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Williamson Legacy Group, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $201,415,411
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SANDISK CORP · Stock · 80004C200 · shares: $12,842,027
- WESTERN DIGITAL CORP · Stock · 958102105 · shares: $9,370,706
- SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES · Stock · G7997R103 · shares: $9,170,552
- MICRON TECHNOLOGY INC · Stock · 595112103 · shares: $8,737,985
- CIENA CORP · Stock · 171779309 · shares: $8,340,011
- LUMENTUM HOLDINGS INC INC · Stock · 55024U109 · shares: $8,023,719
- BLOOM ENERGY CORP CLASS A · Stock · 093712107 · shares: $6,215,036
- CORNING INC · Stock · 219350105 · shares: $5,395,785
- LAM RESH CORP NEW · Stock · 512807306 · shares: $5,331,276
- DIGITALOCEAN HOLDINGS INC · Stock · 25402D102 · shares: $5,102,062
Reported holdings
75 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SANDISK CORP | Stock | 80004C200 | — | 5,648 shares | $12,842,027 |
| WESTERN DIGITAL CORP | Stock | 958102105 | — | 14,671 shares | $9,370,706 |
| SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | Stock | G7997R103 | — | 9,503 shares | $9,170,552 |
| MICRON TECHNOLOGY INC | Stock | 595112103 | — | 7,570 shares | $8,737,985 |
| CIENA CORP | Stock | 171779309 | — | 17,001 shares | $8,340,011 |
| LUMENTUM HOLDINGS INC INC | Stock | 55024U109 | — | 9,351 shares | $8,023,719 |
| BLOOM ENERGY CORP CLASS A | Stock | 093712107 | — | 20,532 shares | $6,215,036 |
| CORNING INC | Stock | 219350105 | — | 21,124 shares | $5,395,785 |
| LAM RESH CORP NEW | Stock | 512807306 | — | 12,303 shares | $5,331,276 |
| DIGITALOCEAN HOLDINGS INC | Stock | 25402D102 | — | 32,491 shares | $5,102,062 |
| TERADYNE INCORPORATED | Stock | 880770102 | — | 9,830 shares | $4,756,156 |
| MASTEC INC | Stock | 576323109 | — | 11,080 shares | $4,609,945 |
| GE VERNOVA LLC | Stock | 36828A101 | — | 3,895 shares | $4,576,096 |
| COHERENT CORP | Stock | 19247G107 | — | 10,640 shares | $4,197,161 |
| CATERPILLAR INC | Stock | 149123101 | — | 3,805 shares | $4,051,980 |
| VERTIV HOLDINGS LLC CL A | Stock | 92537N108 | — | 11,176 shares | $3,741,951 |
| SOLAREDGE TECHNOLOGIES INC | Stock | 83417M104 | — | 63,738 shares | $3,724,849 |
| HOWMET AEROSPACE INC | Stock | 443201108 | — | 13,676 shares | $3,676,950 |
| 10X GENOMICS INC CL A | Stock | 88025U109 | — | 95,060 shares | $3,644,600 |
| LEGENCE CORP CL A | Stock | 52476L109 | — | 41,267 shares | $3,517,186 |
| APPLIED MATERIALS INC | Stock | 038222105 | — | 4,712 shares | $3,406,776 |
| NVENT ELECTRIC PLC | Stock | G6700G107 | — | 20,070 shares | $3,404,093 |
| ADVANCED MICRO DEVICES INC | Stock | 007903107 | — | 5,538 shares | $3,217,080 |
| NEXTPOWER INC CL A | Stock | 65290E101 | — | 25,945 shares | $3,091,087 |
| CUMMINS INC | Stock | 231021106 | — | 4,273 shares | $3,047,603 |
| TAPESTRY INC | Stock | 876030107 | — | 20,718 shares | $3,032,660 |
| TECHNIPFMC PLC | Stock | G87110105 | — | 44,783 shares | $2,969,130 |
| MKS INC | Stock | 55306N104 | — | 5,543 shares | $2,465,529 |
| CITIGROUP INC NEW | Stock | 172967424 | — | 17,093 shares | $2,392,403 |
| CASEYS GENL STORES INC | Stock | 147528103 | — | 2,879 shares | $2,288,232 |
| ELI LILLY & CO | Stock | 532457108 | — | 1,905 shares | $2,285,484 |
| ONTO INNOVATION INC | Stock | 683344105 | — | 5,816 shares | $2,201,065 |
| ATI INC | Stock | 01741R102 | — | 11,077 shares | $2,183,277 |
| TIMKEN COMPANY | Stock | 887389104 | — | 14,122 shares | $2,052,214 |
| HUT 8 CORP | Stock | 44812J104 | — | 17,645 shares | $2,037,026 |
| GUARDANT HEALTH INC | Stock | 40131M109 | — | 13,093 shares | $1,964,343 |
| TORONTO DOMINION BK NEW | Stock | 891160509 | — | 15,781 shares | $1,916,311 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | Stock | 55405Y100 | — | 4,994 shares | $1,899,568 |
| DYCOM INDUSTRIES INC | Stock | 267475101 | — | 3,716 shares | $1,878,772 |
| BANK NEW YORK MELLON CORP | Stock | 064058100 | — | 12,717 shares | $1,839,032 |
| DT MIDSTREAM INC | Stock | 23345M107 | — | 12,519 shares | $1,836,990 |
| CREDICORP | Stock | G2519Y108 | — | 4,528 shares | $1,764,141 |
| PALO ALTO NETWORKS | Stock | 697435105 | — | 4,652 shares | $1,586,425 |
| RBC BEARINGS INC | Stock | 75524B104 | — | 2,390 shares | $1,539,303 |
| STEEL DYNAMICS INC | Stock | 858119100 | — | 6,672 shares | $1,530,957 |
| ROSS STORES INC (CALIF) | Stock | 778296103 | — | 7,095 shares | $1,510,202 |
| WESCO INTERNATIONAL INC | Stock | 95082P105 | — | 4,366 shares | $1,508,161 |
| QUANTA SVCS INC | Stock | 74762E102 | — | 2,074 shares | $1,493,363 |
| JOHNSON & JOHNSON | Stock | 478160104 | — | 5,136 shares | $1,304,418 |
| VIKING HOLDINGS LTD ORD | Stock | G93A5A101 | — | 12,040 shares | $1,260,227 |
| GOLDMAN SACHS GROUP INC | Stock | 38141G104 | — | 1,238 shares | $1,252,090 |
| SEMTECH CORP | Stock | 816850101 | — | 7,424 shares | $1,201,574 |
| KEYCORP NEW | Stock | 493267108 | — | 51,474 shares | $1,186,476 |
| CDN IMPERIAL BK COMMRC | Stock | 136069101 | — | 10,293 shares | $1,183,694 |
| INTUITIVE MACH INC CL A | Stock | 46125A100 | — | 53,028 shares | $1,134,269 |
| BIOGEN INC | Stock | 09062X103 | — | 5,129 shares | $1,108,172 |
| RALPH LAUREN CORP CLASS A | Stock | 751212101 | — | 2,708 shares | $1,087,040 |
| KLA CORP | Stock | 482480100 | — | 3,602 shares | $1,086,759 |
| FASTLY INC CL A | Stock | 31188V100 | — | 55,861 shares | $1,025,608 |
| LIBERTY ENERGY INC CLASS A | Stock | 53115L104 | — | 39,003 shares | $1,021,501 |
| ALBEMARLE CORP | Stock | 012653101 | — | 7,177 shares | $969,115 |
| HALLIBURTON COMPANY | Stock | 406216101 | — | 23,269 shares | $789,968 |
| FIVE BELOW INC | Stock | 33829M101 | — | 3,820 shares | $686,798 |
| APPLIED DIGITAL CORP NEW | Stock | 038169207 | — | 13,571 shares | $506,198 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 662 shares | $505,199 |
| PROCTER & GAMBLE CO | Stock | 742718109 | — | 3,264 shares | $478,693 |
| SEMPRA ENERGY | Stock | 816851109 | — | 3,323 shares | $308,075 |
| MICROSOFT CORP | Stock | 594918104 | — | 776 shares | $289,464 |
| INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY | ETF | 46137V282 | — | 4,232 shares | $272,964 |
| APPLE INC | Stock | 037833100 | — | 854 shares | $247,113 |
| VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET | ETF | 922908769 | — | 667 shares | $246,817 |
| VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) | Stock | 91913Y100 | — | 940 shares | $244,814 |
| VANGUARD MORNINGSTAR ETF GROWTH | ETF | 922908736 | — | 2,592 shares | $223,275 |
| ALPHABET INC VOTING CAP STK CL A | Stock | 02079K305 | — | 616 shares | $220,140 |
| UNITED PARCEL SERVICE-B | Stock | 911312106 | — | 1,932 shares | $207,690 |