Filed: 5/13/2026ACC: 0001765380-26-000210
📋 What this filing means
WILLIAMSON LEGACY GROUP, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $133.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$133.38M
Total AUM (reported)
986.65K
Total Shares
Allocation by class
STOCK$132.40M99.3%
ETF$987.3K0.7%
Portfolio Concentration
Top 3$20.46M15.3%
4–10$26.10M19.6%
11–25$31.88M23.9%
Rest$54.94M41.2%
Top 3 weight
15.3%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 986.65K
Sole
Full voting authority
986.65K
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)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
LUMENTUM HOLDINGS INC INC
SOLEShares11.29K
TypeSH
Market value$7.93M
5.95%
Sole
11.29K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares16.92K
TypeSH
Market value$6.57M
4.93%
Sole
16.92K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares9.38K
TypeSH
Market value$5.96M
4.47%
Sole
9.38K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares19.95K
TypeSH
Market value$5.40M
4.05%
Sole
19.95K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
SOLEShares11.85K
TypeSH
Market value$4.64M
3.48%
Sole
11.85K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares14.99K
TypeSH
Market value$3.42M
2.57%
Sole
14.99K
Shared
0.00
None
0.00
GE VERNOVA LLC
SOLEShares3.88K
TypeSH
Market value$3.38M
2.54%
Sole
3.88K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares10.11K
TypeSH
Market value$3.25M
2.44%
Sole
10.11K
Shared
0.00
None
0.00
NEXTPOWER INC CL A
SOLEShares25.44K
TypeSH
Market value$3.07M
2.30%
Sole
25.44K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares12.75K
TypeSH
Market value$2.94M
2.20%
Sole
12.75K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares19.85K
TypeSH
Market value$2.80M
2.10%
Sole
19.85K
Shared
0.00
None
0.00
BLOOM ENERGY CORP CLASS A
SOLEShares18.91K
TypeSH
Market value$2.56M
1.92%
Sole
18.91K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares36.72K
TypeSH
Market value$2.54M
1.90%
Sole
36.72K
Shared
0.00
None
0.00
BWX TECHNOLOGIES CO
SOLEShares11.11K
TypeSH
Market value$2.27M
1.70%
Sole
11.11K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares6.67K
TypeSH
Market value$2.25M
1.69%
Sole
6.67K
Shared
0.00
None
0.00
CORNING INC
SOLEShares16.43K
TypeSH
Market value$2.23M
1.68%
Sole
16.43K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
SOLEShares42.57K
TypeSH
Market value$2.17M
1.63%
Sole
42.57K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares11.92K
TypeSH
Market value$2.08M
1.56%
Sole
11.92K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.15K
TypeSH
Market value$1.98M
1.49%
Sole
2.15K
Shared
0.00
None
0.00
TERADYNE INCORPORATED
SOLEShares6.39K
TypeSH
Market value$1.89M
1.42%
Sole
6.39K
Shared
0.00
None
0.00
LAM RESH CORP NEW
SOLEShares8.86K
TypeSH
Market value$1.89M
1.42%
Sole
8.86K
Shared
0.00
None
0.00
RTX CORP
SOLEShares9.60K
TypeSH
Market value$1.85M
1.39%
Sole
9.60K
Shared
0.00
None
0.00
IAMGOLD CORPORATION
SOLEShares97.40K
TypeSH
Market value$1.83M
1.37%
Sole
97.40K
Shared
0.00
None
0.00
CASEYS GENL STORES INC
SOLEShares2.45K
TypeSH
Market value$1.79M
1.34%
Sole
2.45K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares7.27K
TypeSH
Market value$1.73M
1.30%
Sole
7.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HOLDINGS INC INCSOLE | Stock | 11.29K | SH | $7.93M 5.95% | 11.29K | 0.00 | 0.00 |
CIENA CORPSOLE | Stock | 16.92K | SH | $6.57M 4.93% | 16.92K | 0.00 | 0.00 |
SANDISK CORPSOLE | Stock | 9.38K | SH | $5.96M 4.47% | 9.38K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | Stock | 19.95K | SH | $5.40M 4.05% | 19.95K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARESSOLE | Stock | 11.85K | SH | $4.64M 3.48% | 11.85K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | Stock | 14.99K | SH | $3.42M 2.57% | 14.99K | 0.00 | 0.00 |
GE VERNOVA LLCSOLE | Stock | 3.88K | SH | $3.38M 2.54% | 3.88K | 0.00 | 0.00 |
MASTEC INCSOLE | Stock | 10.11K | SH | $3.25M 2.44% | 10.11K | 0.00 | 0.00 |
NEXTPOWER INC CL ASOLE | Stock | 25.44K | SH | $3.07M 2.30% | 25.44K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | Stock | 12.75K | SH | $2.94M 2.20% | 12.75K | 0.00 | 0.00 |
TAPESTRY INCSOLE | Stock | 19.85K | SH | $2.80M 2.10% | 19.85K | 0.00 | 0.00 |
BLOOM ENERGY CORP CLASS ASOLE | Stock | 18.91K | SH | $2.56M 1.92% | 18.91K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | Stock | 36.72K | SH | $2.54M 1.90% | 36.72K | 0.00 | 0.00 |
BWX TECHNOLOGIES COSOLE | Stock | 11.11K | SH | $2.27M 1.70% | 11.11K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Stock | 6.67K | SH | $2.25M 1.69% | 6.67K | 0.00 | 0.00 |
CORNING INCSOLE | Stock | 16.43K | SH | $2.23M 1.68% | 16.43K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCSOLE | Stock | 42.57K | SH | $2.17M 1.63% | 42.57K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 11.92K | SH | $2.08M 1.56% | 11.92K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Stock | 2.15K | SH | $1.98M 1.49% | 2.15K | 0.00 | 0.00 |
TERADYNE INCORPORATEDSOLE | Stock | 6.39K | SH | $1.89M 1.42% | 6.39K | 0.00 | 0.00 |
LAM RESH CORP NEWSOLE | Stock | 8.86K | SH | $1.89M 1.42% | 8.86K | 0.00 | 0.00 |
RTX CORPSOLE | Stock | 9.60K | SH | $1.85M 1.39% | 9.60K | 0.00 | 0.00 |
IAMGOLD CORPORATIONSOLE | Stock | 97.40K | SH | $1.83M 1.37% | 97.40K | 0.00 | 0.00 |
CASEYS GENL STORES INCSOLE | Stock | 2.45K | SH | $1.79M 1.34% | 2.45K | 0.00 | 0.00 |
COHERENT CORPSOLE | Stock | 7.27K | SH | $1.73M 1.30% | 7.27K | 0.00 | 0.00 |
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