Williamson Legacy Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Williamson Legacy Group, LLC reported 75 stock positions worth $201.4 million. Its top holding was Sandisk (SNDK) at 6.4% of the portfolio, followed by Western Digital (WDC, 4.7%) and Seagate Technology (STX, 4.6%). Compared with Q1 2026, it opened 25 new positions, sold out of 31, added to 33 and reduced 16. The biggest buy was Micron Technology (MU, shares +14%) and the biggest sale Five Below (FIVE, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002011965
- Portfolio Value
- $201.4M (Q2 2026)
- SEC Filing
- 0001765380-26-000380 ↗ filed Aug 13, 2026
Holdings Value
Holdings 75 stocks · $201.4M
| SNDK Sandisk Corp. | 6.38% | 5,648 | $12.8M | Reduce -39.8% |
| WDC Western Digital Corp. | 4.65% | 14,671 | $9.4M | Reduce -26.4% |
| STX Seagate Technology Holdings | 4.55% | 9,503 | $9.2M | Reduce -19.8% |
| MU Micron Technology Inc. | 4.34% | 7,570 | $8.7M | Add +13.5% |
| CIEN Ciena Corp. | 4.14% | 17,001 | $8.3M | Add +0.5% |
| LITE Lumentum Holdings Inc. | 3.98% | 9,351 | $8.0M | Reduce -17.1% |
| BE Bloom Energy Corp. Class A | 3.09% | 20,532 | $6.2M | Add +8.6% |
| GLW Corning Inc. | 2.68% | 21,124 | $5.4M | Add +28.5% |
| LRCX Lam Research Corp. | 2.65% | 12,303 | $5.3M | Add +38.9% |
| DOCN Digitalocean Holdings Inc. | 2.53% | 32,491 | $5.1M | New |
| TER Teradyne Inc. | 2.36% | 9,830 | $4.8M | Add +53.9% |
| MTZ Mastec Inc. | 2.29% | 11,080 | $4.6M | Add +9.6% |
| GEV GE Vernova Inc. | 2.27% | 3,895 | $4.6M | Add +0.5% |
| COHR Coherent Corp. | 2.08% | 10,640 | $4.2M | Add +46.4% |
| CAT Caterpillar Inc. | 2.01% | 3,805 | $4.1M | Add +97.7% |
| VRT Vertiv Holdings Co. Class A | 1.86% | 11,176 | $3.7M | Add +102.9% |
| SEDG Solaredge Technologies Inc. | 1.85% | 63,738 | $3.7M | Add +49.7% |
| HWM Howmet Aerospace Inc. | 1.83% | 13,676 | $3.7M | Add +7.2% |
| TXG 10X Genomics Inc. Class A | 1.81% | 95,060 | $3.6M | New |
| LGN Legence Corp. Class A | 1.75% | 41,267 | $3.5M | New |
| AMAT Applied Materials Inc. | 1.69% | 4,712 | $3.4M | New |
| NVT Nvent Electric PLC | 1.69% | 20,070 | $3.4M | Add +66.6% |
| AMD Advanced Micro Devices | 1.60% | 5,538 | $3.2M | Add +20.8% |
| NXT Nextpower Inc. | 1.53% | 25,945 | $3.1M | Add +2.0% |
| CMI Cummins Inc. | 1.51% | 4,273 | $3.0M | Add +109.6% |
| TPR Tapestry Inc. | 1.51% | 20,718 | $3.0M | Add +4.4% |
| FTI Technipfmc PLC | 1.47% | 44,783 | $3.0M | Add +21.9% |
| MKSI MKS Inc. | 1.22% | 5,543 | $2.5M | New |
| C Citigroup Inc. | 1.19% | 17,093 | $2.4M | Add +68.5% |
| CASY Casey's General Stores Inc. | 1.14% | 2,879 | $2.3M | Add +17.4% |
| LLY Eli Lilly & Co. | 1.13% | 1,905 | $2.3M | Reduce -11.6% |
| ONTO Onto Innovation Inc. | 1.09% | 5,816 | $2.2M | New |
| ATI Ati Inc. | 1.08% | 11,077 | $2.2M | New |
| TKR Timken Co. | 1.02% | 14,122 | $2.1M | New |
| HUT Hut 8 Corp. | 1.01% | 17,645 | $2.0M | New |
| GH Guardant Health Inc. | 0.98% | 13,093 | $2.0M | New |
| TD Toronto-Dominion Bank | 0.95% | 15,781 | $1.9M | Add +91.5% |
| MTSI Macom Technology Solutions H | 0.94% | 4,994 | $1.9M | New |
| DY Dycom Industries Inc. | 0.93% | 3,716 | $1.9M | Add +109.3% |
| BNY Bank of New York Mellon Corp. | 0.91% | 12,717 | $1.8M | Add +2.5% |
| DTM DT Midstream Inc. | 0.91% | 12,519 | $1.8M | Add +78.3% |
| BAP Credicorp Ltd. | 0.88% | 4,528 | $1.8M | Add +19.3% |
| PANW Palo Alto Networks Inc. | 0.79% | 4,652 | $1.6M | New |
| RBC RBC Bearings Inc. | 0.76% | 2,390 | $1.5M | Add +6.3% |
| STLD Steel Dynamics Inc. | 0.76% | 6,672 | $1.5M | New |
| ROST Ross Stores Inc. | 0.75% | 7,095 | $1.5M | Add +81.4% |
| WCC Wesco International Inc. | 0.75% | 4,366 | $1.5M | Add +16.8% |
| PWR Quanta Services Inc. | 0.74% | 2,074 | $1.5M | Add +31.9% |
| JNJ Johnson & Johnson | 0.65% | 5,136 | $1.3M | Reduce -2.6% |
| VIK Viking Holdings Ltd. | 0.63% | 12,040 | $1.3M | New |
| GS Goldman Sachs Group Inc. | 0.62% | 1,238 | $1.3M | Reduce -1.5% |
| SMTC Semtech Corp. | 0.60% | 7,424 | $1.2M | New |
| KEY Keycorp | 0.59% | 51,474 | $1.2M | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.59% | 10,293 | $1.2M | Add +25.7% |
| LUNR Intuitive Machines Inc. | 0.56% | 53,028 | $1.1M | New |
| BIIB Biogen Inc. | 0.55% | 5,129 | $1.1M | New |
| RL Ralph Lauren Corp. | 0.54% | 2,708 | $1.1M | Reduce -27.4% |
| KLAC KLA Corp. | 0.54% | 3,602 | $1.1M | New |
| FSLY Fastly Inc. Class A | 0.51% | 55,861 | $1.0M | Reduce -4.7% |
| LBRT Liberty Energy Inc. | 0.51% | 39,003 | $1.0M | Add +10.4% |
| ALB Albemarle Corp. | 0.48% | 7,177 | $969K | Reduce -24.4% |
| HAL Halliburton Co. | 0.39% | 23,269 | $790K | New |
| FIVE Five Below | 0.34% | 3,820 | $687K | Reduce -74.5% |
| APLD Applied Digital Corp. | 0.25% | 13,571 | $506K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 662 | $505K | New |
| PG The Procter & Gamble Co. | 0.24% | 3,264 | $479K | No change |
| SRE Sempra | 0.15% | 3,323 | $308K | Reduce -2.6% |
| MSFT Microsoft Corp. | 0.14% | 776 | $289K | Reduce -0.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.14% | 4,232 | $273K | Reduce -23.3% |
| AAPL Apple Inc. | 0.12% | 854 | $247K | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 667 | $247K | Reduce -7.6% |
| VLO Valero Energy Corp. | 0.12% | 940 | $245K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 2,592 | $223K | Reduce -27.0% |
| GOOGL Alphabet Inc. Class A | 0.11% | 616 | $220K | New |
| UPS United Parcel Service Class B | 0.10% | 1,932 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| FIVE Five Below | Reduce -74.5% | 0.34% | −2.23 |
| LITE Lumentum Holdings Inc. | Reduce -17.1% | 3.98% | −1.96 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −1.70 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.56 |
| RTX RTX Corp. | Sold out | 0.00% | −1.39 |
| IAG Iamgold Corp. | Sold out | 0.00% | −1.37 |
| AGI Alamos Gold Inc. Class A | Sold out | 0.00% | −1.26 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −1.24 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −1.20 |
| NEM Newmont Corp. | Sold out | 0.00% | −1.18 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −1.15 |
| B Barrick Mining Corp. | Sold out | 0.00% | −1.14 |
| DAN Dana Inc. | Sold out | 0.00% | −1.10 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −1.06 |
| BG Bunge Global SA | Sold out | 0.00% | −0.99 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.98 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.95 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.90 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.89 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −0.88 |
| ALB Albemarle Corp. | Reduce -24.4% | 0.48% | −0.80 |
| FSLY Fastly Inc. Class A | Reduce -4.7% | 0.51% | −0.77 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.70 |
| FCFS Firstcash Holdings Inc. | Sold out | 0.00% | −0.65 |
| FN Fabrinet | Sold out | 0.00% | −0.61 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.55 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.52 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.49 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.46 |
| LMND Lemonade Inc. | Sold out | 0.00% | −0.46 |
| GE General Electric | Sold out | 0.00% | −0.45 |
| RL Ralph Lauren Corp. | Reduce -27.4% | 0.54% | −0.42 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.41 |
| LLY Eli Lilly & Co. | Reduce -11.6% | 1.13% | −0.35 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.65% | −0.32 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.19 |
| GS Goldman Sachs Group Inc. | Reduce -1.5% | 0.62% | −0.18 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.17 |
| SRE Sempra | Reduce -2.6% | 0.15% | −0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -27.0% | 0.11% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.14% | −0.07 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -23.3% | 0.14% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.6% | 0.12% | −0.05 |
| WDC Western Digital Corp. | Reduce -26.4% | 4.65% | +0.61 |
| STX Seagate Technology Holdings | Reduce -19.8% | 4.55% | +1.07 |
| SNDK Sandisk Corp. | Reduce -39.8% | 6.38% | +1.91 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +13.5% | 4.34% | +2.65 |
| DOCN Digitalocean Holdings Inc. | New | 2.53% | +2.53 |
| TXG 10X Genomics Inc. Class A | New | 1.81% | +1.81 |
| LGN Legence Corp. Class A | New | 1.75% | +1.75 |
| AMAT Applied Materials Inc. | New | 1.69% | +1.69 |
| LRCX Lam Research Corp. | Add +38.9% | 2.65% | +1.23 |
| MKSI MKS Inc. | New | 1.22% | +1.22 |
| BE Bloom Energy Corp. Class A | Add +8.6% | 3.09% | +1.16 |
| ONTO Onto Innovation Inc. | New | 1.09% | +1.09 |
| ATI Ati Inc. | New | 1.08% | +1.08 |
| TKR Timken Co. | New | 1.02% | +1.02 |
| HUT Hut 8 Corp. | New | 1.01% | +1.01 |
| GLW Corning Inc. | Add +28.5% | 2.68% | +1.00 |
| CAT Caterpillar Inc. | Add +97.7% | 2.01% | +0.99 |
| GH Guardant Health Inc. | New | 0.98% | +0.98 |
| MTSI Macom Technology Solutions H | New | 0.94% | +0.94 |
| TER Teradyne Inc. | Add +53.9% | 2.36% | +0.94 |
| AMD Advanced Micro Devices | Add +20.8% | 1.60% | +0.90 |
| VRT Vertiv Holdings Co. Class A | Add +102.9% | 1.86% | +0.82 |
| PANW Palo Alto Networks Inc. | New | 0.79% | +0.79 |
| COHR Coherent Corp. | Add +46.4% | 2.08% | +0.79 |
| STLD Steel Dynamics Inc. | New | 0.76% | +0.76 |
| CMI Cummins Inc. | Add +109.6% | 1.51% | +0.69 |
| VIK Viking Holdings Ltd. | New | 0.63% | +0.63 |
| NVT Nvent Electric PLC | Add +66.6% | 1.69% | +0.62 |
| SMTC Semtech Corp. | New | 0.60% | +0.60 |
| KEY Keycorp | New | 0.59% | +0.59 |
| LUNR Intuitive Machines Inc. | New | 0.56% | +0.56 |
| BIIB Biogen Inc. | New | 0.55% | +0.55 |
| KLAC KLA Corp. | New | 0.54% | +0.54 |
| DY Dycom Industries Inc. | Add +109.3% | 0.93% | +0.48 |
| HAL Halliburton Co. | New | 0.39% | +0.39 |
| TD Toronto-Dominion Bank | Add +91.5% | 0.95% | +0.37 |
| C Citigroup Inc. | Add +68.5% | 1.19% | +0.33 |
| APLD Applied Digital Corp. | New | 0.25% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.25% | +0.25 |
| SEDG Solaredge Technologies Inc. | Add +49.7% | 1.85% | +0.22 |
| DTM DT Midstream Inc. | Add +78.3% | 0.91% | +0.20 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| ROST Ross Stores Inc. | Add +81.4% | 0.75% | +0.11 |
| GOOGL Alphabet Inc. Class A | New | 0.11% | +0.11 |
| UPS United Parcel Service Class B | New | 0.10% | +0.10 |
| PWR Quanta Services Inc. | Add +31.9% | 0.74% | +0.09 |
| CM Can Imperial BK of Commerce | Add +25.7% | 0.59% | +0.01 |
| WCC Wesco International Inc. | Add +16.8% | 0.75% | −0.02 |
| AAPL Apple Inc. | Add +3.9% | 0.12% | −0.03 |
| BAP Credicorp Ltd. | Add +19.3% | 0.88% | −0.09 |
| MTZ Mastec Inc. | Add +9.6% | 2.29% | −0.15 |
| RBC RBC Bearings Inc. | Add +6.3% | 0.76% | −0.15 |
| BNY Bank of New York Mellon Corp. | Add +2.5% | 0.91% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $201.4M | SNDK, WDC, STX, MU, CIEN |
| Q1 2026 | 81 | $133.4M | LITE, CIEN, SNDK, WDC, STX |
| Q4 2025 | 92 | $127.9M | LITE, CIEN, PLTR, WDC, STX |
| Q3 2025 | 97 | $129.4M | HOOD, PLTR, APP, BE, EBAY |
| Q2 2025 | 104 | $118.7M | PLTR, SPOT, HOOD, AMZN, EBAY |
| Q1 2025 | 102 | $105.3M | META, NRG, SAP, EBAY, RSG |
| Q4 2024 | 115 | $150.0M | LLY, NVDA, APP, META, AMZN |
| Q3 2024 | 105 | $149.6M | LLY, NVDA, AVGO, META, NRG |
| Q2 2024 | 89 | $134.4M | LLY, NVDA, GOOGL, MSFT, CRWD |
| Q1 2024 | 79 | $129.1M | LLY, MSFT, GOOGL, NVDA, VRT |