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CIK: 0002011965
Total reported value
$201.4M
$201.4M
92 檔
9.8%
According to the latest 13F quarterly dataset, Williamson Legacy Group, LLC managed an equity portfolio of $201.4M at the end of Q4 2025, spanning 92 distinct U.S. exchange-listed positions.
Williamson Legacy Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 28 new positions while fully exiting 33 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | Stock-Tech | 4.44% | -1.97% | +3.54% | |
| 2 | CIEN | Ciena CORP | Stock-Tech | 3.05% | -0.79% | +9.18% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.84% | — | +0.88% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 2.65% | +0.60% | — | |
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.52% | +1.07% | +54.03% | |
| 6 | NEM | Newmont CORP | Stock-Materials | 2.18% | -1.18% | EXIT | |
| 7 | FIVE | Five Below | Stock-Consumer Disc | 2.14% | -2.23% | +17.55% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | — | -3.63% | |
| 9 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.99% | — | -1.58% | |
| 10 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.97% | -1.20% | EXIT | |
| 11 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.96% | — | +86.22% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.88% | -0.27% | +19.31% | |
| 13 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.87% | -0.59% | -0.79% | |
| 14 | NRG | Nrg Energy Inc | Stock-Utilities | 1.78% | — | -6.74% | |
| 15 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.73% | — | +60.22% | |
| 16 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.73% | — | -24.95% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 1.72% | -0.98% | EXIT | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | -0.36% | -4.98% | |
| 19 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.71% | — | +61.39% | |
| 20 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.68% | -0.37% | -4.00% | |
| 21 | SNDK | Sandisk CORP | Stock-Tech | 1.67% | +1.91% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -1.56% | EXIT | |
| 23 | APP | Applovin Corp-class A | Stock-Tech | 1.62% | — | -34.10% | |
| 24 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.54% | — | +40.35% | |
| 25 | CLS | Celestica Inc | Stock-Tech | 1.52% | — | — | |
| 26 | GE | General Electric | Stock-Industrials | 1.48% | -0.45% | EXIT | |
| 27 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.46% | -1.70% | EXIT | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.34% | +2.65% | — | |
| 29 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.24% | — | — | |
| 30 | IAG | Iamgold CORP | Stock-Other | 1.21% | -1.37% | EXIT | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -1.39% | EXIT | |
| 32 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.13% | -0.42% | +18.39% | |
| 33 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.08% | +1.17% | -57.48% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 1.06% | +1.23% | — | |
| 35 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 1.04% | -1.15% | EXIT | |
| 36 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.04% | -0.77% | — | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.03% | -0.20% | -1.56% | |
| 38 | B | Barrick Mining CORP | Stock-Materials | 1.03% | -1.14% | EXIT | |
| 39 | MTZ | Mastec Inc | Stock-Industrials | 1.01% | -0.15% | +0.88% | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.01% | — | -8.98% | |
| 41 | DY | Dycom Industries Inc | Stock-Industrials | 1.00% | +0.48% | +6.29% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.98% | -0.19% | +1.57% | |
| 43 | WGS | Genedx Holdings CORP | Stock-Other | 0.97% | — | — | |
| 44 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.96% | +0.22% | -15.35% | |
| 45 | AMG | Affiliated Managers Group | Stock-Financials | 0.93% | -1.06% | EXIT | |
| 46 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.90% | -1.24% | EXIT | |
| 47 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.89% | — | — | |
| 48 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.89% | — | +5.14% | |
| 49 | RUN | Sunrun Inc | Stock-Tech | 0.88% | — | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +0.90% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +2.6% | +3.54% | Add |
| 2 | CIEN | Ciena CORP | +1.3% | +9.18% | Add |
| 3 | STX | Seagate Technology Holdings plc | +1.1% | +54.03% | Add |
| 4 | W | Wayfair Inc- Class A | +1% | +86.22% | Add |
| 5 | IRTC | Irhythm Holdings Inc | +0.7% | +61.39% | Add |
| 6 | FIVE | Five Below | +0.7% | +17.55% | Add |
| 7 | SOFI | Sofi Technologies Inc | +0.7% | +60.22% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.5% | +30.45% | Add |
| 9 | SGI | Somnigroup International Inc | +0.5% | +155.12% | Add |
| 10 | LLY | Eli Lilly & Co | +0.4% | -4.98% | Trim |
| 11 | GEV | GE Vernova Inc | +0.4% | +19.31% | Add |
| 12 | NET | Cloudflare Inc - Class A | +0.4% | +40.35% | Add |
| 13 | AEM | Agnico Eagle Mines LTD | +0.3% | +16.52% | Add |
| 14 | RL | Ralph Lauren CORP | +0.3% | +18.39% | Add |
| 15 | BWXT | Bwx Technologies Inc | +0.2% | +23.94% | Add |
| 16 | TPR | Tapestry Inc | +0.2% | -0.79% | Trim |
| 17 | DY | Dycom Industries Inc | +0.2% | +6.29% | Add |
| 18 | AMG | Affiliated Managers Group | +0.2% | +1.53% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | +25.28% | Add |
| 20 | RTX | Rtx CORP | +0.1% | +2.18% | Add |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.57% | Add |
| 22 | WWD | Woodward Inc | +0.1% | -9.34% | Trim |
| 23 | IDXX | Idexx Laboratories Inc | +0.1% | +0.41% | Add |
| 24 | CEG | Constellation Energy | +0.1% | +0.05% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | -3.63% | Trim |
| 26 | MTZ | Mastec Inc | 0% | +0.88% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +12.73% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +1.33% | Add |
| 29 | GE | General Electric | 0% | -1.49% | Trim |
| 30 | WMT | Walmart Inc | 0% | -6.46% | Trim |
| 31 | HWM | Howmet Aerospace Inc | 0% | -4.00% | Trim |
| 32 | IBKR | Interactive Brokers Gro-cl A | — | +5.14% | Add |
| 33 | SHOP | Shopify Inc - Class A | — | -8.98% | Trim |
| 34 | NVDA | Nvidia CORP | — | -0.78% | Trim |
| 35 | DTM | Dt Midstream Inc | — | -7.46% | Trim |
| 36 | SRE | Sempra | — | -0.49% | Trim |
| 37 | RSPT | Invesco S&p 500 Equal Weight | — | +0.53% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | -3.99% | Trim |
| 39 | VUG | Vanguard Growth ETF | — | -1.76% | Trim |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | +0.88% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | -7.40% | Trim |
| 42 | PG | Procter & Gamble Co/the | 0% | -1.09% | Trim |
| 43 | CASY | Casey's General Stores Inc | 0% | -1.56% | Trim |
| 44 | MSFT | Microsoft CORP | 0% | -1.94% | Trim |
| 45 | ATO | Atmos Energy CORP | -0.1% | -20.50% | Trim |
| 46 | EBAY | Ebay Inc | -0.1% | -1.58% | Trim |
| 47 | NRG | Nrg Energy Inc | -0.1% | -6.74% | Trim |
| 48 | CALX | Calix Inc | -0.1% | -4.73% | Trim |
| 49 | IBM | Intl Business Machines CORP | -0.5% | -66.24% | Trim |
| 50 | SEDG | Solaredge Technologies Inc | -0.5% | -15.35% | Trim |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 92 disclosed positions in Q4 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 LITE, CIEN, PLTR) accounted for 9.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
WDC
市值: $3.4M
Top Position Liquidated / Trimmed
RBLX
前期市值: $2.6M
During Q4 2025, Williamson Legacy Group, LLC's top holdings by market value included LITE (4.4%)、CIEN (3.0%)、PLTR (2.8%). The largest single position, LITE, represented 4.4% of total portfolio value.
In Q4 2025, Williamson Legacy Group, LLC made 125 total portfolio adjustments, initiating 28 new buys, adding to 27 positions, trimming 37 holdings, and fully liquidating 33 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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