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Size ($ in 1000's)
At 09/30/2025: $129,430
At 06/30/2025: $118,669Williamson Legacy Group LLC AUM history
Williamson Legacy Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Williamson Legacy Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Williamson Legacy Group LLC top holdings by largest position size, as per the latest 13f filing made by Williamson Legacy Group LLC.
In the Williamson Legacy Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Williamson Legacy Group LLC in that top holding, then the share count change between reporting periods, and finally the Williamson Legacy Group LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| ROBINHOOD MARKETS INC CL A |
26,073 |
+523 |
$3,733 | | HOOD | 26,073 | +523 | $3,733 | | PALANTIR TECHNOLOGIES INC CL A |
20,232 |
+226 |
$3,691 | | PLTR | 20,232 | +226 | $3,691 | | APPLOVIN CORP CL A |
4,660 |
+106 |
$3,348 | | APP | 4,660 | +106 | $3,348 | | BLOOM ENERGY CORP CLASS A |
37,346 |
+37,346 |
$3,158 | | BE | 37,346 | +37,346 | $3,158 | | BROADCOM INC |
8,192 |
+150 |
$2,703 | | AVGO | 8,192 | +150 | $2,703 | | EBAY INC |
29,720 |
-725 |
$2,703 | | EBAY | 29,720 | -725 | $2,703 | | ROBLOX CORP CL A |
18,822 |
+12,877 |
$2,607 | | RBLX | 18,822 | +12,877 | $2,607 | | NRG ENERGY INC |
15,358 |
+1,471 |
$2,487 | | NRG | 15,358 | +1,471 | $2,487 | | LUMENTUM HOLDINGS INC INC |
14,894 |
+14,894 |
$2,423 | | LITE | 14,894 | +14,894 | $2,423 | | CIENA CORP |
15,290 |
+15,290 |
$2,227 | | CIEN | 15,290 | +15,290 | $2,227 | | SPOTIFY TECHNOLOGY S A |
3,146 |
+1 |
$2,196 | | SPOT | 3,146 | +1 | $2,196 | | AGNICO EAGLE MINES LIMITED |
12,766 |
+2,746 |
$2,152 | | AEM | 12,766 | +2,746 | $2,152 | | NVIDIA CORP |
11,509 |
-588 |
$2,147 | | NVDA | 11,509 | -588 | $2,147 | | HOWMET AEROSPACE INC |
10,927 |
+3,497 |
$2,144 | | HWM | 10,927 | +3,497 | $2,144 | | TAPESTRY INC |
18,858 |
+18,858 |
$2,135 | | TPR | 18,858 | +18,858 | $2,135 | | META PLATFORMS INC CLASS A |
2,905 |
-99 |
$2,133 | | META | 2,905 | -99 | $2,133 | | CARVANA CO CLASS A |
5,598 |
+2,865 |
$2,112 | | CVNA | 5,598 | +2,865 | $2,112 | | FTAI AVIATION LTD |
12,090 |
-1,467 |
$2,017 | | FTAI | 12,090 | -1,467 | $2,017 | | FIVE BELOW INC |
12,365 |
+12,365 |
$1,913 | | FIVE | 12,365 | +12,365 | $1,913 | | ALAMOS GOLD INC NEW CLASS A |
54,804 |
-2,424 |
$1,910 | | AGI | 54,804 | -2,424 | $1,910 | | GE VERNOVA LLC |
3,087 |
+2,050 |
$1,898 | | GEV | 3,087 | +2,050 | $1,898 | | GE AEROSPACE NEW |
6,260 |
-123 |
$1,883 | | GE | 6,260 | -123 | $1,883 | | SOLAREDGE TECHNOLOGIES INC |
50,445 |
+50,445 |
$1,866 | | SEDG | 50,445 | +50,445 | $1,866 | | AXON ENTERPRISE INC |
2,503 |
-8 |
$1,796 | | AXON | 2,503 | -8 | $1,796 | | TECHNIPFMC PLC |
45,462 |
-1,316 |
$1,793 | | FTI | 45,462 | -1,316 | $1,793 | | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES (STX) |
7,597 |
+7,597 |
$1,793 | | STX | 7,597 | +7,597 | $1,793 | | DOORDASH INC CL A |
6,179 |
+1,053 |
$1,681 | | DASH | 6,179 | +1,053 | $1,681 | | ELI LILLY & CO |
2,147 |
-8 |
$1,638 | | LLY | 2,147 | -8 | $1,638 | | BWX TECHNOLOGIES CO |
8,739 |
+391 |
$1,611 | | BWXT | 8,739 | +391 | $1,611 | | WHEATON PRECIOUS METALS CORP |
14,007 |
+771 |
$1,567 | | WPM | 14,007 | +771 | $1,567 | | AMPHENOL CORP NEW CL A |
12,475 |
+9,277 |
$1,544 | | APH | 12,475 | +9,277 | $1,544 | | CLOUDFLARE INC CL A |
7,140 |
+7,140 |
$1,532 | | NET | 7,140 | +7,140 | $1,532 | | CDN IMPERIAL BK COMMRC |
18,347 |
-533 |
$1,466 | | CM | 18,347 | -533 | $1,466 | | INSULET CORP |
4,669 |
-185 |
$1,441 | | PODD | 4,669 | -185 | $1,441 | | SOFI TECHNOLOGIES INC |
52,884 |
+52,884 |
$1,397 | | SOFI | 52,884 | +52,884 | $1,397 | | CYBER ARK SOFTWARE LTD ISRAEL |
2,868 |
-134 |
$1,386 | | CYBR | 2,868 | -134 | $1,386 | | SPORTRADAR GRP AG CL A |
51,513 |
+5,200 |
$1,386 | | SRAD | 51,513 | +5,200 | $1,386 | | RTX CORP |
8,223 |
+4,513 |
$1,376 | | RTX | 8,223 | +4,513 | $1,376 | | CASEYS GENL STORES INC |
2,431 |
-74 |
$1,374 | | CASY | 2,431 | -74 | $1,374 | | STONECO LTD CL A |
72,096 |
+72,096 |
$1,363 | | STNE | 72,096 | +72,096 | $1,363 | | IRHYTHM TECHNOLOGIES INC |
7,651 |
+7,651 |
$1,316 | | IRTC | 7,651 | +7,651 | $1,316 | | SHOPIFY INC CL A |
8,805 |
+8,805 |
$1,309 | | SHOP | 8,805 | +8,805 | $1,309 | | JABIL INC |
5,931 |
+5,931 |
$1,288 | | JBL | 5,931 | +5,931 | $1,288 | | NETFLIX.COM INC |
1,069 |
+64 |
$1,282 | | NFLX | 1,069 | +64 | $1,282 | | TJX COS INC NEW |
8,781 |
-520 |
$1,269 | | TJX | 8,781 | -520 | $1,269 | | MASTEC INC |
5,909 |
+5,909 |
$1,257 | | MTZ | 5,909 | +5,909 | $1,257 | | CREDICORP |
4,643 |
+1,275 |
$1,236 | | BAP | 4,643 | +1,275 | $1,236 | | SEA LTD UNSPON ADR |
6,893 |
+6,893 |
$1,232 | | SE | 6,893 | +6,893 | $1,232 | | GUIDEWIRE SOFTWARE INC |
5,240 |
-245 |
$1,204 | | GWRE | 5,240 | -245 | $1,204 | | ALTRIA GROUP INC |
18,160 |
-567 |
$1,200 | | MO | 18,160 | -567 | $1,200 |
See Full List: All Stocks Held By Williamson Legacy Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Williamson Legacy Group LLC
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