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CIK: 0002011965
Total reported value
$201.4M
$201.4M
104 檔
6.0%
According to the latest 13F quarterly dataset, Williamson Legacy Group, LLC managed an equity portfolio of $201.4M at the end of Q2 2025, spanning 104 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.30% | — | +4.15% | |
| 2 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.03% | — | +0.32% | |
| 3 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.02% | — | +177.99% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | — | +0.60% | |
| 5 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.91% | — | -0.13% | |
| 6 | NRG | Nrg Energy Inc | Stock-Utilities | 1.88% | — | -47.98% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | — | -36.46% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | — | +2.87% | |
| 9 | EAT | Brinker International Inc | Stock-Consumer Disc | 1.80% | — | +1.32% | |
| 10 | RSG | Republic Services Inc | Stock-Industrials | 1.79% | — | +1.41% | |
| 11 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.75% | — | +7.68% | |
| 12 | DTM | Dt Midstream Inc | Stock-Energy | 1.68% | +0.20% | +7.55% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 1.64% | — | +1.72% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -1.56% | EXIT | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.70% | EXIT | |
| 16 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.50% | — | -2.06% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.48% | — | -3.28% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | -0.36% | +1.51% | |
| 19 | GE | General Electric | Stock-Industrials | 1.38% | -0.45% | EXIT | |
| 20 | FTI | TechnipFMC plc | Stock-Energy | 1.36% | -0.43% | +1.42% | |
| 21 | APP | Applovin Corp-class A | Stock-Tech | 1.34% | — | +1.25% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 1.34% | — | +37.85% | |
| 23 | NTRA | Natera Inc | Stock-Healthcare | 1.33% | — | +2.54% | |
| 24 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.31% | -1.24% | EXIT | |
| 25 | PODD | Insulet CORP | Stock-Healthcare | 1.29% | — | -0.49% | |
| 26 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.28% | -1.26% | EXIT | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 1.28% | — | +15.22% | |
| 28 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.25% | — | -43.89% | |
| 29 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.24% | — | +15.69% | |
| 30 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.17% | — | +2.17% | |
| 31 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.17% | -0.37% | — | |
| 32 | T | At&t Inc | Stock-Comm Services | 1.16% | — | +368.94% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | — | +0.80% | |
| 34 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.13% | +0.01% | +357.25% | |
| 35 | SRAD | Sportradar Group AG | Stock-Other | 1.10% | — | — | |
| 36 | GWRE | Guidewire Software Inc | Stock-Tech | 1.09% | — | +1.95% | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.08% | -0.20% | +4.94% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | — | +5.42% | |
| 39 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.06% | — | — | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.06% | — | +1.06% | |
| 41 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 1.06% | — | +2.13% | |
| 42 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.03% | — | +7.79% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 1.02% | — | +5.82% | |
| 44 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.01% | -1.70% | EXIT | |
| 45 | NI | Nisource Inc | Stock-Utilities | 1.01% | — | +138.73% | |
| 46 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.01% | — | — | |
| 47 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.00% | -1.20% | EXIT | |
| 48 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.00% | -0.52% | EXIT | |
| 49 | EHC | Encompass Health CORP | Stock-Healthcare | 0.99% | — | — | |
| 50 | WRB | Wr Berkley CORP | Stock-Financials | 0.98% | — | +2.60% |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 104 disclosed positions in Q2 2025.
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 PLTR, SPOT, HOOD) accounted for 6.0% of total reported equity market value during Q2 2025.
During Q2 2025, Williamson Legacy Group, LLC's top holdings by market value included PLTR (2.3%)、SPOT (2.0%)、HOOD (2.0%). The largest single position, PLTR, represented 2.3% of total portfolio value.
In Q2 2025, 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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