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CIK: 0002011965
Total reported value
$201.4M
$201.4M
79 檔
22.7%
During the Q1 2024 filing period, Williamson Legacy Group, LLC (CIK: 0002011965) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $201.4M across 79 reported positions.
During Q1 2024, Williamson Legacy Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 25.84% | -0.36% | -0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.08% | +0.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.11% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -1.56% | EXIT | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.15% | +0.83% | -0.62% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 2.11% | — | +0.56% | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 2.10% | — | +1.75% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.94% | +0.25% | NEW | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | — | +0.96% | |
| 10 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.72% | — | +1.84% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | — | +2.40% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | — | +1.74% | |
| 13 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 1.60% | — | +0.56% | |
| 14 | ARES | Ares Management CORP - A | Stock-Financials | 1.50% | — | +3.67% | |
| 15 | WRB | Wr Berkley CORP | Stock-Financials | 1.45% | — | +2.57% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.44% | — | +6.92% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | — | +2.82% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.41% | — | +3.00% | |
| 19 | SNPS | Synopsys Inc | Stock-Tech | 1.38% | — | -32.85% | |
| 20 | NRG | Nrg Energy Inc | Stock-Utilities | 1.36% | — | +0.68% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | — | -0.54% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.27% | — | +0.45% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.22% | +0.79% | NEW | |
| 24 | VST | Vistra CORP | Stock-Utilities | 1.19% | — | +0.09% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.15% | — | +8.15% | |
| 26 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.10% | — | -0.46% | |
| 27 | AIG | American International Group | Stock-Financials | 1.09% | — | +11.79% | |
| 28 | ITT | Itt Inc | Stock-Industrials | 1.07% | — | +7.03% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 1.04% | +1.69% | NEW | |
| 30 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.01% | -1.24% | EXIT | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.00% | — | -1.39% | |
| 32 | FTI | TechnipFMC plc | Stock-Energy | 0.97% | -0.43% | +7.66% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.90% | +2.65% | +3.02% | |
| 34 | PTC | Ptc Inc | Stock-Tech | 0.89% | — | +11.49% | |
| 35 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 0.86% | — | — | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.83% | — | -0.31% | |
| 37 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.81% | — | +9.49% | |
| 38 | HQY | Healthequity Inc | Stock-Healthcare | 0.79% | — | +1.59% | |
| 39 | APO | Apollo Global Management Inc | Stock-Financials | 0.78% | — | +5.56% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | — | +7.13% | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 0.78% | — | +17.18% | |
| 42 | WFRD | Weatherford International plc | Stock-Energy | 0.76% | — | +2.67% | |
| 43 | J | Jacobs Solutions Inc | Stock-Industrials | 0.75% | — | +3.44% | |
| 44 | ZS | Zscaler Inc | Stock-Tech | 0.74% | — | +1.88% | |
| 45 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.72% | — | +2.66% | |
| 46 | DBRG | Digitalbridge Group Inc | Stock-Financials | 0.71% | — | +2.43% | |
| 47 | VNT | Vontier CORP | Stock-Tech | 0.68% | — | +11.64% | |
| 48 | OKTA | Okta Inc | Stock-Tech | 0.67% | — | +1.00% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.41% | EXIT | |
| 50 | NVT | nVent Electric plc | Stock-Industrials | 0.67% | +0.62% | +2.45% |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 79 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, GOOGL) accounted for 22.7% of total reported equity market value during Q1 2024.
During Q1 2024, Williamson Legacy Group, LLC's top holdings by market value included LLY (25.8%)、MSFT (2.5%)、GOOGL (2.4%). The largest single position, LLY, represented 25.8% of total portfolio value.
In Q1 2024, Williamson Legacy Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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