Williamson Legacy Group, LLC Top Holdings and 13F Report (2025) About Williamson Legacy Group, LLCInvestment ActivityWilliamson Legacy Group, LLC has $118.67 million in total holdings as of June 30, 2025.Williamson Legacy Group, LLC owns shares of 104 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 32.20% of the portfolio was purchased this quarter.About 30.81% of the portfolio was sold this quarter.This quarter, Williamson Legacy Group, LLC has purchased 102 new stocks and bought additional shares in 47 stocks.Williamson Legacy Group, LLC sold shares of 19 stocks and completely divested from 35 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC CL A $2,727,218Spotify Technology $2,413,284Robinhood Markets $2,392,247Amazon.com $2,373,800eBay $2,266,902 Largest New Holdings this Quarter 443201108 - Howmet Aerospace $1,382,948 HoldingH8088L103 - Sportradar Group $1,300,469 Holding25809K105 - DOORDASH INC CL A $1,263,610 Holding05605H100 - BWX Technologies $1,202,619 Holding16679L109 - Chewy $1,195,448 Holding Largest Purchases this Quarter Robinhood Markets 16,359 shares (about $1.53M)Howmet Aerospace 7,430 shares (about $1.38M)Sportradar Group 46,313 shares (about $1.30M)DOORDASH INC CL A 5,126 shares (about $1.26M)BWX Technologies 8,348 shares (about $1.20M) Largest Sales this Quarter NRG Energy 12,810 shares (about $2.06M)Meta Platforms 1,724 shares (about $1.27M)SAP 3,818 shares (about $1.16M)Vanguard FTSE Developed Markets ETF 1,795 shares (about $102.33K)AbbVie 321 shares (about $59.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliamson Legacy Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC CL A$2,727,218$108,783 ▲4.2%20,0062.3%StockSPOTSpotify Technology$2,413,284$7,673 ▲0.3%3,1452.0%Computer and TechnologyHOODRobinhood Markets$2,392,247$1,531,693 ▲178.0%25,5502.0%FinanceAMZNAmazon.com$2,373,800$14,260 ▲0.6%10,8202.0%Retail/WholesaleEBAYeBay$2,266,902$3,053 ▼-0.1%30,4451.9%Retail/WholesaleNRGNRG Energy$2,230,053$2,057,102 ▼-48.0%13,8871.9%UtilitiesMETAMeta Platforms$2,217,239$1,272,477 ▼-36.5%3,0041.9%Computer and TechnologyAVGOBroadcom$2,216,851$61,748 ▲2.9%8,0421.9%Computer and TechnologyEATBrinker International$2,138,894$27,951 ▲1.3%11,8611.8%Retail/WholesaleRSGRepublic Services$2,129,260$29,594 ▲1.4%8,6341.8%Business ServicesAXONAxon Enterprise$2,078,957$148,201 ▲7.7%2,5111.8%AerospaceDTMDT Midstream$1,993,948$140,023 ▲7.6%18,1421.7%EnergyCHENIERE ENERGY INC NEW$1,941,359$32,875 ▲1.7%7,9721.6%StockNVDANVIDIA$1,911,226$33,336 ▲1.8%12,0971.6%Computer and TechnologyWMTWalmart$1,790,476$202,310 ▲12.7%18,3111.5%Retail/WholesaleTXRHTexas Roadhouse$1,781,912$37,482 ▼-2.1%9,5081.5%Retail/WholesaleALLAllstate$1,752,028$59,387 ▼-3.3%8,7031.5%FinanceLLYEli Lilly and Company$1,679,684$24,942 ▲1.5%2,1551.4%MedicalGEGE Aerospace$1,642,936$15,444 ▲0.9%6,3831.4%AerospaceFTITechnipFMC$1,611,027$22,627 ▲1.4%46,7781.4%EnergyAPPLOVIN CORP CL A$1,594,264$19,604 ▲1.2%4,5541.3%StockWMBWilliams Companies$1,592,921$437,408 ▲37.9%25,3611.3%EnergyNTRANatera$1,582,799$39,194 ▲2.5%9,3691.3%MedicalFTAI AVIATION LTD$1,559,618$19,212 ▲1.2%13,5571.3%StockPODDInsulet$1,525,030$7,540 ▼-0.5%4,8541.3%MedicalAGIAlamos Gold$1,519,989$10,624 ▲0.7%57,2281.3%Basic MaterialsWELLWelltower$1,519,669$200,778 ▲15.2%9,8851.3%FinanceSAPSAP$1,484,375$1,161,103 ▼-43.9%4,8811.3%Computer and TechnologySFMSprouts Farmers Market$1,467,601$199,050 ▲15.7%8,9141.2%Retail/WholesaleHIGThe Hartford Insurance Group$1,383,675$29,434 ▲2.2%10,9061.2%FinanceHWMHowmet Aerospace$1,382,948$1,382,948 ▲New Holding7,4301.2%AerospaceTAT&T$1,378,811$1,084,782 ▲368.9%47,6441.2%Computer and TechnologyNFLXNetflix$1,345,826$10,713 ▲0.8%1,0051.1%Consumer DiscretionaryCMCanadian Imperial Bank of Commerce$1,337,257$1,044,803 ▲357.3%18,8801.1%FinanceSRADSportradar Group$1,300,469$1,300,469 ▲New Holding46,3131.1%Consumer DiscretionaryGWREGuidewire Software$1,291,443$24,722 ▲2.0%5,4851.1%Computer and TechnologyCASYCasey's General Stores$1,278,231$60,212 ▲4.9%2,5051.1%Retail/WholesaleCOSTCostco Wholesale$1,271,090$65,336 ▲5.4%1,2841.1%Retail/WholesaleDOORDASH INC CL A$1,263,610$1,263,610 ▲New Holding5,1261.1%StockBSXBoston Scientific$1,263,142$13,211 ▲1.1%11,7601.1%MedicalGFLGFL Environmental$1,254,032$26,189 ▲2.1%24,8521.1%Business ServicesCYBRCyberArk Software$1,221,454$88,293 ▲7.8%3,0021.0%Computer and TechnologyCTASCintas$1,206,853$66,416 ▲5.8%5,4151.0%Business ServicesBWXTBWX Technologies$1,202,619$1,202,619 ▲New Holding8,3481.0%AerospaceNINiSource$1,198,893$696,705 ▲138.7%29,7201.0%UtilitiesCHWYChewy$1,195,448$1,195,448 ▲New Holding28,0491.0%Retail/WholesaleAEMAgnico Eagle Mines$1,191,689$24,857 ▲2.1%10,0201.0%Basic MaterialsWPMWheaton Precious Metals$1,188,600$1,188,600 ▲New Holding13,2361.0%Basic MaterialsEHCEncompass Health$1,170,258$1,170,258 ▲New Holding9,5431.0%MedicalWRBW.R. Berkley$1,164,015$29,536 ▲2.6%15,8431.0%FinanceTJXTJX Companies$1,148,608$640,558 ▲126.1%9,3011.0%Retail/WholesaleGDDYGoDaddy$1,114,031$8,283 ▲0.7%6,1870.9%Computer and TechnologyMSTRMicroStrategy$1,109,207$1,109,207 ▲New Holding2,7440.9%Computer and TechnologyMOAltria Group$1,097,982$1,097,982 ▲New Holding18,7270.9%Consumer StaplesPGRProgressive$1,095,995$19,481 ▲1.8%4,1070.9%FinanceCOCA-COLA EUROPACIFIC PARTNERS PLC$1,073,820$1,073,820 ▲New Holding11,5810.9%StockMPLXMplx$1,056,583$231,540 ▲28.1%20,5120.9%EnergyIBMInternational Business Machines$1,052,375$1,052,375 ▲New Holding3,5700.9%Computer and TechnologyMFCManulife Financial$1,039,442$588,707 ▲130.6%32,5230.9%FinanceTWTradeweb Markets$999,475$999,475 ▲New Holding6,8270.8%FinanceTRVTravelers Companies$984,288$984,288 ▲New Holding3,6790.8%FinanceAJGArthur J. Gallagher & Co.$955,565$81,311 ▲9.3%2,9850.8%FinanceSLMSLM$946,953$946,953 ▲New Holding28,8790.8%FinanceMWAMueller Water Products$944,998$2,356 ▼-0.2%39,3090.8%IndustrialsXELXcel Energy$940,257$940,257 ▲New Holding13,8070.8%UtilitiesSSNCSS&C Technologies$937,059$27,076 ▼-2.8%11,3170.8%Computer and TechnologyUNMUnum Group$930,933$930,933 ▲New Holding11,5270.8%FinanceCVNACarvana$920,912$920,912 ▲New Holding2,7330.8%Retail/WholesaleBROBrown & Brown$919,781$919,781 ▲New Holding8,2960.8%FinanceFOXAFOX$893,678$10,087 ▼-1.1%15,9470.8%Consumer DiscretionaryBJBJ's Wholesale Club$888,304$888,304 ▲New Holding8,2380.7%Consumer StaplesATOAtmos Energy$867,376$561,298 ▲183.4%5,6280.7%UtilitiesPNWPinnacle West Capital$854,555$854,555 ▲New Holding9,5510.7%UtilitiesAROCArchrock$845,866$1,912 ▲0.2%34,0660.7%EnergyTRIThomson Reuters$797,488$797,488 ▲New Holding3,9650.7%Business ServicesMSIMotorola Solutions$772,819$42,047 ▼-5.2%1,8380.7%Computer and TechnologyBAPCredicorp$752,827$752,827 ▲New Holding3,3680.6%FinanceBKBank of New York Mellon$694,112$381,862 ▲122.3%7,6180.6%FinanceUL SOLUTIONS INC CL A$649,477$649,477 ▲New Holding8,9140.5%StockRACEFerrari$643,856$981 ▼-0.2%1,3120.5%Auto/Tires/TrucksRBLXRoblox$625,414$625,414 ▲New Holding5,9450.5%Consumer DiscretionaryCAHCardinal Health$606,480$606,480 ▲New Holding3,6100.5%MedicalAFLAflac$605,151$105,569 ▲21.1%5,7380.5%FinanceTTWOTake-Two Interactive Software$557,826$557,826 ▲New Holding2,2970.5%Consumer DiscretionaryGE VERNOVA LLC$548,729$548,729 ▲New Holding1,0370.5%StockPGProcter & Gamble$546,005$7,329 ▼-1.3%3,4270.5%Consumer StaplesRTXRTX$541,767$66,297 ▲13.9%3,7100.5%AerospaceMSFTMicrosoft$480,001$24,871 ▼-4.9%9650.4%Computer and TechnologyABBVAbbVie$408,931$59,585 ▼-12.7%2,2030.3%MedicalTRPTC Energy$398,078$398,078 ▲New Holding8,1590.3%EnergyPMPhilip Morris International$350,236$350,236 ▲New Holding1,9230.3%Consumer StaplesUSFDUS Foods$345,005$345,005 ▲New Holding4,4800.3%Consumer StaplesCOFCapital One Financial$323,400$323,400 ▲New Holding1,5200.3%FinanceAPHAmphenol$315,812$315,812 ▲New Holding3,1980.3%Computer and TechnologySRESempra Energy$283,304$4,774 ▼-1.7%3,7390.2%UtilitiesVUGVanguard Growth ETF$279,261$10,083 ▼-3.5%6370.2%ETFTKO GROUP HLDGS INC CL A$270,017$270,017 ▲New Holding1,4840.2%StockICEIntercontinental Exchange$268,617$268,617 ▲New Holding1,4640.2%FinanceFTNTFortinet$258,485$258,485 ▲New Holding2,4450.2%Computer and TechnologyWABWabtec$233,012$233,012 ▲New Holding1,1130.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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