Williamson Legacy Group, LLC

Portfolio Overview

Williamson Legacy Group, LLC disclosed 75 positions worth $201.4M in its Form 13F-HR for Q2 2026, led by $SNDK (Sandisk Corp) at 6.4% of the equity portfolio, followed by $WDC and $STX. During the quarter the fund opened 25 new positions and exited 31 — including a new stake in $DOCN and a full exit from $BWXT. The portfolio is most concentrated in Technology (57.9% of disclosed assets). All figures are sourced directly from Williamson Legacy Group, LLC’s Form 13F-HR filing with the SEC under CIK 2011965.

• 

  Sandisk Corp

  $SNDK

  87.7#1

  Quality

  $12.8M5,648 sh
• 

  WESTERN DIGITAL CORP

  $WDC

  80.7#24

  Quality

  $9.4M14,671 sh
• 

  Seagate Technology Holdings plc

  $STX

  —

  Quality

  $9.2M9,503 sh
• 

  MICRON TECHNOLOGY INC

  $MU

  86.2

  Quality

  $8.7M7,570 sh
• 

  CIENA CORP

  $CIEN

  72.9

  Quality

  $8.3M17,001 sh
• 

  Lumentum Holdings Inc.

  $LITE

  44.3

  Quality

  $8.0M9,351 sh
• 

  Bloom Energy Corp

  $BE

  66.2

  Quality

  $6.2M20,532 sh
• 

  CORNING INC /NY

  $GLW

  73.7

  Quality

  $5.4M21,124 sh
• 

  LAM RESEARCH CORP

  $LRCX

  79.4

  Quality

  $5.3M12,303 sh
• 

  DigitalOcean Holdings, Inc.

  $DOCN

  67.2

  Quality

  $5.1M32,491 sh

Company	Quality	Value	Shares
Sandisk Corp$SNDK	87.7#1	$12.8M	5,648
WESTERN DIGITAL CORP$WDC	80.7#24	$9.4M	14,671
Seagate Technology Holdings plc$STX	—	$9.2M	9,503
MICRON TECHNOLOGY INC$MU	86.2	$8.7M	7,570
CIENA CORP$CIEN	72.9	$8.3M	17,001
Lumentum Holdings Inc.$LITE	44.3	$8.0M	9,351
Bloom Energy Corp$BE	66.2	$6.2M	20,532
CORNING INC /NY$GLW	73.7	$5.4M	21,124
LAM RESEARCH CORP$LRCX	79.4	$5.3M	12,303
DigitalOcean Holdings, Inc.$DOCN	67.2	$5.1M	32,491

Showing top 10 of 75 holdings.

Full Holdings — Williamson Legacy Group, LLC (Q2 2026)

All 75 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SNDK	Sandisk Corp	$12.8M	6.4%	-40%	87.7
2	$WDC	WESTERN DIGITAL CORP	$9.4M	4.7%	-26%	80.7
3	$STX	Seagate Technology Holdings plc	$9.2M	4.5%	-20%	—
4	$MU	MICRON TECHNOLOGY INC	$8.7M	4.3%	+14%	86.2
5	$CIEN	CIENA CORP	$8.3M	4.1%	+0%	72.9
6	$LITE	Lumentum Holdings Inc.	$8.0M	4.0%	-17%	44.3
7	$BE	Bloom Energy Corp	$6.2M	3.1%	+9%	66.2
8	$GLW	CORNING INC /NY	$5.4M	2.7%	+29%	73.7
9	$LRCX	LAM RESEARCH CORP	$5.3M	2.6%	+39%	79.4
10	$DOCN	DigitalOcean Holdings, Inc.	$5.1M	2.5%	NEW	67.2
11	$TER	TERADYNE, INC	$4.8M	2.4%	+54%	77.3
12	$MTZ	MASTEC INC	$4.6M	2.3%	+10%	58.8
13	$GEV	GE Vernova Inc.	$4.6M	2.3%	+0%	81.1
14	$COHR	COHERENT CORP.	$4.2M	2.1%	+46%	58.5
15	$CAT	CATERPILLAR INC	$4.1M	2.0%	+98%	66.5
16	$VRT	Vertiv Holdings Co	$3.7M	1.9%	+103%	81
17	$SEDG	SOLAREDGE TECHNOLOGIES, INC.	$3.7M	1.9%	+50%	30.9
18	$HWM	Howmet Aerospace Inc.	$3.7M	1.8%	+7%	73.9
19	$TXG	10x Genomics, Inc.	$3.6M	1.8%	NEW	40.5
20	$LGN	Legence Corp.	$3.5M	1.8%	NEW	64.1
21	$AMAT	APPLIED MATERIALS INC /DE	$3.4M	1.7%	NEW	72.3
22	$NVT	nVent Electric plc	$3.4M	1.7%	+67%	—
23	$AMD	ADVANCED MICRO DEVICES INC	$3.2M	1.6%	+21%	79.8
24	$NXT	Nextpower Inc.	$3.1M	1.5%	+2%	69.1
25	$CMI	CUMMINS INC	$3.0M	1.5%	+110%	58.1
26	$TPR	TAPESTRY, INC.	$3.0M	1.5%	+4%	72.7
27	$FTI	TechnipFMC plc	$3.0M	1.5%	+22%	—
28	$MKSI	MKS INC	$2.5M	1.2%	NEW	61.2
29	$C	CITIGROUP INC	$2.4M	1.2%	+68%	65
30	$CASY	CASEYS GENERAL STORES INC	$2.3M	1.1%	+17%	65.1
31	$LLY	ELI LILLY & Co	$2.3M	1.1%	-12%	87.5
32	$ONTO	ONTO INNOVATION INC.	$2.2M	1.1%	NEW	61.9
33	$ATI	ATI INC	$2.2M	1.1%	NEW	63.1
34	$TKR	TIMKEN CO	$2.1M	1.0%	NEW	54.4
35	$HUT	Hut 8 Corp.	$2.0M	1.0%	NEW	37.4
36	$GH	Guardant Health, Inc.	$2.0M	1.0%	NEW	39
37	$TD	TORONTO DOMINION BANK	$1.9M	0.9%	+91%	80.5
38	$MTSI	MACOM Technology Solutions Holdings, Inc.	$1.9M	0.9%	NEW	69.4
39	$DY	DYCOM INDUSTRIES INC	$1.9M	0.9%	+109%	56.3
40	$BNY	Bank of New York Mellon Corp	$1.8M	0.9%	+2%	74.1
41	$DTM	DT Midstream, Inc.	$1.8M	0.9%	+78%	68.6
42	$BAP	CREDICORP LTD	$1.8M	0.9%	+19%	—
43	$PANW	Palo Alto Networks Inc	$1.6M	0.8%	NEW	65.5
44	$RBC	RBC Bearings INC	$1.5M	0.8%	+6%	66.8
45	$STLD	STEEL DYNAMICS INC	$1.5M	0.8%	NEW	57.7
46	$ROST	ROSS STORES, INC.	$1.5M	0.8%	+81%	70.4
47	$WCC	WESCO INTERNATIONAL INC	$1.5M	0.8%	+17%	48.8
48	$PWR	QUANTA SERVICES, INC.	$1.5M	0.7%	+32%	72.1
49	$JNJ	JOHNSON & JOHNSON	$1.3M	0.7%	-3%	69
50	$VIK	Viking Holdings Ltd	$1.3M	0.6%	NEW	—
51	$GS	GOLDMAN SACHS GROUP INC	$1.3M	0.6%	-2%	73.5
52	$SMTC	SEMTECH CORP	$1.2M	0.6%	NEW	55.9
53	$KEY	KEYCORP /NEW/	$1.2M	0.6%	NEW	70.8
54	$CM	CANADIAN IMPERIAL BANK OF COMMERCE /CAN/	$1.2M	0.6%	+26%	76.4
55	$LUNR	Intuitive Machines, Inc.	$1.1M	0.6%	NEW	40.8
56	$BIIB	BIOGEN INC.	$1.1M	0.6%	NEW	64.7
57	$RL	RALPH LAUREN CORP	$1.1M	0.5%	-27%	66.3
58	$KLAC	KLA CORP	$1.1M	0.5%	NEW	78.6
59	$FSLY	Fastly, Inc.	$1.0M	0.5%	-5%	44.6
60	$LBRT	Liberty Energy Inc.	$1.0M	0.5%	+10%	42
61	$ALB	ALBEMARLE CORP	$969,115	0.5%	-24%	53.3
62	$HAL	HALLIBURTON CO	$789,968	0.4%	NEW	53.2
63	$FIVE	FIVE BELOW, INC	$686,798	0.3%	-75%	69.5
64	$APLD	Applied Digital Corp.	$506,198	0.3%	NEW	35.8
65	$CRWD	CrowdStrike Holdings, Inc.	$505,199	0.3%	NEW	67.7
66	$PG	PROCTER & GAMBLE Co	$478,693	0.2%	+0%	64.6
67	$SRE	SEMPRA	$308,075	0.1%	-3%	41.9
68	$MSFT	MICROSOFT CORP	$289,464	0.1%	-1%	79.8
69	$IVZ	Invesco Ltd.	$272,964	0.1%	-23%	—
70	$AAPL	Apple Inc.	$247,113	0.1%	+4%	76.4
71	—	VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET - ETF	$246,817	0.1%	-8%	—
72	$VLO	VALERO ENERGY CORP/TX	$244,814	0.1%	NEW	57.8
73	—	VANGUARD MORNINGSTAR ETF GROWTH - ETF	$223,275	0.1%	+338%	—
74	$GOOG	Alphabet Inc.	$220,140	0.1%	NEW	78.2
75	$UPS	UNITED PARCEL SERVICE INC	$207,690	0.1%	NEW	58.6