Filed: 2/9/2026ACC: 0001765380-26-000083
📋 What this filing means
WILLIAMSON LEGACY GROUP, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $127.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$127.94M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
STOCK$126.89M99.2%
ETF$1.05M0.8%
Portfolio Concentration
Top 3$13.22M10.3%
4–10$19.94M15.6%
11–25$33.00M25.8%
Rest$61.78M48.3%
Top 3 weight
10.3%
Top 10 weight
25.9%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
LUMENTUM HOLDINGS INC INC
SOLEShares15.42K
TypeSH
Market value$5.68M
4.44%
Sole
15.42K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares16.69K
TypeSH
Market value$3.90M
3.05%
Sole
16.69K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares20.41K
TypeSH
Market value$3.63M
2.84%
Sole
20.41K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares19.67K
TypeSH
Market value$3.39M
2.65%
Sole
19.67K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
SOLEShares11.70K
TypeSH
Market value$3.22M
2.52%
Sole
11.70K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares27.97K
TypeSH
Market value$2.79M
2.18%
Sole
27.97K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares14.54K
TypeSH
Market value$2.74M
2.14%
Sole
14.54K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.89K
TypeSH
Market value$2.73M
2.14%
Sole
7.89K
Shared
0.00
None
0.00
EBAY INC
SOLEShares29.25K
TypeSH
Market value$2.55M
1.99%
Sole
29.25K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LIMITED
SOLEShares14.88K
TypeSH
Market value$2.52M
1.97%
Sole
14.88K
Shared
0.00
None
0.00
WAYFAIR INC CLASS A
SOLEShares24.97K
TypeSH
Market value$2.51M
1.96%
Sole
24.97K
Shared
0.00
None
0.00
GE VERNOVA LLC
SOLEShares3.68K
TypeSH
Market value$2.41M
1.88%
Sole
3.68K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares18.71K
TypeSH
Market value$2.39M
1.87%
Sole
18.71K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares14.32K
TypeSH
Market value$2.28M
1.78%
Sole
14.32K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares84.73K
TypeSH
Market value$2.22M
1.73%
Sole
84.73K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC CL A
SOLEShares19.57K
TypeSH
Market value$2.21M
1.73%
Sole
19.57K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares16.27K
TypeSH
Market value$2.20M
1.72%
Sole
16.27K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.04K
TypeSH
Market value$2.19M
1.71%
Sole
2.04K
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares12.35K
TypeSH
Market value$2.19M
1.71%
Sole
12.35K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares10.49K
TypeSH
Market value$2.15M
1.68%
Sole
10.49K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares8.99K
TypeSH
Market value$2.13M
1.67%
Sole
8.99K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares11.42K
TypeSH
Market value$2.13M
1.66%
Sole
11.42K
Shared
0.00
None
0.00
APPLOVIN CORP CL A
SOLEShares3.07K
TypeSH
Market value$2.07M
1.62%
Sole
3.07K
Shared
0.00
None
0.00
CLOUDFLARE INC CL A
SOLEShares10.02K
TypeSH
Market value$1.98M
1.54%
Sole
10.02K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares6.58K
TypeSH
Market value$1.94M
1.52%
Sole
6.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HOLDINGS INC INCSOLE | Stock | 15.42K | SH | $5.68M 4.44% | 15.42K | 0.00 | 0.00 |
CIENA CORPSOLE | Stock | 16.69K | SH | $3.90M 3.05% | 16.69K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 20.41K | SH | $3.63M 2.84% | 20.41K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | Stock | 19.67K | SH | $3.39M 2.65% | 19.67K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARESSOLE | Stock | 11.70K | SH | $3.22M 2.52% | 11.70K | 0.00 | 0.00 |
NEWMONT CORPSOLE | Stock | 27.97K | SH | $2.79M 2.18% | 27.97K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Stock | 14.54K | SH | $2.74M 2.14% | 14.54K | 0.00 | 0.00 |
BROADCOM INCSOLE | Stock | 7.89K | SH | $2.73M 2.14% | 7.89K | 0.00 | 0.00 |
EBAY INCSOLE | Stock | 29.25K | SH | $2.55M 1.99% | 29.25K | 0.00 | 0.00 |
AGNICO EAGLE MINES LIMITEDSOLE | Stock | 14.88K | SH | $2.52M 1.97% | 14.88K | 0.00 | 0.00 |
WAYFAIR INC CLASS ASOLE | Stock | 24.97K | SH | $2.51M 1.96% | 24.97K | 0.00 | 0.00 |
GE VERNOVA LLCSOLE | Stock | 3.68K | SH | $2.41M 1.88% | 3.68K | 0.00 | 0.00 |
TAPESTRY INCSOLE | Stock | 18.71K | SH | $2.39M 1.87% | 18.71K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | Stock | 14.32K | SH | $2.28M 1.78% | 14.32K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Stock | 84.73K | SH | $2.22M 1.73% | 84.73K | 0.00 | 0.00 |
ROBINHOOD MARKETS INC CL ASOLE | Stock | 19.57K | SH | $2.21M 1.73% | 19.57K | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | Stock | 16.27K | SH | $2.20M 1.72% | 16.27K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Stock | 2.04K | SH | $2.19M 1.71% | 2.04K | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | Stock | 12.35K | SH | $2.19M 1.71% | 12.35K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | Stock | 10.49K | SH | $2.15M 1.68% | 10.49K | 0.00 | 0.00 |
SANDISK CORPSOLE | Stock | 8.99K | SH | $2.13M 1.67% | 8.99K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 11.42K | SH | $2.13M 1.66% | 11.42K | 0.00 | 0.00 |
APPLOVIN CORP CL ASOLE | Stock | 3.07K | SH | $2.07M 1.62% | 3.07K | 0.00 | 0.00 |
CLOUDFLARE INC CL ASOLE | Stock | 10.02K | SH | $1.98M 1.54% | 10.02K | 0.00 | 0.00 |
CELESTICA INCSOLE | Stock | 6.58K | SH | $1.94M 1.52% | 6.58K | 0.00 | 0.00 |
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