Fund Holdings — Williamson Legacy Group, LLC

Total Portfolio Value
$129.43M
Total Bought
$64.35M
Total Sold
$58.36M
Net Transaction
+$5.99M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
BLOOM ENERGY CORP CLASS A037,346+37,34603,1582.44%+3,158
LUMENTUM HOLDINGS INC INC(LITE)014,894+14,89402,4231.87%+2,423
CIENA CORP(CIEN)015,290+15,29002,2271.72%+2,227
TAPESTRY INC(TPR)018,858+18,85802,1351.65%+2,135
ROBLOX CORP CL A(RBLX)5,94518,822+12,8776252,6072.01%+1,982
FIVE BELOW INC(FIVE)012,365+12,36501,9131.48%+1,913
SOLAREDGE TECHNOLOGIES INC(SEDG)050,445+50,44501,8661.44%+1,866
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
ORD SHS
07,597+7,59701,7931.39%+1,793
APPLOVIN CORP CL A(APP)4,5544,660+1061,5943,3482.59%+1,754
CLOUDFLARE INC CL A(NET)07,140+7,14001,5321.18%+1,532
SOFI TECHNOLOGIES INC(SOFI)052,884+52,88401,3971.08%+1,397
STONECO LTD CL A(STNE)072,096+72,09601,3631.05%+1,363
GE VERNOVA LLC(GEV)1,0373,087+2,0505491,8981.47%+1,349
ROBINHOOD MARKETS INC CL A(HOOD)25,55026,073+5232,3923,7332.88%+1,341
IRHYTHM TECHNOLOGIES INC(IRTC)07,651+7,65101,3161.02%+1,316
SHOPIFY INC CL A(SHOP)08,805+8,80501,3091.01%+1,309
JABIL INC(JBL)05,931+5,93101,2881.00%+1,288
MASTEC INC(MTZ)05,909+5,90901,2570.97%+1,257
SEA LTD UNSPON ADR(SE)06,893+6,89301,2320.95%+1,232
AMPHENOL CORP NEW CL A3,19812,475+9,2773161,5441.19%+1,228
WAYFAIR INC CLASS A(W)013,407+13,40701,1980.93%+1,198
CARVANA CO CLASS A(CVNA)2,7335,598+2,8659212,1121.63%+1,191
CELSIUS HOLDINGS INC(CELH)020,237+20,23701,1630.90%+1,163
INTERACTIVE BROKERS GRP INC CL A(IBKR)016,771+16,77101,1540.89%+1,154
JOHNSON CTLS INTL PLC
SHS
010,296+10,29601,1320.87%+1,132
CALIX INC(CALX)018,197+18,19701,1170.86%+1,117
ZURN ELKAY WATER SOLUTIONS CORP(ZWS)023,162+23,16201,0890.84%+1,089
RALPH LAUREN CORP CLASS A(RL)03,463+3,46301,0860.84%+1,086
DYCOM INDUSTRIES INC(DY)03,545+3,54501,0340.80%+1,034
EXPEDIA INC(EXPE)04,824+4,82401,0310.80%+1,031
SNOWFLAKE INC CL A(SNOW)04,476+4,47601,0100.78%+1,010
AFFILIATED MANAGERS GROUP04,047+4,04709650.75%+965
PALANTIR TECHNOLOGIES INC CL A(PLTR)20,00620,232+2262,7273,6912.85%+964
AGNICO EAGLE MINES LIMITED(AEM)10,02012,766+2,7461,1922,1521.66%+960
IDEXX LABORATORIES INC(IDXX)01,456+1,45609300.72%+930
JPMORGAN CHASE & CO(JPM)02,703+2,70308530.66%+853
RTX CORP(RTX)3,7108,223+4,5135421,3761.06%+834
BANK MONTREAL QUEBEC06,169+6,16908040.62%+804
AFFIRM HLDGS INC CL A(AFRM)010,798+10,79807890.61%+789
WOODWARD INC(WWD)03,029+3,02907650.59%+765
HOWMET AEROSPACE INC(HWM)7,43010,927+3,4971,3832,1441.66%+761
F5 NETWORKS INC(FFIV)02,325+2,32507510.58%+751
LIVE NATION ENTERTAINMENT INC(LYV)04,520+4,52007390.57%+739
CAPITAL ONE FINANCIAL CORP(COF)1,5204,981+3,4613231,0590.82%+735
POPULAR INC(BPOP)05,413+5,41306880.53%+688
CONSTELLATION ENERGY CORP(CEG)01,977+1,97706510.50%+651
TKO GROUP HLDGS INC CL A(TKO)1,4844,040+2,5562708160.63%+546
GOLDMAN SACHS GROUP INC(GS)0625+62504980.38%+498
URBAN OUTFITTERS INC(URBN)06,923+6,92304950.38%+495
BROADCOM INC(AVGO)8,0428,192+1502,2172,7032.09%+486
CREDICORP(BAP)3,3684,643+1,2757531,2360.96%+484
BANK NEW YORK MELLON CORP7,61810,627+3,0096941,1580.89%+464
FTAI AVIATION LTD(FTAI)13,55712,090-1,4671,5602,0171.56%+458
EBAY INC(EBAY)30,44529,720-7252,2672,7032.09%+436
DOORDASH INC CL A(DASH)5,1266,179+1,0531,2641,6811.30%+417
BWX TECHNOLOGIES CO(BWXT)8,3488,739+3911,2031,6111.24%+409
ALAMOS GOLD INC NEW CLASS A57,22854,804-2,4241,5201,9101.48%+390
WHEATON PRECIOUS METALS CORP(WPM)13,23614,007+7711,1891,5671.21%+378
TAKE-TWO INTERACTIVE SOFTWARE INC CDT(TTWO)2,2973,584+1,2875589260.72%+368
PERFORMANCE FOOD GROUP CO(PFGC)03,345+3,34503480.27%+348
SOMNIGROUP INTERNATIONAL INC(SGI)03,986+3,98603360.26%+336
NRG ENERGY INC(NRG)13,88715,358+1,4712,2302,4871.92%+257
GE AEROSPACE NEW(GE)6,3836,260-1231,6431,8831.45%+240
NVIDIA CORP(NVDA)12,09711,509-5881,9112,1471.66%+236
FOX CORP CL A(FOX)15,94717,164+1,2178941,0820.84%+189
TECHNIPFMC PLC(FTI)46,77845,462-1,3161,6111,7931.39%+182
CYBER-ARK SOFTWARE LTD/ISRAEL3,0022,868-1341,2211,3861.07%+164
CDN IMPERIAL BK COMMRC(CM)18,88018,347-5331,3371,4661.13%+129
TJX COS INC NEW(TJX)9,3018,781-5201,1491,2690.98%+121
ALTRIA GROUP INC(MO)18,72718,160-5671,0981,2000.93%+102
CASEYS GENL STORES INC(CASY)2,5052,431-741,2781,3741.06%+96
SPORTRADAR GRP AG CL A(SRAD)46,31351,513+5,2001,3001,3861.07%+85
SEMPRA ENERGY(SRE)3,7393,666-732833300.25%+47
ENCOMPASS HEALTH CORP(EHC)9,5439,425-1181,1701,1970.92%+27
MICROSOFT CORP(MSFT)965977+124805060.39%+26
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
5,6835,695+122322540.20%+22
VANGUARD GROWTH ETF637626-112793000.23%+21
VANGUARD TOTAL STOCK ETF MARKET ETF75275202292470.19%+18
VANGUARD FTSE ETF DEVELOPED MARKETS ETF3,5293,520-92012110.16%+10
PROCTER & GAMBLE CO(PG)3,4273,302-1255465070.39%-39
ELI LILLY & CO(LLY)2,1552,147-81,6801,6381.27%-41
NETFLIX.COM INC(NFLX)1,0051,069+641,3461,2820.99%-64
INSULET CORP(PODD)4,8544,669-1851,5251,4411.11%-84
META PLATFORMS INC CLASS A(META)3,0042,905-992,2172,1331.65%-84
CARDINAL HEALTH INC(CAH)3,6103,313-2976065200.40%-86
GUIDEWIRE SOFTWARE INC(GWRE)5,4855,240-2451,2911,2040.93%-87
INTERNATIONAL BUSINESS MACHINE CORP(IBM)3,5703,398-1721,0529590.74%-94
TWILIO INC(TWLO)1,6880-1,6882100—-210
SPOTIFY TECHNOLOGY S A(SPOT)3,1453,146+12,4132,1961.70%-217
WABTEC(WAB)1,1130-1,1132330—-233
FORTINET INC(FTNT)2,4450-2,4452580—-258
INTERCONTINENTAL EXCH EXCHANGE(ICE)1,4640-1,4642690—-269
AXON ENTERPRISE INC(AXON)2,5112,503-82,0791,7961.39%-283
US FOODS HOLDINGS CORP(USFD)4,4800-4,4803450—-345
PHILIP MORRIS INTERNATIONAL INC(PM)1,9230-1,9233500—-350
TC ENERGY CORP(TRP)8,1590-8,1593980—-398
ABBVIE INC(ABBV)2,2030-2,2034090—-409
ATMOS ENERGY CORP(ATO)5,6281,956-3,6728673340.26%-533
AFLAC INC(AFL)5,7380-5,7386050—-605
FERRARI NV NEW
COM
1,3120-1,3126440—-644
Page 1 of 2
Williamson Legacy Group, LLC — 13F Holdings — Q3 2025 | TickerTrail