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CIK: 0002011965
Total reported value
$201.4M
$201.4M
115 檔
27.3%
During the Q4 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 115 reported positions.
During Q4 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 | 29.11% | -0.36% | -0.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -1.56% | EXIT | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 1.84% | — | -7.94% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | — | -1.94% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | — | -12.10% | |
| 6 | NRG | Nrg Energy Inc | Stock-Utilities | 1.55% | — | -9.84% | |
| 7 | ARES | Ares Management CORP - A | Stock-Financials | 1.45% | — | +31.28% | |
| 8 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.41% | — | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | — | -46.52% | |
| 10 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.26% | -1.24% | EXIT | |
| 11 | APO | Apollo Global Management Inc | Stock-Financials | 1.17% | — | +25.03% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.08% | -1.86% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 1.08% | — | +46.21% | |
| 14 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.99% | — | +33.32% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.70% | EXIT | |
| 16 | NTRA | Natera Inc | Stock-Healthcare | 0.95% | — | +3.59% | |
| 17 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.93% | — | +45.80% | |
| 18 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.92% | — | +34.38% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.92% | — | -4.91% | |
| 20 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.91% | — | +3.10% | |
| 21 | ITT | Itt Inc | Stock-Industrials | 0.91% | — | -19.94% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.90% | — | — | |
| 23 | FTI | TechnipFMC plc | Stock-Energy | 0.88% | -0.43% | -15.24% | |
| 24 | VST | Vistra CORP | Stock-Utilities | 0.87% | — | -17.07% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.11% | NEW | |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.85% | — | +1.72% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | +6.73% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.82% | — | +2.73% | |
| 29 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.82% | — | +35.38% | |
| 30 | KKR | Kkr & Co Inc | Stock-Financials | 0.81% | — | +4.33% | |
| 31 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.80% | — | +4.90% | |
| 32 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.77% | +0.83% | -39.96% | |
| 33 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.76% | — | -18.47% | |
| 34 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.76% | — | +21.52% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | — | +1.76% | |
| 36 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.72% | — | -2.96% | |
| 37 | CW | Curtiss-wright CORP | Stock-Industrials | 0.71% | — | +4.49% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.71% | — | +3.43% | |
| 39 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.69% | — | +1.10% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 0.69% | +0.69% | — | |
| 41 | PODD | Insulet CORP | Stock-Healthcare | 0.69% | — | -4.25% | |
| 42 | FRPT | Freshpet Inc | Stock-Consumer Staples | 0.68% | — | +1.65% | |
| 43 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.68% | -0.46% | EXIT | |
| 44 | FLEX | Flex Ltd. | Stock-Tech | 0.68% | — | +8.61% | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.66% | — | +6.96% | |
| 46 | GE | General Electric | Stock-Industrials | 0.64% | -0.45% | EXIT | |
| 47 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.64% | — | — | |
| 48 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.63% | — | +5.11% | |
| 49 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.63% | — | +9.62% | |
| 50 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.63% | — | — |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 115 disclosed positions in Q4 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, NVDA, APP) accounted for 27.3% of total reported equity market value during Q4 2024.
During Q4 2024, Williamson Legacy Group, LLC's top holdings by market value included LLY (29.1%)、NVDA (2.3%)、APP (1.8%). The largest single position, LLY, represented 29.1% of total portfolio value.
In Q4 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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