Data as of Q4 2025 (Dec 31, 2025)

Williamson Legacy Group, LLC

•CIK: 2011965•Filing: Q4 2025

**Williamson Legacy Group, LLC** manages $128M across a diversified portfolio of 92 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including LITE at $5.7M and CIEN at $3.9M. Further significant allocations are observed in PLTR ($3.6M), WDC ($3.4M), and WFC-PA ($3.2M). This positioning suggests a tactical approach targeting growth opportunities across varied market sectors.

Total AUM
$127.9M
QoQ Performance
-1.1%
Positions
92
Top 10 Concentration
25.9%
Latest Filing
Q4 2025

Top Holdings Allocation

LITE4.4%
CIEN3.1%
PLTR2.8%
WDC2.6%
STX2.5%
NEM2.2%
FIVE2.1%
AVGO2.1%

📈 Biggest Buys

WDC
WESTERN DIGITAL CORP
NEW
2.6% of portfolio
NEM
NEWMONT CORP
NEW
2.2% of portfolio
SNDK
SANDISK CORP
NEW
1.7% of portfolio
CLS
CELESTICA INC
NEW
1.5% of portfolio
MU
MICRON TECHNOLOGY INC
NEW
1.3% of portfolio

📉 Biggest Sells

BE
BLOOM ENERGY CORP CLASS A
-57.5%
1.1% of portfolio
AGI
ALAMOS GOLD INC NEW CLASS A
-60.5%
0.7% of portfolio
META
META PLATFORMS INC CLASS A
-65.7%
0.5% of portfolio
FTAI
FTAI AVIATION LTD
-51.4%
0.9% of portfolio
FTI
TECHNIPFMC PLC
-59.3%
0.6% of portfolio

Sector Breakdown

Other85.7%
Technology6.9%
Industrial3.1%
Healthcare1.7%
Consumer1.4%
Financial1.2%

🚪 Exited Positionssold since Q3 2025

RBLX
ROBLOX CORP CL A
SOLD
$2.6M
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$2.2M
CVNA
CARVANA CO CLASS A
SOLD
$2.1M
AXON
AXON ENTERPRISE INC
SOLD
$1.8M
DASH
DOORDASH INC CL A
SOLD
$1.7M
+28 more exited positions

Changes from Q3 2025

NEW28 new positions
↑27 increased
↓37 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

LITE4.4%
LUMENTUM HOLDINGS INC INC
$5.7M
CIEN3.1%
CIENA CORP
$3.9M
PLTR2.8%
PALANTIR TECHNOLOGIES INC CL A
$3.6M
WDC2.6%
WESTERN DIGITAL CORP
$3.4M
STX2.5%
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
$3.2M

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