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Williamson Legacy Group, LLC

All holdings · as of Dec 31, 2025

92 positions

CompanyClassValueShares% of portfolio
LUMENTUM HLDGS INC—$5.68M15,4214.4%
CIENA CORP—$3.90M16,6943.1%
Palantir Technologies Inc—$3.63M20,4112.8%
Western Digital Corp—$3.39M19,6712.6%
Seagate Technology Holdings PLC—$3.22M11,7022.5%
Newmont Corp—$2.79M27,9662.2%
Five Below Inc—$2.74M14,5352.1%
Broadcom Inc.—$2.73M7,8952.1%
EBAY INC—$2.55M29,2492.0%
AGNICO EAGLE MINES LIMITED—$2.52M14,8752.0%
Wayfair Inc.—$2.51M24,9672.0%
GE Vernova Inc.—$2.41M3,6831.9%
Tapestry Inc—$2.39M18,7091.9%
NRG Energy Inc—$2.28M14,3231.8%
SoFi Technologies, Inc.—$2.22M84,7291.7%
Robinhood Markets, Inc.—$2.21M19,5671.7%
AMPHENOL CORP /DE—$2.20M16,2741.7%
ELI LILLY & Co—$2.19M2,0401.7%
iRhythm Holdings, Inc.—$2.19M12,3481.7%
Howmet Aerospace Inc.—$2.15M10,4901.7%
Sandisk Corp—$2.13M8,9881.7%
NVIDIA Corp—$2.13M11,4191.7%
AppLovin Corp—$2.07M3,0711.6%
Cloudflare, Inc.—$1.98M10,0211.5%
CELESTICA INCCLSCommon Stock$1.94M6,5751.5%
GENERAL ELECTRIC CO—$1.90M6,1671.5%
BWX Technologies, Inc.—$1.87M10,8311.5%
MICRON TECHNOLOGY INC—$1.71M5,9991.3%
Credo Technology Group Holding Ltd—$1.59M11,0311.2%
IAMGOLD CORP—$1.55M94,2331.2%
RTX Corp—$1.54M8,4021.2%
Ralph Lauren Corp—$1.45M4,1001.1%
Bloom Energy Corp—$1.38M15,8791.1%
LAM RESEARCH CORP—$1.36M7,9341.1%
Elanco Animal Health Inc—$1.33M58,7581.0%
Nextpower Inc.—$1.33M15,2561.0%
CASEYS GENERAL STORES INC—$1.32M2,3931.0%
BARRICK MNG CORP—$1.32M30,1991.0%
MASTEC INC—$1.30M5,9611.0%
SHOPIFY INC CL A—$1.29M8,0141.0%
DYCOM INDUSTRIES INC—$1.27M3,7681.0%
Bank of New York Mellon Corp/The—$1.25M10,7941.0%
GeneDx Holdings Corp.—$1.24M9,5411.0%
SOLAREDGE TECHNOLOGIES, INC.—$1.23M42,7011.0%
Affiliated Managers Group Inc—$1.18M4,1090.9%
FTAI Aviation Ltd—$1.16M5,8780.9%
Monster Beverage Corp—$1.14M14,8580.9%
Interactive Brokers Group Inc—$1.13M17,6330.9%
SUNRUN INC.—$1.12M60,8710.9%
ADVANCED MICRO DEVICES INC—$1.12M5,2190.9%
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