Williamson Legacy Group, LLC Portfolio Holdings by Sector

Williamson Legacy Group, LLC

$129 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology HOOD PLTR NET CYBR STNE AFRM FFIV MSFT 8 stocks	$13.8 Million 11.03% of portfolio	7	1	4	-	0 Calls 0 Puts
Software—Application \| Technology APP SRAD SHOP GWRE CALX SNOW 6 stocks	$9.37 Million 7.52% of portfolio	5	1	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY CVNA SE W AMZN 5 stocks	$8.2 Million 6.58% of portfolio	3	2	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HWM AXON BWXT RTX WWD 5 stocks	$7.69 Million 6.17% of portfolio	4	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META DASH 3 stocks	$6.01 Million 4.82% of portfolio	2	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM AGI WPM 3 stocks	$5.63 Million 4.51% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$4.85 Million 3.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CIEN 2 stocks	$4.65 Million 3.73% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX TTWO 2 stocks	$3.53 Million 2.83% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical FIVE CASY 2 stocks	$3.29 Million 2.64% of portfolio	1	1	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE 1 stocks	$3.16 Million 2.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services CM JPM BMO 3 stocks	$3.12 Million 2.5% of portfolio	2	1	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX FOXA LYV 3 stocks	$3.1 Million 2.49% of portfolio	3	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH JBL 2 stocks	$2.83 Million 2.27% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare PODD IRTC 2 stocks	$2.76 Million 2.21% of portfolio	1	1	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$2.49 Million 1.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI COF 2 stocks	$2.46 Million 1.97% of portfolio	2	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials MTZ DY 2 stocks	$2.29 Million 1.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$2.14 Million 1.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BK AMG 2 stocks	$2.12 Million 1.7% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BAP BPOP 2 stocks	$1.92 Million 1.54% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1.88 Million 1.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology SEDG 1 stocks	$1.87 Million 1.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy FTI 1 stocks	$1.79 Million 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX 1 stocks	$1.79 Million 1.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX URBN 2 stocks	$1.76 Million 1.41% of portfolio	1	1	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR GS 2 stocks	$1.65 Million 1.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$1.64 Million 1.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy DTM LNG MPLX 3 stocks	$1.59 Million 1.27% of portfolio	-	3	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1.2 Million 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare EHC 1 stocks	$1.2 Million 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH 1 stocks	$1.16 Million 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$1.13 Million 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials ZWS 1 stocks	$1.09 Million 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$1.09 Million 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$1.03 Million 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$958,801 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$930,224 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$793,153 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VUG RYT VEA 3 stocks	$765,037 0.61% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$650,572 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$520,017 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$507,379 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services HIG 1 stocks	$472,754 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$348,014 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$336,139 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$334,023 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$329,867 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$266,726 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$246,784 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts

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Williamson Legacy Group, LLC Portfolio Holdings by Sector

Williamson Legacy Group, LLC

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