Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$129.11M
Total Bought
$19.53M
Total Sold
$18.79M
Net Transaction
+$744.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)42,98342,879-10425,05633,35825.84%+8,303
NVIDIA CORP(NVDA)3,3913,397+61,6793,0692.38%+1,390
VERTIV HOLDINGS LLC CL A(VRT)34,25334,039-2141,6452,7802.15%+1,135
AMERN EAGLE OUTFITTERS INC NEW042,814+42,81401,1040.86%+1,104
MEDTRONIC PLC(MDT)08,072+8,07207030.54%+703
VISTRA CORP(VST)22,06722,087+208501,5381.19%+688
APPLIED INDL TECH INC(AIT)03,259+3,25906440.50%+644
META PLATFORMS INC CLASS A(META)4,6704,715+451,6532,2901.77%+637
JPMORGAN CHASE & CO(JPM)03,074+3,07406160.48%+616
UBER TECHNOLOGIES INC(UBER)35,11335,308+1952,1622,7182.11%+556
AMDOCS LTD(DOX)05,975+5,97505400.42%+540
CROWDSTRIKE HLDGS INC CL A(CRWD)7,7467,809+631,9782,5031.94%+526
APPLIED MATERIALS INC5,0876,509+1,4228241,3421.04%+518
INGERSOLL RAND INC(IR)22,94823,371+4231,7752,2191.72%+444
COPA HOLDINGS SA CL A(CPA)04,263+4,26304440.34%+444
NRG ENERGY INC(NRG)25,78825,964+1761,3331,7581.36%+424
BERKLEY W R CORPORATION20,70521,237+5321,4641,8781.45%+414
FTAI AVIATION LTD(FTAI)19,28719,404+1178951,3061.01%+411
AMAZON COM INC(AMZN)11,69911,980+2811,7782,1611.67%+383
ELF BEAUTY INC(ELF)3,2784,332+1,0544738490.66%+376
MICROSOFT CORP(MSFT)7,7457,811+662,9123,2862.55%+374
UNITED AIRLINES HOLDINGS INC(UAL)07,370+7,37003530.27%+353
MICRON TECHNOLOGY INC(MU)9,5759,864+2898171,1630.90%+346
SALESFORCE INC(CRM)5,7636,162+3991,5161,8561.44%+339
COREBRIDGE FINANCIAL INC(CRBD)33,05136,186+3,1357161,0400.81%+324
TECHNIPFMC PLC(FTI)46,47750,039+3,5629361,2560.97%+320
AMERICAN INTL GROUP INC16,06417,958+1,8941,0881,4041.09%+315
DISNEY WALT COMPANY(DIS)7,6768,223+5476931,0060.78%+313
MCKESSON CORPORATION(MCK)3,2963,395+991,5261,8231.41%+297
VONTIER CORP(VNT)17,22319,228+2,0055958720.68%+277
ALPHABET INC VOTING CAP STK CL A(GOOG)20,66420,912+2482,8873,1562.44%+270
ARES MANAGEMENT CORP CL A(ARES)14,06914,586+5171,6731,9401.50%+267
REPUBLIC SVCS INC(RSG)4,4755,244+7697381,0040.78%+266
BROADCOM INC(AVGO)1,2961,289-71,4471,7081.32%+262
MASTERCARD INC CL A(MA)3,6843,788+1041,5711,8241.41%+253
ITT INC(ITT)9,47210,138+6661,1301,3791.07%+249
SERVICENOW INC(NOW)3,4903,551+612,4662,7072.10%+242
SAP SE-SPONSORED ADR(SAP)3,3503,792+4425187400.57%+222
APOLLO GLOBAL MGMT INC NEW(APO)8,5038,976+4737921,0090.78%+217
WEX INC(WEX)0889+88902110.16%+211
HEALTHEQUITY INC(HQY)12,28912,485+1968151,0190.79%+204
FRESHPET INC(FRPT)6,6586,732+745787800.60%+202
NVENT ELECTRIC PLC(NVT)11,13111,404+2736588600.67%+202
DECKERS OUTDOOR CORP(DECK)746740-64996970.54%+198
LINDE PLC NEW(LIN)3,5293,545+161,4491,6461.27%+197
PTC INC(PTC)5,4566,083+6279551,1490.89%+195
VISA INC CLASS A(V)7,5447,675+1311,9642,1421.66%+178
JACOBS SOLUTIONS INC(J)6,0816,290+2097899670.75%+178
WEATHERFORD INTL PLC ORD SHS NEW(WFRD)8,2278,447+2208059750.76%+170
ROPER TECHNOLOGIES INC(ROP)2,4432,642+1991,3321,4821.15%+150
MR COOPER GRP INC8,6369,115+4795627110.55%+148
ARTHUR J GALLAGHER & CO(AJG)5,6985,672-261,2811,4181.10%+137
BELLRING DISTRIBUTION(BRBR)34,77934,973+1941,9282,0641.60%+137
FLOWSERVE CORP(FLS)14,95816,372+1,4146177480.58%+131
AXON ENTERPRISE INC(AXON)2,4492,439-106337630.59%+130
FERGUSON PLC NEW4,1404,250+1107999280.72%+129
OKTA INC(OKTA)8,2328,314+827458700.67%+125
TJX COS INC NEW(TJX)7,9218,524+6037438650.67%+121
SYMBOTIC INC CL A(SYM)6,0159,194+3,1793094140.32%+105
DIGITALBRIDGE GROUP INC CL A NEW(DBRG)46,48047,608+1,1288159170.71%+102
CADENCE DESIGN SYSTEMS INC(CDNS)2,6802,668-127308300.64%+101
BLOCK INC CL A(XYZ)5,7246,364+6404435380.42%+96
WALMART INC(WMT)2,1537,143+4,9903394300.33%+90
COSTCO WHSL CORP NEW COM(COST)1,1261,120-67438210.64%+77
CARDINAL HEALTH INC(CAH)4,2574,485+2284295020.39%+73
AECOM(ACM)5,7466,110+3645315990.46%+68
PROCTER & GAMBLE CO(PG)3,6783,672-65395960.46%+57
VULCAN MATERIALS COMPANY(VMC)919970+512092650.21%+56
SHELL PLC ADR SPONSORED REPSTG ORD SH(SHEL)10,89911,292+3937177570.59%+40
VERTEX PHARMACEUTICALS INC(VRTX)2,5842,576-81,0511,0770.83%+25
SEMPRA ENERGY(SRE)4,1813,974-2073122850.22%-27
UNITEDHEALTH GROUP INC(UNH)1,3431,351+87076680.52%-39
APPLE INC(AAPL)2,4862,455-314794210.33%-58
ZSCALER INC(ZS)4,8874,979+921,0839590.74%-124
CORTEVA INC4280-4282040-204
COREBRIDGE FINANCIAL INC(OLED)1,2220-1,2222340-234
PALO ALTO NETWORKS(PANW)6,1515,545-6061,8141,5761.22%-238
ADOBE SYSTEMS INC(ADBE)2,5932,557-361,5471,2901.00%-257
COPA HOLDINGS SA CL A
S&P500 EQL TEC
8,9570-8,9572920-292
COCA-COLA EUROPACIFIC PARTNERS PLC1,1330-1,1333520-352
COCA-COLA COMPANY7,7490-7,7493710-371
WALGREENS BOOTS ALLIANCE INC36,40518,405-18,0009513990.31%-551
SYNOPSYS CORP(SNPS)4,6393,115-1,5242,3891,7801.38%-608
CARDINAL HEALTH INC(LNG)3,6150-3,6156170-617
AT & T INC(T)57,82419,650-38,1749703460.27%-624
SERVICENOW INC(NKE)6,7120-6,7127290-729
BANK NEW YORK MELLON CORP(KHC)23,3900-23,3908650-865
BWX TECHNOLOGIES CO42,6930-42,6939030-903
AMGEN INC(BWXT)18,6590-18,6591,4320-1,432
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