Williamson Legacy Group, LLC
Williamson Legacy Group, LLC reported 75 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Williamson Legacy Group, LLC reported 75 holdings worth US$201M as of Jun 30, 2026. Largest: Sandisk Corporation, Western Digital Corporation and Micron Technology, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sandisk Corporation | 5,648 | US$12.8M | 6.4% |
| Western Digital Corporation | 14,671 | US$9.37M | 4.7% |
| Micron Technology, Inc. | 7,570 | US$8.74M | 4.3% |
| Ciena Corporation | 17,001 | US$8.34M | 4.1% |
| Lumentum Holdings Inc. | 9,351 | US$8.02M | 4.0% |
| Bloom Energy Corporation | 20,532 | US$6.22M | 3.1% |
| Corning Incorporated | 21,124 | US$5.4M | 2.7% |
| Lam Research Corporation | 12,303 | US$5.33M | 2.6% |
| Digitalocean Holdings, Inc. | 32,491 | US$5.1M | 2.5% |
| Teradyne, Inc. | 9,830 | US$4.76M | 2.4% |
| Mastec, Inc. | 11,080 | US$4.61M | 2.3% |
| Ge Vernova Inc. | 3,895 | US$4.58M | 2.3% |
| Coherent Corp. | 10,640 | US$4.2M | 2.1% |
| Caterpillar, Inc. | 3,805 | US$4.05M | 2.0% |
| Vertiv Holdings, Llc | 11,176 | US$3.74M | 1.9% |
| Solaredge Technologies, Inc. | 63,738 | US$3.72M | 1.8% |
| Howmet Aerospace Inc. | 13,676 | US$3.68M | 1.8% |
| 10x Genomics, Inc. | 95,060 | US$3.64M | 1.8% |
| Legence Corp. | 41,267 | US$3.52M | 1.7% |
| Applied Materials, Inc. | 4,712 | US$3.41M | 1.7% |
| Advanced Micro Devices Inc | 5,538 | US$3.22M | 1.6% |
| Nextpower Inc. | 25,945 | US$3.09M | 1.5% |
| Cummins Inc. | 4,273 | US$3.05M | 1.5% |
| Tapestry, Inc. | 20,718 | US$3.03M | 1.5% |
| Mks Inc. | 5,543 | US$2.47M | 1.2% |
| Citigroup, Inc. | 17,093 | US$2.39M | 1.2% |
| Caseys General Stores, Inc. | 2,879 | US$2.29M | 1.1% |
| Eli Lilly And Company | 1,905 | US$2.29M | 1.1% |
| Onto Innovation Inc. | 5,816 | US$2.2M | 1.1% |
| Ati Inc. | 11,077 | US$2.18M | 1.1% |
| Timken Company (the) | 14,122 | US$2.05M | 1.0% |
| Hut 8 Corp. | 17,645 | US$2.04M | 1.0% |
| Guardant Health, Inc. | 13,093 | US$1.96M | 0.98% |
| Toronto-dominion Bank | 15,781 | US$1.92M | 0.95% |
| Macom Technology Solutions Holdings, Inc. | 4,994 | US$1.9M | 0.94% |
| Dycom Industries, Inc. | 3,716 | US$1.88M | 0.93% |
| The Bank Of New York Mellon Corporation | 12,717 | US$1.84M | 0.91% |
| Dt Midstream, Inc. | 12,519 | US$1.84M | 0.91% |
| Credicorp Ltd. | 4,528 | US$1.76M | 0.88% |
| Palo Alto Networks, Inc. | 4,652 | US$1.59M | 0.79% |
| Rbc Bearings Incorporated | 2,390 | US$1.54M | 0.76% |
| Steel Dynamics, Inc. | 6,672 | US$1.53M | 0.76% |
| Ross Stores, Inc. | 7,095 | US$1.51M | 0.75% |
| Wesco International, Inc. | 4,366 | US$1.51M | 0.75% |
| Quanta Services, Inc. | 2,074 | US$1.49M | 0.74% |
| Johnson & Johnson | 5,136 | US$1.3M | 0.65% |
| Viking Holdings Ltd | 12,040 | US$1.26M | 0.63% |
| Goldman Sachs Group, Inc. (the) | 1,238 | US$1.25M | 0.62% |
| Semtech Corporation | 7,424 | US$1.2M | 0.60% |
| Keycorp | 51,474 | US$1.19M | 0.59% |
| Canadian Imperial Bank Of Commerce | 10,293 | US$1.18M | 0.59% |
| Intuitive Machines, Inc. | 53,028 | US$1.13M | 0.56% |
| Biogen Inc. | 5,129 | US$1.11M | 0.55% |
| Ralph Lauren Corporation | 2,708 | US$1.09M | 0.54% |
| Kla Corporation | 3,602 | US$1.09M | 0.54% |
| Fastly, Inc. | 55,861 | US$1.03M | 0.51% |
| Liberty Energy Inc. | 39,003 | US$1.02M | 0.51% |
| Albemarle Corporation | 7,177 | US$969K | 0.48% |
| Halliburton Company | 23,269 | US$790K | 0.39% |
| Five Below, Inc. | 3,820 | US$687K | 0.34% |
| Applied Digital Corporation | 13,571 | US$506K | 0.25% |
| Crowdstrike Holdings, Inc. | 662 | US$505K | 0.25% |
| Procter & Gamble Company (the) | 3,264 | US$479K | 0.24% |
| Dba Sempra | 3,323 | US$308K | 0.15% |
| Microsoft Corp. | 776 | US$289K | 0.14% |
| Apple Inc | 854 | US$247K | 0.12% |
| Valero Energy Corporation | 940 | US$245K | 0.12% |
| Alphabet Inc (google) Class C | 616 | US$220K | 0.11% |
| United Parcel Service, Inc. | 1,932 | US$208K | 0.10% |
| Ormat Technologies, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Firstcash Holdings, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Cameco Corporation | 0 | US$0 | 0.00% |
| Wheaton Precious Metals Corp | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Lemonade, Inc. | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Commercial Metals Company | 0 | US$0 | 0.00% |
| Atmos Energy Corporation | 0 | US$0 | 0.00% |
| Bwx Technologies, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Iamgold Corporation | 0 | US$0 | 0.00% |
| Alamos Gold Inc. | 0 | US$0 | 0.00% |
| Ftai Aviation Ltd. | 0 | US$0 | 0.00% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Newmont Corporation | 0 | US$0 | 0.00% |
| Elanco Animal Health Incorporated | 0 | US$0 | 0.00% |
| Barrick Mining Corporation | 0 | US$0 | 0.00% |
| Dana Incorporated | 0 | US$0 | 0.00% |
| Affiliated Managers Group, Inc. | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Woodward, Inc. | 0 | US$0 | 0.00% |
| Hexcel Corporation | 0 | US$0 | 0.00% |
| Huntington Ingalls Industries, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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