Williamson Legacy Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Williamson Legacy Group, LLC reported 81 stock positions worth $133.4 million. Its top holding was Lumentum (LITE) at 5.9% of the portfolio, followed by Ciena (CIEN, 4.9%) and Sandisk (SNDK, 4.5%). Compared with Q4 2025, it opened 19 new positions, sold out of 30, added to 40 and reduced 21. The biggest buy was Sandisk (SNDK, shares +4%) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002011965
- Portfolio Value
- $133.4M (Q1 2026)
- SEC Filing
- 0001765380-26-000210 ↗ filed May 13, 2026
Holdings Value
Holdings 81 stocks · $133.4M
| LITE Lumentum Holdings Inc. | 5.95% | 11,285 | $7.9M | Reduce -26.8% |
| CIEN Ciena Corp. | 4.93% | 16,924 | $6.6M | Add +1.4% |
| SNDK Sandisk Corp. | 4.47% | 9,379 | $6.0M | Add +4.3% |
| WDC Western Digital Corp. | 4.05% | 19,948 | $5.4M | Add +1.4% |
| STX Seagate Technology Holdings | 3.48% | 11,845 | $4.6M | Add +1.2% |
| FIVE Five Below | 2.57% | 14,990 | $3.4M | Add +3.1% |
| GEV GE Vernova Inc. | 2.54% | 3,876 | $3.4M | Add +5.2% |
| MTZ Mastec Inc. | 2.44% | 10,108 | $3.3M | Add +69.6% |
| NXT Nextpower Inc. | 2.30% | 25,440 | $3.1M | Add +66.8% |
| HWM Howmet Aerospace Inc. | 2.20% | 12,753 | $2.9M | Add +21.6% |
| TPR Tapestry Inc. | 2.10% | 19,850 | $2.8M | Add +6.1% |
| BE Bloom Energy Corp. Class A | 1.92% | 18,915 | $2.6M | Add +19.1% |
| FTI Technipfmc PLC | 1.90% | 36,724 | $2.5M | Add +98.4% |
| BWXT BWX Technologies Inc. | 1.70% | 11,112 | $2.3M | Add +2.6% |
| MU Micron Technology Inc. | 1.69% | 6,669 | $2.3M | Add +11.2% |
| GLW Corning Inc. | 1.68% | 16,435 | $2.2M | Add +35.0% |
| SEDG Solaredge Technologies Inc. | 1.63% | 42,570 | $2.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.56% | 11,922 | $2.1M | Add +4.4% |
| LLY Eli Lilly & Co. | 1.49% | 2,154 | $2.0M | Add +5.6% |
| TER Teradyne Inc. | 1.42% | 6,389 | $1.9M | Add +60.5% |
| LRCX Lam Research Corp. | 1.42% | 8,855 | $1.9M | Add +11.6% |
| RTX RTX Corp. | 1.39% | 9,602 | $1.9M | Add +14.3% |
| IAG Iamgold Corp. | 1.37% | 97,402 | $1.8M | Add +3.4% |
| CASY Casey's General Stores Inc. | 1.34% | 2,453 | $1.8M | Add +2.5% |
| COHR Coherent Corp. | 1.30% | 7,267 | $1.7M | Add +28.4% |
| ALB Albemarle Corp. | 1.28% | 9,499 | $1.7M | Add +351.0% |
| FSLY Fastly Inc. Class A | 1.28% | 58,612 | $1.7M | New |
| AGI Alamos Gold Inc. Class A | 1.26% | 37,776 | $1.7M | Add +74.5% |
| FTAI Ftai Aviation Ltd. | 1.24% | 6,746 | $1.7M | Add +14.8% |
| AEM Agnico Eagle Mines Ltd. | 1.20% | 7,896 | $1.6M | Reduce -46.9% |
| NEM Newmont Corp. | 1.18% | 14,493 | $1.6M | Reduce -48.2% |
| ELAN Elanco Animal Health Inc. | 1.15% | 64,278 | $1.5M | Add +9.4% |
| B Barrick Mining Corp. | 1.14% | 37,433 | $1.5M | Add +23.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.10% | 12,408 | $1.5M | Add +14.9% |
| DAN Dana Inc. | 1.10% | 43,444 | $1.5M | New |
| NVT Nvent Electric PLC | 1.07% | 12,044 | $1.4M | New |
| AMG Affiliated Managers Group | 1.06% | 5,104 | $1.4M | Add +24.2% |
| VRT Vertiv Holdings Co. Class A | 1.03% | 5,509 | $1.4M | New |
| CAT Caterpillar Inc. | 1.02% | 1,925 | $1.4M | Add +91.5% |
| BG Bunge Global SA | 0.99% | 10,372 | $1.3M | New |
| APH Amphenol Corp. Class A | 0.98% | 10,333 | $1.3M | Reduce -36.5% |
| JNJ Johnson & Johnson | 0.97% | 5,276 | $1.3M | New |
| BAP Credicorp Ltd. | 0.97% | 3,797 | $1.3M | Add +278.2% |
| RL Ralph Lauren Corp. | 0.96% | 3,729 | $1.3M | Reduce -9.1% |
| WWD Woodward Inc. | 0.95% | 3,540 | $1.3M | Add +28.9% |
| RBC RBC Bearings Inc. | 0.92% | 2,249 | $1.2M | New |
| HXL Hexcel Corp. | 0.90% | 14,850 | $1.2M | New |
| HII Huntington Ingalls Industrie | 0.89% | 3,119 | $1.2M | Add +8.3% |
| ORA Ormat Technologies Inc. | 0.88% | 10,498 | $1.2M | New |
| C Citigroup Inc. | 0.86% | 10,145 | $1.2M | New |
| CMI Cummins Inc. | 0.82% | 2,039 | $1.1M | Add +46.2% |
| GS Goldman Sachs Group Inc. | 0.80% | 1,257 | $1.1M | Add +60.5% |
| WCC Wesco International Inc. | 0.77% | 3,737 | $1.0M | New |
| LBRT Liberty Energy Inc. | 0.76% | 35,338 | $1.0M | New |
| DTM DT Midstream Inc. | 0.71% | 7,021 | $945K | Add +6.2% |
| AMD Advanced Micro Devices | 0.70% | 4,584 | $933K | Reduce -12.2% |
| WMT Walmart Inc. | 0.70% | 7,461 | $927K | Add +3.6% |
| PWR Quanta Services Inc. | 0.65% | 1,572 | $863K | New |
| FCFS Firstcash Holdings Inc. | 0.65% | 4,587 | $862K | New |
| ROST Ross Stores Inc. | 0.64% | 3,911 | $847K | New |
| FN Fabrinet | 0.61% | 1,553 | $810K | Reduce -15.5% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.58% | 8,188 | $776K | Add +21.9% |
| TD Toronto-Dominion Bank | 0.58% | 8,242 | $769K | New |
| CCJ Cameco Corp. | 0.55% | 6,791 | $738K | Reduce -15.3% |
| WPM Wheaton Precious Metals Corp. | 0.52% | 5,256 | $689K | Reduce -0.4% |
| KTOS Kratos Defense & Security | 0.49% | 9,216 | $650K | Reduce -21.4% |
| AER Aercap Holdings NV | 0.46% | 4,463 | $612K | New |
| LMND Lemonade Inc. | 0.46% | 9,719 | $609K | Reduce -31.5% |
| DY Dycom Industries Inc. | 0.45% | 1,775 | $601K | Reduce -52.9% |
| GE General Electric filed as GE AEROSPACE | 0.45% | 2,107 | $598K | Reduce -65.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.41% | 3,451 | $551K | Add +4.7% |
| PG The Procter & Gamble Co. | 0.35% | 3,264 | $471K | Reduce -0.1% |
| SRE Sempra | 0.25% | 3,411 | $331K | Reduce -6.5% |
| MSFT Microsoft Corp. | 0.22% | 780 | $289K | Reduce -18.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 592 | $259K | Reduce -3.7% |
| CMC Commercial Metals Co. | 0.19% | 4,208 | $258K | New |
| RSPT Invesco S&P 500 Equal Weight | 0.19% | 5,514 | $250K | Reduce -3.7% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 3,863 | $248K | Reduce -2.6% |
| ATO Atmos Energy Corp. | 0.17% | 1,262 | $233K | Reduce -18.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 722 | $232K | No change |
| AAPL Apple Inc. | 0.16% | 822 | $209K | New |
Portfolio Sells Q4 2025 → Q1 2026
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −2.84 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.14 |
| EBAY eBay Inc. | Sold out | 0.00% | −1.99 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −1.96 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −1.78 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −1.73 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −1.73 |
| IRTC Irhythm Holdings Inc. | Sold out | 0.00% | −1.71 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −1.62 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −1.54 |
| CLS Celestica Inc. | Sold out | 0.00% | −1.52 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −1.24 |
| GE General Electric | Reduce -65.8% | 0.45% | −1.04 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −1.01 |
| NEM Newmont Corp. | Reduce -48.2% | 1.18% | −1.01 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.97 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.89 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.89 |
| RUN Sunrun Inc. | Sold out | 0.00% | −0.88 |
| DK Delek US Holdings Inc. | Sold out | 0.00% | −0.86 |
| JOBY Joby Aviation Inc. | Sold out | 0.00% | −0.78 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.77 |
| AEM Agnico Eagle Mines Ltd. | Reduce -46.9% | 1.20% | −0.77 |
| APH Amphenol Corp. Class A | Reduce -36.5% | 0.98% | −0.74 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.73 |
| CALX Calix Inc. | Sold out | 0.00% | −0.72 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.71 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.69 |
| CEG Constellation Energy | Sold out | 0.00% | −0.55 |
| DY Dycom Industries Inc. | Reduce -52.9% | 0.45% | −0.54 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.51 |
| LMND Lemonade Inc. | Reduce -31.5% | 0.46% | −0.33 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.31 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.27 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.27 |
| KTOS Kratos Defense & Security | Reduce -21.4% | 0.49% | −0.21 |
| ZWS Zurn Elkay Water Solutions C | Sold out | 0.00% | −0.20 |
| AMD Advanced Micro Devices | Reduce -12.2% | 0.70% | −0.17 |
| RL Ralph Lauren Corp. | Reduce -9.1% | 0.96% | −0.17 |
| MSFT Microsoft Corp. | Reduce -18.6% | 0.22% | −0.15 |
| FN Fabrinet | Reduce -15.5% | 0.61% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.7% | 0.19% | −0.04 |
| ATO Atmos Energy Corp. | Reduce -18.8% | 0.17% | −0.03 |
| CCJ Cameco Corp. | Reduce -15.3% | 0.55% | −0.02 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -3.7% | 0.19% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.35% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.6% | 0.19% | −0.01 |
| SRE Sempra | Reduce -6.5% | 0.25% | −0.00 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.4% | 0.52% | +0.03 |
| SEDG Solaredge Technologies Inc. | Reduce -0.3% | 1.63% | +0.67 |
Portfolio Buys Q4 2025 → Q1 2026
| SNDK Sandisk Corp. | Add +4.3% | 4.47% | +2.80 |
| CIEN Ciena Corp. | Add +1.4% | 4.93% | +1.87 |
| MTZ Mastec Inc. | Add +69.6% | 2.44% | +1.43 |
| WDC Western Digital Corp. | Add +1.4% | 4.05% | +1.40 |
| FSLY Fastly Inc. Class A | New | 1.28% | +1.28 |
| NXT Nextpower Inc. | Add +66.8% | 2.30% | +1.26 |
| FTI Technipfmc PLC | Add +98.4% | 1.90% | +1.26 |
| DAN Dana Inc. | New | 1.10% | +1.10 |
| NVT Nvent Electric PLC | New | 1.07% | +1.07 |
| ALB Albemarle Corp. | Add +351.0% | 1.28% | +1.05 |
| VRT Vertiv Holdings Co. Class A | New | 1.03% | +1.03 |
| BG Bunge Global SA | New | 0.99% | +0.99 |
| JNJ Johnson & Johnson | New | 0.97% | +0.97 |
| STX Seagate Technology Holdings | Add +1.2% | 3.48% | +0.96 |
| RBC RBC Bearings Inc. | New | 0.92% | +0.92 |
| HXL Hexcel Corp. | New | 0.90% | +0.90 |
| ORA Ormat Technologies Inc. | New | 0.88% | +0.88 |
| C Citigroup Inc. | New | 0.86% | +0.86 |
| BE Bloom Energy Corp. Class A | Add +19.1% | 1.92% | +0.84 |
| GLW Corning Inc. | Add +35.0% | 1.68% | +0.84 |
| TER Teradyne Inc. | Add +60.5% | 1.42% | +0.82 |
| WCC Wesco International Inc. | New | 0.77% | +0.77 |
| LBRT Liberty Energy Inc. | New | 0.76% | +0.76 |
| BAP Credicorp Ltd. | Add +278.2% | 0.97% | +0.74 |
| GEV GE Vernova Inc. | Add +5.2% | 2.54% | +0.66 |
| PWR Quanta Services Inc. | New | 0.65% | +0.65 |
| FCFS Firstcash Holdings Inc. | New | 0.65% | +0.65 |
| ROST Ross Stores Inc. | New | 0.64% | +0.64 |
| AGI Alamos Gold Inc. Class A | Add +74.5% | 1.26% | +0.61 |
| TD Toronto-Dominion Bank | New | 0.58% | +0.58 |
| CAT Caterpillar Inc. | Add +91.5% | 1.02% | +0.57 |
| HWM Howmet Aerospace Inc. | Add +21.6% | 2.20% | +0.52 |
| COHR Coherent Corp. | Add +28.4% | 1.30% | +0.48 |
| AER Aercap Holdings NV | New | 0.46% | +0.46 |
| FIVE Five Below | Add +3.1% | 2.57% | +0.43 |
| LRCX Lam Research Corp. | Add +11.6% | 1.42% | +0.36 |
| MU Micron Technology Inc. | Add +11.2% | 1.69% | +0.35 |
| FTAI Ftai Aviation Ltd. | Add +14.8% | 1.24% | +0.33 |
| CASY Casey's General Stores Inc. | Add +2.5% | 1.34% | +0.30 |
| WWD Woodward Inc. | Add +28.9% | 0.95% | +0.30 |
| CMI Cummins Inc. | Add +46.2% | 0.82% | +0.27 |
| GS Goldman Sachs Group Inc. | Add +60.5% | 0.80% | +0.26 |
| BWXT BWX Technologies Inc. | Add +2.6% | 1.70% | +0.24 |
| TPR Tapestry Inc. | Add +6.1% | 2.10% | +0.23 |
| CMC Commercial Metals Co. | New | 0.19% | +0.19 |
| RTX RTX Corp. | Add +14.3% | 1.39% | +0.18 |
| IAG Iamgold Corp. | Add +3.4% | 1.37% | +0.16 |
| AAPL Apple Inc. | New | 0.16% | +0.16 |
| AMG Affiliated Managers Group | Add +24.2% | 1.06% | +0.13 |
| BNY Bank of New York Mellon Corp. | Add +14.9% | 1.10% | +0.12 |
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 |