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Home > Institutional Investor > Williamson Legacy Group, Llc > Profile

Instuitional Investor - Williamson Legacy Group, Llc

Fund Profile
Filing Period:
Fund Name: Williamson Legacy Group, Llc
Portfolio Value $107,844,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 42,983 $25,055,558 23.23%
2.
Microsoft Corp
 MSFT 7,745 $2,912,405 2.7%
3.
Alphabet Inc.
 GOOG 20,664 $2,886,554 2.67%
4.
Servicenow Inc.
 NOW 3,490 $2,465,650 2.28%
5.
Synopsys Inc
 SNPS 4,639 $2,388,667 2.21%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)