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Latest Williamson Legacy Group, LLC Stock Portfolio

$201Million | No. of Holdings #75

Williamson Legacy Group, LLC Performance

2026 Q2+34.06%
YTD+62.31%
2025+26.73%

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

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Williamson Legacy Group, LLC reported an equity portfolio of $201.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Williamson Legacy Group, LLC are , WDC, STX. The fund has invested 6.4% of it's portfolio in SANDISK CORP and 4.7% of portfolio in WESTERN DIGITAL CORP . <br><br> The fund managers got completely rid off BWX TECHNOLOGIES CO (BWXT), NVIDIA CORP (NVDA) and RTX CORP (RTX) stocks. They significantly reduced their stock positions in FIVE BELOW INC (FIVE), SANDISK CORP and RALPH LAUREN CORP CLASS A (RL). Williamson Legacy Group, LLC opened new stock positions in DIGITALOCEAN HOLDINGS INC (DOCN), 10X GENOMICS INC CL A (TXG) and LEGENCE CORP CL A. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MORNINGSTAR ETF GROWTH (VB), CUMMINS INC (CMI) and DYCOM INDUSTRIES INC (DY).
Williamson Legacy Group, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$201Million
  as of Aug 13, 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 34.06% in the last quarter. In trailing 12 months, it's portfolio return was 84.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
digitalocean holdings inc 5,102,060
10x genomics inc cl a 3,644,600
legence corp cl a 3,517,190
applied materials inc 3,406,780
mks inc 2,465,530
onto innovation inc 2,201,060
ati inc 2,183,280
timken company 2,052,210
New stocks bought by Williamson Legacy Group, LLC

Additions

Ticker% Inc.
vanguard morningstar etf growth 337
cummins inc 109
dycom industries inc 109
vertiv holdings llc cl a 102
caterpillar inc 97.66
toronto dominion bk new 91.47
ross stores inc (calif) 81.41
dt midstream inc 78.31
Additions to existing portfolio by Williamson Legacy Group, LLC

Reductions

Ticker% Reduced
five below inc -74.52
sandisk corp -39.78
ralph lauren corp class a -27.38
western digital corp -26.45
albemarle corp -24.44
invesco tr etf s&p 500 equal weight technology-23.25
seagate technology holdings pub ltd co ordinary shares-19.77
lumentum holdings inc inc -17.14
Williamson Legacy Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
iamgold corporation -1,833,110
elanco animal health inc -1,538,170
dana inc -1,461,890
alamos gold inc new class a -1,678,400
barrick mng corp -1,526,900
hexcel corp new -1,201,810
newmont corp -1,568,900
nvidia corp -2,079,230
Williamson Legacy Group, LLC got rid off the above stocks

Sector Distribution

Williamson Legacy Group, LLC has about 45.3% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Basic Materials
Sector%
Technology45.3
Industrials18.9
Others16.9
Healthcare5.1
Consumer Cyclical4.3
Financial Services3.6
Energy3.4
Basic Materials1.2

Market Cap. Distribution

Williamson Legacy Group, LLC has about 76.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP58.7
MEGA-CAP17.8
UNALLOCATED16.9
MID-CAP6.5

Stocks belong to which Index?

About 57.4% of the stocks held by Williamson Legacy Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50044.9
Others42.6
RUSSELL 200012.5
Top 5 Winners (%)%
sandisk corp
206.6 %
MU
micron technology inc
198.7 %
AMD
advanced micro devices inc
146.2 %
STX
seagate technology holdings pub ltd co ordinary shares
131.9 %
WDC
western digital corp
118.1 %
Top 5 Winners ($)$
sandisk corp
12.3 M
WDC
western digital corp
6.4 M
STX
seagate technology holdings pub ltd co ordinary shares
6.1 M
MU
micron technology inc
5.8 M
BE
bloom energy corp class a
3.3 M
Top 5 Losers (%)%
VB
vanguard morningstar etf growth
-71.4 %
FSLY
fastly inc cl a
-36.0 %
ALB
albemarle corp
-21.8 %
FIVE
five below inc
-13.4 %
LBRT
liberty energy inc class a
-8.7 %
Top 5 Losers ($)$
FSLY
fastly inc cl a
-0.6 M
VB
vanguard morningstar etf growth
-0.6 M
FIVE
five below inc
-0.5 M
ALB
albemarle corp
-0.4 M
FTI
technipfmc plc
-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 75 stocks in it's portfolio. About 39% of the portfolio is in top 10 stocks. FSLY proved to be the most loss making stock for the portfolio. was the most profitable stock for Williamson Legacy Group, LLC last quarter.

$201.42MTotal Value
106Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Williamson Legacy Group, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Limited

Agnico Eagle Mines Limited

AEM
Williamson Legacy Group, LLC's holding in Agnico Eagle Mines Limited over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AER
Aercap Hldgs Nv

Aercap Hldgs Nv

AER
Williamson Legacy Group, LLC's holding in Aercap Hldgs Nv over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGI
Alamos Gold Inc New Class A

Alamos Gold Inc New Class A

AGI
Williamson Legacy Group, LLC's holding in Alamos Gold Inc New Class A over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAP
Credicorp

Credicorp

BAP
Williamson Legacy Group, LLC's holding in Credicorp over time
0.88%4,528
$1.76M
0.88%
increased 19.25 percentadded