Investor
Williamson Legacy Group, LLC
CIK 0002011965 · filed 2026-05-13 · SEC filing
13F book
$133.4M
Positions
81
19 new · 30 sold
Largest name
5.9%
Lumentum Hldgs Inc
Est. mark
$22.4M
Price effect on 62 names still held. Flow −$17M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lumentum Hldgs Inc | — | 11.3K | $7.93M | 5.9% | $3.77M | Cut$2.25M |
| Ciena Corp | CIEN | 16.9K | $6.57M | 4.9% | $2.58M | Added$2.67M |
| Sandisk Corp | SNDK | 9.38K | $5.96M | 4.5% | $3.58M | Added$3.83M |
| Western Digital Corp | WDC | 19.9K | $5.4M | 4.0% | $1.93M | Added$2.01M |
| Seagate Technology Hldngs Pl | — | 11.8K | $4.64M | 3.5% | $1.36M | Added$1.42M |
| Five Below, Inc | FIVE | 15K | $3.42M | 2.6% | $583.1K | Added$687.1K |
| GE Vernova Inc. | GEV | 3.88K | $3.38M | 2.5% | $807.8K | Added$976.3K |
| Mastec Inc | MTZ | 10.1K | $3.25M | 2.4% | $622.1K | Added$1.96M |
| Nextpower Inc. | NXT | 25.4K | $3.07M | 2.3% | $510.2K | Added$1.74M |
| Howmet Aerospace Inc. | HWM | 12.8K | $2.94M | 2.2% | $266.9K | Added$788.4K |
| Tapestry, Inc. | TPR | 19.9K | $2.8M | 2.1% | $249.6K | Added$410.6K |
| Bloom Energy Corp | BE | 18.9K | $2.56M | 1.9% | $771.7K | Added$1.18M |
| TechnipFMC PLC | FTI | 36.7K | $2.54M | 1.9% | $454.8K | Added$1.71M |
| BWX Technologies, Inc. | BWXT | 11.1K | $2.27M | 1.7% | $342.8K | Added$400.3K |
| Micron Technology Inc | MU | 6.67K | $2.25M | 1.7% | $314.5K | Added$540.9K |
| Corning Inc | — | 16.4K | $2.23M | 1.7% | $589.4K | Added$1.17M |
| Solaredge Technologies, Inc. | SEDG | 42.6K | $2.17M | 1.6% | $945.1K | Cut$941.3K |
| Nvidia Corp | NVDA | 11.9K | $2.08M | 1.6% | −$138.2K | Added−$50.4K |
| Eli Lilly & Co | LLY | 2.15K | $1.98M | 1.5% | −$316.6K | Added−$211.8K |
| Teradyne, Inc | TER | 6.39K | $1.89M | 1.4% | $409.5K | Added$1.12M |
| Lam Research Corp | LRCX | 8.86K | $1.89M | 1.4% | $337K | Added$533.8K |
| RTX Corp | RTX | 9.6K | $1.85M | 1.4% | $79.7K | Added$311.1K |
| Iamgold Corp | IAG | 97.4K | $1.83M | 1.4% | $219.6K | Added$279.2K |
| Caseys Gen Stores Inc | — | 2.45K | $1.79M | 1.3% | $419.1K | Added$462.8K |
| Coherent Corp. | COHR | 7.27K | $1.73M | 1.3% | $303.5K | Added$686.6K |
| Albemarle Corp | — | 9.5K | $1.71M | 1.3% | $80.2K | Added$1.41M |
| Fastly, Inc. | FSLY | 58.6K | $1.7M | 1.3% | — | New |
| Alamos Gold Inc New | AGI | 37.8K | $1.68M | 1.3% | $126.6K | Added$843.4K |
| Ftai Aviation Ltd | — | 6.75K | $1.65M | 1.2% | $283K | Added$495.7K |
| Agnico Eagle Mines Ltd | AEM | 7.9K | $1.6M | 1.2% | $264.2K | Cut−$919K |
| Newmont Corp | — | 14.5K | $1.57M | 1.2% | $121.8K | Cut−$1.22M |
| Elanco Animal Health Inc | ELAN | 64.3K | $1.54M | 1.2% | $76.4K | Added$208.5K |
| Barrick Mng Corp | — | 37.4K | $1.53M | 1.1% | −$83.4K | Added$211.7K |
| Bank New York Mellon Corp | — | 12.4K | $1.47M | 1.1% | $27.4K | Added$218.9K |
| Dana Inc | DAN | 43.4K | $1.46M | 1.1% | — | New |
| Nvent Electric Plc | NVT | 12K | $1.42M | 1.1% | — | New |
| Affiliated Managers Group In | — | 5.1K | $1.41M | 1.1% | −$47.6K | Added$227.7K |
| Vertiv Holdings Co | VRT | 5.51K | $1.38M | 1.0% | — | New |
| Caterpillar Inc | CAT | 1.93K | $1.36M | 1.0% | $136.3K | Added$788.1K |
| Bunge Global Sa | BG | 10.4K | $1.32M | 1.0% | — | New |
| Amphenol Corp New | — | 10.3K | $1.31M | 1.0% | −$90.8K | Cut−$893.7K |
| Johnson & Johnson | JNJ | 5.28K | $1.29M | 1.0% | — | New |
| Credicorp Ltd | BAP | 3.8K | $1.29M | 1.0% | $52.4K | Added$999.7K |
| Ralph Lauren Corp | RL | 3.73K | $1.28M | 1.0% | −$35.9K | Cut−$167.1K |
| Woodward, Inc. | WWD | 3.54K | $1.27M | 0.9% | $152.7K | Added$436.9K |
| Rbc Bearings Inc | RBC | 2.25K | $1.22M | 0.9% | — | New |
| Hexcel Corp New | — | 14.8K | $1.2M | 0.9% | — | New |
| Huntington Ingalls Inds Inc | — | 3.12K | $1.18M | 0.9% | $114.7K | Added$205.9K |
| Ormat Technologies, Inc. | ORA | 10.5K | $1.17M | 0.9% | — | New |
| Citigroup Inc | — | 10.1K | $1.15M | 0.9% | — | New |
| Cummins Inc | CMI | 2.04K | $1.1M | 0.8% | $38.5K | Added$385K |
| Goldman Sachs Group Inc | — | 1.26K | $1.06M | 0.8% | −$25.8K | Added$375.2K |
| Wesco Intl Inc | — | 3.74K | $1.02M | 0.8% | — | New |
| Liberty Energy Inc. | LBRT | 35.3K | $1.02M | 0.8% | — | New |
| DT Midstream, Inc. | DTM | 7.02K | $945.5K | 0.7% | $99K | Added$153.8K |
| Advanced Micro Devices Inc | AMD | 4.58K | $932.5K | 0.7% | −$49.2K | Cut−$185.2K |
| Walmart Inc. | WMT | 7.46K | $927.3K | 0.7% | $92.7K | Added$125.2K |
| Quanta Svcs Inc | — | 1.57K | $863.1K | 0.6% | — | New |
| FirstCash Holdings, Inc. | FCFS | 4.59K | $862.4K | 0.6% | — | New |
| Ross Stores, Inc. | ROST | 3.91K | $847.2K | 0.6% | — | New |
| Fabrinet | FN | 1.55K | $809.9K | 0.6% | $102.9K | Cut−$26.9K |
| Canadian Imperial Bank Of Co | — | 8.19K | $775.8K | 0.6% | $27.8K | Added$167.4K |
| Toronto Dominion Bk Ont | — | 8.24K | $769.1K | 0.6% | — | New |
| Cameco Corp | CCJ | 6.79K | $737.6K | 0.6% | $116.3K | Cut$3.82K |
| Wheaton Precious Metals Corp. | WPM | 5.26K | $688.6K | 0.5% | $70.9K | Cut$68.6K |
| Kratos Defense & Sec Solutio | — | 9.22K | $649.8K | 0.5% | −$49.8K | Cut−$240.6K |
| Aercap Holdings Nv | — | 4.46K | $612.2K | 0.5% | — | New |
| Lemonade, Inc. | LMND | 9.72K | $609.2K | 0.5% | −$82.6K | Cut−$400.1K |
| Dycom Inds Inc | — | 1.77K | $601.4K | 0.5% | $1.63K | Cut−$671.8K |
| Ge Aerospace | — | 2.11K | $597.9K | 0.4% | −$51.1K | Cut−$1.3M |
| Tjx Cos Inc New | — | 3.45K | $551.1K | 0.4% | $20.1K | Added$44.7K |
| Procter And Gamble Co | PG | 3.26K | $471.5K | 0.4% | $3.7K | Cut$3.41K |
| Sempra | — | 3.41K | $331.4K | 0.2% | $30.3K | Cut$9.37K |
| Microsoft Corp | MSFT | 780 | $288.7K | 0.2% | −$88.5K | Cut−$174.6K |
| Vanguard Growth Etf | — | 592 | $258.6K | 0.2% | −$30.2K | Cut−$41.5K |
| Commercial Metals Co | CMC | 4.21K | $258.5K | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 5.51K | $249.6K | 0.2% | −$1.38K | Cut−$11K |
| Vanguard Tax-Managed Fds | — | 3.86K | $247.5K | 0.2% | $6.22K | Cut−$340 |
| Atmos Energy Corp | ATO | 1.26K | $233.1K | 0.2% | $21.5K | Cut−$27.6K |
| Vanguard Index Fds | — | 722 | $231.6K | 0.2% | −$10.4K | Held |
| Apple Inc. | AAPL | 822 | $208.6K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.