Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$150.03M
Total Bought
$26.47M
Total Sold
$29.65M
Net Transaction
-$3.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLOVIN CORP CL A(APP)9,2438,509-7341,2072,7551.84%+1,549
PALANTIR TECHNOLOGIES INC CL A(PLTR)017,848+17,84801,3500.90%+1,350
CUMMINS INC(CMI)02,976+2,97601,0370.69%+1,037
HOULIHAN LOKEY INC CL A(HLI)05,523+5,52309590.64%+959
HEALTHPEAK PPTYS INC(DOC)046,301+46,30109390.63%+939
ARISTA NETWORKS INC NEW(ANET)08,220+8,22009090.61%+909
GLAUKOS CORP(GKOS)05,789+5,78908680.58%+868
BRINKER INTL INC(EAT)8,39711,195+2,7986431,4810.99%+838
WELLTOWER INC(WELL)06,432+6,43208110.54%+811
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC(HASI)028,017+28,01707520.50%+752
BLACKROCK INC COM NEW(BLK)0716+71607340.49%+734
AMERICAN EXPRESS COMPANY(AXP)02,449+2,44907270.48%+727
ARES MANAGEMENT CORP CL A(ARES)012,294+12,29402,1761.45%+2,176
QUANTA SVCS INC02,223+2,22307030.47%+703
CHENIERE ENERGY INC NEW(LNG)5,1797,572+2,3939311,6271.08%+696
APOLLO GLOBAL MGMT INC NEW(APO)8,51510,646+2,1311,0641,7581.17%+695
AXON ENTERPRISE INC(AXON)1,7222,314+5926881,3750.92%+687
NETFLIX.COM INC(NFLX)0763+76306800.45%+680
IRON MOUNTAIN INC(IRM)05,834+5,83406130.41%+613
ARCHROCK INC(AROC)023,580+23,58005870.39%+587
DECKERS OUTDOOR CORP(DECK)4,4746,057+1,5837131,2300.82%+517
WILLIS TOWERS WATSON PUB LTD CO(WTW)3,0614,463+1,4029021,3980.93%+496
TJX COS INC NEW(TJX)03,625+3,62504380.29%+438
DUOLINGO INC CL A(DUOL)01,318+1,31804270.28%+427
DT MIDSTREAM INC(DTM)04,184+4,18404160.28%+416
GARMIN LTD(GRMN)01,838+1,83803790.25%+379
ALLISON TRANSMISSION HOLDINGS INC(ALSN)03,352+3,35203620.24%+362
FABRINET(FN)01,555+1,55503420.23%+342
NATERA INC(NTRA)8,6828,994+3121,1021,4240.95%+322
CASEYS GENL STORES INC(CASY)0802+80203180.21%+318
JACKSON FINL INC CL A(JXN)03,617+3,61703150.21%+315
INTERACTIVE BROKERS GRP(IBKR)01,769+1,76903130.21%+313
GODADDY INC CLASS A(GDDY)5,8196,104+2859121,2050.80%+292
ONEOK INC NEW(OKE)02,815+2,81502830.19%+283
SPOTIFY TECHNOLOGY S A(SPOT)2,9683,060+921,0941,3690.91%+275
MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP(MPLX)6,17011,423+5,2532745470.36%+272
SHARKNINJA INC(SN)2,8315,930+3,0993085770.38%+270
NISOURCE INC(NI)07,310+7,31002690.18%+269
WILLIAMS COMPANIES INC(WMB)04,759+4,75902580.17%+258
JEFFERIES FINL GROUP INC(JEF)03,229+3,22902530.17%+253
TEVA PHARMACEUTICAL ADR INDS LTD(TEVA)56,84557,824+9791,0241,2740.85%+250
CDN IMPERIAL BK COMMRC(CM)03,872+3,87202450.16%+245
ROBINHOOD MARKETS INC CL A(HOOD)06,366+6,36602370.16%+237
EQUINIX INC(EQIX)0237+23702230.15%+223
JPMORGAN CHASE & CO(JPM)4,9345,266+3321,0401,2620.84%+222
GUIDEWIRE SOFTWARE INC(GWRE)01,203+1,20302030.14%+203
FLEX LTD(FLEX)24,43626,540+2,1048171,0190.68%+202
SPROUTS FARMERS MARKETS INC(SFM)6,7907,443+6537509460.63%+196
ALPHABET INC VOTING CAP STK CL A(GOOG)06,800+6,80001,2870.86%+1,287
KKR & CO INC(KKR)7,9028,244+3421,0321,2190.81%+188
FISERV INC(FISV)5,8606,020+1601,0531,2370.82%+184
SERVICENOW INC(NOW)1,3641,297-671,2201,3750.92%+155
EBAY INC(EBAY)15,12718,382+3,2559851,1390.76%+154
MSCI INC(MSCI)451693+2422634160.28%+153
WALMART INC(WMT)16,17816,129-491,3061,4570.97%+151
SAP SE-SPONSORED ADR(SAP)8,5698,56901,9632,1101.41%+147
GFL ENVIRONMENTAL INC SUB VTG SHS(GFL)17,69019,026+1,3367058470.56%+142
FLOWSERVE CORP(FLS)07,965+7,96504580.31%+458
BOSTON SCIENTIFIC CORP(BSX)10,36511,086+7218699900.66%+122
CURTISS-WRIGHT CORP(CW)2,8723,001+1299441,0650.71%+121
APPLIED INDL TECH INC(AIT)3,7783,971+1938439510.63%+108
MOTOROLA SOLUTIONS INC COM NEW(MSI)1,8161,974+1588179120.61%+96
FRESHPET INC(FRPT)6,7916,903+1129291,0220.68%+94
VALMONT IND INC COM(VMI)2,4442,600+1567097970.53%+89
INTUITIVE SURGICAL INC COM NEW1,1001,193+935406230.42%+82
AMAZON COM INC(AMZN)12,39210,893-1,4992,3092,3901.59%+81
INSULET CORP(PODD)4,1163,941-1759581,0290.69%+71
AFLAC INC(AFL)3,5134,360+8473934510.30%+58
COSTCO WHSL CORP NEW COM(COST)1,1911,212+211,0561,1110.74%+55
MR COOPER GRP INC10,71710,835+1189881,0400.69%+52
METLIFE INC(MET)9,49410,163+6697838320.55%+49
TYLER TECHNOLOGIES INC(TYL)1,3021,385+837607990.53%+39
REPUBLIC SVCS INC(RSG)5,1085,283+1751,0261,0630.71%+37
AERCAP HLDGS NV(AER)10,41310,674+2619861,0220.68%+35
GLOBANT SA
COM
4,5154,321-1948959270.62%+32
APTARGROUP INC5,3925,661+2698648890.59%+26
ALAMOS GOLD INC NEW CLASS A44,47649,101+4,6258879050.60%+19
SEMPRA ENERGY(SRE)3,9073,90703273430.23%+16
ENCOMPASS HEALTH CORP(EHC)7,1697,639+4706937050.47%+13
META PLATFORMS INC CLASS A(META)4,7944,701-932,7442,7521.83%+8
HEICO CORP NEW(HEI)2,7913,104+3137307380.49%+8
VANGUARD TOTAL STOCK ETF MARKET ETF75275202132180.15%+5
BERKLEY W R CORPORATION6,8436,708-1353883930.26%+4
ILLUMINA INC(ILMN)2,0952,015-802732690.18%-4
COREBRIDGE FINANCIAL INC(CRBD)37,04035,944-1,0961,0801,0760.72%-4
UNITED PARCEL SERVICE-B(UPS)1,9321,948+162632460.16%-18
HARTFORD FINL SVCS GROUP INC(HIG)5,5615,803+2426546350.42%-19
MERIT MEDICAL SYS INC(MMSI)8,9068,875-318808580.57%-22
CLEAN HARBORS INC(CLH)3,6743,727+538888580.57%-30
NEXTERA ENERGY INC(NEE)2,9962,925-712532100.14%-44
VISTRA CORP(VST)11,4719,513-1,9581,3601,3120.87%-48
PROCTER & GAMBLE CO(PG)3,6693,475-1946355830.39%-53
ABBVIE INC(ABBV)2,2822,176-1064513870.26%-64
DYCOM INDUSTRIES INC(DY)4,2674,463+1968417770.52%-64
ECOLAB INC(ECL)2,9662,952-147576920.46%-66
MICROSOFT CORP(MSFT)03,901+3,90101,6441.10%+1,644
S&P GLOBAL INC(SPGI)1,6821,611-718698020.53%-67
CINTAS CORP(CTAS)4,4494,525+769168270.55%-89
TECHNIPFMC PLC(FTI)53,83845,635-8,2031,4121,3210.88%-92
POPULAR INC(BPOP)8,0517,556-4958077110.47%-97
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