Williamson Legacy Group, LLC Portfolio Holdings
Q3 2025•98 long positions•$129.8M portfolio value
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Holding144 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $3.7M 2.88% | +$74.9K Bought | 0.003% 26.1K shares | 25.6K → 26.1K +$74.9K | +2.05% | $127.24B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.7M 2.84% | +$41.2K Bought | 0.001% 20.2K shares | 20.0K → 20.2K +$41.2K | +1.13% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $3.3M 2.58% | +$76.2K Bought | 0.001% 4.7K shares | 4.6K → 4.7K +$76.2K | +2.33% | $243.05B Mega Cap | Q2 2024 Held for 1y 5m | |
Electrical Equipment & Parts Industrials | $3.2M 2.43% | +$3.2M New | 0.016% 37.3K shares | 0 → 37.3K +$3.2M | New | $19.8B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $2.7M 2.08% | -$65.9K Sold | 0.007% 29.7K shares | 30.4K → 29.7K −$65.9K | -2.38% | $41.6B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $2.7M 2.08% | +$49.5K Bought | 0.0% 8.2K shares | 8.0K → 8.2K +$49.5K | +1.87% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Electronic Gaming & Multimedia Technology | $2.6M 2.01% | +$1.8M Bought | 0.003% 18.8K shares | 5.9K → 18.8K +$1.8M | +216.6% | $96.0B Large Cap | Q2 2025 Held for 5 months | |
Independent Power Producers Utilities | $2.5M 1.92% | +$238.2K Bought | 0.008% 15.4K shares | 13.9K → 15.4K +$238.2K | +10.59% | $31.3B Large Cap | Q4 2023 Held for 1y 11m | |
Communication Equipment Technology | $2.4M 1.87% | +$2.4M New | 0.021% 14.9K shares | 0 → 14.9K +$2.4M | New | $11.4B Large Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $2.2M 1.72% | +$2.2M New | 0.011% 15.3K shares | 0 → 15.3K +$2.2M | New | $20.6B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $2.2M 1.69% | +$698.0 Bought | 0.002% 3.1K shares | 3.1K → 3.1K +$698.0 | +0.03% | $143.63B Large Cap | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | $2.2M 1.66% | +$462.9K Bought | 0.003% 12.8K shares | 10.0K → 12.8K +$462.9K | +27.41% | $84.7B Large Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.1M 1.65% | -$109.7K Sold | 0.0% 11.5K shares | 12.1K → 11.5K −$109.7K | -4.86% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $2.1M 1.65% | +$686.2K Bought | 0.003% 10.9K shares | 7.4K → 10.9K +$686.2K | +47.07% | $79.1B Large Cap | Q2 2025 Held for 5 months | |
Luxury Goods Consumer Cyclical | $2.1M 1.65% | +$2.1M New | 0.009% 18.9K shares | 0 → 18.9K +$2.1M | New | $23.4B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $2.1M 1.64% | -$72.7K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$72.7K | -3.3% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $2.1M 1.63% | +$1.1M Bought | 0.004% 5.6K shares | 2.7K → 5.6K +$1.1M | +104.83% | $52.1B Large Cap | Q2 2025 Held for 5 months | |
Rental & Leasing Services Industrials | $2.0M 1.55% | -$244.8K Sold | 0.012% 12.1K shares | 13.6K → 12.1K −$244.8K | -10.82% | $17.1B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.9M 1.47% | +$1.9M New | 0.022% 12.4K shares | 0 → 12.4K +$1.9M | New | $8.5B Mid Cap | Q3 2025 Held for 2 months | |
Gold Basic Materials | $1.9M 1.47% | -$84.5K Sold | 0.013% 54.8K shares | 57.2K → 54.8K −$84.5K | -4.24% | $14.7B Large Cap | Q3 2024 Held for 1y 2m | |
Renewable Utilities Utilities | $1.9M 1.46% | +$1.3M Bought | 0.001% 3.1K shares | 1.0K → 3.1K +$1.3M | +197.69% | $167.39B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $1.9M 1.45% | -$37.0K Sold | 0.001% 6.3K shares | 6.4K → 6.3K −$37.0K | -1.93% | $319.00B Mega Cap | Q2 2024 Held for 1y 5m | |
Solar Energy | $1.9M 1.44% | +$1.9M New | 0.085% 50.4K shares | 0 → 50.4K +$1.9M | New | $2.2B Mid Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.8M 1.38% | -$5.7K Sold | 0.003% 2.5K shares | 2.5K → 2.5K −$5.7K | -0.32% | $56.3B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Equipment & Services Energy | $1.8M 1.38% | -$51.9K Sold | 0.011% 45.5K shares | 46.8K → 45.5K −$51.9K | -2.81% | $16.2B Large Cap | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $1.8M 1.38% | +$1.8M New | 0.004% 7.6K shares | 0 → 7.6K +$1.8M | New | $50.3B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.7M 1.3% | +$286.4K Bought | 0.001% 6.2K shares | 5.1K → 6.2K +$286.4K | +20.54% | $116.19B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $1.6M 1.26% | -$6.1K Sold | 0.0% 2.1K shares | 2.2K → 2.1K −$6.1K | -0.37% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.6M 1.24% | +$72.1K Bought | 0.01% 8.7K shares | 8.3K → 8.7K +$72.1K | +4.68% | $16.9B Large Cap | Q2 2025 Held for 5 months | |
Gold Basic Materials | $1.6M 1.21% | +$86.2K Bought | 0.003% 14.0K shares | 13.2K → 14.0K +$86.2K | +5.83% | $50.8B Large Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $1.5M 1.19% | +$1.1M Bought | 0.001% 12.5K shares | 3.2K → 12.5K +$1.1M | +290.09% | $151.09B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.5M 1.18% | +$1.5M New | 0.002% 7.1K shares | 0 → 7.1K +$1.5M | New | $74.8B Large Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.5M 1.13% | -$42.6K Sold | 0.002% 18.3K shares | 18.9K → 18.3K −$42.6K | -2.82% | $74.3B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $1.4M 1.11% | -$57.1K Sold | 0.007% 4.7K shares | 4.9K → 4.7K −$57.1K | -3.81% | $21.7B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $1.4M 1.08% | +$1.4M New | 0.004% 52.9K shares | 0 → 52.9K +$1.4M | New | $31.6B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.4M 1.07% | +$139.9K Bought | 0.017% 51.5K shares | 46.3K → 51.5K +$139.9K | +11.23% | $8.0B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.4M 1.07% | -$64.7K Sold | 0.006% 2.9K shares | 3.0K → 2.9K −$64.7K | -4.46% | $24.4B Large Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $1.4M 1.06% | +$755.2K Bought | 0.001% 8.2K shares | 3.7K → 8.2K +$755.2K | +121.64% | $223.98B Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.4M 1.06% | -$41.8K Sold | 0.007% 2.4K shares | 2.5K → 2.4K −$41.8K | -2.95% | $21.0B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.4M 1.05% | +$1.4M New | 0.027% 72.1K shares | 0 → 72.1K +$1.4M | New | $5.1B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $1.3M 1.01% | +$1.3M New | 0.024% 7.7K shares | 0 → 7.7K +$1.3M | New | $5.5B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.3M 1.01% | +$1.3M New | 0.001% 8.8K shares | 0 → 8.8K +$1.3M | New | $193.14B Large Cap | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $1.3M 0.993% | +$1.3M New | 0.006% 5.9K shares | 0 → 5.9K +$1.3M | New | $23.3B Large Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $1.3M 0.988% | +$76.7K Bought | 0.0% 1.1K shares | 1.0K → 1.1K +$76.7K | +6.37% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $1.3M 0.978% | -$75.2K Sold | 0.001% 8.8K shares | 9.3K → 8.8K −$75.2K | -5.59% | $160.86B Large Cap | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $1.3M 0.969% | +$1.3M New | 0.007% 5.9K shares | 0 → 5.9K +$1.3M | New | $16.8B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $1.2M 0.953% | +$339.5K Bought | 0.006% 4.6K shares | 3.4K → 4.6K +$339.5K | +37.86% | $21.1B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.2M 0.949% | +$1.2M Bought | — 6.9K shares | — | — | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.2M 0.928% | -$56.3K Sold | 0.006% 5.2K shares | 5.5K → 5.2K −$56.3K | -4.47% | $19.4B Large Cap | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $1.2M 0.924% | -$37.5K Sold | 0.001% 18.2K shares | 18.7K → 18.2K −$37.5K | -3.03% | $110.97B Large Cap | Q2 2025 Held for 5 months |
