Williamson Legacy Group, LLC
CIK: 0002011965SEC EDGAR →
Portfolio Value
$127.9B
Holdings
92
As of
Q4 2025
New Positions
97
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HOLDINGS INC INC | 15,421 | $5.7B | 4.44% |
| 2 | CIENA CORP | 16,694 | $3.9B | 3.05% |
| 3 | PALANTIR TECHNOLOGIES INC CL A | 20,411 | $3.6B | 2.84% |
| 4 | WESTERN DIGITAL CORP | 19,671 | $3.4B | 2.65% |
| 5 | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 11,702 | $3.2B | 2.52% |
| 6 | NEWMONT CORP | 27,966 | $2.8B | 2.18% |
| 7 | FIVE BELOW INC | 14,535 | $2.7B | 2.14% |
| 8 | BROADCOM INC | 7,895 | $2.7B | 2.14% |
| 9 | EBAY INC | 29,249 | $2.5B | 1.99% |
| 10 | AGNICO EAGLE MINES LIMITED | 14,875 | $2.5B | 1.97% |
Quarterly Changes
New Positions (28)
$3.4B · 20K shares
$2.8B · 28K shares
$2.1B · 9K shares
$1.9B · 7K shares
$1.7B · 6K shares
$1.6B · 11K shares
$1.6B · 94K shares
$1.4B · 8K shares
$1.3B · 59K shares
$1.3B · 15K shares
$1.3B · 30K shares
$1.2B · 10K shares
$1.1B · 15K shares
$1.1B · 61K shares
$1.1B · 5K shares
$1.1B · 37K shares
$1.1B · 12K shares
$1.0B · 6K shares
$1.0B · 14K shares
$998.0M · 76K shares
$979.0M · 3K shares
$890.0M · 12K shares
$836.0M · 2K shares
$770.0M · 4K shares
$733.0M · 8K shares
$712.0M · 1K shares
$575.0M · 1K shares
$297.0M · 2K shares
Closed Positions (33)
$2.6B · 19K shares
$2.2B · 3K shares
$2.1B · 6K shares
$1.8B · 3K shares
$1.7B · 6K shares
$1.4B · 52K shares
$1.4B · 72K shares
$1.3B · 6K shares
$1.3B · 1K shares
$1.2B · 7K shares
$1.2B · 5K shares
$1.2B · 18K shares
$1.2B · 9K shares
$1.2B · 20K shares
$1.1B · 10K shares
$1.1B · 17K shares
$1.1B · 5K shares
$1.0B · 5K shares
$1.0B · 4K shares
$926.0M · 4K shares
$815.9M · 4K shares
$803.5M · 6K shares
$789.1M · 11K shares
$751.4M · 2K shares
$738.6M · 5K shares
$687.5M · 5K shares
$560.2M · 2K shares
$520.0M · 3K shares
$494.5M · 7K shares
$472.8M · 4K shares
$348.0M · 3K shares
$266.7M · 9K shares
$218.4M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $49.2B | 38.5% |
| Industrials | 15 | $17.8B | 13.9% |
| Financial Services | 14 | $12.5B | 9.8% |
| Consumer Cyclical | 7 | $11.8B | 9.3% |
| Basic Materials | 6 | $8.4B | 6.6% |
| Healthcare | 6 | $8.3B | 6.5% |
| Unknown | 3 | $5.7B | 4.5% |
| Energy | 5 | $5.1B | 4.0% |
| Consumer Defensive | 4 | $4.0B | 3.1% |
| Utilities | 4 | $3.7B | 2.9% |
| Communication Services | 2 | $1.4B | 1.1% |