Latest Williamson Legacy Group, LLC Stock Portfolio

Williamson Legacy Group, LLC Performance:

2025 Q4: 5.15%YTD: 26.73%2024: 35.73%

Performance for 2025 Q4 is 5.15%, and YTD is 26.73%, and 2024 is 35.73%.

About Williamson Legacy Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Williamson Legacy Group, LLC reported an equity portfolio of $127.9 Millions as of 31 Dec, 2025.

The top stock holdings of Williamson Legacy Group, LLC are LITE, CIEN, PLTR. The fund has invested 4.4% of it's portfolio in LUMENTUM HOLDINGS INC INC and 3% of portfolio in CIENA CORP .

The fund managers got completely rid off ROBLOX CORP CL A (RBLX), SPOTIFY TECHNOLOGY S A and CARVANA CO CLASS A (CVNA) stocks. They significantly reduced their stock positions in CREDICORP (BAP), ZURN ELKAY WATER SOLUTIONS CORP (ZWS) and INSULET CORP (PODD). Williamson Legacy Group, LLC opened new stock positions in WESTERN DIGITAL CORP (WDC), NEWMONT CORP (NEM) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to SOMNIGROUP INTERNATIONAL INC (TPX), WAYFAIR INC CLASS A (W) and IRHYTHM HOLDINGS INC (IRTC).

Williamson Legacy Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Williamson Legacy Group, LLC made a return of 5.15% in the last quarter. In trailing 12 months, it's portfolio return was 26.73%.

Performance
S&P 500

New Buys

Ticker	$ Bought
western digital corp	3,388,730
newmont corp	2,792,420
sandisk corp	2,133,570
celestica inc	1,943,640
micron technology inc	1,712,180
credo technology grp holding ltd	1,587,250
iamgold corporation	1,553,900
lam resh corp new	1,358,140

New stocks bought by Williamson Legacy Group, LLC

Additions

Ticker	% Inc.
somnigroup international inc	155
wayfair inc class a	86.22
irhythm holdings inc	61.39
sofi technologies inc	60.22
seagate technology holdings pub ltd co ordinary shares	54.03
cloudflare inc cl a	40.35
amphenol corp new cl a	30.45
goldman sachs group inc	25.28

Additions to existing portfolio by Williamson Legacy Group, LLC

Reductions

Ticker	% Reduced
credicorp	-78.38
zurn elkay water solutions corp	-75.76
insulet corp	-74.38
cyber-ark software ltd/israel	-68.58
international business machine corp	-66.24
meta platforms inc class a	-65.71
cdn imperial bk commrc	-63.4
tjx cos inc new	-62.45

Williamson Legacy Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
stoneco ltd cl a	-1,363,340
sportradar grp ag cl a	-1,385,700
celsius holdings inc	-1,163,420
roblox corp cl a	-2,607,220
altria group inc	-1,199,650
fox corp cl a	-1,082,380
affirm hldgs inc cl a	-789,118
johnson ctls intl plc	-1,132,050

Williamson Legacy Group, LLC got rid off the above stocks

Sector Distribution

Williamson Legacy Group, LLC has about 36.5% of it's holdings in Technology sector.

Sector	%
Technology	36.5
Others	14.9
Industrials	13.9
Consumer Cyclical	12
Financial Services	6.5
Healthcare	5.5
Utilities	2.8
Basic Materials	2.4
Energy	2.1
Consumer Defensive	1.9

Market Cap. Distribution

Williamson Legacy Group, LLC has about 50.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	40.5
MID-CAP	31.4
UNALLOCATED	14.9
MEGA-CAP	9.7
SMALL-CAP	3.6

Stocks belong to which Index?

About 52.4% of the stocks held by Williamson Legacy Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	47.6
S&P 500	41.8
RUSSELL 2000	10.6

Top 5 Winners (%)		%
LITE	lumentum holdings inc inc	121.7 %
CIEN	ciena corp	56.6 %
LLY	eli lilly & co	39.8 %
AMG	affiliated managers group	20.7 %
FIVE	five below inc	19.8 %

Top 5 Winners ($)		$
LITE	lumentum holdings inc inc	3.1 M
CIEN	ciena corp	1.4 M
LLY	eli lilly & co	0.7 M
FIVE	five below inc	0.5 M
STX	seagate technology holdings pub ltd co ordinary shares	0.4 M

Top 5 Losers (%)		%
SEDG	solaredge technologies inc	-20.3 %
HOOD	robinhood markets inc cl a	-18.4 %
CALX	calix inc	-13.4 %
NET	cloudflare inc cl a	-7.0 %
META	meta platforms inc class a	-6.8 %

Top 5 Losers ($)		$
HOOD	robinhood markets inc cl a	-0.7 M
SEDG	solaredge technologies inc	-0.4 M
APP	applovin corp cl a	-0.2 M
CALX	calix inc	-0.1 M
NET	cloudflare inc cl a	-0.1 M

Williamson Legacy Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Williamson Legacy Group, LLC

Williamson Legacy Group, LLC has 92 stocks in it's portfolio. About 25.9% of the portfolio is in top 10 stocks. HOOD proved to be the most loss making stock for the portfolio. LITE was the most profitable stock for Williamson Legacy Group, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AFRM	affirm hldgs inc cl a	0.00	0.00	0.00	sold off	-100

ALB	albemarle corp	0.23	2,106	297,873	new

AMD	advanced micro devices inc	0.87	5,219	1,117,700	new

AMG	affiliated managers group	0.93	4,109	1,184,540	added	1.53

AMZN	amazon com inc	0.73	4,030	930,205	reduced	-7.4

APH	amphenol corp new cl a	1.72	16,274	2,199,290	added	30.45

APP	applovin corp cl a	1.62	3,071	2,069,300	reduced	-34.1

ATO	atmos energy corp	0.20	1,555	260,709	reduced	-20.5

AVGO	broadcom inc	2.14	7,895	2,732,580	reduced	-3.63

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

BAP	credicorp	0.22	1,004	288,148	reduced	-78.38

BE	bloom energy corp class a	1.08	15,879	1,379,730	reduced	-57.48

BK	bank new york mellon corp	0.98	10,794	1,253,060	added	1.57

BPOP	popular inc	0.00	0.00	0.00	sold off	-100

BWXT	bwx technologies co	1.46	10,831	1,872,050	added	23.94

CAH	cardinal health inc	0.00	0.00	0.00	sold off	-100

CALX	calix inc	0.72	17,336	917,594	reduced	-4.73

CASY	caseys genl stores inc	1.03	2,393	1,322,650	reduced	-1.56

CAT	caterpillar inc	0.45	1,005	575,734	new

CEG	constellation energy corp	0.55	1,978	698,771	added	0.05