§ 13F · FUND PROFILE
Williamson Legacy Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 97Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HOLDINGS INC INC | 11K | $8M | 5.9% | −27% |
| 2 | CIEN | CIENA CORP | 17K | $7M | 4.9% | +1% |
| 3 | SNDK | SANDISK CORP | 9K | $6M | 4.5% | +4% |
| 4 | WDC | WESTERN DIGITAL CORP | 20K | $5M | 4.0% | +1% |
| 5 | STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 12K | $5M | 3.5% | +1% |
| 6 | FIVE | FIVE BELOW INC | 15K | $3M | 2.6% | +3% |
| 7 | GEV | GE VERNOVA LLC | 4K | $3M | 2.5% | +5% |
| 8 | MTZ | MASTEC INC | 10K | $3M | 2.4% | +70% |
| 9 | NXT | NEXTPOWER INC CL A | 25K | $3M | 2.3% | +67% |
| 10 | HWM | HOWMET AEROSPACE INC | 13K | $3M | 2.2% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAMSON SIGNAL
AC read
Williamson Legacy Group, LLC is a Other fund managing $129 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed