Williamson Legacy Group, LLC
CIK: 0002011965SEC EDGAR →
Portfolio Value
$127.9M
Holdings
92
As of
Q4 2025
New Positions
97
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HOLDINGS INC INC | 15,421 | $5.7M | 4.44% |
| 2 | CIENA CORP | 16,694 | $3.9M | 3.05% |
| 3 | PALANTIR TECHNOLOGIES INC CL A | 20,411 | $3.6M | 2.84% |
| 4 | WESTERN DIGITAL CORP | 19,671 | $3.4M | 2.65% |
| 5 | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 11,702 | $3.2M | 2.52% |
| 6 | NEWMONT CORP | 27,966 | $2.8M | 2.18% |
| 7 | FIVE BELOW INC | 14,535 | $2.7M | 2.14% |
| 8 | BROADCOM INC | 7,895 | $2.7M | 2.14% |
| 9 | EBAY INC | 29,249 | $2.5M | 1.99% |
| 10 | AGNICO EAGLE MINES LIMITED | 14,875 | $2.5M | 1.97% |
Quarterly Changes
New Positions (28)
$3.4M · 20K shares
$2.8M · 28K shares
$2.1M · 9K shares
$1.9M · 7K shares
$1.7M · 6K shares
$1.6M · 11K shares
$1.6M · 94K shares
$1.4M · 8K shares
$1.3M · 59K shares
$1.3M · 15K shares
$1.3M · 30K shares
$1.2M · 10K shares
$1.1M · 15K shares
$1.1M · 61K shares
$1.1M · 5K shares
$1.1M · 37K shares
$1.1M · 12K shares
$1.0M · 6K shares
$1.0M · 14K shares
$998K · 76K shares
$979K · 3K shares
$890K · 12K shares
$836K · 2K shares
$770K · 4K shares
$733K · 8K shares
$712K · 1K shares
$575K · 1K shares
$297K · 2K shares
Closed Positions (33)
$2.6M · 19K shares
$2.2M · 3K shares
$2.1M · 6K shares
$1.8M · 3K shares
$1.7M · 6K shares
$1.4M · 52K shares
$1.4M · 72K shares
$1.3M · 6K shares
$1.3M · 1K shares
$1.2M · 7K shares
$1.2M · 5K shares
$1.2M · 18K shares
$1.2M · 9K shares
$1.2M · 20K shares
$1.1M · 10K shares
$1.1M · 17K shares
$1.1M · 5K shares
$1.0M · 5K shares
$1.0M · 4K shares
$926K · 4K shares
$816K · 4K shares
$804K · 6K shares
$789K · 11K shares
$751K · 2K shares
$739K · 5K shares
$688K · 5K shares
$560K · 2K shares
$520K · 3K shares
$495K · 7K shares
$473K · 4K shares
$348K · 3K shares
$267K · 9K shares
$218K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $49.2M | 38.5% |
| Industrials | 15 | $17.8M | 13.9% |
| Financial Services | 14 | $12.5M | 9.8% |
| Consumer Cyclical | 7 | $11.8M | 9.3% |
| Basic Materials | 6 | $8.4M | 6.6% |
| Healthcare | 6 | $8.3M | 6.5% |
| Unknown | 3 | $5.7M | 4.5% |
| Energy | 5 | $5.1M | 4.0% |
| Consumer Defensive | 4 | $4.0M | 3.1% |
| Utilities | 4 | $3.7M | 2.9% |
| Communication Services | 2 | $1.4M | 1.1% |