Williamson Legacy Group as of June 30, 2026
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 | 5.6k | 2273.73 | |
| Western Digital Corp Stock (WDC) | 4.7 | $9.4M | 15k | 638.72 | |
| Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock (STX) | 4.6 | $9.2M | 9.5k | 965.02 | |
| Micron Technology Stock (MU) | 4.3 | $8.7M | 7.6k | 1154.29 | |
| Ciena Corp Stock (CIEN) | 4.1 | $8.3M | 17k | 490.56 | |
| Lumentum Holdings Stock (LITE) | 4.0 | $8.0M | 9.4k | 858.06 | |
| Bloom Energy Corp Class A Stock (BE) | 3.1 | $6.2M | 21k | 302.70 | |
| Corning Stock (GLW) | 2.7 | $5.4M | 21k | 255.43 | |
| Lam Resh Corp Stock (LRCX) | 2.6 | $5.3M | 12k | 433.33 | |
| Digitalocean Holdings Stock (DOCN) | 2.5 | $5.1M | 33k | 157.03 | |
| Teradyne Incorporated Stock (TER) | 2.4 | $4.8M | 9.8k | 483.84 | |
| Mastec Stock (MTZ) | 2.3 | $4.6M | 11k | 416.06 | |
| Ge Vernova Stock (GEV) | 2.3 | $4.6M | 3.9k | 1174.86 | |
| Coherent Corp Stock (COHR) | 2.1 | $4.2M | 11k | 394.47 | |
| Caterpillar Stock (CAT) | 2.0 | $4.1M | 3.8k | 1064.91 | |
| Vertiv Holdings Llc Cl A Stock (VRT) | 1.9 | $3.7M | 11k | 334.82 | |
| Solaredge Technologies Stock (SEDG) | 1.8 | $3.7M | 64k | 58.44 | |
| Howmet Aerospace Stock (HWM) | 1.8 | $3.7M | 14k | 268.86 | |
| 10x Genomics Inc Cl A Stock (TXG) | 1.8 | $3.6M | 95k | 38.34 | |
| Legence Corp Cl A Stock (LGN) | 1.7 | $3.5M | 41k | 85.23 | |
| Applied Materials Stock (AMAT) | 1.7 | $3.4M | 4.7k | 723.00 | |
| Nvent Electric Stock (NVT) | 1.7 | $3.4M | 20k | 169.61 | |
| Advanced Micro Devices Stock (AMD) | 1.6 | $3.2M | 5.5k | 580.91 | |
| Nextpower Inc Cl A Stock (NXT) | 1.5 | $3.1M | 26k | 119.14 | |
| Cummins Stock (CMI) | 1.5 | $3.0M | 4.3k | 713.22 | |
| Tapestry Stock (TPR) | 1.5 | $3.0M | 21k | 146.38 | |
| Technipfmc Stock (FTI) | 1.5 | $3.0M | 45k | 66.30 | |
| MKS Stock (MKSI) | 1.2 | $2.5M | 5.5k | 444.80 | |
| Citigroup Stock (C) | 1.2 | $2.4M | 17k | 139.96 | |
| Caseys Genl Stores Stock (CASY) | 1.1 | $2.3M | 2.9k | 794.80 | |
| Eli Lilly & Co Stock (LLY) | 1.1 | $2.3M | 1.9k | 1199.73 | |
| Onto Innovation Stock (ONTO) | 1.1 | $2.2M | 5.8k | 378.45 | |
| Ati Stock (ATI) | 1.1 | $2.2M | 11k | 197.10 | |
| Timken Company Stock (TKR) | 1.0 | $2.1M | 14k | 145.32 | |
| Hut 8 Corp Stock (HUT) | 1.0 | $2.0M | 18k | 115.44 | |
| Guardant Health Stock (GH) | 1.0 | $2.0M | 13k | 150.03 | |
| Toronto Dominion Bk Stock (TD) | 1.0 | $1.9M | 16k | 121.43 | |
| Macom Technology Solutions Holdings Stock (MTSI) | 0.9 | $1.9M | 5.0k | 380.37 | |
| Dycom Industries Stock (DY) | 0.9 | $1.9M | 3.7k | 505.59 | |
| Bank New York Mellon Corp Stock (BNY) | 0.9 | $1.8M | 13k | 144.61 | |
| Dt Midstream Stock (DTM) | 0.9 | $1.8M | 13k | 146.74 | |
| Credicorp Stock (BAP) | 0.9 | $1.8M | 4.5k | 389.61 | |
| Palo Alto Networks Stock (PANW) | 0.8 | $1.6M | 4.7k | 341.02 | |
| Rbc Bearings Stock (RBC) | 0.8 | $1.5M | 2.4k | 644.06 | |
| Steel Dynamics Stock (STLD) | 0.8 | $1.5M | 6.7k | 229.46 | |
| Ross Stores Stock (ROST) | 0.7 | $1.5M | 7.1k | 212.85 | |
| Wesco International Stock (WCC) | 0.7 | $1.5M | 4.4k | 345.43 | |
| Quanta Svcs Stock (PWR) | 0.7 | $1.5M | 2.1k | 720.04 | |
| Johnson & Johnson Stock (JNJ) | 0.6 | $1.3M | 5.1k | 253.98 | |
| Viking Holdings Ltd Ord Stock (VIK) | 0.6 | $1.3M | 12k | 104.67 | |
| Goldman Sachs Group Stock (GS) | 0.6 | $1.3M | 1.2k | 1011.38 | |
| Semtech Corp Stock (SMTC) | 0.6 | $1.2M | 7.4k | 161.85 | |
| Keycorp Stock (KEY) | 0.6 | $1.2M | 52k | 23.05 | |
| Cdn Imperial Bk Commrc Stock (CM) | 0.6 | $1.2M | 10k | 115.00 | |
| Intuitive Mach Inc Cl A Stock (LUNR) | 0.6 | $1.1M | 53k | 21.39 | |
| Biogen Stock (BIIB) | 0.6 | $1.1M | 5.1k | 216.06 | |
| Ralph Lauren Corp Class A Stock (RL) | 0.5 | $1.1M | 2.7k | 401.42 | |
| Kla Corp Stock (KLAC) | 0.5 | $1.1M | 3.6k | 301.71 | |
| Fastly Inc Cl A Stock (FSLY) | 0.5 | $1.0M | 56k | 18.36 | |
| Liberty Energy Inc Class A Stock (LBRT) | 0.5 | $1.0M | 39k | 26.19 | |
| Albemarle Corp Stock (ALB) | 0.5 | $969k | 7.2k | 135.03 | |
| Halliburton Company Stock (HAL) | 0.4 | $790k | 23k | 33.95 | |
| Five Below Stock (FIVE) | 0.3 | $687k | 3.8k | 179.79 | |
| Applied Digital Corp Stock (APLD) | 0.3 | $506k | 14k | 37.30 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.3 | $505k | 662.00 | 763.14 | |
| Procter & Gamble Stock (PG) | 0.2 | $479k | 3.3k | 146.66 | |
| Sempra Energy Stock (SRE) | 0.2 | $308k | 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 | 4.2k | 64.50 | |
| Apple Stock (AAPL) | 0.1 | $247k | 854.00 | 289.36 | |
| Vanguard Morningstar Etf Total Stock Market Etf (VTI) | 0.1 | $247k | 667.00 | 370.04 | |
| Valero Energy Corp Stock (VLO) | 0.1 | $245k | 940.00 | 260.44 | |
| Vanguard Morningstar Etf Growth Etf (VUG) | 0.1 | $223k | 2.6k | 86.14 | |
| Alphabet Inc Voting Cap Stk Cl A Stock (GOOGL) | 0.1 | $220k | 616.00 | 357.37 | |
| United Parcel Service-b Stock (UPS) | 0.1 | $208k | 1.9k | 107.50 |
