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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%

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. <br><br> 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 . <br><br> 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
$133Million
  as of May 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 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%
Technology33
Industrials20.4
Others18.7
Consumer Cyclical9.1
Financial Services4.9
Healthcare3.6
Energy3.4
Basic Materials2.6
Consumer Defensive2
Utilities1.3

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-CAP57.7
UNALLOCATED19.7
MEGA-CAP13.8
MID-CAP8.9

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%
Others49.4
S&P 50040.6
RUSSELL 200010
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.

$133.38MTotal Value
111Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Williamson Legacy Group, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.2%7,896
$1.60M
1.2%
decreased 46.92 percentreduced
AER
Aercap Hldgs Nv

Aercap Hldgs Nv

AER
Williamson Legacy Group, LLC's holding in Aercap Hldgs Nv over time
0.46%4,463
$612.2K
0.46%
new position
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
1.26%37,776
$1.68M
1.26%
increased 74.54 percentadded
BAP
Credicorp

Credicorp

BAP
Williamson Legacy Group, LLC's holding in Credicorp over time
0.97%3,797
$1.29M
0.97%
increased 278.19 percentadded