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Williamson Legacy Group, LLC

Portfolio Manager
Williamson Legacy Group, LLC
Performance
+6.42% (2025 Q4)
AUM (13F)
$133.38M
# of Holdings
81
Performance Rank
Allocation (Top 20)
52.02%

Williamson Legacy Group, LLC Holdings Map

Top 50 Williamson Legacy Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LITE
LUMENTUM HOLDINGS INC INC
5.95%11.3K$7.9M
-26.82%(-4.14K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 14.9K shares2025-Q4: 15.4K shares2026-Q1: 11.3K shares
$133.56(+650.09%)
2026-03-31
CIEN
CIENA CORP
4.93%16.9K$6.6M
+1.38%(+230)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 15.3K shares2025-Q4: 16.7K shares2026-Q1: 16.9K shares
$122.51(+382.87%)
2026-03-31
SNDK
SANDISK CORP
4.47%9.4K$6.0M
+4.35%(+391)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.0K shares2026-Q1: 9.4K shares
$185.69(+644.62%)
2026-03-31
WDC
WESTERN DIGITAL CORP
4.05%19.9K$5.4M
+1.41%(+277)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.7K shares2026-Q1: 19.9K shares
$147.21(+232.28%)
2026-03-31
STX
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
3.48%11.8K$4.6M
+1.22%(+143)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 7.6K shares2025-Q4: 11.7K shares2026-Q1: 11.8K shares
$214.64(+274.94%)
2026-03-31
FIVE
FIVE BELOW INC
2.57%15.0K$3.4M
+3.13%(+455)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 12.4K shares2025-Q4: 14.5K shares2026-Q1: 15.0K shares
$149.07(+44.19%)
2026-03-31
GEV
GE VERNOVA LLC
2.54%3.9K$3.4M
+5.24%(+193)
2025-Q1: 0 shares2025-Q2: 1.0K shares2025-Q3: 3.1K shares2025-Q4: 3.7K shares2026-Q1: 3.9K shares
$549.38(+98.50%)
2026-03-31
MTZ
MASTEC INC
2.44%10.1K$3.3M
+69.57%(+4.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 5.9K shares2025-Q4: 6.0K shares2026-Q1: 10.1K shares
$223.72(+94.34%)
2026-03-31
NXT
NEXTPOWER INC CL A
2.3%25.4K$3.1M
+66.75%(+10.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.3K shares2026-Q1: 25.4K shares
$89.87(+58.84%)
2026-03-31
HWM
HOWMET AEROSPACE INC
2.2%12.8K$2.9M
+21.57%(+2.26K)
2025-Q1: 0 shares2025-Q2: 7.4K shares2025-Q3: 10.9K shares2025-Q4: 10.5K shares2026-Q1: 12.8K shares
$177.28(+53.63%)
2026-03-31

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