| NRG Energy Inc | $2.28M | 1.8% |
| SoFi Technologies, Inc. | $2.22M | 1.7% |
| Robinhood Markets, Inc. | $2.21M | 1.7% |
| Amphenol Corp /De | $2.20M | 1.7% |
| ELI LILLY & Co | $2.19M | 1.7% |
| iRhythm Holdings, Inc. | $2.19M | 1.7% |
| Howmet Aerospace Inc. | $2.15M | 1.7% |
| Sandisk Corp | $2.13M | 1.7% |
| NVIDIA Corp | $2.13M | 1.7% |
| AppLovin Corp | $2.07M | 1.6% |
| Cloudflare, Inc. | $1.98M | 1.5% |
| Celestica IncCLS | $1.94M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.