Williamson Legacy Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$133.4M
Q ending 2026-03-31
Prior quarter
$127.9M
Q ending 2025-12-31
Change
+4.3% QoQ · +26.6% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lumentum Holdings Inc Inc | LITE | Shares | $7.9M | 11K |
| Ciena Corp | CIEN | Shares | $6.6M | 17K |
| Sandisk Corp | SNDK | Shares | $6.0M | 9K |
| Western Digital Corp | WDC | Shares | $5.4M | 20K |
| Seagate Technology Holdings Pub Lt | Shares | $4.6M | 12K | |
| Five Below Inc | FIVE | Shares | $3.4M | 15K |
| Ge Vernova Llc | GEV | Shares | $3.4M | 4K |
| Mastec Inc | MTZ | Shares | $3.3M | 10K |
| Nextpower Inc Cl A | NXT | Shares | $3.1M | 25K |
| Howmet Aerospace Inc | HWM | Shares | $2.9M | 13K |
| Tapestry Inc | TPR | Shares | $2.8M | 20K |
| Bloom Energy Corp Class A | BE | Shares | $2.6M | 19K |
| Technipfmc Plc | Shares | $2.5M | 37K | |
| Bwx Technologies Co | BWXT | Shares | $2.3M | 11K |
| Micron Technology Inc | MU | Shares | $2.3M | 7K |
| Corning Inc | GLW | Shares | $2.2M | 16K |
| Solaredge Technologies Inc | SEDG | Shares | $2.2M | 43K |
| Nvidia Corp | NVDA | Shares | $2.1M | 12K |
| Eli Lilly & Co | LLY | Shares | $2.0M | 2K |
| Teradyne Incorporated | TER | Shares | $1.9M | 6K |
| Lam Resh Corp New | LRCX | Shares | $1.9M | 9K |
| Rtx Corp | RTX | Shares | $1.9M | 10K |
| Iamgold Corporation | IAG | Shares | $1.8M | 97K |
| Caseys Genl Stores Inc | CASY | Shares | $1.8M | 2K |
| Coherent Corp | COHR | Shares | $1.7M | 7K |
| Albemarle Corp | ALB | Shares | $1.7M | 9K |
| Fastly Inc Cl A | FSLY | Shares | $1.7M | 59K |
| Alamos Gold Inc New Class A | AGI | Shares | $1.7M | 38K |
| Ftai Aviation Ltd | Shares | $1.7M | 7K | |
| Agnico Eagle Mines Limited | AEM | Shares | $1.6M | 8K |
| Newmont Corp | NEM | Shares | $1.6M | 14K |
| Elanco Animal Health Inc | ELAN | Shares | $1.5M | 64K |
| Barrick Mng Corp | B | Shares | $1.5M | 37K |
| Bank New York Mellon Corp | BNY | Shares | $1.5M | 12K |
| Dana Inc | DAN | Shares | $1.5M | 43K |
| Nvent Electric Plc | Shares | $1.4M | 12K | |
| Affiliated Managers Group | AMG | Shares | $1.4M | 5K |
| Vertiv Holdings Llc Cl A | VRT | Shares | $1.4M | 6K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Bunge Global Sa | Shares | $1.3M | 10K | |
| Amphenol Corp New Cl A | APH | Shares | $1.3M | 10K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Credicorp | Shares | $1.3M | 4K | |
| Ralph Lauren Corp Class A | RL | Shares | $1.3M | 4K |
| Woodward Inc | WWD | Shares | $1.3M | 4K |
| Rbc Bearings Inc | RBC | Shares | $1.2M | 2K |
| Hexcel Corp New | HXL | Shares | $1.2M | 15K |
| Huntington Ingalls Industries Inc | HII | Shares | $1.2M | 3K |
| Ormat Technologies Inc | ORA | Shares | $1.2M | 10K |
| Citigroup Inc New | C | Shares | $1.2M | 10K |
| Cummins Inc | CMI | Shares | $1.1M | 2K |
| Goldman Sachs Group Inc | GS | Shares | $1.1M | 1K |
| Wesco International Inc | WCC | Shares | $1.0M | 4K |
| Liberty Energy Inc Class A | LBRT | Shares | $1.0M | 35K |
| Dt Midstream Inc | DTM | Shares | $945K | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $933K | 5K |
| Walmart Inc | WMT | Shares | $927K | 7K |
| Quanta Svcs Inc | PWR | Shares | $863K | 2K |
| Firstcash Holdings Inc | FCFS | Shares | $862K | 5K |
| Ross Stores Inc (Calif) | ROST | Shares | $847K | 4K |
| Fabrinet | Shares | $810K | 2K | |
| Cdn Imperial Bk Commrc | CM | Shares | $776K | 8K |
| Toronto Dominion Bk New | TD | Shares | $769K | 8K |
| Cameco Corp | CCJ | Shares | $738K | 7K |
| Wheaton Precious Metals Corp | WPM | Shares | $689K | 5K |
| Kratos Defense And Security Soluti | KTOS | Shares | $650K | 9K |
| Aercap Hldgs Nv | Shares | $612K | 4K | |
| Lemonade Inc | LMND | Shares | $609K | 10K |
| Dycom Industries Inc | DY | Shares | $601K | 2K |
| Ge Aerospace New | GE | Shares | $598K | 2K |
| Tjx Cos Inc New | TJX | Shares | $551K | 3K |
| Procter & Gamble Co | PG | Shares | $471K | 3K |
| Sempra Energy | SRE | Shares | $331K | 3K |
| Microsoft Corp | MSFT | Shares | $289K | 780 |
| Vanguard Growth Etf | VUG | Shares | $259K | 592 |
| Commercial Metals Co | CMC | Shares | $258K | 4K |
| Invesco Tr Etf S&P 500 E | RSPT | Shares | $250K | 6K |
| Vanguard Ftse Etf Developed | VEA | Shares | $248K | 4K |
| Atmos Energy Corp | ATO | Shares | $233K | 1K |
| Vanguard Total Stock Etf Market Et | VTI | Shares | $232K | 722 |
| Apple Inc | AAPL | Shares | $209K | 822 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.