Williamson Legacy Group, LLC Portfolio Holdings

Williamson Legacy Group, LLC

$119 Billion
Q2 2025

Williamson Legacy Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $2.73B, Spotify Technology S.A. with a value of $2.41B, Robinhood Markets, Inc. with a value of $2.39B, Amazon Com Inc with a value of $2.37B, and Ebay Inc with a value of $2.27B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $105B to 119B.

Williamson Legacy Group, LLC is based out at Carmel, IN

Below you can find more details about Williamson Legacy Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion

Technology: $22.2 Billion

Financial Services: $16.2 Billion

Consumer Cyclical: $13.7 Billion

Industrials: $12.6 Billion

Communication Services: $10.9 Billion

Energy: $9.44 Billion

Consumer Defensive: $8.83 Billion

Healthcare: $8.24 Billion

Other: $12.7 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PLTR Palantir Technologies Inc. Technology	$367B	$2.73 Billion 2.3% of portfolio	20,006	Q2 2025 Added 4.15%
SPOT Spotify Technology S.A. Communication Services	$133B	$2.41 Billion 2.03% of portfolio	3,145	Q2 2025 Added 0.32%
HOOD Robinhood Markets, Inc. Technology	$95.5B	$2.39 Billion 2.02% of portfolio	25,550	Q2 2025 Added 177.99%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$2.37 Billion 2.0% of portfolio	10,820	Q2 2025 Added 0.6%
EBAY Ebay Inc Consumer Cyclical	$53.3B	$2.27 Billion 1.91% of portfolio	30,445	Q2 2025 Reduced 0.13%
NRG Nrg Energy, Inc. Utilities	$36.8B	$2.23 Billion 1.88% of portfolio	13,887	Q2 2025 Reduced 47.98%
AVGO Broadcom Inc. Technology	$127B	$2.22 Billion 1.87% of portfolio	8,042	Q2 2025 Added 2.87%
META Meta Platforms, Inc. Communication Services	$1.78T	$2.22 Billion 1.87% of portfolio	3,004	Q2 2025 Reduced 36.46%
EAT Brinker International, Inc Consumer Cyclical	$6.82B	$2.14 Billion 1.8% of portfolio	11,861	Q2 2025 Added 1.32%
RSG Republic Services, Inc. Industrials	$73.8B	$2.13 Billion 1.79% of portfolio	8,634	Q2 2025 Added 1.41%
AXON Axon Enterprise, Inc. Industrials	$54.9B	$2.08 Billion 1.75% of portfolio	2,511	Q2 2025 Added 7.68%
DTM Dt Midstream, Inc. Energy	$10B	$1.99 Billion 1.68% of portfolio	18,142	Q2 2025 Added 7.55%
LNG Cheniere Energy, Inc. Energy	$57.4B	$1.94 Billion 1.64% of portfolio	7,972	Q2 2025 Added 1.72%
NVDA Nvidia Corp Technology	$456B	$1.91 Billion 1.61% of portfolio	12,097	Q2 2025 Added 1.78%
WMT Walmart Inc. Consumer Defensive	$281B	$1.79 Billion 1.51% of portfolio	18,311	Q2 2025 Added 12.74%
TXRH Texas Roadhouse, Inc. Consumer Cyclical	$11.8B	$1.78 Billion 1.5% of portfolio	9,508	Q2 2025 Reduced 2.06%
ALL Allstate Corp Financial Services	$55.9B	$1.75 Billion 1.48% of portfolio	8,703	Q2 2025 Reduced 3.28%
LLY Eli Lilly & CO Healthcare	$608B	$1.68 Billion 1.42% of portfolio	2,155	Q2 2025 Added 1.51%
GE General Electric CO Industrials	$306B	$1.64 Billion 1.38% of portfolio	6,383	Q2 2025 Added 0.95%
FTI Technip Fmc PLC Energy	$15.7B	$1.61 Billion 1.36% of portfolio	46,778	Q2 2025 Added 1.42%
WMB Williams Companies, Inc. Energy	$70.4B	$1.59 Billion 1.34% of portfolio	25,361	Q2 2025 Added 37.85%
APP App Lovin Corp Technology	$136B	$1.59 Billion 1.34% of portfolio	4,554	Q2 2025 Added 1.24%
NTRA Natera, Inc. Healthcare	$15.5B	$1.58 Billion 1.33% of portfolio	9,369	Q2 2025 Added 2.54%
Ftai Aviation LTD	-	$1.56 Billion 1.31% of portfolio	-	Q2 2025 Added 1.25%
PODD Insulet Corp Healthcare	$21.5B	$1.53 Billion 1.29% of portfolio	4,854	Q2 2025 Reduced 0.49%
WELL Welltower Inc. Real Estate	$76.4B	$1.52 Billion 1.28% of portfolio	9,885	Q2 2025 Added 15.22%
AGI Alamos Gold Inc Basic Materials	$10.2B	$1.52 Billion 1.28% of portfolio	57,228	Q2 2025 Added 0.7%
SAP Sap Se Technology	$323B	$1.48 Billion 1.25% of portfolio	4,881	Q2 2025 Reduced 43.89%
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$15.9B	$1.47 Billion 1.24% of portfolio	8,914	Q2 2025 Added 15.69%
HIG Hartford Financial Services Group, Inc. Financial Services	$41B	$1.38 Billion 1.17% of portfolio	10,906	Q2 2025 Added 2.17%
HWM Howmet Aerospace Inc. Industrials	$75.1B	$1.38 Billion 1.17% of portfolio	7,430	Q2 2025 New
T At&T Inc. Communication Services	$203B	$1.38 Billion 1.16% of portfolio	47,644	Q2 2025 Added 368.94%
CM Canadian Imperial Bank Of Commerce Financial Services	$66.1B	$1.34 Billion 1.13% of portfolio	18,880	Q2 2025 Added 357.25%
NFLX Netflix Inc Communication Services	$545B	$1.35 Billion 1.13% of portfolio	1,005	Q2 2025 Added 0.8%
SRAD Sportradar Group Ag Technology	$5.99B	$1.3 Billion 1.1% of portfolio	46,313	Q2 2025 New
GWRE Guidewire Software, Inc. Technology	$17.5B	$1.29 Billion 1.09% of portfolio	5,485	Q2 2025 Added 1.95%
CASY Caseys General Stores Inc Consumer Cyclical	$19.4B	$1.28 Billion 1.08% of portfolio	2,505	Q2 2025 Added 4.94%
COST Costco Wholesale Corp Consumer Defensive	$439B	$1.27 Billion 1.07% of portfolio	1,284	Q2 2025 Added 5.42%
GFL Gfl Environmental Inc. Industrials	$16.7B	$1.25 Billion 1.06% of portfolio	24,852	Q2 2025 Added 2.13%
BSX Boston Scientific Corp Healthcare	$147B	$1.26 Billion 1.06% of portfolio	11,760	Q2 2025 Added 1.06%
DASH Door Dash, Inc. Communication Services	$94.6B	$1.26 Billion 1.06% of portfolio	5,126	Q2 2025 New
CYBR Cyber Ark Software Ltd. Technology	$17B	$1.22 Billion 1.03% of portfolio	3,002	Q2 2025 Added 7.79%
CTAS Cintas Corp Industrials	$22.7B	$1.21 Billion 1.02% of portfolio	5,415	Q2 2025 Added 5.82%
BWXT Bwx Technologies, Inc. Industrials	$16.3B	$1.2 Billion 1.01% of portfolio	8,348	Q2 2025 New
NI Nisource Inc. Utilities	$17.2B	$1.2 Billion 1.01% of portfolio	29,720	Q2 2025 Added 138.73%
CHWY Chewy, Inc. Consumer Cyclical	$4.04B	$1.2 Billion 1.01% of portfolio	28,049	Q2 2025 New
WPM Wheaton Precious Metals Corp. Basic Materials	$43.5B	$1.19 Billion 1.0% of portfolio	13,236	Q2 2025 New
AEM Agnico Eagle Mines LTD Basic Materials	$61.6B	$1.19 Billion 1.0% of portfolio	10,020	Q2 2025 Added 2.13%
EHC Encompass Health Corp Healthcare	$11.8B	$1.17 Billion 0.99% of portfolio	9,543	Q2 2025 New
WRB Berkley W R Corp Financial Services	$18.6B	$1.16 Billion 0.98% of portfolio	15,843	Q2 2025 Added 2.6%

Summary

Portfolio
No. of Stocks 104
Current Value $119 Billion
Prior Value $105 Billion
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 37 stocks
Additional Purchases 47 stocks
Sold out of 0 stocks
Reduced holdings in 19 stocks

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Williamson Legacy Group, LLC Portfolio Holdings