Williamson Legacy Group
Latest statistics and disclosures from Williamson Legacy Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNDK, WDC, STX, MU, CIEN, and represent 24.06% of Williamson Legacy Group's stock portfolio.
- Added to shares of these 10 stocks: DOCN (+$5.1M), TXG, LGN, AMAT, MKSI, ONTO, ATI, TKR, HUT, CAT.
- Started 25 new stock positions in GOOGL, ATI, GH, KEY, AMAT, LGN, HAL, MKSI, TXG, CRWD.
- Reduced shares in these 10 stocks: SNDK (-$8.5M), WDC, BWXT, STX, NVDA, FIVE, RTX, IAG, AGI, LITE.
- Sold out of its positions in AMG, AEM, AGI, APH, ATO, BWXT, B, CCJ, CMC, DAN.
- Williamson Legacy Group was a net buyer of stock by $12M.
- Williamson Legacy Group has $201M in assets under management (AUM), dropping by 51.00%.
- Central Index Key (CIK): 0002011965
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Portfolio Holdings for Williamson Legacy Group
Williamson Legacy Group holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sandisk Corp Stock (SNDK) | 6.4 | $13M | -39% | 5.6k | 2273.73 |
|
| Western Digital Corp Stock (WDC) | 4.7 | $9.4M | -26% | 15k | 638.72 |
|
| Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) | 4.6 | $9.2M | -19% | 9.5k | 965.02 |
|
| Micron Technology Stock (MU) | 4.3 | $8.7M | +13% | 7.6k | 1154.29 |
|
| Ciena Corp Stock (CIEN) | 4.1 | $8.3M | 17k | 490.56 |
|
|
| Lumentum Holdings Stock (LITE) | 4.0 | $8.0M | -17% | 9.4k | 858.06 |
|
| Bloom Energy Corp Class A Stock (BE) | 3.1 | $6.2M | +8% | 21k | 302.70 |
|
| Corning Stock (GLW) | 2.7 | $5.4M | +28% | 21k | 255.43 |
|
| Lam Resh Corp Stock (LRCX) | 2.6 | $5.3M | +38% | 12k | 433.33 |
|
| Digitalocean Holdings Stock (DOCN) | 2.5 | $5.1M | NEW | 33k | 157.03 |
|
| Teradyne Incorporated Stock (TER) | 2.4 | $4.8M | +53% | 9.8k | 483.84 |
|
| Mastec Stock (MTZ) | 2.3 | $4.6M | +9% | 11k | 416.06 |
|
| Ge Vernova Stock (GEV) | 2.3 | $4.6M | 3.9k | 1174.86 |
|
|
| Coherent Corp Stock (COHR) | 2.1 | $4.2M | +46% | 11k | 394.47 |
|
| Caterpillar Stock (CAT) | 2.0 | $4.1M | +97% | 3.8k | 1064.91 |
|
| Vertiv Holdings Llc Cl A Stock (VRT) | 1.9 | $3.7M | +102% | 11k | 334.82 |
|
| Solaredge Technologies Stock (SEDG) | 1.8 | $3.7M | +49% | 64k | 58.44 |
|
| Howmet Aerospace Stock (HWM) | 1.8 | $3.7M | +7% | 14k | 268.86 |
|
| 10x Genomics Inc Cl A Stock (TXG) | 1.8 | $3.6M | NEW | 95k | 38.34 |
|
| Legence Corp Cl A Stock (LGN) | 1.7 | $3.5M | NEW | 41k | 85.23 |
|
| Applied Materials Stock (AMAT) | 1.7 | $3.4M | NEW | 4.7k | 723.00 |
|
| Nvent Electric Stock (NVT) | 1.7 | $3.4M | +66% | 20k | 169.61 |
|
| Advanced Micro Devices Stock (AMD) | 1.6 | $3.2M | +20% | 5.5k | 580.91 |
|
| Nextpower Inc Cl A Stock (NXT) | 1.5 | $3.1M | 26k | 119.14 |
|
|
| Cummins Stock (CMI) | 1.5 | $3.0M | +109% | 4.3k | 713.22 |
|
| Tapestry Stock (TPR) | 1.5 | $3.0M | +4% | 21k | 146.38 |
|
| Technipfmc Stock (FTI) | 1.5 | $3.0M | +21% | 45k | 66.30 |
|
| MKS Stock (MKSI) | 1.2 | $2.5M | NEW | 5.5k | 444.80 |
|
| Citigroup Stock (C) | 1.2 | $2.4M | +68% | 17k | 139.96 |
|
| Caseys Genl Stores Stock (CASY) | 1.1 | $2.3M | +17% | 2.9k | 794.80 |
|
| Eli Lilly & Co Stock (LLY) | 1.1 | $2.3M | -11% | 1.9k | 1199.73 |
|
| Onto Innovation Stock (ONTO) | 1.1 | $2.2M | NEW | 5.8k | 378.45 |
|
| Ati Stock (ATI) | 1.1 | $2.2M | NEW | 11k | 197.10 |
|
| Timken Company Stock (TKR) | 1.0 | $2.1M | NEW | 14k | 145.32 |
|
| Hut 8 Corp Stock (HUT) | 1.0 | $2.0M | NEW | 18k | 115.44 |
|
| Guardant Health Stock (GH) | 1.0 | $2.0M | NEW | 13k | 150.03 |
|
| Toronto Dominion Bk Stock (TD) | 1.0 | $1.9M | +91% | 16k | 121.43 |
|
| Macom Technology Solutions Holdings Stock (MTSI) | 0.9 | $1.9M | NEW | 5.0k | 380.37 |
|
| Dycom Industries Stock (DY) | 0.9 | $1.9M | +109% | 3.7k | 505.59 |
|
| Bank New York Mellon Corp Stock (BNY) | 0.9 | $1.8M | +2% | 13k | 144.61 |
|
| Dt Midstream Stock (DTM) | 0.9 | $1.8M | +78% | 13k | 146.74 |
|
| Credicorp Stock (BAP) | 0.9 | $1.8M | +19% | 4.5k | 389.61 |
|
| Palo Alto Networks Stock (PANW) | 0.8 | $1.6M | NEW | 4.7k | 341.02 |
|
| Rbc Bearings Stock (RBC) | 0.8 | $1.5M | +6% | 2.4k | 644.06 |
|
| Steel Dynamics Stock (STLD) | 0.8 | $1.5M | NEW | 6.7k | 229.46 |
|
| Ross Stores Stock (ROST) | 0.7 | $1.5M | +81% | 7.1k | 212.85 |
|
| Wesco International Stock (WCC) | 0.7 | $1.5M | +16% | 4.4k | 345.43 |
|
| Quanta Svcs Stock (PWR) | 0.7 | $1.5M | +31% | 2.1k | 720.04 |
|
| Johnson & Johnson Stock (JNJ) | 0.6 | $1.3M | -2% | 5.1k | 253.98 |
|
| Viking Holdings Ltd Ord Stock (VIK) | 0.6 | $1.3M | NEW | 12k | 104.67 |
|
| Goldman Sachs Group Stock (GS) | 0.6 | $1.3M | 1.2k | 1011.38 |
|
|
| Semtech Corp Stock (SMTC) | 0.6 | $1.2M | NEW | 7.4k | 161.85 |
|
| Keycorp Stock (KEY) | 0.6 | $1.2M | NEW | 52k | 23.05 |
|
| Cdn Imperial Bk Commrc Stock (CM) | 0.6 | $1.2M | +25% | 10k | 115.00 |
|
| Intuitive Mach Inc Cl A Stock (LUNR) | 0.6 | $1.1M | NEW | 53k | 21.39 |
|
| Biogen Stock (BIIB) | 0.6 | $1.1M | NEW | 5.1k | 216.06 |
|
| Ralph Lauren Corp Class A Stock (RL) | 0.5 | $1.1M | -27% | 2.7k | 401.42 |
|
| Kla Corp Stock (KLAC) | 0.5 | $1.1M | NEW | 3.6k | 301.71 |
|
| Fastly Inc Cl A Stock (FSLY) | 0.5 | $1.0M | -4% | 56k | 18.36 |
|
| Liberty Energy Inc Class A Stock (LBRT) | 0.5 | $1.0M | +10% | 39k | 26.19 |
|
| Albemarle Corp Stock (ALB) | 0.5 | $969k | -24% | 7.2k | 135.03 |
|
| Halliburton Company Stock (HAL) | 0.4 | $790k | NEW | 23k | 33.95 |
|
| Five Below Stock (FIVE) | 0.3 | $687k | -74% | 3.8k | 179.79 |
|
| Applied Digital Corp Stock (APLD) | 0.3 | $506k | NEW | 14k | 37.30 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.3 | $505k | NEW | 662.00 | 763.14 |
|
| Procter & Gamble Stock (PG) | 0.2 | $479k | 3.3k | 146.66 |
|
|
| Sempra Energy Stock (SRE) | 0.2 | $308k | -2% | 3.3k | 92.71 |
|
| Microsoft Corp Stock (MSFT) | 0.1 | $290k | 776.00 | 373.02 |
|
|
| Invesco Tr Etf S&p 500 Equal Weight Technology Etf (RSPT) | 0.1 | $273k | -23% | 4.2k | 64.50 |
|
| Apple Stock (AAPL) | 0.1 | $247k | +3% | 854.00 | 289.36 |
|
| Vanguard Morningstar Etf Total Stock Market Etf (VTI) | 0.1 | $247k | -7% | 667.00 | 370.04 |
|
| Valero Energy Corp Stock (VLO) | 0.1 | $245k | NEW | 940.00 | 260.44 |
|
| Vanguard Morningstar Etf Growth Etf (VUG) | 0.1 | $223k | +337% | 2.6k | 86.14 |
|
| Alphabet Inc Voting Cap Stk Cl A Stock (GOOGL) | 0.1 | $220k | NEW | 616.00 | 357.37 |
|
| United Parcel Service-b Stock (UPS) | 0.1 | $208k | NEW | 1.9k | 107.50 |
|
Past Filings by Williamson Legacy Group
SEC 13F filings are viewable for Williamson Legacy Group going back to 2024
- Williamson Legacy Group 2026 Q2 filed Aug. 13, 2026
- 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