Latest Williamson Legacy Group, LLC Stock Portfolio

$133Million– No. of Holdings #81

Williamson Legacy Group, LLC Performance:

2026 Q1: 21.07%YTD: 21.07%2025: 26.73%

Performance for 2026 Q1 is 21.07%, and YTD is 21.07%, and 2025 is 26.73%.

About Williamson Legacy Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Williamson Legacy Group, LLC reported an equity portfolio of $133.4 Millions as of 31 Mar, 2026.

The top stock holdings of Williamson Legacy Group, LLC are LITE, CIEN, . The fund has invested 6% of it's portfolio in LUMENTUM HOLDINGS INC INC and 4.9% of portfolio in CIENA CORP .

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC CL A (PLTR), BROADCOM INC (AVGO) and EBAY INC (EBAY) stocks. They significantly reduced their stock positions in GE AEROSPACE NEW (GE), DYCOM INDUSTRIES INC (DY) and NEWMONT CORP (NEM). Williamson Legacy Group, LLC opened new stock positions in FASTLY INC CL A (FSLY), DANA INC (DAN) and NVENT ELECTRIC PLC (NVT). The fund showed a lot of confidence in some stocks as they added substantially to ALBEMARLE CORP (ALB), CREDICORP (BAP) and TECHNIPFMC PLC (FTI).

Williamson Legacy Group, LLC Equity Portfolio Value

Last Reported on: 13 May, 2026

Williamson Legacy Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Williamson Legacy Group, LLC made a return of 21.07% in the last quarter. In trailing 12 months, it's portfolio return was 51.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fastly inc cl a	1,703,260
dana inc	1,461,890
nvent electric plc	1,424,570
vertiv holdings llc cl a	1,380,440
bunge global sa	1,319,320
johnson & johnson	1,289,680
rbc bearings inc	1,221,480
hexcel corp new	1,201,810

New stocks bought by Williamson Legacy Group, LLC

Additions

Ticker	% Inc.
albemarle corp	351
credicorp	278
technipfmc plc	98.41
caterpillar inc	91.54
alamos gold inc new class a	74.54
mastec inc	69.57
nextpower inc cl a	66.75
goldman sachs group inc	60.54

Additions to existing portfolio by Williamson Legacy Group, LLC

Reductions

Ticker	% Reduced
ge aerospace new	-65.83
dycom industries inc	-52.89
newmont corp	-48.18
agnico eagle mines limited	-46.92
amphenol corp new cl a	-36.51
lemonade inc	-31.46
lumentum holdings inc inc	-26.82
kratos defense and security solutions	-21.43

Williamson Legacy Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sofi technologies inc	-2,218,200
joby aviation inc	-998,435
sunrun inc	-1,120,030
delek us hldgs inc new	-1,094,580
ebay inc	-2,547,590
wayfair inc class a	-2,506,940
palantir technologies inc cl a	-3,628,060
robinhood markets inc cl a	-2,213,030

Williamson Legacy Group, LLC got rid off the above stocks

Sector Distribution

Williamson Legacy Group, LLC has about 33% of it's holdings in Technology sector.

Technology
Industrials
Others
Consumer Cyclical
Financial Services
Healthcare
Energy
Basic Materials
Consumer Defensive
Utilities

Sector	%
Technology	33
Industrials	20.4
Others	18.7
Consumer Cyclical	9.1
Financial Services	4.9
Healthcare	3.6
Energy	3.4
Basic Materials	2.6
Consumer Defensive	2
Utilities	1.3

Market Cap. Distribution

Williamson Legacy Group, LLC has about 71.5% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
UNALLOCATED
MEGA-CAP
MID-CAP

Category	%
LARGE-CAP	57.7
UNALLOCATED	19.7
MEGA-CAP	13.8
MID-CAP	8.9

Stocks belong to which Index?

About 50.6% of the stocks held by Williamson Legacy Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	49.4
S&P 500	40.6
RUSSELL 2000	10

Top 5 Winners (%)		%
	sandisk corp	158.6 %
LITE	lumentum holdings inc inc	78.5 %
SEDG	solaredge technologies inc	76.8 %
CIEN	ciena corp	65.3 %
WDC	western digital corp	56.4 %

Top 5 Winners ($)		$
LITE	lumentum holdings inc inc	4.5 M
	sandisk corp	3.7 M
CIEN	ciena corp	2.6 M
WDC	western digital corp	1.9 M
STX	seagate technology holdings pub ltd co ordinary shares	1.4 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-21.3 %
LLY	eli lilly & co	-14.1 %
VB	vanguard growth etf	-10.3 %
LMND	lemonade inc	-10.1 %
NVDA	nvidia corp	-6.4 %

Top 5 Losers ($)		$
LLY	eli lilly & co	-0.3 M
NVDA	nvidia corp	-0.1 M
APH	amphenol corp new cl a	-0.1 M
LMND	lemonade inc	-0.1 M
GE	ge aerospace new	-0.1 M

Williamson Legacy Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Williamson Legacy Group, LLC

Williamson Legacy Group, LLC has 81 stocks in it's portfolio. About 34.9% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. LITE was the most profitable stock for Williamson Legacy Group, LLC last quarter.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.16	822	208,615	new

AEM	agnico eagle mines limited	1.20	7,896	1,602,790	reduced	-46.92

AER	aercap hldgs nv	0.46	4,463	612,241	new

AGI	alamos gold inc new class a	1.26	37,776	1,678,400	added	74.54

ALB	albemarle corp	1.28	9,499	1,705,360	added	351

AMD	advanced micro devices inc	0.70	4,584	932,523	reduced	-12.17

AMG	affiliated managers group	1.06	5,104	1,412,280	added	24.22

AMZN	amazon com inc	0.00	0.00	0.00	sold off	-100

APH	amphenol corp new cl a	0.98	10,333	1,305,610	reduced	-36.51

APP	applovin corp cl a	0.00	0.00	0.00	sold off	-100

ATO	atmos energy corp	0.17	1,262	233,117	reduced	-18.84

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BAP	credicorp	0.97	3,797	1,287,870	added	278

BE	bloom energy corp class a	1.92	18,915	2,562,790	added	19.12

BG	bunge global sa	0.99	10,372	1,319,320	new

BK	bank new york mellon corp	1.10	12,408	1,471,960	added	14.95

BWXT	bwx technologies co	1.70	11,112	2,272,320	added	2.59

C	citigroup inc new	0.86	10,145	1,150,540	new

CALX	calix inc	0.00	0.00	0.00	sold off	-100

CASY	caseys genl stores inc	1.34	2,453	1,785,460	added	2.51