The Analysis of Williamson Legacy Group, LLC's Holdings
Currently, Williamson Legacy Group, LLC holds 92 types of securities in its portfolio with a total value $127.9M. In the most recent quarter, they have increased their positions in WDC (+19.7K shares, valued at $3.4M), NEM (+28.0K shares, valued at $2.8M), SNDK (+9.0K shares, valued at $2.1M); decreased their positions in BE (-21.5K shares, valued at $1.9M), AGI (-33.2K shares, valued at $1.3M), META (-1.9K shares, valued at $1.3M); initiated new positions in WDC (+19.7K shares, valued at $3.4M), NEM (+28.0K shares, valued at $2.8M), SNDK (+9.0K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LITE LUMENTUM HOLDINGS INC INC15.4K shares3.54%2025-12-312026-02-09
CIEN CIENA CORP16.7K shares9.18%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC CL A20.4K shares0.88%2025-12-312026-02-09 WDC WESTERN DIGITAL CORP19.7K sharesnew addition2025-12-312026-02-09 NEM NEWMONT CORP28.0K sharesnew addition2025-12-312026-02-09 FIVE FIVE BELOW INC14.5K shares17.55%2025-12-312026-02-09 BROADCOM INC BROADCOM INC7.9K shares-3.63%2025-12-312026-02-09 EBAY EBAY INC29.2K shares-1.58%2025-12-312026-02-09 AEM AGNICO EAGLE MINES LIMITED14.9K shares16.52%2025-12-312026-02-09 W WAYFAIR INC CLASS A25.0K shares86.22%2025-12-312026-02-09 GEV GE VERNOVA LLC3.7K shares19.31%2025-12-312026-02-09 TPR TAPESTRY INC18.7K shares-0.79%2025-12-312026-02-09 NRG NRG ENERGY INC14.3K shares-6.74%2025-12-312026-02-09 SOFI SOFI TECHNOLOGIES INC84.7K shares60.22%2025-12-312026-02-09 HOOD ROBINHOOD MARKETS INC CL A19.6K shares-24.95%2025-12-312026-02-09 APH AMPHENOL CORP NEW CL A16.3K shares30.45%2025-12-312026-02-09 LLY ELI LILLY & CO2.0K shares-4.98%2025-12-312026-02-09 IRTC IRHYTHM HOLDINGS INC12.3K shares61.39%2025-12-312026-02-09 HWM HOWMET AEROSPACE INC10.5K shares-4.00%2025-12-312026-02-09 SNDK SANDISK CORP9.0K sharesnew addition2025-12-312026-02-09 NVDA NVIDIA CORP11.4K shares-0.78%2025-12-312026-02-09 APP APPLOVIN CORP CL A3.1K shares-34.10%2025-12-312026-02-09 NET CLOUDFLARE INC CL A10.0K shares40.35%2025-12-312026-02-09 CELESTICA INC CELESTICA INC6.6K sharesnew addition2025-12-312026-02-09 BWXT BWX TECHNOLOGIES CO10.8K shares23.94%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC6.0K sharesnew addition2025-12-312026-02-09 CRDO CREDO TECHNOLOGY GRP HOLDING LTD11.0K sharesnew addition2025-12-312026-02-09 IAG IAMGOLD CORPORATION94.2K sharesnew addition2025-12-312026-02-09 RTX RTX CORP8.4K shares2.18%2025-12-312026-02-09 RL RALPH LAUREN CORP CLASS A4.1K shares18.39%2025-12-312026-02-09 BE BLOOM ENERGY CORP CLASS A15.9K shares-57.48%2025-12-312026-02-09 ELAN ELANCO ANIMAL HEALTH INC58.8K sharesnew addition2025-12-312026-02-09 NXT NEXTPOWER INC CL A15.3K sharesnew addition2025-12-312026-02-09 CASY CASEYS GENL STORES INC2.4K shares-1.56%2025-12-312026-02-09 MTZ MASTEC INC6.0K shares0.88%2025-12-312026-02-09 SHOP SHOPIFY INC CL A8.0K shares-8.98%2025-12-312026-02-09 DY DYCOM INDUSTRIES INC3.8K shares6.29%2025-12-312026-02-09 BK BANK NEW YORK MELLON CORP10.8K shares1.57%2025-12-312026-02-09 WGS GENEDX HLDGS CORP CA A NEW9.5K sharesnew addition2025-12-312026-02-09 SEDG SOLAREDGE TECHNOLOGIES INC42.7K shares-15.35%2025-12-312026-02-09 AMG AFFILIATED MANAGERS GROUP4.1K shares1.53%2025-12-312026-02-09 MNST MONSTER BEVERAGE CORP14.9K sharesnew addition2025-12-312026-02-09 IBKR INTERACTIVE BROKERS GRP INC CL A17.6K shares5.14%2025-12-312026-02-09 RUN SUNRUN INC60.9K sharesnew addition2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC5.2K sharesnew addition2025-12-312026-02-09 DK DELEK US HLDGS INC NEW36.9K sharesnew addition2025-12-312026-02-09 GLW CORNING INC12.2K sharesnew addition2025-12-312026-02-09 COHERENT CORP COHERENT CORP5.7K sharesnew addition2025-12-312026-02-09 LMND LEMONADE INC14.2K sharesnew addition2025-12-312026-02-09 JOBY JOBY AVIATION INC75.6K sharesnew addition2025-12-312026-02-09 IDXX IDEXX LABORATORIES INC1.5K shares0.41%2025-12-312026-02-09 HII HUNTINGTON INGALLS INDUSTRIES INC2.9K sharesnew addition2025-12-312026-02-09 AMZN AMAZON COM INC4.0K shares-7.40%2025-12-312026-02-09 CALX CALIX INC17.3K shares-4.73%2025-12-312026-02-09 SGI SOMNIGROUP INTERNATIONAL INC10.2K shares155.12%2025-12-312026-02-09 KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS11.7K sharesnew addition2025-12-312026-02-09 JPM JPMORGAN CHASE & CO2.7K shares1.33%2025-12-312026-02-09 FN FABRINET1.8K sharesnew addition2025-12-312026-02-09 AGI ALAMOS GOLD INC NEW CLASS A21.6K shares-60.51%2025-12-312026-02-09 WWD WOODWARD INC2.7K shares-9.34%2025-12-312026-02-09 FTI TECHNIPFMC PLC18.5K shares-59.29%2025-12-312026-02-09 WMT WALMART INC7.2K shares-6.46%2025-12-312026-02-09 DTM DT MIDSTREAM INC6.6K shares-7.46%2025-12-312026-02-09 TER TERADYNE INCORPORATED4.0K sharesnew addition2025-12-312026-02-09 CCJ CAMECO CORP8.0K sharesnew addition2025-12-312026-02-09 CMI CUMMINS INC1.4K sharesnew addition2025-12-312026-02-09 CEG CONSTELLATION ENERGY CORP2.0K shares0.05%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC783 shares25.28%2025-12-312026-02-09 META META PLATFORMS INC CLASS A996 shares-65.71%2025-12-312026-02-09 WPM WHEATON PRECIOUS METALS CORP5.3K shares-62.33%2025-12-312026-02-09 CM CDN IMPERIAL BK COMMRC6.7K shares-63.40%2025-12-312026-02-09 CAT CATERPILLAR INC1.0K sharesnew addition2025-12-312026-02-09 TJX TJX COS INC NEW3.3K shares-62.45%2025-12-312026-02-09 PG PROCTER & GAMBLE CO3.3K shares-1.09%2025-12-312026-02-09 MSFT MICROSOFT CORP958 shares-1.94%2025-12-312026-02-09 CYBR CYBER-ARK SOFTWARE LTD/ISRAEL901 shares-68.58%2025-12-312026-02-09 PODD INSULET CORP1.2K shares-74.38%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHINE CORP1.1K shares-66.24%2025-12-312026-02-09 SRE SEMPRA ENERGY3.6K shares-0.49%2025-12-312026-02-09 VUG VANGUARD GROWTH ETF615 shares-1.76%2025-12-312026-02-09 ALB ALBEMARLE CORP2.1K sharesnew addition2025-12-312026-02-09 BAP CREDICORP1.0K shares-78.38%2025-12-312026-02-09 ZWS ZURN ELKAY WATER SOLUTIONS CORP5.6K shares-75.76%2025-12-312026-02-09 ATO ATMOS ENERGY CORP1.6K shares-20.50%2025-12-312026-02-09 RSPT INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY5.7K shares0.53%2025-12-312026-02-09 VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF4.0K shares12.73%2025-12-312026-02-09 VTI VANGUARD TOTAL STOCK ETF MARKET ETF722 shares-3.99%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available