Williamson Legacy Group, LLC
Top Portfolio Positions
77 positions ·
$132,396,674 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
11,285 | $7,930,646 | 5.99% | |
| CIEN |
Ciena Corp
Technology
|
16,924 | $6,570,404 | 4.96% | |
| SNDK |
Sandisk Corp
Technology
|
9,379 | $5,958,853 | 4.50% | |
| WDC |
Western Digital Corp
Technology
|
19,948 | $5,395,734 | 4.08% | |
| STX |
Seagate Technology Holdings plc
Technology
|
11,845 | $4,640,397 | 3.50% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
14,990 | $3,424,915 | 2.59% | |
| GEV |
GE Vernova Inc.
Industrials
|
3,876 | $3,383,360 | 2.56% | |
| MTZ |
Mastec Inc
Industrials
|
10,108 | $3,252,147 | 2.46% | |
| NXT |
Nextpower Inc.
Technology
|
25,440 | $3,066,792 | 2.32% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
12,753 | $2,939,056 | 2.22% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SEDG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,173,198 | 42,570 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,231,923 | 42,701 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,866,465 | 50,445 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||