Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only.
- Positions
- 81
- No filing for Q3 2023
- Portfolio value
- $107.8M
- No filing for Q3 2023
Williamson Legacy Group, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 42,983 | $25.1M | 23.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 7,745 | $2.91M | 2.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 20,664 | $2.89M | 2.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 3,490 | $2.47M | 2.3% | – | – | History |
| SNPSSynopsys Inc | COM | 4,639 | $2.39M | 2.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 35,113 | $2.16M | 2.0% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,746 | $1.98M | 1.8% | – | – | History |
| VVisa Inc. | Stock | 7,544 | $1.96M | 1.8% | – | – | History |
| BRBRBellring Brands, Inc. | Stock | 34,779 | $1.93M | 1.8% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 6,151 | $1.81M | 1.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 11,699 | $1.78M | 1.6% | – | – | History |
| IRIngersoll Rand Inc. | COM | 22,948 | $1.77M | 1.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,391 | $1.68M | 1.6% | – | – | History |
| ARESAres Management Corp | CL A COM STK | 14,069 | $1.67M | 1.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,670 | $1.65M | 1.5% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 34,253 | $1.65M | 1.5% | – | – | History |
| MAMastercard Inc | Stock | 3,684 | $1.57M | 1.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 2,593 | $1.55M | 1.4% | – | – | History |
| MCKMcKesson Corp | Stock | 3,296 | $1.53M | 1.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 5,763 | $1.52M | 1.4% | – | – | History |
| WRBBerkley W R Corp | COM | 20,705 | $1.46M | 1.4% | – | – | History |
| LINLinde PLC | Stock | 3,529 | $1.45M | 1.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,296 | $1.45M | 1.3% | – | – | History |
| BWXTBWX Technologies, Inc. | COM | 18,659 | $1.43M | 1.3% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 25,788 | $1.33M | 1.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 2,443 | $1.33M | 1.2% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 5,698 | $1.28M | 1.2% | – | – | History |
| ITTItt Inc. | COM | 9,472 | $1.13M | 1.0% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 16,064 | $1.09M | 1.0% | – | – | History |
| ZSZscaler, Inc. | Stock | 4,887 | $1.08M | 1.0% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,584 | $1.05M | 1.0% | – | – | History |
| TAT&T Inc. | Stock | 57,824 | $970.3K | 0.9% | – | – | History |
| PTCPTC Inc. | Stock | 5,456 | $954.6K | 0.9% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 36,405 | $950.5K | 0.9% | – | – | History |
| FTITechnipFMC plc | COM | 46,477 | $936.0K | 0.9% | – | – | History |
| American Eagle Outfitters Necom02553E109 | US SMALL-CAP EQUITIES | 42,693 | $903.4K | 0.8% | – | – | – |
| FTAIFTAI Aviation Ltd. | SHS | 19,287 | $894.9K | 0.8% | – | – | History |
| KHCKraft Heinz Co | Stock | 23,390 | $865.0K | 0.8% | – | – | History |
| VSTVistra Corp. | Stock | 22,067 | $850.0K | 0.8% | – | – | History |
| AMATApplied Materials Inc | Stock | 5,087 | $824.5K | 0.8% | – | – | History |
| MUMicron Technology Inc | Stock | 9,575 | $817.1K | 0.8% | – | – | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 46,480 | $815.3K | 0.8% | – | – | History |
| HQYHealthequity, Inc. | COM | 12,289 | $814.8K | 0.8% | – | – | History |
| WFRDWeatherford International plc | ORD SHS | 8,227 | $804.8K | 0.7% | – | – | History |
| FERGFerguson Enterprises Inc. | SHS | 4,140 | $799.3K | 0.7% | – | – | History |
| APOApollo Global Management, Inc. | COM | 8,503 | $792.4K | 0.7% | – | – | History |
| JJacobs Solutions Inc. | COM | 6,081 | $789.3K | 0.7% | – | – | History |
| OKTAOkta, Inc. | CL A | 8,232 | $745.2K | 0.7% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,126 | $743.3K | 0.7% | – | – | History |
| TJXTJX Companies Inc | Stock | 7,921 | $743.1K | 0.7% | – | – | History |
| RSGRepublic Services, Inc. | COM | 4,475 | $738.0K | 0.7% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 2,680 | $730.0K | 0.7% | – | – | History |
| NKENIKE, Inc. | Stock | 6,712 | $728.7K | 0.7% | – | – | History |
| SHELShell plc | ADR | 10,899 | $717.2K | 0.7% | – | – | History |
| CRBGCorebridge Financial, Inc. | COM | 33,051 | $715.9K | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,343 | $707.0K | 0.7% | – | – | History |
| DISWalt Disney Co | Stock | 7,676 | $693.1K | 0.6% | – | – | History |
| NVTnVent Electric plc | SHS | 11,131 | $657.7K | 0.6% | – | – | History |
| AXONAxon Enterprise, Inc. | COM | 2,449 | $632.6K | 0.6% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 3,615 | $617.1K | 0.6% | – | – | History |
| FLSFlowserve Corp | COM | 14,958 | $616.6K | 0.6% | – | – | History |
| VNTVontier Corp | Stock | 17,223 | $595.1K | 0.6% | – | – | History |
| FRPTFreshpet, Inc. | Stock | 6,658 | $577.6K | 0.5% | – | – | History |
| COOPMaverick Merger Sub 2, LLC | COM | 8,636 | $562.4K | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,678 | $538.9K | 0.5% | – | – | History |
| ACMAecom | COM | 5,746 | $531.1K | 0.5% | – | – | History |
| SAPSAP SE | ADR | 3,350 | $517.9K | 0.5% | – | – | History |
| DECKDeckers Outdoor Corp | COM | 746 | $498.6K | 0.5% | – | – | History |
| AAPLApple Inc. | Stock | 2,486 | $478.6K | 0.4% | – | – | History |
| ELFe.l.f. Beauty, Inc. | COM | 3,278 | $473.1K | 0.4% | – | – | History |
| XYZBlock, Inc. | CL A | 5,724 | $442.8K | 0.4% | – | – | History |
| CAHCardinal Health Inc | Stock | 4,257 | $429.1K | 0.4% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,749 | $371.2K | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,133 | $352.2K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,153 | $339.4K | 0.3% | – | – | History |
| SRESempra | Stock | 4,181 | $312.4K | 0.3% | – | – | History |
| SYMSymbotic Inc. | Stock | 6,015 | $308.8K | 0.3% | – | – | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 8,957 | $292.4K | 0.3% | – | – | – |
| OLEDUniversal Display Corp | COM | 1,222 | $233.7K | 0.2% | – | – | History |
| VMCVulcan Materials CO | COM | 919 | $208.6K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $204.2K | 0.2% | – | – | – |