WILLIAMSON LEGACY GROUP, LLC

PrivateCIK: 2011965
Location

CARMEL, IN

81
Positions
$133.38M
Total AUM (reported)
986.65K
Total Shares

Allocation by class

TOTAL AUM$133.38M81 positions
STOCK$132.40M99.3%
ETF$987.3K0.7%

Portfolio Concentration

Top 315.3%4–1019.6%11–2523.9%Rest41.2%TOP 1034.9%0%100%
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

SOLE
Stock
Shares11.29K
TypeSH
Market value$7.93M
5.95%
Sole
11.29K
Shared
0.00
None
0.00

CIENA CORP

SOLE
Stock
Shares16.92K
TypeSH
Market value$6.57M
4.93%
Sole
16.92K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
Stock
Shares9.38K
TypeSH
Market value$5.96M
4.47%
Sole
9.38K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
Stock
Shares19.95K
TypeSH
Market value$5.40M
4.05%
Sole
19.95K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES

SOLE
Stock
Shares11.85K
TypeSH
Market value$4.64M
3.48%
Sole
11.85K
Shared
0.00
None
0.00

FIVE BELOW INC

SOLE
Stock
Shares14.99K
TypeSH
Market value$3.42M
2.57%
Sole
14.99K
Shared
0.00
None
0.00

GE VERNOVA LLC

SOLE
Stock
Shares3.88K
TypeSH
Market value$3.38M
2.54%
Sole
3.88K
Shared
0.00
None
0.00

MASTEC INC

SOLE
Stock
Shares10.11K
TypeSH
Market value$3.25M
2.44%
Sole
10.11K
Shared
0.00
None
0.00

NEXTPOWER INC CL A

SOLE
Stock
Shares25.44K
TypeSH
Market value$3.07M
2.30%
Sole
25.44K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

SOLE
Stock
Shares12.75K
TypeSH
Market value$2.94M
2.20%
Sole
12.75K
Shared
0.00
None
0.00

TAPESTRY INC

SOLE
Stock
Shares19.85K
TypeSH
Market value$2.80M
2.10%
Sole
19.85K
Shared
0.00
None
0.00

BLOOM ENERGY CORP CLASS A

SOLE
Stock
Shares18.91K
TypeSH
Market value$2.56M
1.92%
Sole
18.91K
Shared
0.00
None
0.00

TECHNIPFMC PLC

SOLE
Stock
Shares36.72K
TypeSH
Market value$2.54M
1.90%
Sole
36.72K
Shared
0.00
None
0.00

BWX TECHNOLOGIES CO

SOLE
Stock
Shares11.11K
TypeSH
Market value$2.27M
1.70%
Sole
11.11K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
Stock
Shares6.67K
TypeSH
Market value$2.25M
1.69%
Sole
6.67K
Shared
0.00
None
0.00

CORNING INC

SOLE
Stock
Shares16.43K
TypeSH
Market value$2.23M
1.68%
Sole
16.43K
Shared
0.00
None
0.00

SOLAREDGE TECHNOLOGIES INC

SOLE
Stock
Shares42.57K
TypeSH
Market value$2.17M
1.63%
Sole
42.57K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
Stock
Shares11.92K
TypeSH
Market value$2.08M
1.56%
Sole
11.92K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
Stock
Shares2.15K
TypeSH
Market value$1.98M
1.49%
Sole
2.15K
Shared
0.00
None
0.00

TERADYNE INCORPORATED

SOLE
Stock
Shares6.39K
TypeSH
Market value$1.89M
1.42%
Sole
6.39K
Shared
0.00
None
0.00

LAM RESH CORP NEW

SOLE
Stock
Shares8.86K
TypeSH
Market value$1.89M
1.42%
Sole
8.86K
Shared
0.00
None
0.00

RTX CORP

SOLE
Stock
Shares9.60K
TypeSH
Market value$1.85M
1.39%
Sole
9.60K
Shared
0.00
None
0.00

IAMGOLD CORPORATION

SOLE
Stock
Shares97.40K
TypeSH
Market value$1.83M
1.37%
Sole
97.40K
Shared
0.00
None
0.00

CASEYS GENL STORES INC

SOLE
Stock
Shares2.45K
TypeSH
Market value$1.79M
1.34%
Sole
2.45K
Shared
0.00
None
0.00

COHERENT CORP

SOLE
Stock
Shares7.27K
TypeSH
Market value$1.73M
1.30%
Sole
7.27K
Shared
0.00
None
0.00
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