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Williamson Legacy Group, LLC

All holdings · as of Dec 31, 2025

92 positions

CompanyClassValueShares% of portfolio
VANGUARD TOTAL STOCK ETF MARKET ETF—$242.1K7220.2%
VANGUARD FTSE ETF DEVELOPED MARKETS ETF—$247.9K3,9680.2%
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY—$260.5K5,7250.2%
ATMOS ENERGY CORP—$260.7K1,5550.2%
Zurn Elkay Water Solutions Corp—$261.0K5,6140.2%
CREDICORP LTD.—$288.1K1,0040.2%
ALBEMARLE CORP—$297.9K2,1060.2%
VANGUARD GROWTH ETF—$300.0K6150.2%
Sempra—$322.1K3,6480.3%
INTERNATIONAL BUSINESS MACHINES CORP—$339.8K1,1470.3%
Insulet Corp—$340.0K1,1960.3%
CYBER-ARK SOFTWARE LTD/ISRAEL—$401.9K9010.3%
MICROSOFT CORP—$463.3K9580.4%
PROCTER & GAMBLE Co—$468.1K3,2660.4%
TJX Cos Inc/The—$506.5K3,2970.4%
CATERPILLAR INC—$575.7K1,0050.4%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN—$608.4K6,7150.5%
WHEATON PRECIOUS METALS CORP—$620.0K5,2760.5%
Meta Platforms Inc—$657.5K9960.5%
THE GOLDMAN SACHS GROUP, INC.—$688.3K7830.5%
Constellation Energy Corp—$698.8K1,9780.5%
CUMMINS INC—$712.1K1,3950.6%
CAMECO CORP—$733.8K8,0200.6%
TERADYNE, INC—$770.4K3,9800.6%
DT Midstream, Inc.—$791.6K6,6140.6%
Walmart Inc.—$802.0K7,1990.6%
TechnipFMC plc—$824.8K18,5090.6%
Woodward Inc—$830.2K2,7460.6%
ALAMOS GOLD INC NEW CLASS A—$835.0K21,6430.7%
Fabrinet—$836.8K1,8380.7%
JPMORGAN CHASE & CO—$882.6K2,7390.7%
Kratos Defense & Security Solutions Inc—$890.4K11,7300.7%
Somnigroup International Inc—$907.9K10,1690.7%
CALIX, INC—$917.6K17,3360.7%
Amazon.com Inc—$930.2K4,0300.7%
HUNTINGTON INGALLS INDUSTRIES, INC.—$979.1K2,8790.8%
IDEXX LABORATORIES INC /DE—$989.1K1,4620.8%
Joby Aviation, Inc.—$998.4K75,6390.8%
Lemonade, Inc.—$1.01M14,1800.8%
COHERENT CORP—$1.04M5,6590.8%
CORNING INC /NY—$1.07M12,1760.8%
Delek US Holdings, Inc.—$1.09M36,9040.9%
ADVANCED MICRO DEVICES INC—$1.12M5,2190.9%
SUNRUN INC.—$1.12M60,8710.9%
Interactive Brokers Group Inc—$1.13M17,6330.9%
Monster Beverage Corp—$1.14M14,8580.9%
FTAI Aviation Ltd—$1.16M5,8780.9%
Affiliated Managers Group Inc—$1.18M4,1090.9%
SOLAREDGE TECHNOLOGIES, INC.—$1.23M42,7011.0%
GeneDx Holdings Corp.—$1.24M9,5411.0%
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