Williamson Legacy Group, LLC
Sector Allocation
- Technology56.4%$113.6M
- Industrials12.5%$25.1M
- Financials6.9%$13.8M
- Materials6.8%$13.8M
- Energy6.6%$13.4M
- Healthcare5.1%$10.3M
- Consumer Discretionary5.0%$10.1M
- Consumer Staples0.2%$478,693
- Other0.2%$470,092
- Utilities0.1%$308,075
AUM History
13fpro.ai/research/fund/williamson-legacy-group-llc-2011965
Conviction and streaks
Concentrating · top 10 = 39.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SNDK
$12.8MWDC
$9.4MSTX
$9.2MMU
$8.7MCIEN
$8.3MLITE
$8.0MBE
$6.2MGLW
$5.4MLRCX
$5.3MDOCN
$5.1MTER
$4.8MMTZ
$4.6MGEV
$4.6MCOHR
$4.2MCAT
$4.1MVRT
$3.7MSEDG
$3.7MHWM
$3.7MTXG
$3.6MLGN
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/williamson-legacy-group-llc-2011965
Williamson Legacy Group, LLC 13F holdings — Q2 2026
$201.4M portfolio (+51.0% QoQ) · 75 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$12.8M
6.4% of stocks
-40%This quarter-17.8%Since filed3 qtrsHeld$9.4M
4.7% of stocks
-26%This quarter-26.9%Since filed3 qtrsHeld$9.2M
4.5% of stocks
-20%This quarter-30.1%Since filed4 qtrsHeld$8.7M
4.3% of stocks
+14%This quarter-4.9%Since filed3 qtrsHeld$8.3M
4.1% of stocks
+0.5%This quarter-24.1%Since filed4 qtrsHeld$8.0M
4.0% of stocks
-17%This quarter-7.1%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.2M
3.1% of stocks
+9%This quarter-13.7%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.4M
2.7% of stocks
+29%This quarter-19.4%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$5.3M
2.6% of stocks
+39%This quarter-29.5%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$5.1M
2.5% of stocks
NewThis quarter-24.8%Since filedNew this quarterHeld
All holdings — Williamson Legacy Group, LLC (Q2 2026)
75 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TERADYNE, INC | Technology | $4.8M | 2.4% | 9,830 | +54% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MASTEC INC | Energy | $4.6M | 2.3% | 11K | +10% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GE Vernova Inc. | Industrials | $4.6M | 2.3% | 3,895 | +0.5% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COHERENT CORP. | Technology | $4.2M | 2.1% | 11K | +46% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CATERPILLAR INC | Industrials | $4.1M | 2.0% | 3,805 | +98% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Vertiv Holdings Co | Technology | $3.7M | 1.9% | 11K | +103% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SOLAREDGE TECHNOLOGIES, INC. | Technology | $3.7M | 1.9% | 64K | +50% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Howmet Aerospace Inc. | Materials | $3.7M | 1.8% | 14K | +7% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | 10x Genomics, Inc. | Healthcare | $3.6M | 1.8% | 95K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Legence Corp. | Industrials | $3.5M | 1.8% | 41K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APPLIED MATERIALS INC /DE | Technology | $3.4M | 1.7% | 4,712 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | nVent Electric plc | Industrials | $3.4M | 1.7% | 20K | +67% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $3.2M | 1.6% | 5,538 | +21% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Nextpower Inc. | Technology | $3.1M | 1.5% | 26K | +2% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CUMMINS INC | Industrials | $3.0M | 1.5% | 4,273 | +110% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $3.0M | 1.5% | 21K | +4% | |||
| 27 | $FTI | TechnipFMC plc | Energy | $3.0M | 1.5% | 45K | +22% | |||
| 28 | $MKSI | MKS INC | Technology | $2.5M | 1.2% | 5,543 | New | |||
| 29 | $C | CITIGROUP INC | Financials | $2.4M | 1.2% | 17K | +68% | |||
| 30 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.3M | 1.1% | 2,879 | +17% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $2.3M | 1.1% | 1,905 | -12% | |||
| 32 | $ONTO | ONTO INNOVATION INC. | Technology | $2.2M | 1.1% | 5,816 | New | |||
| 33 | $ATI | ATI INC | Materials | $2.2M | 1.1% | 11K | New | |||
| 34 | $TKR | TIMKEN CO | Industrials | $2.1M | 1.0% | 14K | New | |||
| 35 | $HUT | Hut 8 Corp. | Financials | $2.0M | 1.0% | 18K | New | |||
| 36 | $GH | Guardant Health, Inc. | Healthcare | $2.0M | 1.0% | 13K | New | |||
| 37 | $TD | TORONTO DOMINION BANK | Financials | $1.9M | 0.9% | 16K | +91% | |||
| 38 | $MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | $1.9M | 0.9% | 4,994 | New | |||
| 39 | $DY | DYCOM INDUSTRIES INC | Energy | $1.9M | 0.9% | 3,716 | +109% | |||
| 40 | $BNY | Bank of New York Mellon Corp | Financials | $1.8M | 0.9% | 13K | +2% | |||
| 41 | $DTM | DT Midstream, Inc. | Energy | $1.8M | 0.9% | 13K | +78% | |||
| 42 | $BAP | CREDICORP LTD | Financials | $1.8M | 0.9% | 4,528 | +19% | |||
| 43 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.8% | 4,652 | New | |||
| 44 | $RBC | RBC Bearings INC | Industrials | $1.5M | 0.8% | 2,390 | +6% | |||
| 45 | $STLD | STEEL DYNAMICS INC | Materials | $1.5M | 0.8% | 6,672 | New | |||
| 46 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.5M | 0.8% | 7,095 | +81% | |||
| 47 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $1.5M | 0.8% | 4,366 | +17% | |||
| 48 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.5M | 0.7% | 2,074 | +32% | |||
| 49 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.7% | 5,136 | -3% | |||
| 50 | $VIK | Viking Holdings Ltd | Industrials | $1.3M | 0.6% | 12K | New | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.3M | 0.6% | 1,238 | -2% | |||
| 52 | $SMTC | SEMTECH CORP | Technology | $1.2M | 0.6% | 7,424 | New | |||
| 53 | $KEY | KEYCORP /NEW/ | Financials | $1.2M | 0.6% | 51K | New | |||
| 54 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $1.2M | 0.6% | 10K | +26% | |||
| 55 | $LUNR | Intuitive Machines, Inc. | Technology | $1.1M | 0.6% | 53K | New | |||
| 56 | $BIIB | BIOGEN INC. | Healthcare | $1.1M | 0.6% | 5,129 | New | |||
| 57 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $1.1M | 0.5% | 2,708 | -27% | |||
| 58 | $KLAC | KLA CORP | Technology | $1.1M | 0.5% | 3,602 | New | |||
| 59 | $FSLY | Fastly, Inc. | Technology | $1.0M | 0.5% | 56K | -5% | |||
| 60 | $LBRT | Liberty Energy Inc. | Energy | $1.0M | 0.5% | 39K | +10% | |||
| 61 | $ALB | ALBEMARLE CORP | Materials | $969K | 0.5% | 7,177 | -24% | |||
| 62 | $HAL | HALLIBURTON CO | Energy | $790K | 0.4% | 23K | New | |||
| 63 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $687K | 0.3% | 3,820 | -75% | |||
| 64 | $APLD | Applied Digital Corp. | Technology | $506K | 0.3% | 14K | New | |||
| 65 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $505K | 0.3% | 662 | New | |||
| 66 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $479K | 0.2% | 3,264 | — | |||
| 67 | $SRE | SEMPRA | Utilities | $308K | 0.1% | 3,323 | -3% | |||
| 68 | $MSFT | MICROSOFT CORP | Technology | $289K | 0.1% | 776 | -0.5% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $273K | 0.1% | 4,232 | -23% | |||
| 70 | $AAPL | Apple Inc. | Technology | $247K | 0.1% | 854 | +4% | |||
| 71 | — | VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET - ETF | — | $247K | 0.1% | 667 | -8% | |||
| 72 | $VLO | VALERO ENERGY CORP/TX | Energy | $245K | 0.1% | 940 | New | |||
| 73 | — | VANGUARD MORNINGSTAR ETF GROWTH - ETF | — | $223K | 0.1% | 2,592 | +338% | |||
| 74 | $GOOGL | Alphabet Inc. | Technology | $220K | 0.1% | 616 | New | |||
| 75 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $208K | 0.1% | 1,932 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 34 added to, 15 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
first bought this quarter
first bought this quarter
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$3.4M
first bought this quarter
$MKSIMKS INC$2.5M
first bought this quarter
$ONTOONTO INNOVATION INC.$2.2M
first bought this quarter
+19 more in the Excel export
Added to (34)
now $4.1M · held 3 qtrs, 3 adds in a row
now $3.7M · held 2 qtrs, 2 adds in a row
now $4.8M · held 3 qtrs, 3 adds in a row
$CMICUMMINS INC+110%
now $3.0M · held 3 qtrs, 3 adds in a row
now $5.3M · held 3 qtrs, 3 adds in a row
$NVTnVent Electric plc+67%
now $3.4M · held 2 qtrs, 2 adds in a row
+28 more in the Excel export
Trimmed (15)
now $12.8M · held 3 qtrs
now $9.4M · held 3 qtrs
now $9.2M · held 4 qtrs
$FIVEFIVE BELOW, INC-75%
now $687K · held 4 qtrs
now $8.0M · held 4 qtrs, 2 trims in a row
$RLRALPH LAUREN CORP-27%
now $1.1M · held 4 qtrs, 2 trims in a row
+9 more in the Excel export
Holdings by quarter
Every 13F Williamson Legacy Group, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Williamson Legacy Group?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Williamson Legacy Group's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-19.5%
Value-weighted move of the 10 largest stock positions
Turnover
33%
Last quarter; 139% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
36%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (56.4% of disclosed assets). All figures are sourced directly from Williamson Legacy Group, LLC’s Form 13F-HR filing with the SEC under CIK 2011965.
Funds like this
managers whose biggest positions overlap Williamson Legacy Group'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Williamson Legacy Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Williamson Legacy Group, LLC (SEC CIK: 2011965), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Williamson Legacy Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.