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

About Williamson Legacy Group, LLC

Investment Activity

Williamson Legacy Group, LLC has $201.42 million in total holdings as of June 30, 2026.
Williamson Legacy Group, LLC owns shares of 75 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 33.04% of the portfolio was purchased this quarter.
About 27.18% of the portfolio was sold this quarter.
This quarter, Williamson Legacy Group, LLC has purchased 81 new stocks and bought additional shares in 34 stocks.
Williamson Legacy Group, LLC sold shares of 15 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

SANDISK CORP: $12,842,027
Western Digital: $9,370,706
Seagate Technology: $9,170,552
Micron Technology: $8,737,985
Ciena: $8,340,011

Largest New Holdings this Quarter

25402D102 - DIGITALOCEAN HOLDINGS INC: $5,102,062 Holding
88025U109 - 10x Genomics: $3,644,600 Holding
52476L109 - LEGENCE CORP CL A: $3,517,186 Holding
038222105 - Applied Materials: $3,406,776 Holding
55306N104 - MKS: $2,465,529 Holding

Largest Purchases this Quarter

DIGITALOCEAN HOLDINGS INC: 32,491 shares (about $5.10M)
10x Genomics: 95,060 shares (about $3.64M)
LEGENCE CORP CL A: 41,267 shares (about $3.52M)
Applied Materials: 4,712 shares (about $3.41M)
MKS: 5,543 shares (about $2.47M)

Largest Sales this Quarter

SANDISK CORP: 3,731 shares (about $8.48M)
Western Digital: 5,277 shares (about $3.37M)
Seagate Technology: 2,342 shares (about $2.26M)
Five Below: 11,170 shares (about $2.01M)
Lumentum: 1,934 shares (about $1.66M)

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
SANDISK CORP	$12,842,027	$8,483,287 â–¼	-39.8%	5,648	6.4%	Stock
WDC Western Digital	$9,370,706	$3,370,542 â–¼	-26.5%	14,671	4.7%	Technology
STX Seagate Technology	$9,170,552	$2,260,069 â–¼	-19.8%	9,503	4.6%	Technology
MU Micron Technology	$8,737,985	$1,040,016 â–²	13.5%	7,570	4.3%	Technology
CIEN Ciena	$8,340,011	$37,773 â–²	0.5%	17,001	4.1%	Technology
LITE Lumentum	$8,023,719	$1,659,488 â–¼	-17.1%	9,351	4.0%	Technology
BE Bloom Energy	$6,215,036	$489,466 â–²	8.5%	20,532	3.1%	Industrials
GLW Corning	$5,395,785	$1,197,729 â–²	28.5%	21,124	2.7%	Technology
LAM RESH CORP NEW	$5,331,276	$1,494,127 â–²	38.9%	12,303	2.6%	Stock
DIGITALOCEAN HOLDINGS INC	$5,102,062	$5,102,062 â–²	New Holding	32,491	2.5%	Stock
TER Teradyne	$4,756,156	$1,664,897 â–²	53.9%	9,830	2.4%	Technology
MTZ MasTec	$4,609,945	$404,410 â–²	9.6%	11,080	2.3%	Industrials
GE VERNOVA LLC	$4,576,096	$22,322 â–²	0.5%	3,895	2.3%	Stock
COHR Coherent	$4,197,161	$1,330,547 â–²	46.4%	10,640	2.1%	Technology
CAT Caterpillar	$4,051,980	$2,002,030 â–²	97.7%	3,805	2.0%	Industrials
VRT Vertiv	$3,741,951	$1,897,426 â–²	102.9%	11,176	1.9%	Industrials
SEDG SolarEdge Technologies	$3,724,849	$1,237,058 â–²	49.7%	63,738	1.8%	Industrials
HWM Howmet Aerospace	$3,676,950	$248,159 â–²	7.2%	13,676	1.8%	Industrials
TXG 10x Genomics	$3,644,600	$3,644,600 â–²	New Holding	95,060	1.8%	Healthcare
LEGENCE CORP CL A	$3,517,186	$3,517,186 â–²	New Holding	41,267	1.7%	Stock
AMAT Applied Materials	$3,406,776	$3,406,776 â–²	New Holding	4,712	1.7%	Technology
NVT nVent Electric	$3,404,093	$1,361,298 â–²	66.6%	20,070	1.7%	Industrials
AMD Advanced Micro Devices	$3,217,080	$554,188 â–²	20.8%	5,538	1.6%	Technology
NXT Nextpower	$3,091,087	$60,166 â–²	2.0%	25,945	1.5%	Industrials
CMI Cummins	$3,047,603	$1,593,341 â–²	109.6%	4,273	1.5%	Industrials
TPR Tapestry	$3,032,660	$127,056 â–²	4.4%	20,718	1.5%	Consumer Discretionary
FTI TechnipFMC	$2,969,130	$534,315 â–²	21.9%	44,783	1.5%	Energy
MKSI MKS	$2,465,529	$2,465,529 â–²	New Holding	5,543	1.2%	Technology
C Citigroup	$2,392,403	$972,469 â–²	68.5%	17,093	1.2%	Finance
CASY Casey's General Stores	$2,288,232	$338,585 â–²	17.4%	2,879	1.1%	Consumer Staples
LLY Eli Lilly and Company	$2,285,484	$298,733 â–¼	-11.6%	1,905	1.1%	Healthcare
ONTO Onto Innovation	$2,201,065	$2,201,065 â–²	New Holding	5,816	1.1%	Technology
ATI ATI	$2,183,277	$2,183,277 â–²	New Holding	11,077	1.1%	Industrials
TKR Timken	$2,052,214	$2,052,214 â–²	New Holding	14,122	1.0%	Industrials
HUT 8 CORP	$2,037,026	$2,037,026 â–²	New Holding	17,645	1.0%	Stock
GH Guardant Health	$1,964,343	$1,964,343 â–²	New Holding	13,093	1.0%	Healthcare
TD Toronto Dominion Bank	$1,916,311	$915,472 â–²	91.5%	15,781	1.0%	Finance
MTSI MACOM Technology Solutions	$1,899,568	$1,899,568 â–²	New Holding	4,994	0.9%	Technology
DY Dycom Industries	$1,878,772	$981,350 â–²	109.4%	3,716	0.9%	Industrials
BANK NEW YORK MELLON CORP	$1,839,032	$44,685 â–²	2.5%	12,717	0.9%	Stock
DTM DT Midstream	$1,836,990	$806,755 â–²	78.3%	12,519	0.9%	Energy
BAP Credicorp	$1,764,141	$284,803 â–²	19.3%	4,528	0.9%	Finance
PANW Palo Alto Networks	$1,586,425	$1,586,425 â–²	New Holding	4,652	0.8%	Technology
RBC RBC Bearings	$1,539,303	$90,812 â–²	6.3%	2,390	0.8%	Industrials
STLD Steel Dynamics	$1,530,957	$1,530,957 â–²	New Holding	6,672	0.8%	Materials
ROST Ross Stores	$1,510,202	$677,728 â–²	81.4%	7,095	0.7%	Consumer Discretionary
WCC WESCO International	$1,508,161	$217,277 â–²	16.8%	4,366	0.7%	Industrials
PWR Quanta Services	$1,493,363	$361,460 â–²	31.9%	2,074	0.7%	Industrials
JNJ Johnson & Johnson	$1,304,418	$35,557 â–¼	-2.7%	5,136	0.6%	Healthcare
VIKING HOLDINGS LTD ORD	$1,260,227	$1,260,227 â–²	New Holding	12,040	0.6%	Stock
GS The Goldman Sachs Group	$1,252,090	$19,216 â–¼	-1.5%	1,238	0.6%	Finance
SMTC Semtech	$1,201,574	$1,201,574 â–²	New Holding	7,424	0.6%	Technology
KEY KeyCorp	$1,186,476	$1,186,476 â–²	New Holding	51,474	0.6%	Finance
CM Canadian Imperial Bank of Commerce	$1,183,694	$242,075 â–²	25.7%	10,293	0.6%	Finance
LUNR Intuitive Machines	$1,134,269	$1,134,269 â–²	New Holding	53,028	0.6%	Industrials
BIIB Biogen	$1,108,172	$1,108,172 â–²	New Holding	5,129	0.6%	Healthcare
RL Ralph Lauren	$1,087,040	$409,848 â–¼	-27.4%	2,708	0.5%	Consumer Discretionary
KLAC KLA	$1,086,759	$1,086,759 â–²	New Holding	3,602	0.5%	Technology
FASTLY INC CL A	$1,025,608	$50,508 â–¼	-4.7%	55,861	0.5%	Stock
LBRT Liberty Energy	$1,021,501	$95,988 â–²	10.4%	39,003	0.5%	Energy
ALB Albemarle	$969,115	$313,541 â–¼	-24.4%	7,177	0.5%	Materials
HAL Halliburton	$789,968	$789,968 â–²	New Holding	23,269	0.4%	Energy
FIVE Five Below	$686,798	$2,008,255 â–¼	-74.5%	3,820	0.3%	Consumer Discretionary
APLD Applied Digital	$506,198	$506,198 â–²	New Holding	13,571	0.3%	Technology
CRWD CrowdStrike	$505,199	$505,199 â–²	New Holding	662	0.3%	Technology
PG Procter & Gamble	$478,693		0.0%	3,264	0.2%	Consumer Staples
SRE Sempra Energy	$308,075	$8,158 â–¼	-2.6%	3,323	0.2%	Utilities
MSFT Microsoft	$289,464	$1,492 â–¼	-0.5%	776	0.1%	Technology
RSPT Invesco S&P 500 Equal Weight Technology ETF	$272,964	$82,689 â–¼	-23.2%	4,232	0.1%	ETF
AAPL Apple	$247,113	$9,260 â–²	3.9%	854	0.1%	Technology
VTI Vanguard Total Stock Market ETF	$246,817	$20,352 â–¼	-7.6%	667	0.1%	ETF
VLO Valero Energy	$244,814	$244,814 â–²	New Holding	940	0.1%	Energy
VUG Vanguard Growth ETF	$223,275	$172,280 â–²	337.8%	2,592	0.1%	ETF
GOOGL Alphabet	$220,140	$220,140 â–²	New Holding	616	0.1%	Communication Services
UPS United Parcel Service	$207,690	$207,690 â–²	New Holding	1,932	0.1%	Industrials
BWXT BWX Technologies	$0	$2,272,325 â–¼	-100.0%	0	0.0%	Industrials
NVDA NVIDIA	$0	$2,079,227 â–¼	-100.0%	0	0.0%	Technology
RTX RTX	$0	$1,852,132 â–¼	-100.0%	0	0.0%	Industrials
IAG Iamgold	$0	$1,833,106 â–¼	-100.0%	0	0.0%	Materials
AGI Alamos Gold	$0	$1,678,398 â–¼	-100.0%	0	0.0%	Materials
FTAI AVIATION LTD	$0	$1,652,786 â–¼	-100.0%	0	0.0%	Stock
AEM Agnico Eagle Mines	$0	$1,602,793 â–¼	-100.0%	0	0.0%	Materials
NEM Newmont	$0	$1,568,904 â–¼	-100.0%	0	0.0%	Materials
ELAN Elanco Animal Health	$0	$1,538,173 â–¼	-100.0%	0	0.0%	Healthcare
BARRICK MNG CORP	$0	$1,526,902 â–¼	-100.0%	0	0.0%	Stock
DAN Dana	$0	$1,461,891 â–¼	-100.0%	0	0.0%	Consumer Discretionary
AMG Affiliated Managers Group	$0	$1,412,277 â–¼	-100.0%	0	0.0%	Finance
BUNGE GLOBAL SA	$0	$1,319,318 â–¼	-100.0%	0	0.0%	Stock
APH Amphenol	$0	$1,305,606 â–¼	-100.0%	0	0.0%	Technology
WWD Woodward	$0	$1,267,041 â–¼	-100.0%	0	0.0%	Industrials
HXL Hexcel	$0	$1,201,811 â–¼	-100.0%	0	0.0%	Industrials
HII Huntington Ingalls Industries	$0	$1,184,915 â–¼	-100.0%	0	0.0%	Industrials
ORA Ormat Technologies	$0	$1,174,939 â–¼	-100.0%	0	0.0%	Utilities
WALMART INC	$0	$927,258 â–¼	-100.0%	0	0.0%	Stock
FCFS FirstCash	$0	$862,356 â–¼	-100.0%	0	0.0%	Finance
FN Fabrinet	$0	$809,921 â–¼	-100.0%	0	0.0%	Technology
CCJ Cameco	$0	$737,571 â–¼	-100.0%	0	0.0%	Energy
WPM Wheaton Precious Metals	$0	$688,592 â–¼	-100.0%	0	0.0%	Materials
KTOS Kratos Defense & Security Solutions	$0	$649,820 â–¼	-100.0%	0	0.0%	Industrials
AER Aercap	$0	$612,241 â–¼	-100.0%	0	0.0%	Industrials

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

About MarketBeat

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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