Williamson Legacy Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Williamson Legacy Group, LLC reported 92 stock positions worth $127.9 million. Its top holding was Lumentum (LITE) at 4.4% of the portfolio, followed by Ciena (CIEN, 3.1%) and Palantir Technologies Class A (PLTR, 2.8%). Compared with Q3 2025, it opened 28 new positions, sold out of 33, added to 27 and reduced 37. The biggest buy was a new position in Western Digital (WDC) and the biggest sale an exit from Roblox Class A (RBLX).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002011965
- Portfolio Value
- $127.9M (Q4 2025)
- SEC Filing
- 0001765380-26-000083 ↗ filed Feb 9, 2026
Holdings Value
Holdings 92 stocks · $127.9M
| LITE Lumentum Holdings Inc. | 4.44% | 15,421 | $5.7M | Add +3.5% |
| CIEN Ciena Corp. | 3.05% | 16,694 | $3.9M | Add +9.2% |
| PLTR Palantir Technologies Inc. Class A | 2.84% | 20,411 | $3.6M | Add +0.9% |
| WDC Western Digital Corp. | 2.65% | 19,671 | $3.4M | New |
| STX Seagate Technology Holdings | 2.52% | 11,702 | $3.2M | Add +54.0% |
| NEM Newmont Corp. | 2.18% | 27,966 | $2.8M | New |
| FIVE Five Below | 2.14% | 14,535 | $2.7M | Add +17.6% |
| AVGO Broadcom Inc. | 2.14% | 7,895 | $2.7M | Reduce -3.6% |
| EBAY eBay Inc. | 1.99% | 29,249 | $2.5M | Reduce -1.6% |
| AEM Agnico Eagle Mines Ltd. | 1.97% | 14,875 | $2.5M | Add +16.5% |
| W Wayfair Inc. Class A | 1.96% | 24,967 | $2.5M | Add +86.2% |
| GEV GE Vernova Inc. | 1.88% | 3,683 | $2.4M | Add +19.3% |
| TPR Tapestry Inc. | 1.87% | 18,709 | $2.4M | Reduce -0.8% |
| NRG NRG Energy Inc. | 1.78% | 14,323 | $2.3M | Reduce -6.7% |
| SOFI Sofi Technologies Inc. | 1.73% | 84,729 | $2.2M | Add +60.2% |
| HOOD Robinhood Markets Inc. Class A | 1.73% | 19,567 | $2.2M | Reduce -24.9% |
| APH Amphenol Corp. Class A | 1.72% | 16,274 | $2.2M | Add +30.4% |
| LLY Eli Lilly & Co. | 1.71% | 2,040 | $2.2M | Reduce -5.0% |
| IRTC Irhythm Holdings Inc. | 1.71% | 12,348 | $2.2M | Add +61.4% |
| HWM Howmet Aerospace Inc. | 1.68% | 10,490 | $2.2M | Reduce -4.0% |
| SNDK Sandisk Corp. | 1.67% | 8,988 | $2.1M | New |
| NVDA Nvidia Corp. | 1.66% | 11,419 | $2.1M | Reduce -0.8% |
| APP AppLovin Corp. Class A | 1.62% | 3,071 | $2.1M | Reduce -34.1% |
| NET Cloudflare Inc. Class A | 1.54% | 10,021 | $2.0M | Add +40.4% |
| CLS Celestica Inc. | 1.52% | 6,575 | $1.9M | New |
| GE General Electric filed as GE AEROSPACE | 1.48% | 6,167 | $1.9M | Reduce -1.5% |
| BWXT BWX Technologies Inc. | 1.46% | 10,831 | $1.9M | Add +23.9% |
| MU Micron Technology Inc. | 1.34% | 5,999 | $1.7M | New |
| CRDO Credo Technology Group Holdi | 1.24% | 11,031 | $1.6M | New |
| IAG Iamgold Corp. | 1.21% | 94,233 | $1.6M | New |
| RTX RTX Corp. | 1.20% | 8,402 | $1.5M | Add +2.2% |
| RL Ralph Lauren Corp. | 1.13% | 4,100 | $1.4M | Add +18.4% |
| BE Bloom Energy Corp. Class A | 1.08% | 15,879 | $1.4M | Reduce -57.5% |
| LRCX Lam Research Corp. | 1.06% | 7,934 | $1.4M | New |
| ELAN Elanco Animal Health Inc. | 1.04% | 58,758 | $1.3M | New |
| NXT Nextpower Inc. | 1.04% | 15,256 | $1.3M | New |
| CASY Casey's General Stores Inc. | 1.03% | 2,393 | $1.3M | Reduce -1.6% |
| B Barrick Mining Corp. | 1.03% | 30,199 | $1.3M | New |
| MTZ Mastec Inc. | 1.01% | 5,961 | $1.3M | Add +0.9% |
| SHOP Shopify Inc. Class A | 1.01% | 8,014 | $1.3M | Reduce -9.0% |
| DY Dycom Industries Inc. | 1.00% | 3,768 | $1.3M | Add +6.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.98% | 10,794 | $1.3M | Add +1.6% |
| WGS Genedx Holdings Corp. | 0.97% | 9,541 | $1.2M | New |
| SEDG Solaredge Technologies Inc. | 0.96% | 42,701 | $1.2M | Reduce -15.3% |
| AMG Affiliated Managers Group | 0.93% | 4,109 | $1.2M | Add +1.5% |
| FTAI Ftai Aviation Ltd. | 0.90% | 5,878 | $1.2M | Reduce -51.4% |
| MNST Monster Beverage Corp. | 0.89% | 14,858 | $1.1M | New |
| IBKR Interactive Brokers Gro Class A | 0.89% | 17,633 | $1.1M | Add +5.1% |
| RUN Sunrun Inc. | 0.88% | 60,871 | $1.1M | New |
| AMD Advanced Micro Devices | 0.87% | 5,219 | $1.1M | New |
| DK Delek US Holdings Inc. | 0.86% | 36,904 | $1.1M | New |
| GLW Corning Inc. | 0.83% | 12,176 | $1.1M | New |
| COHR Coherent Corp. | 0.82% | 5,659 | $1.0M | New |
| LMND Lemonade Inc. | 0.79% | 14,180 | $1.0M | New |
| JOBY Joby Aviation Inc. | 0.78% | 75,639 | $998K | New |
| IDXX Idexx Laboratories Inc. | 0.77% | 1,462 | $989K | Add +0.4% |
| HII Huntington Ingalls Industrie | 0.77% | 2,879 | $979K | New |
| AMZN Amazon.com Inc. | 0.73% | 4,030 | $930K | Reduce -7.4% |
| CALX Calix Inc. | 0.72% | 17,336 | $918K | Reduce -4.7% |
| SGI Somnigroup International Inc. | 0.71% | 10,169 | $908K | Add +155.1% |
| KTOS Kratos Defense & Security | 0.70% | 11,730 | $890K | New |
| JPM JPMorgan Chase & Co. | 0.69% | 2,739 | $883K | Add +1.3% |
| FN Fabrinet | 0.65% | 1,838 | $837K | New |
| AGI Alamos Gold Inc. Class A | 0.65% | 21,643 | $835K | Reduce -60.5% |
| WWD Woodward Inc. | 0.65% | 2,746 | $830K | Reduce -9.3% |
| FTI Technipfmc PLC | 0.64% | 18,509 | $825K | Reduce -59.3% |
| WMT Walmart Inc. | 0.63% | 7,199 | $802K | Reduce -6.5% |
| DTM DT Midstream Inc. | 0.62% | 6,614 | $792K | Reduce -7.5% |
| TER Teradyne Inc. | 0.60% | 3,980 | $770K | New |
| CCJ Cameco Corp. | 0.57% | 8,020 | $734K | New |
| CMI Cummins Inc. | 0.56% | 1,395 | $712K | New |
| CEG Constellation Energy | 0.55% | 1,978 | $699K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.54% | 783 | $688K | Add +25.3% |
| META Meta Platforms Inc. Class A | 0.51% | 996 | $657K | Reduce -65.7% |
| WPM Wheaton Precious Metals Corp. | 0.48% | 5,276 | $620K | Reduce -62.3% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.48% | 6,715 | $608K | Reduce -63.4% |
| CAT Caterpillar Inc. | 0.45% | 1,005 | $576K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 3,297 | $506K | Reduce -62.5% |
| PG The Procter & Gamble Co. | 0.37% | 3,266 | $468K | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.36% | 958 | $463K | Reduce -1.9% |
| CYBR Cyberark Software Ltd./Israel | 0.31% | 901 | $402K | Reduce -68.6% |
| PODD Insulet Corp. | 0.27% | 1,196 | $340K | Reduce -74.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,147 | $340K | Reduce -66.2% |
| SRE Sempra | 0.25% | 3,648 | $322K | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 615 | $300K | Reduce -1.8% |
| ALB Albemarle Corp. | 0.23% | 2,106 | $298K | New |
| BAP Credicorp Ltd. | 0.23% | 1,004 | $288K | Reduce -78.4% |
| ZWS Zurn Elkay Water Solutions C | 0.20% | 5,614 | $261K | Reduce -75.8% |
| ATO Atmos Energy Corp. | 0.20% | 1,555 | $261K | Reduce -20.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.20% | 5,725 | $261K | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 3,968 | $248K | Add +12.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 722 | $242K | Reduce -4.0% |
Portfolio Sells Q3 2025 → Q4 2025
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −2.01 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −1.70 |
| CVNA Carvana Co. | Sold out | 0.00% | −1.63 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −1.39 |
| BE Bloom Energy Corp. Class A | Reduce -57.5% | 1.08% | −1.36 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −1.30 |
| HOOD Robinhood Markets Inc. Class A | Reduce -24.9% | 1.73% | −1.15 |
| META Meta Platforms Inc. Class A | Reduce -65.7% | 0.51% | −1.13 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −1.07 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −1.05 |
| JBL Jabil Inc. | Sold out | 0.00% | −1.00 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.99 |
| APP AppLovin Corp. Class A | Reduce -34.1% | 1.62% | −0.97 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.95 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.93 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.93 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.92 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.90 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.87 |
| PODD Insulet Corp. | Reduce -74.4% | 0.27% | −0.85 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.84 |
| AGI Alamos Gold Inc. Class A | Reduce -60.5% | 0.65% | −0.82 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.82 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.80 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.78 |
| CYBR Cyberark Software Ltd./Israel | Reduce -68.6% | 0.31% | −0.76 |
| FTI Technipfmc PLC | Reduce -59.3% | 0.64% | −0.74 |
| BAP Credicorp Ltd. | Reduce -78.4% | 0.23% | −0.73 |
| WPM Wheaton Precious Metals Corp. | Reduce -62.3% | 0.48% | −0.73 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.72 |
| CM Can Imperial BK of Commerce | Reduce -63.4% | 0.48% | −0.66 |
| FTAI Ftai Aviation Ltd. | Reduce -51.4% | 0.90% | −0.65 |
| ZWS Zurn Elkay Water Solutions C | Reduce -75.8% | 0.20% | −0.64 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.63 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.62 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.61 |
| TJX TJX Companies Inc. | Reduce -62.5% | 0.40% | −0.58 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.58 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.57 |
| BPOP Popular Inc. | Sold out | 0.00% | −0.53 |
| SEDG Solaredge Technologies Inc. | Reduce -15.3% | 0.96% | −0.48 |
| IBM Intl Business Machines Corp. | Reduce -66.2% | 0.27% | −0.48 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.43 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.40 |
| URBN Urban Outfitters Inc. | Sold out | 0.00% | −0.38 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.37 |
| PFGC Performance Food Group Co. | Sold out | 0.00% | −0.27 |
| T AT&T Inc. | Sold out | 0.00% | −0.21 |
| MPLX MPLX LP | Sold out | 0.00% | −0.17 |
| CALX Calix Inc. | Reduce -4.7% | 0.72% | −0.15 |
Portfolio Buys Q3 2025 → Q4 2025
| WDC Western Digital Corp. | New | 2.65% | +2.65 |
| LITE Lumentum Holdings Inc. | Add +3.5% | 4.44% | +2.57 |
| NEM Newmont Corp. | New | 2.18% | +2.18 |
| SNDK Sandisk Corp. | New | 1.67% | +1.67 |
| CLS Celestica Inc. | New | 1.52% | +1.52 |
| MU Micron Technology Inc. | New | 1.34% | +1.34 |
| CIEN Ciena Corp. | Add +9.2% | 3.05% | +1.33 |
| CRDO Credo Technology Group Holdi | New | 1.24% | +1.24 |
| IAG Iamgold Corp. | New | 1.21% | +1.21 |
| STX Seagate Technology Holdings | Add +54.0% | 2.52% | +1.13 |
| LRCX Lam Research Corp. | New | 1.06% | +1.06 |
| ELAN Elanco Animal Health Inc. | New | 1.04% | +1.04 |
| NXT Nextpower Inc. | New | 1.04% | +1.04 |
| W Wayfair Inc. Class A | Add +86.2% | 1.96% | +1.03 |
| B Barrick Mining Corp. | New | 1.03% | +1.03 |
| WGS Genedx Holdings Corp. | New | 0.97% | +0.97 |
| MNST Monster Beverage Corp. | New | 0.89% | +0.89 |
| RUN Sunrun Inc. | New | 0.88% | +0.88 |
| AMD Advanced Micro Devices | New | 0.87% | +0.87 |
| DK Delek US Holdings Inc. | New | 0.86% | +0.86 |
| GLW Corning Inc. | New | 0.83% | +0.83 |
| COHR Coherent Corp. | New | 0.82% | +0.82 |
| LMND Lemonade Inc. | New | 0.79% | +0.79 |
| JOBY Joby Aviation Inc. | New | 0.78% | +0.78 |
| HII Huntington Ingalls Industrie | New | 0.77% | +0.77 |
| KTOS Kratos Defense & Security | New | 0.70% | +0.70 |
| IRTC Irhythm Holdings Inc. | Add +61.4% | 1.71% | +0.70 |
| FIVE Five Below | Add +17.6% | 2.14% | +0.66 |
| SOFI Sofi Technologies Inc. | Add +60.2% | 1.73% | +0.65 |
| FN Fabrinet | New | 0.65% | +0.65 |
| TER Teradyne Inc. | New | 0.60% | +0.60 |
| CCJ Cameco Corp. | New | 0.57% | +0.57 |
| CMI Cummins Inc. | New | 0.56% | +0.56 |
| APH Amphenol Corp. Class A | Add +30.4% | 1.72% | +0.53 |
| CAT Caterpillar Inc. | New | 0.45% | +0.45 |
| SGI Somnigroup International Inc. | Add +155.1% | 0.71% | +0.45 |
| GEV GE Vernova Inc. | Add +19.3% | 1.88% | +0.41 |
| NET Cloudflare Inc. Class A | Add +40.4% | 1.54% | +0.36 |
| AEM Agnico Eagle Mines Ltd. | Add +16.5% | 1.97% | +0.31 |
| RL Ralph Lauren Corp. | Add +18.4% | 1.13% | +0.29 |
| ALB Albemarle Corp. | New | 0.23% | +0.23 |
| BWXT BWX Technologies Inc. | Add +23.9% | 1.46% | +0.22 |
| DY Dycom Industries Inc. | Add +6.3% | 1.00% | +0.20 |
| AMG Affiliated Managers Group | Add +1.5% | 0.93% | +0.18 |
| GS Goldman Sachs Group Inc. | Add +25.3% | 0.54% | +0.15 |
| RTX RTX Corp. | Add +2.2% | 1.20% | +0.14 |
| BNY Bank of New York Mellon Corp. | Add +1.6% | 0.98% | +0.08 |
| IDXX Idexx Laboratories Inc. | Add +0.4% | 0.77% | +0.05 |
| CEG Constellation Energy | Add +0.1% | 0.55% | +0.04 |
| MTZ Mastec Inc. | Add +0.9% | 1.01% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $201.4M | SNDK, WDC, STX, MU, CIEN |
| Q1 2026 | 81 | $133.4M | LITE, CIEN, SNDK, WDC, STX |
| Q4 2025 | 92 | $127.9M | LITE, CIEN, PLTR, WDC, STX |
| Q3 2025 | 97 | $129.4M | HOOD, PLTR, APP, BE, EBAY |
| Q2 2025 | 104 | $118.7M | PLTR, SPOT, HOOD, AMZN, EBAY |
| Q1 2025 | 102 | $105.3M | META, NRG, SAP, EBAY, RSG |
| Q4 2024 | 115 | $150.0M | LLY, NVDA, APP, META, AMZN |
| Q3 2024 | 105 | $149.6M | LLY, NVDA, AVGO, META, NRG |
| Q2 2024 | 89 | $134.4M | LLY, NVDA, GOOGL, MSFT, CRWD |
| Q1 2024 | 79 | $129.1M | LLY, MSFT, GOOGL, NVDA, VRT |