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Disclosery

13F-HR filed by Williamson Legacy Group, LLC

Williamson Legacy Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 92 holding rows worth $127,944,293.

Accession
0001765380-26-000083
Filer
CIK 2011965
Filed
2026-02-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 92 entries on the cover page, a total value of $127,944,293 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,944,293 with VALUE read as dollars as filed, 13F file number 028-23770. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
LUMENTUM HLDGS INC COM55024U109Stock15,421$5,684,026dollars as filed
CIENA CORP COM NEW171779309Stock16,694$3,904,226dollars as filed
Palantir Technologies Inc. Class A69608A108COM20,411$3,628,055dollars as filed
WESTERN DIGITAL CORP958102105COM19,671$3,388,729dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS11,702$3,222,630dollars as filed
NEWMONT CORP651639106COM27,966$2,792,420dollars as filed
FIVE BELOW INC COM33829M101Stock14,535$2,737,813dollars as filed
Broadcom Inc.11135F101COM7,895$2,732,575dollars as filed
EBAY INC. COM278642103Stock29,249$2,547,586dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock14,875$2,521,799dollars as filed
WAYFAIR INC94419L101CL A24,967$2,506,936dollars as filed
GE Vernova Inc.36828A101COM3,683$2,407,100dollars as filed
TAPESTRY INC COM876030107Stock18,709$2,390,484dollars as filed
NRG ENERGY INC COM NEW629377508Stock14,323$2,280,745dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock84,729$2,218,205dollars as filed
ROBINHOOD MKTS INC770700102COM19,567$2,213,028dollars as filed
AMPHENOL CORP NEW032095101COM16,274$2,199,292dollars as filed
Eli Lilly and Company532457108COM2,040$2,192,719dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock12,348$2,191,029dollars as filed
HOWMET AEROSPACE INC COM443201108Stock10,490$2,150,668dollars as filed
SanDisk Corporation80004C200COM8,988$2,133,571dollars as filed
NVIDIA Corp67066G104COM11,419$2,129,676dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,071$2,069,301dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock10,021$1,975,640dollars as filed
CELESTICA INC COM15101Q207Stock6,575$1,943,636dollars as filed
General Electric Company369604301COM6,167$1,899,649dollars as filed
BWX TECHNOLOGIES INC05605H100COM10,831$1,872,050dollars as filed
Micron Technology,Inc.595112103COM5,999$1,712,175dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock11,031$1,587,251dollars as filed
IAMGOLD CORP COM450913108Stock94,233$1,553,902dollars as filed
Raytheon Technologies Corporation75513E101COM8,402$1,541,003dollars as filed
RALPH LAUREN CORP751212101CL A4,100$1,449,809dollars as filed
BLOOM ENERGY CORP093712107COM15,879$1,379,726dollars as filed
Lam Research Corporation512807306COM7,934$1,358,142dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock58,758$1,329,694dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock15,256$1,328,950dollars as filed
CASEYS GEN STORES INC147528103COM2,393$1,322,647dollars as filed
BARRICK MNG CORP06849F108COM SHS30,199$1,315,179dollars as filed
MASTEC INC COM576323109Stock5,961$1,295,743dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS8,014$1,290,014dollars as filed
DYCOM INDS INC COM267475101Stock3,768$1,273,207dollars as filed
BANK OF NY MELLON CORP COM064058100Stock10,794$1,253,055dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A9,541$1,240,902dollars as filed
SOLAREDGE TECHNOLOGIES INC83417M104COM42,701$1,231,924dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock4,109$1,184,543dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock5,878$1,157,095dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock14,858$1,139,163dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock17,633$1,133,982dollars as filed
SUNRUN INC86771W105COM60,871$1,120,026dollars as filed
Advanced Micro Devices,Inc.007903107COM5,219$1,117,701dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock36,904$1,094,585dollars as filed
CORNING INC219350105COM12,176$1,066,141dollars as filed
COHERENT CORP COM19247G107Stock5,659$1,044,482dollars as filed
LEMONADEINC52567D107STOK14,180$1,009,332dollars as filed
JOBY AVIATION INCg65163100COMMON STOCK75,639$998,435dollars as filed
IDEXX LABS INC COM45168D104Stock1,462$989,087dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock2,879$979,062dollars as filed
Amazon.com, Inc023135106COM4,030$930,205dollars as filed
CALIX INC13100M509COM17,336$917,594dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock10,169$907,894dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW11,730$890,424dollars as filed
JPMorgan Chase & Co46625H100COM2,739$882,573dollars as filed
FABRINET SHSG3323L100Stock1,838$836,805dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock21,643$834,993dollars as filed
WOODWARD INC COM980745103Stock2,746$830,173dollars as filed
TECHNIPFMC PLC COMG87110105Stock18,509$824,766dollars as filed
Walmart Inc.931142103COM7,199$802,044dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock6,614$791,619dollars as filed
TERADYNE INC COM880770102Stock3,980$770,369dollars as filed
CAMECO CORP COM13321L108Stock8,020$733,750dollars as filed
CUMMINS INC COM231021106Stock1,395$712,078dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,978$698,771dollars as filed
Goldman Sachs Group,Inc.38141G104COM783$688,261dollars as filed
META PLATFORMS INC CL A30303M102COM996$657,450dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock5,276$620,039dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock6,715$608,416dollars as filed
Caterpillar Inc.149123101COM1,005$575,734dollars as filed
TJX Companies Inc872540109COM3,297$506,458dollars as filed
Procter & Gamble Co742718109COM3,266$468,087dollars as filed
Microsoft Corp594918104COM958$463,308dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock901$401,900dollars as filed
INSULET CORP COM45784P101Stock1,196$339,951dollars as filed
International Business Machines Corporation459200101COM1,147$339,753dollars as filed
SEMPRA COM816851109Stock3,648$322,082dollars as filed
Vanguard Growth922908736COM615$300,034dollars as filed
ALBEMARLE CORP012653101COM2,106$297,873dollars as filed
CREDICORP LTDG2519Y108COM1,004$288,148dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock5,614$260,996dollars as filed
ATMOS ENERGY CORP COM049560105Stock1,555$260,709dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC5,725$260,545dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,968$247,881dollars as filed
VTI922908769COM722$242,065dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-26-000083this filing2026-02-09acceptance time not in the bulk data set