Filed: 8/13/2025ACC: 0001765380-25-000368
📋 What this filing means
WILLIAMSON LEGACY GROUP, LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $118.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$118.67M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
STOCK$116.21M97.9%
REIT$1.52M1.3%
ETF$940.8K0.8%
Portfolio Concentration
Top 3$7.53M6.3%
4–10$15.57M13.1%
11–25$26.04M21.9%
Rest$69.53M58.6%
Top 3 weight
6.3%
Top 10 weight
19.5%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings104
Rows:
PALANTIR TECHNOLOGIES INC CL A
SOLEShares20.01K
TypeSH
Market value$2.73M
2.30%
Sole
20.01K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares3.15K
TypeSH
Market value$2.41M
2.03%
Sole
3.15K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC CL A
SOLEShares25.55K
TypeSH
Market value$2.39M
2.02%
Sole
25.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.82K
TypeSH
Market value$2.37M
2.00%
Sole
10.82K
Shared
0.00
None
0.00
EBAY INC
SOLEShares30.45K
TypeSH
Market value$2.27M
1.91%
Sole
30.45K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares13.89K
TypeSH
Market value$2.23M
1.88%
Sole
13.89K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares3K
TypeSH
Market value$2.22M
1.87%
Sole
3K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.04K
TypeSH
Market value$2.22M
1.87%
Sole
8.04K
Shared
0.00
None
0.00
BRINKER INTL INC
SOLEShares11.86K
TypeSH
Market value$2.14M
1.80%
Sole
11.86K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares8.63K
TypeSH
Market value$2.13M
1.79%
Sole
8.63K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares2.51K
TypeSH
Market value$2.08M
1.75%
Sole
2.51K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares18.14K
TypeSH
Market value$1.99M
1.68%
Sole
18.14K
Shared
0.00
None
0.00
CHENIERE ENERGY INC NEW
SOLEShares7.97K
TypeSH
Market value$1.94M
1.64%
Sole
7.97K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares12.10K
TypeSH
Market value$1.91M
1.61%
Sole
12.10K
Shared
0.00
None
0.00
WALMART INC
SOLEShares18.31K
TypeSH
Market value$1.79M
1.51%
Sole
18.31K
Shared
0.00
None
0.00
TEXAS ROADHOUSE INC COM
SOLEShares9.51K
TypeSH
Market value$1.78M
1.50%
Sole
9.51K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares8.70K
TypeSH
Market value$1.75M
1.48%
Sole
8.70K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.15K
TypeSH
Market value$1.68M
1.42%
Sole
2.15K
Shared
0.00
None
0.00
GE AEROSPACE NEW
SOLEShares6.38K
TypeSH
Market value$1.64M
1.38%
Sole
6.38K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares46.78K
TypeSH
Market value$1.61M
1.36%
Sole
46.78K
Shared
0.00
None
0.00
APPLOVIN CORP CL A
SOLEShares4.55K
TypeSH
Market value$1.59M
1.34%
Sole
4.55K
Shared
0.00
None
0.00
WILLIAMS COMPANIES INC
SOLEShares25.36K
TypeSH
Market value$1.59M
1.34%
Sole
25.36K
Shared
0.00
None
0.00
NATERA INC
SOLEShares9.37K
TypeSH
Market value$1.58M
1.33%
Sole
9.37K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares13.56K
TypeSH
Market value$1.56M
1.31%
Sole
13.56K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares4.85K
TypeSH
Market value$1.53M
1.29%
Sole
4.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 20.01K | SH | $2.73M 2.30% | 20.01K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | Stock | 3.15K | SH | $2.41M 2.03% | 3.15K | 0.00 | 0.00 |
ROBINHOOD MARKETS INC CL ASOLE | Stock | 25.55K | SH | $2.39M 2.02% | 25.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Stock | 10.82K | SH | $2.37M 2.00% | 10.82K | 0.00 | 0.00 |
EBAY INCSOLE | Stock | 30.45K | SH | $2.27M 1.91% | 30.45K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | Stock | 13.89K | SH | $2.23M 1.88% | 13.89K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | Stock | 3K | SH | $2.22M 1.87% | 3K | 0.00 | 0.00 |
BROADCOM INCSOLE | Stock | 8.04K | SH | $2.22M 1.87% | 8.04K | 0.00 | 0.00 |
BRINKER INTL INCSOLE | Stock | 11.86K | SH | $2.14M 1.80% | 11.86K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | Stock | 8.63K | SH | $2.13M 1.79% | 8.63K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | Stock | 2.51K | SH | $2.08M 1.75% | 2.51K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | Stock | 18.14K | SH | $1.99M 1.68% | 18.14K | 0.00 | 0.00 |
CHENIERE ENERGY INC NEWSOLE | Stock | 7.97K | SH | $1.94M 1.64% | 7.97K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 12.10K | SH | $1.91M 1.61% | 12.10K | 0.00 | 0.00 |
WALMART INCSOLE | Stock | 18.31K | SH | $1.79M 1.51% | 18.31K | 0.00 | 0.00 |
TEXAS ROADHOUSE INC COMSOLE | Stock | 9.51K | SH | $1.78M 1.50% | 9.51K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | Stock | 8.70K | SH | $1.75M 1.48% | 8.70K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Stock | 2.15K | SH | $1.68M 1.42% | 2.15K | 0.00 | 0.00 |
GE AEROSPACE NEWSOLE | Stock | 6.38K | SH | $1.64M 1.38% | 6.38K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | Stock | 46.78K | SH | $1.61M 1.36% | 46.78K | 0.00 | 0.00 |
APPLOVIN CORP CL ASOLE | Stock | 4.55K | SH | $1.59M 1.34% | 4.55K | 0.00 | 0.00 |
WILLIAMS COMPANIES INCSOLE | Stock | 25.36K | SH | $1.59M 1.34% | 25.36K | 0.00 | 0.00 |
NATERA INCSOLE | Stock | 9.37K | SH | $1.58M 1.33% | 9.37K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | Stock | 13.56K | SH | $1.56M 1.31% | 13.56K | 0.00 | 0.00 |
INSULET CORPSOLE | Stock | 4.85K | SH | $1.53M 1.29% | 4.85K | 0.00 | 0.00 |
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