# Williamson Legacy Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2011965. Source: https://holderbook.com/funds/2011965-williamson-legacy-group-llc/

- Reported value: $201.4M
- Positions: 75
- Weight of the ten largest: 39.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $12.8M | 5,648 | 6.4% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $9.4M | 14,671 | 4.7% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $9.2M | 9,503 | 4.6% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.7M | 7,570 | 4.3% | 3 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $8.3M | 17,001 | 4.1% | 4 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $8.0M | 9,351 | 4.0% | 4 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $6.2M | 20,532 | 3.1% | 4 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $5.4M | 21,124 | 2.7% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $5.3M | 12,303 | 2.6% | 3 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $5.1M | 32,491 | 2.5% | 1 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $4.8M | 9,830 | 2.4% | 3 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $4.6M | 11,080 | 2.3% | 4 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.6M | 3,895 | 2.3% | 5 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $4.2M | 10,640 | 2.1% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.1M | 3,805 | 2.0% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $3.7M | 11,176 | 1.9% | 2 |
| SOLAREDGE TECHNOLOGIES INC | [SEDG](https://holderbook.com/stocks/SEDG/) | $3.7M | 63,738 | 1.8% | 4 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $3.7M | 13,676 | 1.8% | 5 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $3.6M | 95,060 | 1.8% | 1 |
| LEGENCE CORP | [LGN](https://holderbook.com/stocks/LGN/) | $3.5M | 41,267 | 1.7% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.4M | 4,712 | 1.7% | 1 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $3.4M | 20,070 | 1.7% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.2M | 5,538 | 1.6% | 3 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $3.1M | 25,945 | 1.5% | 3 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.0M | 4,273 | 1.5% | 3 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $3.0M | 20,718 | 1.5% | 4 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $3.0M | 44,783 | 1.5% | 11 |
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $2.5M | 5,543 | 1.2% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $2.4M | 17,093 | 1.2% | 2 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $2.3M | 2,879 | 1.1% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.3M | 1,905 | 1.1% | 11 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $2.2M | 5,816 | 1.1% | 1 |
| ATI INC | [ATI](https://holderbook.com/stocks/ATI/) | $2.2M | 11,077 | 1.1% | 1 |
| TIMKEN CO | [TKR](https://holderbook.com/stocks/TKR/) | $2.1M | 14,122 | 1.0% | 1 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $2.0M | 17,645 | 1.0% | 1 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $2.0M | 13,093 | 1.0% | 1 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $1.9M | 15,781 | 1.0% | 2 |
| MACOM TECH SOLUTIONS HLDGS I | [MTSI](https://holderbook.com/stocks/MTSI/) | $1.9M | 4,994 | 0.9% | 1 |
| DYCOM INDS INC | [DY](https://holderbook.com/stocks/DY/) | $1.9M | 3,716 | 0.9% | 4 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $1.8M | 12,717 | 0.9% | 6 |
| DT MIDSTREAM INC | [DTM](https://holderbook.com/stocks/DTM/) | $1.8M | 12,519 | 0.9% | 7 |
| CREDICORP LTD | [BAP](https://holderbook.com/stocks/BAP/) | $1.8M | 4,528 | 0.9% | 5 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.6M | 4,652 | 0.8% | 1 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $1.5M | 2,390 | 0.8% | 2 |
| STEEL DYNAMICS INC | [STLD](https://holderbook.com/stocks/STLD/) | $1.5M | 6,672 | 0.8% | 1 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $1.5M | 7,095 | 0.7% | 2 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $1.5M | 4,366 | 0.7% | 2 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $1.5M | 2,074 | 0.7% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.3M | 5,136 | 0.6% | 2 |
| VIKING HOLDINGS LTD | [VIK](https://holderbook.com/stocks/VIK/) | $1.3M | 12,040 | 0.6% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.3M | 1,238 | 0.6% | 4 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $1.2M | 7,424 | 0.6% | 1 |
| KEYCORP | [KEY](https://holderbook.com/stocks/KEY/) | $1.2M | 51,474 | 0.6% | 1 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $1.2M | 10,293 | 0.6% | 7 |
| INTUITIVE MACHINES INC | [LUNR](https://holderbook.com/stocks/LUNR/) | $1.1M | 53,028 | 0.6% | 1 |
| BIOGEN INC | [BIIB](https://holderbook.com/stocks/BIIB/) | $1.1M | 5,129 | 0.6% | 1 |
| RALPH LAUREN CORP | [RL](https://holderbook.com/stocks/RL/) | $1.1M | 2,708 | 0.5% | 4 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.1M | 3,602 | 0.5% | 1 |
| FASTLY INC | [FSLY](https://holderbook.com/stocks/FSLY/) | $1.0M | 55,861 | 0.5% | 2 |
| LIBERTY ENERGY INC | [LBRT](https://holderbook.com/stocks/LBRT/) | $1.0M | 39,003 | 0.5% | 2 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $969.1K | 7,177 | 0.5% | 3 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $790.0K | 23,269 | 0.4% | 1 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $686.8K | 3,820 | 0.3% | 4 |
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $506.2K | 13,571 | 0.3% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $505.2K | 662 | 0.3% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $478.7K | 3,264 | 0.2% | 11 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $308.1K | 3,323 | 0.2% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $289.5K | 776 | 0.1% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $273.0K | 4,232 | 0.1% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $247.1K | 854 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $246.8K | 667 | 0.1% | 9 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $244.8K | 940 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $223.3K | 2,592 | 0.1% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $220.1K | 616 | 0.1% | 1 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $207.7K | 1,932 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +41.9% | +14.8% | +27.0% | 100% |
| Q1 2026 | +12.9% | -4.6% | +17.5% | 100% |
| Q4 2025 | +2.9% | +2.4% | +0.6% | 100% |
| Q3 2025 | +5.7% | +7.8% | -2.1% | 100% |
| Q2 2025 | +12.8% | +10.5% | +2.3% | 100% |
| Q1 2025 | -1.7% | -4.6% | +2.8% | 100% |
| Q4 2024 | -0.5% | +2.1% | -2.6% | 100% |
| Q3 2024 | +1.6% | +5.4% | -3.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $201.4M | 75 |
| Q1 2026 | $133.4M | 81 |
| Q4 2025 | $127.9M | 92 |
| Q3 2025 | $129.4M | 97 |
| Q2 2025 | $118.7M | 104 |
| Q1 2025 | $105.3M | 102 |
| Q4 2024 | $150.0M | 115 |
| Q3 2024 | $149.6M | 105 |
| Q2 2024 | $134.4M | 89 |
| Q1 2024 | $129.1M | 79 |
| Q4 2023 | $107.8M | 81 |