Williamson Legacy Group, LLC
Filing Date
Global Rank
#4,540
/ 8,633
▲ 843
Top Industry
Computer Hardware
15.6%
3Y Alpha vs SPY
+25.4%
Period ended 51 days ago
Filed Aug 13, 2026 · 7d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+141.4%
SPY
+54.3%
Annualised alpha
+23.2%
Max drawdown
−20.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.4%
+0.4 pts
Top 5
24.1%
+0.9 pts
Top 10
39.1%
+3.7 pts
HHI
249
Diversified+31
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.7% | $107,721,401 |
| Industrials | 24.3% | $48,837,711 |
| Financial Services | 6.8% | $13,570,918 |
| Healthcare | 5.1% | $10,306,416 |
| Consumer Cyclical | 4.9% | $9,865,111 |
| Energy | 3.4% | $6,862,433 |
| Basic Materials | 1.2% | $2,500,067 |
| Consumer Defensive | 0.2% | $478,632 |
| Utilities | 0.2% | $308,075 |
| Communication Services | 0.1% | $220,139 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SEDG | Solaredge Technologies, Inc. | +21,168 | 63,738 | $3,724,848 | |
| FTI | TechnipFMC plc | +8,059 | 44,783 | $2,969,112 | |
| NVT | nVent Electric plc | +8,026 | 20,070 | $3,404,072 | |
| TD | Toronto Dominion Bank | +7,539 | 15,781 | $1,916,286 | |
| C | Citigroup Inc | +6,948 | 17,093 | $2,392,336 | |
| VRT | Vertiv Holdings Co | +5,667 | 11,176 | $3,741,948 | |
| DTM | DT Midstream, Inc. | +5,498 | 12,519 | $1,837,038 | |
| GLW | Corning Inc /Ny | +4,689 | 21,124 | $5,395,703 | |
| LBRT | Liberty Energy Inc. | +3,665 | 39,003 | $1,021,488 | |
| LRCX | Lam Research Corp | +3,448 | 12,303 | $5,331,258 | |
| TER | Teradyne, Inc | +3,441 | 9,830 | $4,756,147 | |
| COHR | Coherent Corp. | +3,373 | 10,640 | $4,197,160 | |
| ROST | Ross Stores, Inc. | +3,184 | 7,095 | $1,510,170 | |
| CMI | Cummins Inc | +2,234 | 4,273 | $3,047,546 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | +2,105 | 10,293 | $1,183,695 | |
| DY | Dycom Industries Inc | +1,941 | 3,716 | $1,878,772 | |
| CAT | Caterpillar Inc | +1,880 | 3,805 | $4,051,944 | |
| BE | Bloom Energy Corp | +1,617 | 20,532 | $6,215,036 | |
| MTZ | Mastec Inc | +972 | 11,080 | $4,609,944 | |
| AMD | Advanced Micro Devices Inc | +954 | 5,538 | $3,217,079 | |
| HWM | Howmet Aerospace Inc. | +923 | 13,676 | $3,676,929 | |
| MU | Micron Technology Inc | +901 | 7,570 | $8,737,975 | |
| TPR | Tapestry, Inc. | +868 | 20,718 | $3,032,700 | |
| BAP | Credicorp Ltd | +731 | 4,528 | $1,764,018 | |
| WCC | Wesco International Inc | +629 | 4,366 | $1,508,147 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FIVE | Five Below, Inc | −11,170 | 3,820 | $686,797 | |
| WDC | Western Digital Corp | −5,277 | 14,671 | $9,370,661 | |
| SNDK | Sandisk Corp | −3,731 | 5,648 | $12,842,027 | |
| FSLY | Fastly, Inc. | −2,751 | 55,861 | $1,025,607 | |
| STX | Seagate Technology Holdings plc | −2,342 | 9,503 | $9,170,395 | |
| ALB | Albemarle Corp | −2,322 | 7,177 | $969,110 | |
| LITE | Lumentum Holdings Inc. | −1,934 | 9,351 | $8,023,719 | |
| RL | Ralph Lauren Corp | −1,021 | 2,708 | $1,087,018 | |
| LLY | ELI LILLY & Co | −249 | 1,905 | $2,284,914 | |
| JNJ | Johnson & Johnson | −140 | 5,136 | $1,304,389 | |
| SRE | Sempra | −88 | 3,323 | $308,075 | |
| GS | Goldman Sachs Group Inc | −19 | 1,238 | $1,252,076 | |
| MSFT | Microsoft Corp | −4 | 776 | $289,463 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DOCN | DigitalOcean Holdings, Inc. | 32,491 | $5,102,061 | |
| TXG | 10x Genomics, Inc. | 95,060 | $3,644,600 | |
| LGN | Legence Corp. | 41,267 | $3,517,186 | |
| AMAT | Applied Materials Inc /De | 4,712 | $3,406,776 | |
| MKSI | Mks Inc | 5,543 | $2,465,526 | |
| ONTO | Onto Innovation Inc. | 5,816 | $2,201,065 | |
| ATI | Ati Inc | 11,077 | $2,183,276 | |
| TKR | Timken Co | 14,122 | $2,052,209 | |
| HUT | Hut 8 Corp. | 17,645 | $2,037,027 | |
| GH | Guardant Health, Inc. | 13,093 | $1,964,342 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 4,994 | $1,899,567 | |
| PANW | Palo Alto Networks Inc | 4,652 | $1,586,425 | |
| STLD | Steel Dynamics Inc | 6,672 | $1,530,957 | |
| VIK | Viking Holdings Ltd | 12,040 | $1,260,226 | |
| SMTC | Semtech Corp | 7,424 | $1,201,574 | |
| KEY | Keycorp /New/ | 51,474 | $1,186,475 | |
| LUNR | Intuitive Machines, Inc. | 53,028 | $1,134,268 | |
| BIIB | Biogen Inc. | 5,129 | $1,108,171 | |
| KLAC | Kla Corp | 3,602 | $1,086,759 | |
| HAL | Halliburton Co | 23,269 | $789,982 | |
| APLD | Applied Digital Corp. | 13,571 | $506,198 | |
| CRWD | CrowdStrike Holdings, Inc. | 662 | $505,198 | |
| VLO | Valero Energy Corp/Tx | 940 | $244,813 | |
| GOOGL | Alphabet Inc. | 616 | $220,139 | |
| UPS | United Parcel Service Inc | 1,932 | $207,690 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | 11,112 | $2,272,292 | |
| NVDA | Nvidia Corp | 11,922 | $2,079,196 | |
| RTX | RTX Corp | 9,602 | $1,852,225 | |
| IAG | Iamgold Corp | 97,402 | $1,833,105 | |
| AGI | Alamos Gold Inc | 37,776 | $1,678,387 | |
| FTAI | FTAI Aviation Ltd. | 6,746 | $1,652,770 | |
| AEM | Agnico Eagle Mines Ltd | 7,896 | $1,602,730 | |
| NEM | NEWMONT Corp /DE/ | 14,493 | $1,568,867 | |
| ELAN | Elanco Animal Health Inc | 64,278 | $1,538,172 | |
| B | Barrick Mining Corp | 37,433 | $1,526,892 | |
| DAN | DANA Inc | 43,444 | $1,461,890 | |
| AMG | Affiliated Managers Group, Inc. | 5,104 | $1,412,276 | |
| BG | Bunge Global SA | 10,372 | $1,319,318 | |
| WWD | Woodward, Inc. | 3,540 | $1,267,036 | |
| HXL | Hexcel Corp /De/ | 14,850 | $1,201,810 | |
| HII | Huntington Ingalls Industries, Inc. | 3,119 | $1,184,908 | |
| ORA | Ormat Technologies, Inc. | 10,498 | $1,174,936 | |
| WMT | Walmart Inc. | 7,461 | $927,253 | |
| FCFS | FirstCash Holdings, Inc. | 4,587 | $862,356 | |
| FN | Fabrinet | 1,553 | $809,920 | |
| CCJ | Cameco Corp | 6,791 | $737,570 | |
| WPM | Wheaton Precious Metals Corp. | 5,256 | $688,588 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 9,216 | $649,820 | |
| AER | AerCap Holdings N.V. | 4,463 | $612,234 | |
| LMND | Lemonade, Inc. | 9,719 | $609,186 | |
| No positions match the current search. | ||||
72 tracked positions ·
$200,670,903 total
· filing declares
75 positions · $201,415,411
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
Reduced | 5,648 | $12,842,027 | 6.40% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 14,671 | $9,370,661 | 4.67% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 9,503 | $9,170,395 | 4.57% | |
| MU |
Micron Technology Inc
Technology
|
Added | 7,570 | $8,737,975 | 4.35% | |
| CIEN |
Ciena Corp
Technology
|
Added | 17,001 | $8,340,010 | 4.16% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 9,351 | $8,023,719 | 4.00% | |
| BE |
Bloom Energy Corp
Industrials
|
Added | 20,532 | $6,215,036 | 3.10% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 21,124 | $5,395,703 | 2.69% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 12,303 | $5,331,258 | 2.66% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
NEW | 32,491 | $5,102,061 | 2.54% | |
| TER |
Teradyne, Inc
Technology
|
Added | 9,830 | $4,756,147 | 2.37% | |
| MTZ |
Mastec Inc
Industrials
|
Added | 11,080 | $4,609,944 | 2.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 3,895 | $4,576,079 | 2.28% | |
| COHR |
Coherent Corp.
Technology
|
Added | 10,640 | $4,197,160 | 2.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,805 | $4,051,944 | 2.02% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 11,176 | $3,741,948 | 1.86% | |
| SEDG |
Solaredge Technologies, Inc.
Technology
|
Added | 63,738 | $3,724,848 | 1.86% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 13,676 | $3,676,929 | 1.83% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
NEW | 95,060 | $3,644,600 | 1.82% | |
| LGN |
Legence Corp.
Industrials
|
NEW | 41,267 | $3,517,186 | 1.75% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 4,712 | $3,406,776 | 1.70% | |
| NVT |
nVent Electric plc
Industrials
|
Added | 20,070 | $3,404,072 | 1.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,538 | $3,217,079 | 1.60% | |
| NXT |
Nextpower Inc.
Technology
|
Added | 25,945 | $3,091,087 | 1.54% | |
| CMI |
Cummins Inc
Industrials
|
Added | 4,273 | $3,047,546 | 1.52% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Added | 20,718 | $3,032,700 | 1.51% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 44,783 | $2,969,112 | 1.48% | |
| MKSI |
Mks Inc
Technology
|
NEW | 5,543 | $2,465,526 | 1.23% | |
| C |
Citigroup Inc
Financial Services
|
Added | 17,093 | $2,392,336 | 1.19% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Added | 2,879 | $2,288,200 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,905 | $2,284,914 | 1.14% | |
| ONTO |
Onto Innovation Inc.
Technology
|
NEW | 5,816 | $2,201,065 | 1.10% | |
| ATI |
Ati Inc
Industrials
|
NEW | 11,077 | $2,183,276 | 1.09% | |
| TKR |
Timken Co
Industrials
|
NEW | 14,122 | $2,052,209 | 1.02% | |
| HUT |
Hut 8 Corp.
Financial Services
|
NEW | 17,645 | $2,037,027 | 1.02% | |
| GH |
Guardant Health, Inc.
Healthcare
|
NEW | 13,093 | $1,964,342 | 0.98% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 15,781 | $1,916,286 | 0.95% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
NEW | 4,994 | $1,899,567 | 0.95% | |
| DY |
Dycom Industries Inc
Industrials
|
Added | 3,716 | $1,878,772 | 0.94% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 12,717 | $1,839,005 | 0.92% | |
| DTM |
DT Midstream, Inc.
Energy
|
Added | 12,519 | $1,837,038 | 0.92% | |
| BAP |
Credicorp Ltd
Financial Services
|
Added | 4,528 | $1,764,018 | 0.88% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 4,652 | $1,586,425 | 0.79% | |
| RBC |
RBC Bearings INC
Industrials
|
Added | 2,390 | $1,539,303 | 0.77% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
NEW | 6,672 | $1,530,957 | 0.76% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Added | 7,095 | $1,510,170 | 0.75% | |
| WCC |
Wesco International Inc
Industrials
|
Added | 4,366 | $1,508,147 | 0.75% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 2,074 | $1,493,362 | 0.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,136 | $1,304,389 | 0.65% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
NEW | 12,040 | $1,260,226 | 0.63% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.