Top 50 Williamson Legacy Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HOLDINGS INC INC | 5.95% | 11.3K | $7.9M | -26.82%(-4.14K) | $133.56(+650.09%) | 2026-03-31 | |
| CIEN | CIENA CORP | 4.93% | 16.9K | $6.6M | +1.38%(+230) | $122.51(+382.87%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 4.47% | 9.4K | $6.0M | +4.35%(+391) | $185.69(+644.62%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 4.05% | 19.9K | $5.4M | +1.41%(+277) | $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) | $214.64(+274.94%) | 2026-03-31 | |
| FIVE | FIVE BELOW INC | 2.57% | 15.0K | $3.4M | +3.13%(+455) | $149.07(+44.19%) | 2026-03-31 | |
| GEV | GE VERNOVA LLC | 2.54% | 3.9K | $3.4M | +5.24%(+193) | $549.38(+98.50%) | 2026-03-31 | |
| MTZ | MASTEC INC | 2.44% | 10.1K | $3.3M | +69.57%(+4.15K) | $223.72(+94.34%) | 2026-03-31 | |
| NXT | NEXTPOWER INC CL A | 2.3% | 25.4K | $3.1M | +66.75%(+10.18K) | $89.87(+58.84%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 2.2% | 12.8K | $2.9M | +21.57%(+2.26K) | $177.28(+53.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.81% | +129.01% |
| Top 20 Holdings Unweighted | +34.37% | +142.59% |
Sign up free to track Williamson Legacy Group, LLC, compare funds side by side, and get alerts the moment positions change.