Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$118.67M
Total Bought
$46.66M
Total Sold
$34.74M
Net Transaction
+$11.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ROBINHOOD MARKETS INC CL A(HOOD)9,19125,550+16,3593832,3922.02%+2,010
HOWMET AEROSPACE INC(HWM)07,430+7,43001,3831.17%+1,383
SPORTRADAR GRP AG CL A(SRAD)046,313+46,31301,3001.10%+1,300
DOORDASH INC CL A(DASH)05,126+5,12601,2641.06%+1,264
BWX TECHNOLOGIES CO(BWXT)08,348+8,34801,2031.01%+1,203
CHEWY INC CL A(CHWY)028,049+28,04901,1951.01%+1,195
WHEATON PRECIOUS METALS CORP(WPM)013,236+13,23601,1891.00%+1,189
ENCOMPASS HEALTH CORP(EHC)09,543+9,54301,1700.99%+1,170
MICROSTRATEGY INC CL A (NEW)(MSTR)02,744+2,74401,1090.93%+1,109
PALANTIR TECHNOLOGIES INC CL A(PLTR)19,20820,006+7981,6212,7272.30%+1,106
CDN IMPERIAL BK COMMRC(CM)4,12918,880+14,7512321,3371.13%+1,105
ALTRIA GROUP INC(MO)018,727+18,72701,0980.93%+1,098
AT & T INC(T)10,16047,644+37,4842871,3791.16%+1,091
COCA-COLA EUROPACIFIC PARTNERS PLC
SHS
011,581+11,58101,0740.90%+1,074
INTERNATIONAL BUSINESS MACHINE CORP(IBM)03,570+3,57001,0520.89%+1,052
TRADEWEB MARKETS INC CL A(TW)06,827+6,82709990.84%+999
TRAVELERS COS INC/ THE(TRV)03,679+3,67909840.83%+984
SLM CORP(SLM)028,879+28,87909470.80%+947
XCEL ENERGY INC(XEL)013,807+13,80709400.79%+940
UNUM GROUP(UNM)011,527+11,52709310.78%+931
CARVANA CO CLASS A(CVNA)02,733+2,73309210.78%+921
BROWN AND BROWN INC COM(BRO)08,296+8,29609200.78%+920
BROADCOM INC(AVGO)08,042+8,04202,2171.87%+2,217
BJ'S WHOLESALE CLUB HOLDINGS INC(BJ)08,238+8,23808880.75%+888
PINNACLE WEST CAP CORP(PNW)09,551+9,55108550.72%+855
AXON ENTERPRISE INC(AXON)2,3322,511+1791,2272,0791.75%+852
THOMSON REUTERS CORP NO PAR03,965+3,96507970.67%+797
CREDICORP(BAP)03,368+3,36807530.63%+753
NISOURCE INC(NI)12,44929,720+17,2714991,1991.01%+700
SPOTIFY TECHNOLOGY S A(SPOT)3,1353,145+101,7242,4132.03%+689
UL SOLUTIONS INC CL A(ULS)08,914+8,91406490.55%+649
TJX COS INC NEW(TJX)4,1149,301+5,1875011,1490.97%+648
ROBLOX CORP CL A(RBLX)05,945+5,94506250.53%+625
NVIDIA CORP(NVDA)012,097+12,09701,9111.61%+1,911
CARDINAL HEALTH INC(CAH)03,610+3,61006060.51%+606
MANULIFE FINL CORP(MFC)14,10332,523+18,4204391,0390.88%+600
ATMOS ENERGY CORP(ATO)1,9865,628+3,6423078670.73%+560
TAKE-TWO INTERACTIVE SOFTWARE INC CDT(TTWO)02,297+2,29705580.47%+558
GE VERNOVA LLC(GEV)01,037+1,03705490.46%+549
WILLIAMS COMPANIES INC(WMB)18,39725,361+6,9641,0991,5931.34%+494
NETFLIX.COM INC(NFLX)9971,005+89301,3461.13%+416
BANK NEW YORK MELLON CORP3,4277,618+4,1912876940.58%+407
APPLOVIN CORP CL A(APP)04,554+4,55401,5941.34%+1,594
TC ENERGY CORP(TRP)08,159+8,15903980.34%+398
BRINKER INTL INC(EAT)11,70611,861+1551,7452,1391.80%+394
GE AEROSPACE NEW(GE)6,3236,383+601,2661,6431.38%+377
DT MIDSTREAM INC(DTM)16,86818,142+1,2741,6271,9941.68%+367
WALMART INC(WMT)16,24218,311+2,0691,4261,7901.51%+365
PHILIP MORRIS INTERNATIONAL INC(PM)01,923+1,92303500.30%+350
US FOODS HOLDINGS CORP(USFD)04,480+4,48003450.29%+345
AMAZON COM INC(AMZN)10,75510,820+652,0462,3742.00%+328
CAPITAL ONE FINANCIAL CORP(COF)01,520+1,52003230.27%+323
AMPHENOL CORP NEW CL A03,198+3,19803160.27%+316
SPROUTS FARMERS MARKETS INC(SFM)7,7058,914+1,2091,1761,4681.24%+292
NATERA INC(NTRA)9,1379,369+2321,2921,5831.33%+291
GUIDEWIRE SOFTWARE INC(GWRE)5,3805,485+1051,0081,2911.09%+283
CYBER-ARK SOFTWARE LTD/ISRAEL2,7853,002+2179411,2211.03%+280
TKO GROUP HLDGS INC CL A(TKO)01,484+1,48402700.23%+270
INTERCONTINENTAL EXCH EXCHANGE(ICE)01,464+1,46402690.23%+269
FORTINET INC(FTNT)02,445+2,44502580.22%+258
INSULET CORP(PODD)4,8784,854-241,2811,5251.29%+244
CASEYS GENL STORES INC(CASY)2,3872,505+1181,0361,2781.08%+242
WABTEC(WAB)01,113+1,11302330.20%+233
TWILIO INC(TWLO)01,688+1,68802100.18%+210
WELLTOWER INC(WELL)8,5799,885+1,3061,3141,5201.28%+205
EBAY INC(EBAY)30,48630,445-412,0652,2671.91%+202
MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP(MPLX)16,01720,512+4,4958571,0570.89%+199
TEXAS ROADHOUSE INC COM(TXRH)9,7089,508-2001,6181,7821.50%+164
CINTAS CORP(CTAS)5,1175,415+2981,0521,2071.02%+155
TECHNIPFMC PLC(FTI)46,12146,778+6571,4621,6111.36%+149
AGNICO EAGLE MINES LIMITED(AEM)9,81110,020+2091,0641,1921.00%+128
CHENIERE ENERGY INC NEW(LNG)7,8377,972+1351,8131,9411.64%+128
COSTCO WHSL CORP NEW COM(COST)1,2181,284+661,1521,2711.07%+119
RTX CORP(RTX)3,2563,710+4544315420.46%+110
MICROSOFT CORP(MSFT)0965+96504800.40%+480
BOSTON SCIENTIFIC CORP(BSX)11,63711,760+1231,1741,2631.06%+89
FERRARI NV NEW
COM
1,3141,312-25626440.54%+82
GFL ENVIRONMENTAL INC SUB VTG SHS(GFL)24,33324,852+5191,1761,2541.06%+79
AFLAC INC(AFL)4,7375,738+1,0015276050.51%+78
FTAI AVIATION LTD(FTAI)13,39013,557+1671,4871,5601.31%+73
REPUBLIC SVCS INC(RSG)8,5148,634+1202,0622,1291.79%+67
BERKLEY W R CORPORATION15,44115,843+4021,0991,1640.98%+65
HARTFORD INSURANCE GROUP INC(HIG)10,67410,906+2321,3211,3841.17%+63
VANGUARD GROWTH ETF660637-232452790.24%+35
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
5,9415,683-2582032320.20%+29
VANGUARD TOTAL STOCK ETF MARKET ETF75275202072290.19%+22
ARTHUR J GALLAGHER & CO(AJG)2,7312,985+2549439560.81%+13
SEMPRA ENERGY(SRE)3,8023,739-632712830.24%+12
GODADDY INC CLASS A(GDDY)6,1416,187+461,1061,1140.94%+8
ALAMOS GOLD INC NEW CLASS A56,82857,228+4001,5201,5201.28%0
FOX CORP CL A(FOX)16,12715,947-1809138940.75%-19
SS&C TECHNOLOGIES HLDGS(SSNC)11,64411,317-3279739370.79%-36
PROGRESSIVE CORP OHIO(PGR)4,0344,107+731,1421,0960.92%-46
PROCTER & GAMBLE CO(PG)3,4733,427-465925460.46%-46
ARCHROCK INC(AROC)33,98934,066+778928460.71%-46
MUELLER WATER PRODUCTS INC(MWA)39,40739,309-981,0029450.80%-57
VANGUARD FTSE ETF DEVELOPED MARKETS ETF5,3243,529-1,7952712010.17%-69
ELI LILLY & CO(LLY)02,155+2,15501,6801.42%+1,680
MOTOROLA SOLUTIONS INC COM NEW(MSI)1,9381,838-1008487730.65%-76
ALLSTATE CORP(ALL)8,9988,703-2951,8631,7521.48%-111
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