Williamson Legacy Group
Latest statistics and disclosures from Williamson Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LITE, CIEN, SNDK, WDC, STX, and represent 22.86% of Williamson Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: FSLY, DAN, NVT, VRT, MTZ, ALB, BG, JNJ, FTI, NXT.
- Started 19 new stock positions in FCFS, LBRT, DAN, C, BG, ROST, AAPL, PWR, VRT, HXL. TD, FSLY, JNJ, NVT, CMC, AER, ORA, WCC, RBC.
- Reduced shares in these 10 stocks: PLTR, LITE, AVGO, EBAY, W, NRG, SOFI, HOOD, IRTC, APP.
- Sold out of its positions in AMZN, APP, AVGO, CALX, CLS, NET, CEG, DK, EBAY, META.
- Williamson Legacy Group was a net seller of stock by $-19M.
- Williamson Legacy Group has $133M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0002011965
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Portfolio Holdings for Williamson Legacy Group
Williamson Legacy Group holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lumentum Holdings Stock (LITE) | 5.9 | $7.9M | -26% | 11k | 702.76 |
|
| Ciena Corp Stock (CIEN) | 4.9 | $6.6M | 17k | 388.23 |
|
|
| Sandisk Corp Stock (SNDK) | 4.5 | $6.0M | +4% | 9.4k | 635.34 |
|
| Western Digital Corp Stock (WDC) | 4.0 | $5.4M | 20k | 270.49 |
|
|
| Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) | 3.5 | $4.6M | 12k | 391.76 |
|
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| Five Below Stock (FIVE) | 2.6 | $3.4M | +3% | 15k | 228.48 |
|
| Ge Vernova Stock (GEV) | 2.5 | $3.4M | +5% | 3.9k | 872.90 |
|
| Mastec Stock (MTZ) | 2.4 | $3.3M | +69% | 10k | 321.74 |
|
| Nextpower Inc Cl A Stock (NXT) | 2.3 | $3.1M | +66% | 25k | 120.55 |
|
| Howmet Aerospace Stock (HWM) | 2.2 | $2.9M | +21% | 13k | 230.46 |
|
| Tapestry Stock (TPR) | 2.1 | $2.8M | +6% | 20k | 141.11 |
|
| Bloom Energy Corp Class A Stock (BE) | 1.9 | $2.6M | +19% | 19k | 135.49 |
|
| Technipfmc Stock (FTI) | 1.9 | $2.5M | +98% | 37k | 69.13 |
|
| Bwx Technologies Stock (BWXT) | 1.7 | $2.3M | +2% | 11k | 204.49 |
|
| Micron Technology Stock (MU) | 1.7 | $2.3M | +11% | 6.7k | 337.84 |
|
| Corning Stock (GLW) | 1.7 | $2.2M | +34% | 16k | 135.97 |
|
| Solaredge Technologies Stock (SEDG) | 1.6 | $2.2M | 43k | 51.05 |
|
|
| Nvidia Corp Stock (NVDA) | 1.6 | $2.1M | +4% | 12k | 174.40 |
|
| Eli Lilly & Co Stock (LLY) | 1.5 | $2.0M | +5% | 2.2k | 919.65 |
|
| Teradyne Incorporated Stock (TER) | 1.4 | $1.9M | +60% | 6.4k | 296.46 |
|
| Lam Resh Corp Stock (LRCX) | 1.4 | $1.9M | +11% | 8.9k | 213.66 |
|
| Rtx Corp Stock (RTX) | 1.4 | $1.9M | +14% | 9.6k | 192.89 |
|
| Iamgold Corporation Stock (IAG) | 1.4 | $1.8M | +3% | 97k | 18.82 |
|
| Caseys Genl Stores Stock (CASY) | 1.3 | $1.8M | +2% | 2.5k | 727.87 |
|
| Coherent Corp Stock (COHR) | 1.3 | $1.7M | +28% | 7.3k | 238.21 |
|
| Albemarle Corp Stock (ALB) | 1.3 | $1.7M | +351% | 9.5k | 179.53 |
|
| Fastly Inc Cl A Stock (FSLY) | 1.3 | $1.7M | NEW | 59k | 29.06 |
|
| Alamos Gold Inc New Class A Stock (AGI) | 1.3 | $1.7M | +74% | 38k | 44.43 |
|
| Ftai Aviation Stock (FTAI) | 1.2 | $1.7M | +14% | 6.7k | 245.00 |
|
| Agnico Eagle Mines Stock (AEM) | 1.2 | $1.6M | -46% | 7.9k | 202.99 |
|
| Newmont Corp Stock (NEM) | 1.2 | $1.6M | -48% | 15k | 108.25 |
|
| Elanco Animal Health Stock (ELAN) | 1.2 | $1.5M | +9% | 64k | 23.93 |
|
| Barrick Mng Corp Stock (B) | 1.1 | $1.5M | +23% | 37k | 40.79 |
|
| Bank New York Mellon Corp Stock (BK) | 1.1 | $1.5M | +14% | 12k | 118.63 |
|
| Dana Stock (DAN) | 1.1 | $1.5M | NEW | 43k | 33.65 |
|
| Nvent Electric Stock (NVT) | 1.1 | $1.4M | NEW | 12k | 118.28 |
|
| Affiliated Managers Group Stock (AMG) | 1.1 | $1.4M | +24% | 5.1k | 276.70 |
|
| Vertiv Holdings Llc Cl A Stock (VRT) | 1.0 | $1.4M | NEW | 5.5k | 250.58 |
|
| Caterpillar Stock (CAT) | 1.0 | $1.4M | +91% | 1.9k | 708.46 |
|
| Bunge Global Sa Stock (BG) | 1.0 | $1.3M | NEW | 10k | 127.20 |
|
| Amphenol Corp New Cl A Stock (APH) | 1.0 | $1.3M | -36% | 10k | 126.35 |
|
| Johnson & Johnson Stock (JNJ) | 1.0 | $1.3M | NEW | 5.3k | 244.44 |
|
| Credicorp Stock (BAP) | 1.0 | $1.3M | +278% | 3.8k | 339.18 |
|
| Ralph Lauren Corp Class A Stock (RL) | 1.0 | $1.3M | -9% | 3.7k | 343.99 |
|
| Woodward Stock (WWD) | 0.9 | $1.3M | +28% | 3.5k | 357.92 |
|
| Rbc Bearings Stock (RBC) | 0.9 | $1.2M | NEW | 2.2k | 543.12 |
|
| Hexcel Corp Stock (HXL) | 0.9 | $1.2M | NEW | 15k | 80.93 |
|
| Huntington Ingalls Industries Stock (HII) | 0.9 | $1.2M | +8% | 3.1k | 379.90 |
|
| Ormat Technologies Stock (ORA) | 0.9 | $1.2M | NEW | 11k | 111.92 |
|
| Citigroup Stock (C) | 0.9 | $1.2M | NEW | 10k | 113.41 |
|
| Cummins Stock (CMI) | 0.8 | $1.1M | +46% | 2.0k | 538.02 |
|
| Goldman Sachs Group Stock (GS) | 0.8 | $1.1M | +60% | 1.3k | 846.00 |
|
| Wesco International Stock (WCC) | 0.8 | $1.0M | NEW | 3.7k | 273.62 |
|
| Liberty Energy Inc Class A Stock (LBRT) | 0.8 | $1.0M | NEW | 35k | 28.80 |
|
| Dt Midstream Stock (DTM) | 0.7 | $946k | +6% | 7.0k | 134.66 |
|
| Advanced Micro Devices Stock (AMD) | 0.7 | $933k | -12% | 4.6k | 203.43 |
|
| Walmart Stock (WMT) | 0.7 | $927k | +3% | 7.5k | 124.28 |
|
| Quanta Svcs Stock (PWR) | 0.6 | $863k | NEW | 1.6k | 549.02 |
|
| Firstcash Holdings Stock (FCFS) | 0.6 | $862k | NEW | 4.6k | 188.00 |
|
| Ross Stores Stock (ROST) | 0.6 | $847k | NEW | 3.9k | 216.63 |
|
| Fabrinet Stock (FN) | 0.6 | $810k | -15% | 1.6k | 521.52 |
|
| Cdn Imperial Bk Commrc Stock (CM) | 0.6 | $776k | +21% | 8.2k | 94.75 |
|
| Toronto Dominion Bk Stock (TD) | 0.6 | $769k | NEW | 8.2k | 93.31 |
|
| Cameco Corp Stock (CCJ) | 0.6 | $738k | -15% | 6.8k | 108.61 |
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.5 | $689k | 5.3k | 131.01 |
|
|
| Kratos Defense And Security Solutions Stock (KTOS) | 0.5 | $650k | -21% | 9.2k | 70.51 |
|
| Aercap Hldgs Nv Stock (AER) | 0.5 | $612k | NEW | 4.5k | 137.18 |
|
| Lemonade Stock (LMND) | 0.5 | $609k | -31% | 9.7k | 62.68 |
|
| Dycom Industries Stock (DY) | 0.5 | $601k | -52% | 1.8k | 338.82 |
|
| Ge Aerospace Stock (GE) | 0.4 | $598k | -65% | 2.1k | 283.78 |
|
| Tjx Cos Stock (TJX) | 0.4 | $551k | +4% | 3.5k | 159.70 |
|
| Procter & Gamble Stock (PG) | 0.4 | $472k | 3.3k | 144.45 |
|
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| Sempra Energy Stock (SRE) | 0.2 | $331k | -6% | 3.4k | 97.17 |
|
| Microsoft Corp Stock (MSFT) | 0.2 | $289k | -18% | 780.00 | 370.17 |
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $259k | -3% | 592.00 | 436.79 |
|
| Commercial Metals Stock (CMC) | 0.2 | $259k | NEW | 4.2k | 61.43 |
|
| Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) | 0.2 | $250k | -3% | 5.5k | 45.26 |
|
| Vanguard Ftse Etf Developed Markets Etf Etf (VEA) | 0.2 | $248k | -2% | 3.9k | 64.08 |
|
| Atmos Energy Corp Stock (ATO) | 0.2 | $233k | -18% | 1.3k | 184.72 |
|
| Vanguard Total Stock Etf Market Etf Etf (VTI) | 0.2 | $232k | 722.00 | 320.81 |
|
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| Apple Stock (AAPL) | 0.2 | $209k | NEW | 822.00 | 253.79 |
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Past Filings by Williamson Legacy Group
SEC 13F filings are viewable for Williamson Legacy Group going back to 2024
- Williamson Legacy Group 2026 Q1 filed May 13, 2026
- Williamson Legacy Group 2025 Q4 filed Feb. 9, 2026
- Williamson Legacy Group 2025 Q3 filed Nov. 14, 2025
- Williamson Legacy Group 2025 Q2 filed Aug. 13, 2025
- Williamson Legacy Group 2025 Q1 filed May 8, 2025
- Williamson Legacy Group 2024 Q4 filed Feb. 5, 2025
- Williamson Legacy Group 2024 Q3 filed Nov. 12, 2024
- Williamson Legacy Group 2024 Q2 filed Aug. 14, 2024
- Williamson Legacy Group 2024 Q1 filed May 14, 2024