Williamson Legacy Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Williamson Legacy Group, LLC held in its portfolio 92 assets valued at $127,944,293 (i.e. $127.94M).
The most valuable assets in the portfolio included: LUMENTUM HOLDINGS INC INC ($5.68M), CIENA CORP ($3.90M), and PALANTIR TECHNOLOGIES INC CL A ($3.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 92 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Williamson Legacy Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| LUMENTUM HOLDINGS INC INC | 15421 | 5684026 | Stock |
| CIENA CORP | 16694 | 3904226 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 20411 | 3628055 | Stock |
| WESTERN DIGITAL CORP | 19671 | 3388729 | Stock |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 11702 | 3222630 | Stock |
| NEWMONT CORP | 27966 | 2792420 | Stock |
| FIVE BELOW INC | 14535 | 2737813 | Stock |
| BROADCOM INC | 7895 | 2732575 | Stock |
| EBAY INC | 29249 | 2547586 | Stock |
| AGNICO EAGLE MINES LIMITED | 14875 | 2521799 | Stock |
| WAYFAIR INC CLASS A | 24967 | 2506936 | Stock |
| GE VERNOVA LLC | 3683 | 2407100 | Stock |
| TAPESTRY INC | 18709 | 2390484 | Stock |
| NRG ENERGY INC | 14323 | 2280745 | Stock |
| SOFI TECHNOLOGIES INC | 84729 | 2218205 | Stock |
| ROBINHOOD MARKETS INC CL A | 19567 | 2213028 | Stock |
| AMPHENOL CORP NEW CL A | 16274 | 2199292 | Stock |
| ELI LILLY & CO | 2040 | 2192719 | Stock |
| IRHYTHM HOLDINGS INC | 12348 | 2191029 | Stock |
| HOWMET AEROSPACE INC | 10490 | 2150668 | Stock |
| SANDISK CORP | 8988 | 2133571 | Stock |
| NVIDIA CORP | 11419 | 2129676 | Stock |
| APPLOVIN CORP CL A | 3071 | 2069301 | Stock |
| CLOUDFLARE INC CL A | 10021 | 1975640 | Stock |
| CELESTICA INC | 6575 | 1943636 | Stock |
| GE AEROSPACE NEW | 6167 | 1899649 | Stock |
| BWX TECHNOLOGIES CO | 10831 | 1872050 | Stock |
| MICRON TECHNOLOGY INC | 5999 | 1712175 | Stock |
| CREDO TECHNOLOGY GRP HOLDING LTD | 11031 | 1587251 | Stock |
| IAMGOLD CORPORATION | 94233 | 1553902 | Stock |
| RTX CORP | 8402 | 1541003 | Stock |
| RALPH LAUREN CORP CLASS A | 4100 | 1449809 | Stock |
| BLOOM ENERGY CORP CLASS A | 15879 | 1379726 | Stock |
| LAM RESH CORP NEW | 7934 | 1358142 | Stock |
| ELANCO ANIMAL HEALTH INC | 58758 | 1329694 | Stock |
| NEXTPOWER INC CL A | 15256 | 1328950 | Stock |
| CASEYS GENL STORES INC | 2393 | 1322647 | Stock |
| BARRICK MNG CORP | 30199 | 1315179 | Stock |
| MASTEC INC | 5961 | 1295743 | Stock |
| SHOPIFY INC CL A | 8014 | 1290014 | Stock |
| DYCOM INDUSTRIES INC | 3768 | 1273207 | Stock |
| BANK NEW YORK MELLON CORP | 10794 | 1253055 | Stock |
| GENEDX HLDGS CORP CA A NEW | 9541 | 1240902 | Stock |
| SOLAREDGE TECHNOLOGIES INC | 42701 | 1231924 | Stock |
| AFFILIATED MANAGERS GROUP | 4109 | 1184543 | Stock |
| FTAI AVIATION LTD | 5878 | 1157095 | Stock |
| MONSTER BEVERAGE CORP | 14858 | 1139163 | Stock |
| INTERACTIVE BROKERS GRP INC CL A | 17633 | 1133982 | Stock |
| SUNRUN INC | 60871 | 1120026 | Stock |
| ADVANCED MICRO DEVICES INC | 5219 | 1117701 | Stock |
| DELEK US HLDGS INC NEW | 36904 | 1094585 | Stock |
| CORNING INC | 12176 | 1066141 | Stock |
| COHERENT CORP | 5659 | 1044482 | Stock |
| LEMONADE INC | 14180 | 1009332 | Stock |
| JOBY AVIATION INC | 75639 | 998435 | Stock |
| IDEXX LABORATORIES INC | 1462 | 989087 | Stock |
| HUNTINGTON INGALLS INDUSTRIES INC | 2879 | 979062 | Stock |
| AMAZON COM INC | 4030 | 930205 | Stock |
| CALIX INC | 17336 | 917594 | Stock |
| SOMNIGROUP INTERNATIONAL INC | 10169 | 907894 | Stock |
| KRATOS DEFENSE AND SECURITY SOLUTIONS | 11730 | 890424 | Stock |
| JPMORGAN CHASE & CO | 2739 | 882573 | Stock |
| FABRINET | 1838 | 836805 | Stock |
| ALAMOS GOLD INC NEW CLASS A | 21643 | 834993 | Stock |
| WOODWARD INC | 2746 | 830173 | Stock |
| TECHNIPFMC PLC | 18509 | 824766 | Stock |
| WALMART INC | 7199 | 802044 | Stock |
| DT MIDSTREAM INC | 6614 | 791619 | Stock |
| TERADYNE INCORPORATED | 3980 | 770369 | Stock |
| CAMECO CORP | 8020 | 733750 | Stock |
| CUMMINS INC | 1395 | 712078 | Stock |
| CONSTELLATION ENERGY CORP | 1978 | 698771 | Stock |
| GOLDMAN SACHS GROUP INC | 783 | 688261 | Stock |
| META PLATFORMS INC CLASS A | 996 | 657450 | Stock |
| WHEATON PRECIOUS METALS CORP | 5276 | 620039 | Stock |
| CDN IMPERIAL BK COMMRC | 6715 | 608416 | Stock |
| CATERPILLAR INC | 1005 | 575734 | Stock |
| TJX COS INC NEW | 3297 | 506458 | Stock |
| PROCTER & GAMBLE CO | 3266 | 468087 | Stock |
| MICROSOFT CORP | 958 | 463308 | Stock |
| CYBER-ARK SOFTWARE LTD/ISRAEL | 901 | 401900 | Stock |
| INSULET CORP | 1196 | 339951 | Stock |
| INTERNATIONAL BUSINESS MACHINE CORP | 1147 | 339753 | Stock |
| SEMPRA ENERGY | 3648 | 322082 | Stock |
| VANGUARD GROWTH ETF | 615 | 300034 | ETF |
| ALBEMARLE CORP | 2106 | 297873 | Stock |
| CREDICORP | 1004 | 288148 | Stock |
| ZURN ELKAY WATER SOLUTIONS CORP | 5614 | 260996 | Stock |
| ATMOS ENERGY CORP | 1555 | 260709 | Stock |
| INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | 5725 | 260545 | ETF |
| VANGUARD FTSE ETF DEVELOPED MARKETS ETF | 3968 | 247881 | ETF |
| VANGUARD TOTAL STOCK ETF MARKET ETF | 722 | 242065 | ETF |
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