Williamson Legacy Group, LLC

CIK

2011965

Location

CARMEL, IN

Portfolio Value

Small $132,396,674

Diversification

Diversified

Filing Date

Global Rank

#5,115 / 8,592 ▲ 249

Top Industry

Computer Hardware 12.1%

3Y Alpha vs SPY

+6.6%

Period ended 3 months ago

Filed May 13, 2026 · 40d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.4%

SPY

+53.9%

Annualised alpha

+6.6%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

+1.5 pts

Top 5

23.0%

+7.4 pts

Top 10

35.2%

+9.0 pts

HHI

216

Diversified+54

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$53,068,681	19
Industrials	24.7%	$32,661,124	22
Consumer Cyclical	9.2%	$12,154,379	7
Basic Materials	8.0%	$10,603,924	7
Financial Services	7.1%	$9,402,472	9
Energy	4.0%	$5,239,552	4
Healthcare	3.6%	$4,809,021	3
Consumer Defensive	2.1%	$2,718,023	3
Utilities	1.3%	$1,739,498	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTI	TechnipFMC plc	+18,215	36,724	$2,538,730
AGI	Alamos Gold Inc	+16,133	37,776	$1,678,387
NXT	Nextpower Inc.	+10,184	25,440	$3,066,792
ALB	Albemarle Corp	+7,393	9,499	$1,705,355
B	Barrick Mining Corp	+7,234	37,433	$1,526,892
ELAN	Elanco Animal Health Inc	+5,520	64,278	$1,538,172
GLW	Corning Inc /Ny	+4,259	16,435	$2,234,666
MTZ	Mastec Inc	+4,147	10,108	$3,252,147
IAG	Iamgold Corp	+3,169	97,402	$1,833,105
BE	Bloom Energy Corp	+3,036	18,915	$2,562,793
BAP	Credicorp Ltd	+2,793	3,797	$1,287,866
TER	Teradyne, Inc	+2,409	6,389	$1,894,082
HWM	Howmet Aerospace Inc.	+2,263	12,753	$2,939,056
BNY	Bank of New York Mellon Corp	+1,614	12,408	$1,471,961
COHR	Coherent Corp.	+1,608	7,267	$1,731,072
CM	Canadian Imperial Bank Of Commerce /Can/	+1,473	8,188	$775,813
RTX	RTX Corp	+1,200	9,602	$1,852,225
TPR	Tapestry, Inc.	+1,141	19,850	$2,801,033
AMG	Affiliated Managers Group, Inc.	+995	5,104	$1,412,276
LRCX	Lam Research Corp	+921	8,855	$1,891,959
CAT	Caterpillar Inc	+920	1,925	$1,363,785
FTAI	FTAI Aviation Ltd.	+868	6,746	$1,652,770
WWD	Woodward, Inc.	+794	3,540	$1,267,036
MU	Micron Technology Inc	+670	6,669	$2,253,054
CMI	Cummins Inc	+644	2,039	$1,097,022
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
NEM	NEWMONT Corp /DE/	−13,473	14,493	$1,568,867
AEM	Agnico Eagle Mines Ltd	−6,979	7,896	$1,602,730
APH	Amphenol Corp /De/	−5,941	10,333	$1,305,574
LMND	Lemonade, Inc.	−4,461	9,719	$609,186
LITE	Lumentum Holdings Inc.	−4,136	11,285	$7,930,646
GE	General Electric Co	−4,060	2,107	$597,903
KTOS	Kratos Defense & Security Solutions, Inc.	−2,514	9,216	$649,820
DY	Dycom Industries Inc	−1,993	1,775	$601,405
CCJ	Cameco Corp	−1,229	6,791	$737,570
AMD	Advanced Micro Devices Inc	−635	4,584	$932,523
RL	Ralph Lauren Corp	−371	3,729	$1,282,738
ATO	Atmos Energy Corp	−293	1,262	$233,116
FN	Fabrinet	−285	1,553	$809,920
SRE	Sempra	−237	3,411	$331,446
MSFT	Microsoft Corp	−178	780	$288,732
SEDG	Solaredge Technologies, Inc.	−131	42,570	$2,173,198
WPM	Wheaton Precious Metals Corp.	−20	5,256	$688,588
PG	PROCTER & GAMBLE Co	−2	3,264	$471,452
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
FSLY	Fastly, Inc.	58,612	$1,703,264
DAN	DANA Inc	43,444	$1,461,890
NVT	nVent Electric plc	12,044	$1,424,564
VRT	Vertiv Holdings Co	5,509	$1,380,445
BG	Bunge Global SA	10,372	$1,319,318
JNJ	Johnson & Johnson	5,276	$1,289,665
RBC	RBC Bearings INC	2,249	$1,221,476
HXL	Hexcel Corp /De/	14,850	$1,201,810
ORA	Ormat Technologies, Inc.	10,498	$1,174,936
C	Citigroup Inc	10,145	$1,150,544
WCC	Wesco International Inc	3,737	$1,022,517
LBRT	Liberty Energy Inc.	35,338	$1,017,734
PWR	Quanta Services, Inc.	1,572	$863,059
FCFS	FirstCash Holdings, Inc.	4,587	$862,356
ROST	Ross Stores, Inc.	3,911	$847,239
TD	Toronto Dominion Bank	8,242	$769,061
AER	AerCap Holdings N.V.	4,463	$612,234
CMC	COMMERCIAL METALS Co	4,208	$258,497
AAPL	Apple Inc.	822	$208,615
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	20,411	$3,628,055
AVGO	Broadcom Inc.	7,895	$2,732,459
EBAY	Ebay Inc	29,249	$2,547,587
W	Wayfair Inc.	24,967	$2,506,936
NRG	Nrg Energy, Inc.	14,323	$2,280,794
SOFI	SoFi Technologies, Inc.	84,729	$2,218,205
HOOD	Robinhood Markets, Inc.	19,567	$2,213,027
IRTC	iRhythm Holdings, Inc.	12,348	$2,191,029
APP	AppLovin Corp	3,071	$2,069,301
NET	Cloudflare, Inc.	10,021	$1,975,640
CLS	Celestica Inc	6,575	$1,943,635
CRDO	Credo Technology Group Holding Ltd	11,031	$1,587,250
SHOP	Shopify Inc.	8,014	$1,290,013
WGS	GeneDx Holdings Corp.	9,541	$1,240,902
MNST	Monster Beverage Corp	14,858	$1,139,162
IBKR	Interactive Brokers Group, Inc.	17,633	$1,133,978
RUN	Sunrun Inc.	60,871	$1,120,026
DK	Delek US Holdings, Inc.	36,904	$1,094,572
JOBY	Joby Aviation, Inc.	75,639	$998,434
IDXX	Idexx Laboratories Inc /De	1,462	$989,086
AMZN	Amazon Com Inc	4,030	$930,204
CALX	Calix, Inc	17,336	$917,594
SGI	Somnigroup International Inc.	10,169	$907,888
JPM	Jpmorgan Chase & Co	2,739	$882,560
CEG	Constellation Energy Corp	1,978	$698,768
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $132,396,674 total · as of Mar 31, 2026

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

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LITE	Lumentum Holdings Inc. Technology	Reduced	11,285	-4,136	$7,930,646	+39.5%	5.99%
CIEN	Ciena Corp Technology	Added	16,924	+230	$6,570,404	+68.3%	4.96%
SNDK	Sandisk Corp Technology	Added	9,379	+391	$5,958,853	+179.3%	4.50%
WDC	Western Digital Corp Technology	Added	19,948	+277	$5,395,734	+59.2%	4.08%
STX	Seagate Technology Holdings plc Technology	Added	11,845	+143	$4,640,397	+44.0%	3.50%
FIVE	Five Below, Inc Consumer Cyclical	Added	14,990	+455	$3,424,915	+25.1%	2.59%
GEV	GE Vernova Inc. Industrials	Added	3,876	+193	$3,383,360	+40.6%	2.56%
MTZ	Mastec Inc Industrials	Added	10,108	+4,147	$3,252,147	+151.0%	2.46%
NXT	Nextpower Inc. Technology	Added	25,440	+10,184	$3,066,792	+130.8%	2.32%
HWM	Howmet Aerospace Inc. Industrials	Added	12,753	+2,263	$2,939,056	+36.7%	2.22%
TPR	Tapestry, Inc. Consumer Cyclical	Added	19,850	+1,141	$2,801,033	+17.2%	2.12%
BE	Bloom Energy Corp Industrials	Added	18,915	+3,036	$2,562,793	+85.7%	1.94%
FTI	TechnipFMC plc Energy	Added	36,724	+18,215	$2,538,730	+207.8%	1.92%
BWXT	BWX Technologies, Inc. Industrials	Added	11,112	+281	$2,272,292	+21.4%	1.72%
MU	Micron Technology Inc Technology	Added	6,669	+670	$2,253,054	+31.6%	1.70%
GLW	Corning Inc /Ny Technology	Added	16,435	+4,259	$2,234,666	+109.6%	1.69%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	42,570	-131	$2,173,198	+76.4%	1.64%
NVDA	Nvidia Corp Technology	Added	11,922	+503	$2,079,196	−2.4%	1.57%
LLY	ELI LILLY & Co Healthcare	Added	2,154	+114	$1,981,184	−9.6%	1.50%
TER	Teradyne, Inc Technology	Added	6,389	+2,409	$1,894,082	+145.9%	1.43%
LRCX	Lam Research Corp Technology	Added	8,855	+921	$1,891,959	+39.3%	1.43%
RTX	RTX Corp Industrials	Added	9,602	+1,200	$1,852,225	+20.2%	1.40%
IAG	Iamgold Corp Basic Materials	Added	97,402	+3,169	$1,833,105	+18.0%	1.38%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,453	+60	$1,785,440	+35.0%	1.35%
COHR	Coherent Corp. Technology	Added	7,267	+1,608	$1,731,072	+65.7%	1.31%
ALB	Albemarle Corp Basic Materials	Added	9,499	+7,393	$1,705,355	+472.5%	1.29%
FSLY	Fastly, Inc. Technology	NEW	58,612	NEW	$1,703,264	NEW	1.29%
AGI	Alamos Gold Inc Basic Materials	Added	37,776	+16,133	$1,678,387	+101.0%	1.27%
FTAI	FTAI Aviation Ltd. Industrials	Added	6,746	+868	$1,652,770	+42.8%	1.25%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	7,896	-6,979	$1,602,730	−36.4%	1.21%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	14,493	-13,473	$1,568,867	−43.8%	1.18%
ELAN	Elanco Animal Health Inc Healthcare	Added	64,278	+5,520	$1,538,172	+15.7%	1.16%
B	Barrick Mining Corp Basic Materials	Added	37,433	+7,234	$1,526,892	+16.1%	1.15%
BNY	Bank of New York Mellon Corp Financial Services	Added	12,408	+1,614	$1,471,961	+17.5%	1.11%
DAN	DANA Inc Consumer Cyclical	NEW	43,444	NEW	$1,461,890	NEW	1.10%
NVT	nVent Electric plc Industrials	NEW	12,044	NEW	$1,424,564	NEW	1.08%
AMG	Affiliated Managers Group, Inc. Financial Services	Added	5,104	+995	$1,412,276	+19.2%	1.07%
VRT	Vertiv Holdings Co Industrials	NEW	5,509	NEW	$1,380,445	NEW	1.04%
CAT	Caterpillar Inc Industrials	Added	1,925	+920	$1,363,785	+136.9%	1.03%
BG	Bunge Global SA Consumer Defensive	NEW	10,372	NEW	$1,319,318	NEW	1.00%
APH	Amphenol Corp /De/ Technology	Reduced	10,333	-5,941	$1,305,574	−40.6%	0.99%
JNJ	Johnson & Johnson Healthcare	NEW	5,276	NEW	$1,289,665	NEW	0.97%
BAP	Credicorp Ltd Financial Services	Added	3,797	+2,793	$1,287,866	+346.9%	0.97%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	3,729	-371	$1,282,738	−11.5%	0.97%
WWD	Woodward, Inc. Industrials	Added	3,540	+794	$1,267,036	+52.6%	0.96%
RBC	RBC Bearings INC Industrials	NEW	2,249	NEW	$1,221,476	NEW	0.92%
HXL	Hexcel Corp /De/ Industrials	NEW	14,850	NEW	$1,201,810	NEW	0.91%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	3,119	+240	$1,184,908	+21.0%	0.89%
ORA	Ormat Technologies, Inc. Utilities	NEW	10,498	NEW	$1,174,936	NEW	0.89%
C	Citigroup Inc Financial Services	NEW	10,145	NEW	$1,150,544	NEW	0.87%