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CIK: 0002011965
Total reported value
$201.4M
$201.4M
97 檔
8.3%
In Q3 2025, Williamson Legacy Group, LLC's U.S. equity holdings reached a combined market value of $201.4M, distributed across 97 disclosed stock positions.
Williamson Legacy Group, LLC executed strategic sector rebalancing during Q3 2025, establishing 53 new positions while fully exiting 58 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.88% | — | +2.05% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.85% | — | +1.13% | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 2.59% | — | +2.33% | |
| 4 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.44% | +1.17% | — | |
| 5 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.09% | — | -2.38% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | — | +1.87% | |
| 7 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.01% | — | +216.60% | |
| 8 | NRG | Nrg Energy Inc | Stock-Utilities | 1.92% | — | +10.59% | |
| 9 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.87% | -1.97% | — | |
| 10 | CIEN | Ciena CORP | Stock-Tech | 1.72% | -0.79% | — | |
| 11 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.70% | — | +0.03% | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.66% | -1.20% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -1.56% | EXIT | |
| 14 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.66% | -0.37% | +47.07% | |
| 15 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.65% | -0.59% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | — | -3.30% | |
| 17 | CVNA | Carvana Co | Stock-Consumer Disc | 1.63% | — | +104.83% | |
| 18 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.56% | -1.24% | EXIT | |
| 19 | FIVE | Five Below | Stock-Consumer Disc | 1.48% | -2.23% | — | |
| 20 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.48% | -1.26% | EXIT | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 1.47% | -0.27% | +197.69% | |
| 22 | GE | General Electric | Stock-Industrials | 1.45% | -0.45% | EXIT | |
| 23 | SEDG | Solaredge Technologies Inc | Stock-Tech | 1.44% | +0.22% | — | |
| 24 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.39% | — | -0.32% | |
| 25 | FTI | TechnipFMC plc | Stock-Energy | 1.39% | -0.43% | -2.81% | |
| 26 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.39% | +1.07% | — | |
| 27 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.30% | — | +20.54% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | -0.36% | -0.37% | |
| 29 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.24% | -1.70% | EXIT | |
| 30 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.21% | -0.52% | EXIT | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 1.19% | -0.98% | EXIT | |
| 32 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.18% | — | — | |
| 33 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.13% | +0.01% | -2.82% | |
| 34 | PODD | Insulet CORP | Stock-Healthcare | 1.11% | — | -3.81% | |
| 35 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.08% | — | — | |
| 36 | SRAD | Sportradar Group AG | Stock-Other | 1.07% | — | +11.23% | |
| 37 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.07% | — | -4.46% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -1.39% | EXIT | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.06% | -0.20% | -2.95% | |
| 40 | STNE | StoneCo Ltd. | Stock-Other | 1.05% | — | — | |
| 41 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.02% | — | — | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.01% | — | — | |
| 43 | JBL | Jabil Inc | Stock-Tech | 1.00% | — | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.99% | — | +6.37% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.41% | EXIT | |
| 46 | MTZ | Mastec Inc | Stock-Industrials | 0.97% | -0.15% | — | |
| 47 | BAP | Credicorp Ltd. | Stock-Financials | 0.96% | -0.09% | +37.86% | |
| 48 | SE | Sea Ltd-adr | Stock-Comm Services | 0.95% | — | — | |
| 49 | GWRE | Guidewire Software Inc | Stock-Tech | 0.93% | — | -4.47% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.93% | — | -3.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +2.5% | +2.05% | Add |
| 2 | APP | Applovin Corp-class A | +1.5% | +2.33% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +1.3% | +1.13% | Add |
| 4 | CM | Can Imperial Bk Of Commerce | +0.9% | -2.82% | Add |
| 5 | AVGO | Broadcom Inc | +0.9% | +1.87% | Add |
| 6 | AEM | Agnico Eagle Mines LTD | +0.7% | +27.41% | Add |
| 7 | RTX | Rtx CORP | +0.7% | +121.64% | Add |
| 8 | BNY | Bank Of New York Mellon CORP | +0.6% | +39.50% | Add |
| 9 | TJX | Tjx Companies Inc | +0.5% | -5.59% | Add |
| 10 | NVDA | Nvidia CORP | +0.4% | -4.86% | Trim |
| 11 | GE | General Electric | +0.3% | -1.93% | Trim |
| 12 | AXON | Axon Enterprise Inc | +0.2% | -0.32% | Add |
| 13 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -4.46% | Add |
| 14 | FTAI | FTAI Aviation Ltd. | +0.2% | -10.82% | Trim |
| 15 | EBAY | Ebay Inc | +0.1% | -2.38% | Trim |
| 16 | NFLX | Netflix Inc | +0.1% | +6.37% | Add |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.1% | — | Add |
| 18 | CASY | Casey's General Stores Inc | +0.1% | -2.95% | Add |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +0.03% | Add |
| 20 | AGI | Alamos Gold Inc-class A | 0% | -4.24% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | +1.24% | Trim |
| 22 | RSPT | Invesco S&p 500 Equal Weight | 0% | +0.21% | Trim |
| 23 | FTI | TechnipFMC plc | — | -2.81% | Trim |
| 24 | VUG | Vanguard Growth ETF | — | -1.73% | Trim |
| 25 | SRE | Sempra | 0% | -1.95% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 27 | GWRE | Guidewire Software Inc | 0% | -4.47% | Trim |
| 28 | FOXA | Fox CORP - Class A | 0% | +7.63% | Add |
| 29 | ATO | Atmos Energy CORP | 0% | -65.25% | Trim |
| 30 | T | At&t Inc | -0.1% | -80.18% | Trim |
| 31 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.26% | Trim |
| 32 | PODD | Insulet CORP | -0.1% | -3.81% | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.2% | -3.65% | Trim |
| 34 | BPOP | Popular Inc | -0.2% | — | Trim |
| 35 | LLY | Eli Lilly & Co | -0.4% | -0.37% | Add |
| 36 | NRG | Nrg Energy Inc | -0.5% | +10.59% | Trim |
| 37 | MPLX | Mplx LP | -0.6% | -78.69% | Trim |
| 38 | WMT | Walmart Inc | -0.7% | -57.97% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.8% | — | Trim |
| 40 | HIG | Hartford Insurance Group Inc | -0.9% | -67.50% | Trim |
| 41 | DTM | Dt Midstream Inc | -0.9% | -60.61% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.9% | -3.30% | Trim |
| 43 | AMZN | Amazon.com Inc | -1.2% | -59.78% | Trim |
| 44 | LNG | Cheniere Energy Inc | -1.3% | -70.10% | Trim |
| 45 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 46 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 47 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 48 | SAP | Sap Se-sponsored Adr | — | EXIT | Sold out |
| 49 | CIEN | Ciena CORP | — | NEW | New buy |
| 50 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 97 disclosed positions in Q3 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 HOOD, PLTR, APP) accounted for 8.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BE
市值: $3.2M
Top Position Liquidated / Trimmed
SAP
前期市值: $2.3M
During Q3 2025, Williamson Legacy Group, LLC's top holdings by market value included HOOD (2.9%)、PLTR (2.9%)、APP (2.6%). The largest single position, HOOD, represented 2.9% of total portfolio value.
In Q3 2025, Williamson Legacy Group, LLC made 154 total portfolio adjustments, initiating 53 new buys, adding to 17 positions, trimming 26 holdings, and fully liquidating 58 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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