Williamson Legacy Group, LLC Top Holdings and 13F Report (2026)

About Williamson Legacy Group, LLC

Investment Activity

Williamson Legacy Group, LLC has $133.38 million in total holdings as of March 31, 2026.
Williamson Legacy Group, LLC owns shares of 81 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 25.68% of the portfolio was purchased this quarter.
About 39.56% of the portfolio was sold this quarter.
This quarter, Williamson Legacy Group, LLC has purchased 92 new stocks and bought additional shares in 40 stocks.
Williamson Legacy Group, LLC sold shares of 21 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Lumentum: $7,930,647
Ciena: $6,570,405
SANDISK CORP: $5,958,854
Western Digital: $5,395,750
Seagate Technology: $4,640,447

Largest New Holdings this Quarter

31188V100 - Fastly: $1,703,265 Holding
235825205 - Dana: $1,461,891 Holding
G6700G107 - nVent Electric: $1,424,566 Holding
92537N108 - Vertiv: $1,380,445 Holding
H11356104 - BUNGE GLOBAL SA: $1,319,318 Holding

Largest Purchases this Quarter

Fastly: 58,612 shares (about $1.70M)
Dana: 43,444 shares (about $1.46M)
nVent Electric: 12,044 shares (about $1.42M)
Vertiv: 5,509 shares (about $1.38M)
MasTec: 4,147 shares (about $1.33M)

Largest Sales this Quarter

Lumentum: 4,136 shares (about $2.91M)
Newmont: 13,473 shares (about $1.46M)
Agnico Eagle Mines: 6,979 shares (about $1.42M)
GE Aerospace: 4,060 shares (about $1.15M)
Amphenol: 5,941 shares (about $750.66K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LITE Lumentum	$7,930,647	$2,906,616 â–¼	-26.8%	11,285	5.9%	Computer and Technology
CIEN Ciena	$6,570,405	$89,293 â–²	1.4%	16,924	4.9%	Computer and Technology
SANDISK CORP	$5,958,854	$248,418 â–²	4.4%	9,379	4.5%	Stock
WDC Western Digital	$5,395,750	$74,926 â–²	1.4%	19,948	4.0%	Computer and Technology
STX Seagate Technology	$4,640,447	$56,022 â–²	1.2%	11,845	3.5%	Computer and Technology
FIVE Five Below	$3,424,915	$103,958 â–²	3.1%	14,990	2.6%	Retail/Wholesale
GE VERNOVA LLC	$3,383,368	$168,470 â–²	5.2%	3,876	2.5%	Stock
MTZ MasTec	$3,252,148	$1,334,256 â–²	69.6%	10,108	2.4%	Construction
NXT Nextpower	$3,066,792	$1,227,681 â–²	66.8%	25,440	2.3%	Energy
HWM Howmet Aerospace	$2,939,068	$521,533 â–²	21.6%	12,753	2.2%	Aerospace
TPR Tapestry	$2,801,095	$161,010 â–²	6.1%	19,850	2.1%	Retail/Wholesale
BE Bloom Energy	$2,562,793	$411,348 â–²	19.1%	18,915	1.9%	Energy
FTI TechnipFMC	$2,538,738	$1,259,207 â–²	98.4%	36,724	1.9%	Energy
BWXT BWX Technologies	$2,272,325	$57,463 â–²	2.6%	11,112	1.7%	Aerospace
MU Micron Technology	$2,253,056	$226,353 â–²	11.2%	6,669	1.7%	Computer and Technology
GLW Corning	$2,234,694	$579,103 â–²	35.0%	16,435	1.7%	Computer and Technology
SEDG SolarEdge Technologies	$2,173,199	$6,688 â–¼	-0.3%	42,570	1.6%	Energy
NVDA NVIDIA	$2,079,227	$87,724 â–²	4.4%	11,922	1.6%	Computer and Technology
LLY Eli Lilly and Company	$1,980,933	$104,840 â–²	5.6%	2,154	1.5%	Medical
TER Teradyne	$1,894,084	$714,173 â–²	60.5%	6,389	1.4%	Computer and Technology
LAM RESH CORP NEW	$1,891,964	$196,781 â–²	11.6%	8,855	1.4%	Stock
RTX RTX	$1,852,132	$231,468 â–²	14.3%	9,602	1.4%	Aerospace
IAG Iamgold	$1,833,106	$59,641 â–²	3.4%	97,402	1.4%	Basic Materials
CASY Casey's General Stores	$1,785,461	$43,672 â–²	2.5%	2,453	1.3%	Retail/Wholesale
COHR Coherent	$1,731,072	$383,042 â–²	28.4%	7,267	1.3%	Business Services
ALB Albemarle	$1,705,355	$1,327,265 â–²	351.0%	9,499	1.3%	Basic Materials
FSLY Fastly	$1,703,265	$1,703,265 â–²	New Holding	58,612	1.3%	Computer and Technology
AGI Alamos Gold	$1,678,398	$716,794 â–²	74.5%	37,776	1.3%	Basic Materials
FTAI AVIATION LTD	$1,652,786	$212,662 â–²	14.8%	6,746	1.2%	Stock
AEM Agnico Eagle Mines	$1,602,793	$1,416,653 â–¼	-46.9%	7,896	1.2%	Basic Materials
NEM Newmont	$1,568,904	$1,458,486 â–¼	-48.2%	14,493	1.2%	Basic Materials
ELAN Elanco Animal Health	$1,538,173	$132,094 â–²	9.4%	64,278	1.2%	Medical
BARRICK MNG CORP	$1,526,902	$295,077 â–²	24.0%	37,433	1.1%	Stock
BANK NEW YORK MELLON CORP	$1,471,962	$191,469 â–²	15.0%	12,408	1.1%	Stock
DAN Dana	$1,461,891	$1,461,891 â–²	New Holding	43,444	1.1%	Auto/Tires/Trucks
NVT nVent Electric	$1,424,566	$1,424,566 â–²	New Holding	12,044	1.1%	Computer and Technology
AMG Affiliated Managers Group	$1,412,277	$275,317 â–²	24.2%	5,104	1.1%	Finance
VRT Vertiv	$1,380,445	$1,380,445 â–²	New Holding	5,509	1.0%	Computer and Technology
CAT Caterpillar	$1,363,790	$651,785 â–²	91.5%	1,925	1.0%	Industrials
BUNGE GLOBAL SA	$1,319,318	$1,319,318 â–²	New Holding	10,372	1.0%	Stock
APH Amphenol	$1,305,606	$750,663 â–¼	-36.5%	10,333	1.0%	Computer and Technology
JNJ Johnson & Johnson	$1,289,678	$1,289,678 â–²	New Holding	5,276	1.0%	Medical
BAP Credicorp	$1,287,866	$947,329 â–²	278.2%	3,797	1.0%	Finance
RL Ralph Lauren	$1,282,754	$127,622 â–¼	-9.0%	3,729	1.0%	Consumer Discretionary
WWD Woodward	$1,267,041	$284,189 â–²	28.9%	3,540	0.9%	Aerospace
RBC RBC Bearings	$1,221,477	$1,221,477 â–²	New Holding	2,249	0.9%	Industrials
HXL Hexcel	$1,201,811	$1,201,811 â–²	New Holding	14,850	0.9%	Aerospace
HII Huntington Ingalls Industries	$1,184,915	$91,177 â–²	8.3%	3,119	0.9%	Aerospace
ORA Ormat Technologies	$1,174,939	$1,174,939 â–²	New Holding	10,498	0.9%	Energy
C Citigroup	$1,150,544	$1,150,544 â–²	New Holding	10,145	0.9%	Financial Services
CMI Cummins	$1,097,029	$346,487 â–²	46.2%	2,039	0.8%	Auto/Tires/Trucks
GS The Goldman Sachs Group	$1,063,418	$401,002 â–²	60.5%	1,257	0.8%	Finance
WCC WESCO International	$1,022,522	$1,022,522 â–²	New Holding	3,737	0.8%	Computer and Technology
LBRT Liberty Energy	$1,017,734	$1,017,734 â–²	New Holding	35,338	0.8%	Energy
DTM DT Midstream	$945,460	$54,807 â–²	6.2%	7,021	0.7%	Energy
AMD Advanced Micro Devices	$932,523	$129,178 â–¼	-12.2%	4,584	0.7%	Computer and Technology
WALMART INC	$927,258	$32,562 â–²	3.6%	7,461	0.7%	Stock
PWR Quanta Services	$863,059	$863,059 â–²	New Holding	1,572	0.6%	Construction
FCFS FirstCash	$862,356	$862,356 â–²	New Holding	4,587	0.6%	Business Services
ROST Ross Stores	$847,245	$847,245 â–²	New Holding	3,911	0.6%	Retail/Wholesale
FN Fabrinet	$809,921	$148,633 â–¼	-15.5%	1,553	0.6%	Computer and Technology
CM Canadian Imperial Bank of Commerce	$775,797	$139,564 â–²	21.9%	8,188	0.6%	Finance
TD Toronto Dominion Bank	$769,061	$769,061 â–²	New Holding	8,242	0.6%	Finance
CCJ Cameco	$737,571	$133,482 â–¼	-15.3%	6,791	0.6%	Basic Materials
WPM Wheaton Precious Metals	$688,592	$2,620 â–¼	-0.4%	5,256	0.5%	Basic Materials
KTOS Kratos Defense & Security Solutions	$649,820	$177,262 â–¼	-21.4%	9,216	0.5%	Aerospace
AER Aercap	$612,241	$612,241 â–²	New Holding	4,463	0.5%	Transportation
LMND Lemonade	$609,187	$279,616 â–¼	-31.5%	9,719	0.5%	Finance
DY Dycom Industries	$601,406	$675,269 â–¼	-52.9%	1,775	0.5%	Construction
GE GE Aerospace	$597,932	$1,152,161 â–¼	-65.8%	2,107	0.4%	Aerospace
TJX TJX Companies	$551,132	$24,594 â–²	4.7%	3,451	0.4%	Retail/Wholesale
PG Procter & Gamble	$471,499	$289 â–¼	-0.1%	3,264	0.4%	Consumer Staples
SRE Sempra Energy	$331,447	$23,029 â–¼	-6.5%	3,411	0.2%	Utilities
MSFT Microsoft	$288,733	$65,890 â–¼	-18.6%	780	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$258,580	$10,046 â–¼	-3.7%	592	0.2%	ETF
CMC Commercial Metals	$258,497	$258,497 â–²	New Holding	4,208	0.2%	Basic Materials
RSPT Invesco S&P 500 Equal Weight Technology ETF	$249,564	$9,550 â–¼	-3.7%	5,514	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$247,541	$6,728 â–¼	-2.6%	3,863	0.2%	ETF
ATO Atmos Energy	$233,117	$54,123 â–¼	-18.8%	1,262	0.2%	Utilities
VTI Vanguard Total Stock Market ETF	$231,625		0.0%	722	0.2%	ETF
AAPL Apple	$208,615	$208,615 â–²	New Holding	822	0.2%	Computer and Technology
PALANTIR TECHNOLOGIES INC CL A	$0	$3,628,055 â–¼	-100.0%	0	0.0%	Stock
AVGO Broadcom	$0	$2,732,575 â–¼	-100.0%	0	0.0%	Computer and Technology
EBAY eBay	$0	$2,547,586 â–¼	-100.0%	0	0.0%	Retail/Wholesale
W Wayfair	$0	$2,506,936 â–¼	-100.0%	0	0.0%	Retail/Wholesale
NRG NRG Energy	$0	$2,280,745 â–¼	-100.0%	0	0.0%	Utilities
SOFI SoFi Technologies	$0	$2,218,205 â–¼	-100.0%	0	0.0%	Finance
HOOD Robinhood Markets	$0	$2,213,028 â–¼	-100.0%	0	0.0%	Finance
IRTC iRhythm Technologies	$0	$2,191,029 â–¼	-100.0%	0	0.0%	Medical
APPLOVIN CORP CL A	$0	$2,069,301 â–¼	-100.0%	0	0.0%	Stock
NET Cloudflare	$0	$1,975,640 â–¼	-100.0%	0	0.0%	Computer and Technology
CELESTICA INC	$0	$1,943,636 â–¼	-100.0%	0	0.0%	Stock
CRDO Credo Technology Group	$0	$1,587,251 â–¼	-100.0%	0	0.0%	Computer and Technology
SHOPIFY INC CL A	$0	$1,290,014 â–¼	-100.0%	0	0.0%	Stock
WGS GeneDx	$0	$1,240,902 â–¼	-100.0%	0	0.0%	Medical
MNST Monster Beverage	$0	$1,139,163 â–¼	-100.0%	0	0.0%	Consumer Staples
IBKR Interactive Brokers Group	$0	$1,133,982 â–¼	-100.0%	0	0.0%	Finance
RUN Sunrun	$0	$1,120,026 â–¼	-100.0%	0	0.0%	Energy
DK Delek US	$0	$1,094,585 â–¼	-100.0%	0	0.0%	Energy
JOBY Joby Aviation	$0	$998,435 â–¼	-100.0%	0	0.0%	Transportation

Showing largest 100 holdings. View all holdings.

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Williamson Legacy Group, LLC Top Holdings and 13F Report (2026)

About Williamson Legacy Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Williamson Legacy Group, LLC Top Holdings and 13F Report (2026)

About Williamson Legacy Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilliamson Legacy Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools