Institutional Fund
Williamson Legacy Group, LLC
Carmel, INCIK 20119655 filings on record
Portfolio Value
$133.38M
Q1 2026
Holdings
81
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+4.3%
from $127.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc5.9%
- Ciena Corp4.9%
- Sandisk Corp4.5%
- Western Digital Corp4.0%
- Seagate Technology Hldngs Pl3.5%
- Five Below Inc2.6%
- Other74.6%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 11.3K | $7.93M | 5.9% | −4.1K | Reduced |
| 2 | Ciena Corp | 16.9K | $6.57M | 4.9% | +230 | Added |
| 3 | Sandisk Corp | 9.4K | $5.96M | 4.5% | +391 | Added |
| 4 | Western Digital Corp | 19.9K | $5.40M | 4.0% | +277 | Added |
| 5 | Seagate Technology Hldngs Pl | 11.8K | $4.64M | 3.5% | +143 | Added |
| 6 | Five Below Inc | 15.0K | $3.42M | 2.6% | +455 | Added |
| 7 | Ge Vernova Inc | 3.9K | $3.38M | 2.5% | +193 | Added |
| 8 | Mastec Inc | 10.1K | $3.25M | 2.4% | +4.1K | Added |
| 9 | Nextracker Inc | 25.4K | $3.07M | 2.3% | +10.2K | Added |
| 10 | Howmet Aerospace Inc | 12.8K | $2.94M | 2.2% | +2.3K | Added |
71 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio