Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Williamson Legacy Group, LLC (CIK 2011965) reported $133.4M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($7.9M, 5.95%), CIEN ($6.6M, 4.93%), SNDK ($6.0M, 4.47%), WDC ($5.4M, 4.05%), STX ($4.6M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HOLDINGS INC INC | $7.9M | 5.95% | 11,285 | Trimmed |
| 2 | CIEN | CIENA CORP | $6.6M | 4.93% | 16,924 | Added |
| 3 | SNDK | SANDISK CORP | $6.0M | 4.47% | 9,379 | Added |
| 4 | WDC | WESTERN DIGITAL CORP | $5.4M | 4.05% | 19,948 | Added |
| 5 | STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | $4.6M | 3.48% | 11,845 | Added |
| 6 | FIVE | FIVE BELOW INC | $3.4M | 2.57% | 14,990 | Added |
| 7 | GEV | GE VERNOVA LLC | $3.4M | 2.54% | 3,876 | Added |
| 8 | MTZ | MASTEC INC | $3.3M | 2.44% | 10,108 | Added |
| 9 | NXT | NEXTPOWER INC CL A | $3.1M | 2.30% | 25,440 | Added |
| 10 | HWM | HOWMET AEROSPACE INC | $2.9M | 2.20% | 12,753 | Added |
| 11 | TPR | TAPESTRY INC | $2.8M | 2.10% | 19,850 | Added |
| 12 | BE | BLOOM ENERGY CORP CLASS A | $2.6M | 1.92% | 18,915 | Added |
| 13 | FTI | TECHNIPFMC PLC | $2.5M | 1.90% | 36,724 | Added |
| 14 | BWXT | BWX TECHNOLOGIES CO | $2.3M | 1.70% | 11,112 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $2.3M | 1.69% | 6,669 | Added |
| 16 | GLW | CORNING INC | $2.2M | 1.68% | 16,435 | Added |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | $2.2M | 1.63% | 42,570 | Trimmed |
| 18 | NVDA | NVIDIA CORP | $2.1M | 1.56% | 11,922 | Added |
| 19 | LLY | ELI LILLY & CO | $2.0M | 1.49% | 2,154 | Added |
| 20 | LRCX | LAM RESH CORP NEW | $1.9M | 1.42% | 8,855 | Added |
| 21 | TER | TERADYNE INCORPORATED | $1.9M | 1.42% | 6,389 | Added |
| 22 | RTX | RTX CORP | $1.9M | 1.39% | 9,602 | Added |
| 23 | IAG | IAMGOLD CORPORATION | $1.8M | 1.37% | 97,402 | Added |
| 24 | CASY | CASEYS GENL STORES INC | $1.8M | 1.34% | 2,453 | Added |
| 25 | COHR | COHERENT CORP | $1.7M | 1.30% | 7,267 | Added |
Source: SEC Form 13F filings · as of 2026-03-31