Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$127.94M
Total Bought
$50.65M
Total Sold
$53.85M
Net Transaction
-$3.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WESTERN DIGITAL CORP(WDC)019,671+19,67103,3892.65%+3,389
LUMENTUM HOLDINGS INC INC(LITE)14,89415,421+5272,4235,6844.44%+3,261
NEWMONT CORP(NEM)027,966+27,96602,7922.18%+2,792
SANDISK CORP(SNDK)08,988+8,98802,1341.67%+2,134
CELESTICA INC(CLS)06,575+6,57501,9441.52%+1,944
MICRON TECHNOLOGY INC(MU)05,999+5,99901,7121.34%+1,712
CIENA CORP(CIEN)15,29016,694+1,4042,2273,9043.05%+1,677
CREDO TECHNOLOGY GRP HOLDING LTD
ORDINARY SHARES
011,031+11,03101,5871.24%+1,587
IAMGOLD CORPORATION(IAG)094,233+94,23301,5541.21%+1,554
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
ORD SHS
7,59711,702+4,1051,7933,2232.52%+1,429
LAM RESH CORP NEW(LRCX)07,934+7,93401,3581.06%+1,358
ELANCO ANIMAL HEALTH INC(ELAN)058,758+58,75801,3301.04%+1,330
NEXTPOWER INC CL A015,256+15,25601,3291.04%+1,329
BARRICK MNG CORP(B)030,199+30,19901,3151.03%+1,315
WAYFAIR INC CLASS A(W)13,40724,967+11,5601,1982,5071.96%+1,309
GENEDX HLDGS CORP CA A NEW(WGS)09,541+9,54101,2410.97%+1,241
MONSTER BEVERAGE CORP(MNST)014,858+14,85801,1390.89%+1,139
SUNRUN INC(RUN)060,871+60,87101,1200.88%+1,120
ADVANCED MICRO DEVICES INC(AMD)05,219+5,21901,1180.87%+1,118
DELEK US HLDGS INC NEW(DK)036,904+36,90401,0950.86%+1,095
CORNING INC(GLW)012,176+12,17601,0660.83%+1,066
COHERENT CORP(COHR)05,659+5,65901,0440.82%+1,044
LEMONADE INC(LMND)014,180+14,18001,0090.79%+1,009
JOBY AVIATION INC(JOBY)075,639+75,63909980.78%+998
HUNTINGTON INGALLS INDUSTRIES INC(HII)02,879+2,87909790.77%+979
KRATOS DEFENSE AND SECURITY SOLUTIONS(KTOS)011,730+11,73008900.70%+890
IRHYTHM HOLDINGS INC(IRTC)7,65112,348+4,6971,3162,1911.71%+875
FABRINET(FN)01,838+1,83808370.65%+837
FIVE BELOW INC(FIVE)12,36514,535+2,1701,9132,7382.14%+825
SOFI TECHNOLOGIES INC(SOFI)52,88484,729+31,8451,3972,2181.73%+821
TERADYNE INCORPORATED(TER)03,980+3,98007700.60%+770
CAMECO CORP(CCJ)08,020+8,02007340.57%+734
CUMMINS INC(CMI)01,395+1,39507120.56%+712
AMPHENOL CORP NEW CL A12,47516,274+3,7991,5442,1991.72%+655
CATERPILLAR INC(CAT)01,005+1,00505760.45%+576
SOMNIGROUP INTERNATIONAL INC(SGI)3,98610,169+6,1833369080.71%+572
ELI LILLY & CO(LLY)2,1472,040-1071,6382,1931.71%+554
GE VERNOVA LLC(GEV)3,0873,683+5961,8982,4071.88%+509
CLOUDFLARE INC CL A(NET)7,14010,021+2,8811,5321,9761.54%+443
AGNICO EAGLE MINES LIMITED(AEM)12,76614,875+2,1092,1522,5221.97%+370
RALPH LAUREN CORP CLASS A(RL)3,4634,100+6371,0861,4501.13%+364
ALBEMARLE CORP(ALB)02,106+2,10602980.23%+298
BWX TECHNOLOGIES CO(BWXT)8,73910,831+2,0921,6111,8721.46%+261
TAPESTRY INC(TPR)18,85818,709-1492,1352,3901.87%+255
DYCOM INDUSTRIES INC(DY)3,5453,768+2231,0341,2731.00%+239
AFFILIATED MANAGERS GROUP4,0474,109+629651,1850.93%+220
GOLDMAN SACHS GROUP INC(GS)625783+1584986880.54%+191
RTX CORP(RTX)8,2238,402+1791,3761,5411.20%+165
BANK NEW YORK MELLON CORP10,62710,794+1671,1581,2530.98%+95
WOODWARD INC(WWD)3,0292,746-2837658300.65%+65
IDEXX LABORATORIES INC(IDXX)1,4561,462+69309890.77%+59
CONSTELLATION ENERGY CORP(CEG)1,9771,978+16516990.55%+48
MASTEC INC(MTZ)5,9095,961+521,2571,2961.01%+38
VANGUARD FTSE ETF DEVELOPED MARKETS ETF3,5203,968+4482112480.19%+37
JPMORGAN CHASE & CO(JPM)2,7032,739+368538830.69%+30
BROADCOM INC(AVGO)8,1927,895-2972,7032,7332.14%+30
GE AEROSPACE NEW(GE)6,2606,167-931,8831,9001.48%+16
WALMART INC(WMT)07,199+7,19908020.63%+802
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
5,6955,725+302542610.20%+7
HOWMET AEROSPACE INC(HWM)10,92710,490-4372,1442,1511.68%+6
VANGUARD GROWTH ETF626615-113003000.23%-0
VANGUARD TOTAL STOCK ETF MARKET ETF752722-302472420.19%-5
SEMPRA ENERGY(SRE)3,6663,648-183303220.25%-8
DT MIDSTREAM INC(DTM)06,614+6,61407920.62%+792
NVIDIA CORP(NVDA)11,50911,419-902,1472,1301.66%-18
SHOPIFY INC CL A(SHOP)8,8058,014-7911,3091,2901.01%-18
INTERACTIVE BROKERS GRP INC CL A(IBKR)16,77117,633+8621,1541,1340.89%-20
AMAZON COM INC(AMZN)04,030+4,03009300.73%+930
PROCTER & GAMBLE CO(PG)3,3023,266-365074680.37%-39
MICROSOFT CORP(MSFT)977958-195064630.36%-43
CASEYS GENL STORES INC(CASY)2,4312,393-381,3741,3231.03%-52
PALANTIR TECHNOLOGIES INC CL A(PLTR)20,23220,411+1793,6913,6282.84%-63
ATMOS ENERGY CORP(ATO)1,9561,555-4013342610.20%-73
EBAY INC(EBAY)29,72029,249-4712,7032,5481.99%-155
CALIX INC(CALX)18,19717,336-8611,1179180.72%-199
NRG ENERGY INC(NRG)15,35814,323-1,0352,4872,2811.78%-206
MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP(MPLX)000000
AT & T INC(T)000000
PERFORMANCE FOOD GROUP CO(PFGC)3,3450-3,3453480-348
HARTFORD INSURANCE GROUP INC(HIG)000000
URBAN OUTFITTERS INC(URBN)6,9230-6,9234950-495
CARDINAL HEALTH INC(CAH)3,3130-3,3135200-520
CHENIERE ENERGY INC NEW(LNG)000000
INTERNATIONAL BUSINESS MACHINE CORP(IBM)3,3981,147-2,2519593400.27%-619
SOLAREDGE TECHNOLOGIES INC(SEDG)50,44542,701-7,7441,8661,2320.96%-635
POPULAR INC(BPOP)5,4130-5,4136880-688
LIVE NATION ENTERTAINMENT INC(LYV)4,5200-4,5207390-739
F5 NETWORKS INC(FFIV)2,3250-2,3257510-751
TJX COS INC NEW(TJX)8,7813,297-5,4841,2695060.40%-763
AFFIRM HLDGS INC CL A(AFRM)10,7980-10,7987890-789
BANK MONTREAL QUEBEC6,1690-6,1698040-804
TKO GROUP HLDGS INC CL A(TKO)4,0400-4,0408160-816
ZURN ELKAY WATER SOLUTIONS CORP(ZWS)23,1625,614-17,5481,0892610.20%-828
CDN IMPERIAL BK COMMRC(CM)18,3476,715-11,6321,4666080.48%-857
FTAI AVIATION LTD(FTAI)12,0905,878-6,2122,0171,1570.90%-860
TAKE-TWO INTERACTIVE SOFTWARE INC CDT(TTWO)3,5840-3,5849260-926
WHEATON PRECIOUS METALS CORP(WPM)14,0075,276-8,7311,5676200.48%-947
CREDICORP(BAP)4,6431,004-3,6391,2362880.23%-948
TECHNIPFMC PLC(FTI)45,46218,509-26,9531,7938250.64%-969
CYBER-ARK SOFTWARE LTD/ISRAEL2,868901-1,9671,3864020.31%-984
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