Williamson Legacy Group, LLC

13F filer · CIK 0002011965

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$201MU.S. long equity reported on 13F

Positions7225 new · 30 closed

Net flow last quarter+$12.7MBuys minus sells

Top 10 positions weight39.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202672 positions
SNDKSandisk Corp	$12.8M	6.38%	0.00%	-39.8%	Q4 2025
WDCWestern Digital Corp	$9.37M	4.65%	0.00%	-26.5%	Q2 2024
STXSeagate Technology Holdings plc	$9.17M	4.55%	0.00%	-19.8%	Q3 2025
MUMicron Technology Inc	$8.74M	4.34%	0.00%	+13.5%	Q4 2023
CIENCiena Corp	$8.34M	4.14%	0.01%	+0.5%	Q3 2025
LITELumentum Holdings Inc.	$8.02M	3.98%	0.01%	-17.1%	Q3 2025
BEBloom Energy Corp	$6.22M	3.09%	0.01%	+8.6%	Q3 2025
GLWCorning Inc	$5.4M	2.68%	0.00%	+28.5%	Q1 2025
LRCXLam Research Corp	$5.33M	2.65%	0.00%	+38.9%	Q4 2025
DOCNDigitalOcean Holdings, Inc.	$5.1M	2.53%	0.03%	New	Q2 2026
TERTeradyne, Inc	$4.76M	2.36%	0.01%	+53.9%	Q4 2025
MTZMastec Inc	$4.61M	2.29%	0.01%	+9.6%	Q3 2025
GEVGE Vernova Inc.	$4.58M	2.27%	0.00%	+0.5%	Q2 2025
COHRCoherent Corp.	$4.2M	2.08%	0.01%	+46.4%	Q4 2025
CATCaterpillar Inc	$4.05M	2.01%	0.00%	+97.7%	Q4 2025
VRTVertiv Holdings Co	$3.74M	1.86%	0.00%	+102.9%	Q4 2023
SEDGSolaredge Technologies, Inc.	$3.72M	1.85%	0.10%	+49.7%	Q3 2025
HWMHowmet Aerospace Inc.	$3.68M	1.83%	0.00%	+7.2%	Q2 2025
TXG10x Genomics, Inc.	$3.64M	1.81%	0.07%	New	Q2 2026
LGNLegence Corp.	$3.52M	1.75%	Not reported	New	Q2 2026
AMATApplied Materials Inc	$3.41M	1.69%	0.00%	Not reported	Q4 2023
NVTnVent Electric plc	$3.4M	1.69%	0.01%	+66.6%	Q4 2023
AMDAdvanced Micro Devices Inc	$3.22M	1.60%	0.00%	+20.8%	Q4 2025
NXTNextpower Inc.	$3.09M	1.53%	0.02%	+2.0%	Q4 2025
CMICummins Inc	$3.05M	1.51%	0.00%	+109.6%	Q4 2024
TPRTapestry, Inc.	$3.03M	1.51%	0.01%	+4.4%	Q3 2025
FTITechnipFMC plc	$2.97M	1.47%	0.01%	+21.9%	Q4 2023
MKSIMKS Inc	$2.47M	1.22%	0.01%	New	Q2 2026
CCitigroup Inc	$2.39M	1.19%	0.00%	+68.5%	Q1 2026
CASYCaseys General Stores Inc	$2.29M	1.14%	0.01%	+17.4%	Q4 2024
LLYELI LILLY & Co	$2.29M	1.13%	0.00%	-11.6%	Q4 2023
ONTOOnto Innovation Inc.	$2.2M	1.09%	0.01%	New	Q2 2026
ATIAti Inc	$2.18M	1.08%	0.01%	Not reported	Q3 2024
TKRTimken Co	$2.05M	1.02%	0.02%	New	Q2 2026
HUTHut 8 Corp.	$2.04M	1.01%	0.01%	New	Q2 2026
GHGuardant Health, Inc.	$1.96M	0.98%	0.01%	Not reported	Q2 2024
TDToronto Dominion Bank	$1.92M	0.95%	0.00%	+91.5%	Q1 2026
MTSIMACOM Technology Solutions Holdings, Inc.	$1.9M	0.94%	0.01%	New	Q2 2026
DYDycom Industries Inc	$1.88M	0.93%	0.01%	+109.4%	Q3 2024
BNYBank of New York Mellon Corp	$1.84M	0.91%	0.00%	+2.5%	Q1 2025
DTMDT Midstream, Inc.	$1.84M	0.91%	0.01%	+78.3%	Q4 2024
BAPCredicorp Ltd	$1.76M	0.88%	0.00%	+19.3%	Q2 2025
PANWPalo Alto Networks Inc	$1.59M	0.79%	0.00%	Not reported	Q4 2023
RBCRBC Bearings INC	$1.54M	0.76%	0.01%	+6.3%	Q1 2026
STLDSteel Dynamics Inc	$1.53M	0.76%	0.00%	New	Q2 2026
ROSTRoss Stores, Inc.	$1.51M	0.75%	0.00%	+81.4%	Q2 2024
WCCWesco International Inc	$1.51M	0.75%	0.01%	+16.8%	Q1 2026
PWRQuanta Services, Inc.	$1.49M	0.74%	0.00%	+31.9%	Q4 2024
JNJJohnson & Johnson	$1.3M	0.65%	0.00%	-2.7%	Q1 2026
VIKViking Holdings Ltd	$1.26M	0.63%	Not reported	New	Q2 2026

Q1 2026Reported May 13, 202677 positions
LITELumentum Holdings Inc.	$7.93M	5.95%	0.02%	-26.8%	Q3 2025
CIENCiena Corp	$6.57M	4.93%	0.01%	+1.4%	Q3 2025
SNDKSandisk Corp	$5.96M	4.47%	0.01%	+4.4%	Q4 2025
WDCWestern Digital Corp	$5.4M	4.05%	0.01%	+1.4%	Q2 2024
STXSeagate Technology Holdings plc	$4.64M	3.48%	0.01%	+1.2%	Q3 2025
FIVEFive Below, Inc	$3.42M	2.57%	0.03%	+3.1%	Q3 2025
GEVGE Vernova Inc.	$3.38M	2.54%	0.00%	+5.2%	Q2 2025
MTZMastec Inc	$3.25M	2.44%	0.01%	+69.6%	Q3 2025
NXTNextpower Inc.	$3.07M	2.30%	0.02%	+66.8%	Q4 2025
HWMHowmet Aerospace Inc.	$2.94M	2.20%	0.00%	+21.6%	Q2 2025
TPRTapestry, Inc.	$2.8M	2.10%	0.01%	+6.1%	Q3 2025
BEBloom Energy Corp	$2.56M	1.92%	0.01%	+19.1%	Q3 2025
FTITechnipFMC plc	$2.54M	1.90%	0.01%	+98.4%	Q4 2023
BWXTBWX Technologies, Inc.	$2.27M	1.70%	0.01%	+2.6%	Q4 2023
MUMicron Technology Inc	$2.25M	1.69%	0.00%	+11.2%	Q4 2023
GLWCorning Inc	$2.23M	1.68%	0.00%	+35.0%	Q1 2025
SEDGSolaredge Technologies, Inc.	$2.17M	1.63%	0.07%	-0.3%	Q3 2025
NVDANvidia Corp	$2.08M	1.56%	0.00%	+4.4%	Q4 2023
LLYELI LILLY & Co	$1.98M	1.49%	0.00%	+5.6%	Q4 2023
TERTeradyne, Inc	$1.89M	1.42%	0.00%	+60.5%	Q4 2025
LRCXLam Research Corp	$1.89M	1.42%	0.00%	+11.6%	Q4 2025
RTXRTX Corp	$1.85M	1.39%	0.00%	+14.3%	Q1 2025
IAGIamgold Corp	$1.83M	1.37%	0.02%	+3.4%	Q4 2025
CASYCaseys General Stores Inc	$1.79M	1.34%	0.01%	+2.5%	Q4 2024
COHRCoherent Corp.	$1.73M	1.30%	0.00%	+28.4%	Q4 2025
ALBAlbemarle Corp	$1.71M	1.28%	0.01%	+351.0%	Q4 2025
FSLYFastly, Inc.	$1.7M	1.28%	0.04%	New	Q1 2026
AGIAlamos Gold Inc	$1.68M	1.26%	0.01%	+74.5%	Q3 2024
FTAIFTAI Aviation Ltd.	$1.65M	1.24%	0.01%	+14.8%	Q4 2023
AEMAgnico Eagle Mines Ltd	$1.6M	1.20%	0.00%	-46.9%	Q1 2025
NEMNEWMONT Corp	$1.57M	1.18%	0.00%	-48.2%	Q4 2025
ELANElanco Animal Health Inc	$1.54M	1.15%	0.01%	+9.4%	Q4 2025
BBarrick Mining Corp	$1.53M	1.14%	0.00%	+24.0%	Q4 2025
BNYBank of New York Mellon Corp	$1.47M	1.10%	0.00%	+15.0%	Q1 2025
DANDANA Inc	$1.46M	1.10%	0.04%	New	Q1 2026
NVTnVent Electric plc	$1.42M	1.07%	0.01%	Not reported	Q4 2023
AMGAffiliated Managers Group, Inc.	$1.41M	1.06%	0.02%	+24.2%	Q3 2025
VRTVertiv Holdings Co	$1.38M	1.03%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$1.36M	1.02%	0.00%	+91.5%	Q4 2025
BGBunge Global SA	$1.32M	0.99%	0.01%	New	Q1 2026
APHAmphenol Corp	$1.31M	0.98%	0.00%	-36.5%	Q2 2025
JNJJohnson & Johnson	$1.29M	0.97%	0.00%	New	Q1 2026
BAPCredicorp Ltd	$1.29M	0.97%	0.00%	+278.2%	Q2 2025
RLRalph Lauren Corp	$1.28M	0.96%	Not reported	-9.1%	Q3 2025
WWDWoodward, Inc.	$1.27M	0.95%	0.01%	+28.9%	Q3 2025
RBCRBC Bearings INC	$1.22M	0.92%	0.01%	New	Q1 2026
HXLHexcel Corp	$1.2M	0.90%	0.02%	New	Q1 2026
HIIHuntington Ingalls Industries, Inc.	$1.18M	0.89%	0.01%	+8.3%	Q4 2025
ORAOrmat Technologies, Inc.	$1.17M	0.88%	0.02%	New	Q1 2026
CCitigroup Inc	$1.15M	0.86%	0.00%	New	Q1 2026

Q4 2025Reported Feb 9, 202687 positions
LITELumentum Holdings Inc.	$5.68M	4.44%	0.02%	+3.5%	Q3 2025
CIENCiena Corp	$3.9M	3.05%	0.01%	+9.2%	Q3 2025
PLTRPalantir Technologies Inc.	$3.63M	2.84%	0.00%	+0.9%	Q4 2024
WDCWestern Digital Corp	$3.39M	2.65%	0.01%	Not reported	Q2 2024
STXSeagate Technology Holdings plc	$3.22M	2.52%	0.01%	+54.0%	Q3 2025
NEMNEWMONT Corp	$2.79M	2.18%	0.00%	New	Q4 2025
FIVEFive Below, Inc	$2.74M	2.14%	0.03%	+17.6%	Q3 2025
AVGOBroadcom Inc.	$2.73M	2.14%	0.00%	-3.6%	Q4 2023
EBAYEbay Inc	$2.55M	1.99%	0.01%	-1.6%	Q3 2024
AEMAgnico Eagle Mines Ltd	$2.52M	1.97%	0.00%	+16.5%	Q1 2025
WWayfair Inc.	$2.51M	1.96%	Not reported	+86.2%	Q3 2025
GEVGE Vernova Inc.	$2.41M	1.88%	0.00%	+19.3%	Q2 2025
TPRTapestry, Inc.	$2.39M	1.87%	0.01%	-0.8%	Q3 2025
NRGNRG Energy, Inc.	$2.28M	1.78%	0.01%	-6.7%	Q4 2023
SOFISoFi Technologies, Inc.	$2.22M	1.73%	0.01%	+60.2%	Q3 2025
HOODRobinhood Markets, Inc.	$2.21M	1.73%	0.01%	-25.0%	Q4 2024
APHAmphenol Corp	$2.2M	1.72%	0.00%	+30.5%	Q2 2025
LLYELI LILLY & Co	$2.19M	1.71%	0.00%	-5.0%	Q4 2023
IRTCiRhythm Holdings, Inc.	$2.19M	1.71%	0.04%	+61.4%	Q3 2025
HWMHowmet Aerospace Inc.	$2.15M	1.68%	0.00%	-4.0%	Q2 2025
SNDKSandisk Corp	$2.13M	1.67%	0.01%	New	Q4 2025
NVDANvidia Corp	$2.13M	1.66%	0.00%	-0.8%	Q4 2023
APPAppLovin Corp	$2.07M	1.62%	0.00%	-34.1%	Q2 2024
NETCloudflare, Inc.	$1.98M	1.54%	Not reported	+40.4%	Q3 2025
CLSCelestica Inc	$1.94M	1.52%	0.01%	New	Q4 2025
GEGeneral Electric Co	$1.9M	1.48%	0.00%	-1.5%	Q2 2024
BWXTBWX Technologies, Inc.	$1.87M	1.46%	0.01%	+23.9%	Q4 2023
MUMicron Technology Inc	$1.71M	1.34%	0.00%	Not reported	Q4 2023
CRDOCredo Technology Group Holding Ltd	$1.59M	1.24%	0.01%	New	Q4 2025
IAGIamgold Corp	$1.55M	1.21%	0.02%	New	Q4 2025
RTXRTX Corp	$1.54M	1.20%	0.00%	+2.2%	Q1 2025
RLRalph Lauren Corp	$1.45M	1.13%	Not reported	+18.4%	Q3 2025
BEBloom Energy Corp	$1.38M	1.08%	0.01%	-57.5%	Q3 2025
LRCXLam Research Corp	$1.36M	1.06%	0.00%	New	Q4 2025
ELANElanco Animal Health Inc	$1.33M	1.04%	0.01%	New	Q4 2025
NXTNextpower Inc.	$1.33M	1.04%	0.01%	New	Q4 2025
CASYCaseys General Stores Inc	$1.32M	1.03%	0.01%	-1.6%	Q4 2024
BBarrick Mining Corp	$1.32M	1.03%	0.00%	New	Q4 2025
MTZMastec Inc	$1.3M	1.01%	0.01%	+0.9%	Q3 2025
SHOPShopify Inc.	$1.29M	1.01%	0.00%	-9.0%	Q3 2025
DYDycom Industries Inc	$1.27M	1.00%	0.01%	+6.3%	Q3 2024
BNYBank of New York Mellon Corp	$1.25M	0.98%	0.00%	+1.6%	Q1 2025
WGSGeneDx Holdings Corp.	$1.24M	0.97%	0.03%	New	Q4 2025
SEDGSolaredge Technologies, Inc.	$1.23M	0.96%	0.07%	-15.4%	Q3 2025
AMGAffiliated Managers Group, Inc.	$1.18M	0.93%	0.01%	+1.5%	Q3 2025
FTAIFTAI Aviation Ltd.	$1.16M	0.90%	0.01%	-51.4%	Q4 2023
MNSTMonster Beverage Corp	$1.14M	0.89%	0.00%	New	Q4 2025
IBKRInteractive Brokers Group, Inc.	$1.13M	0.89%	0.01%	+5.1%	Q4 2024
RUNSunrun Inc.	$1.12M	0.88%	0.03%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.12M	0.87%	0.00%	New	Q4 2025

Q3 2025Reported Nov 14, 202592 positions
HOODRobinhood Markets, Inc.	$3.73M	2.88%	0.01%	+2.1%	Q4 2024
PLTRPalantir Technologies Inc.	$3.69M	2.85%	0.00%	+1.1%	Q4 2024
APPAppLovin Corp	$3.35M	2.59%	0.00%	+2.3%	Q2 2024
BEBloom Energy Corp	$3.16M	2.44%	0.02%	New	Q3 2025
EBAYEbay Inc	$2.7M	2.09%	0.01%	-2.4%	Q3 2024
AVGOBroadcom Inc.	$2.7M	2.09%	0.00%	+1.9%	Q4 2023
RBLXRoblox Corp	$2.61M	2.01%	0.00%	+216.6%	Q2 2025
NRGNRG Energy, Inc.	$2.49M	1.92%	0.01%	+10.6%	Q4 2023
LITELumentum Holdings Inc.	$2.42M	1.87%	0.02%	New	Q3 2025
CIENCiena Corp	$2.23M	1.72%	0.01%	New	Q3 2025
SPOTSpotify Technology S.A.	$2.2M	1.70%	0.00%	0.0%	Q2 2024
AEMAgnico Eagle Mines Ltd	$2.15M	1.66%	0.00%	+27.4%	Q1 2025
NVDANvidia Corp	$2.15M	1.66%	0.00%	-4.9%	Q4 2023
HWMHowmet Aerospace Inc.	$2.14M	1.66%	0.00%	+47.1%	Q2 2025
TPRTapestry, Inc.	$2.14M	1.65%	0.01%	New	Q3 2025
METAMeta Platforms, Inc.	$2.13M	1.65%	Not reported	-3.3%	Q4 2023
CVNACarvana Co.	$2.11M	1.63%	Not reported	+104.8%	Q2 2025
FTAIFTAI Aviation Ltd.	$2.02M	1.56%	0.01%	-10.8%	Q4 2023
FIVEFive Below, Inc	$1.91M	1.48%	0.02%	New	Q3 2025
AGIAlamos Gold Inc	$1.91M	1.48%	0.01%	-4.2%	Q3 2024
GEVGE Vernova Inc.	$1.9M	1.47%	0.00%	+197.7%	Q2 2025
GEGeneral Electric Co	$1.88M	1.45%	0.00%	-1.9%	Q2 2024
SEDGSolaredge Technologies, Inc.	$1.87M	1.44%	0.08%	New	Q3 2025
AXONAxon Enterprise, Inc.	$1.8M	1.39%	0.00%	-0.3%	Q4 2023
FTITechnipFMC plc	$1.79M	1.39%	0.01%	-2.8%	Q4 2023
STXSeagate Technology Holdings plc	$1.79M	1.39%	0.00%	New	Q3 2025
DASHDoorDash, Inc.	$1.68M	1.30%	Not reported	+20.5%	Q2 2025
LLYELI LILLY & Co	$1.64M	1.27%	0.00%	-0.4%	Q4 2023
BWXTBWX Technologies, Inc.	$1.61M	1.24%	0.01%	+4.7%	Q4 2023
WPMWheaton Precious Metals Corp.	$1.57M	1.21%	0.00%	+5.8%	Q2 2025
APHAmphenol Corp	$1.54M	1.19%	0.00%	+290.1%	Q2 2025
NETCloudflare, Inc.	$1.53M	1.18%	Not reported	New	Q3 2025
CMCanadian Imperial Bank of Commerce	$1.47M	1.13%	0.00%	-2.8%	Q4 2024
PODDInsulet Corp	$1.44M	1.11%	0.01%	-3.8%	Q2 2024
SOFISoFi Technologies, Inc.	$1.4M	1.08%	0.00%	New	Q3 2025
SRADSportradar Group AG	$1.39M	1.07%	Not reported	+11.2%	Q2 2025
RTXRTX Corp	$1.38M	1.06%	0.00%	+121.6%	Q1 2025
CASYCaseys General Stores Inc	$1.37M	1.06%	0.01%	-3.0%	Q4 2024
STNEStoneCo Ltd.	$1.36M	1.05%	Not reported	New	Q3 2025
IRTCiRhythm Holdings, Inc.	$1.32M	1.02%	0.02%	New	Q3 2025
SHOPShopify Inc.	$1.31M	1.01%	0.00%	New	Q3 2025
JBLJabil Inc	$1.29M	1.00%	0.01%	New	Q3 2025
NFLXNetflix Inc	$1.28M	0.99%	0.00%	+6.4%	Q4 2024
TJXTJX Companies Inc	$1.27M	0.98%	0.00%	-5.6%	Q4 2023
MTZMastec Inc	$1.26M	0.97%	0.01%	New	Q3 2025
BAPCredicorp Ltd	$1.24M	0.96%	0.00%	+37.9%	Q2 2025
SESea Ltd	$1.23M	0.95%	0.00%	Not reported	Q2 2024
GWREGuidewire Software, Inc.	$1.2M	0.93%	0.01%	-4.5%	Q4 2024
MOAltria Group, Inc.	$1.2M	0.93%	0.00%	-3.0%	Q2 2025
WWayfair Inc.	$1.2M	0.93%	Not reported	New	Q3 2025

Premium opens every quarter this fund has filed