Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$133.38M
Total Bought
$52.22M
Total Sold
$52.79M
Net Transaction
-$571.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SANDISK CORP(SNDK)8,9889,379+3912,1345,9594.47%+3,825
CIENA CORP(CIEN)16,69416,924+2303,9046,5704.93%+2,666
LUMENTUM HOLDINGS INC INC(LITE)15,42111,285-4,1365,6847,9315.95%+2,247
WESTERN DIGITAL CORP(WDC)19,67119,948+2773,3895,3964.05%+2,007
MASTEC INC(MTZ)5,96110,108+4,1471,2963,2522.44%+1,956
NEXTPOWER INC CL A15,25625,440+10,1841,3293,0672.30%+1,738
TECHNIPFMC PLC(FTI)18,50936,724+18,2158252,5391.90%+1,714
FASTLY INC CL A(FSLY)058,612+58,61201,7031.28%+1,703
DANA INC(DAN)043,444+43,44401,4621.10%+1,462
NVENT ELECTRIC PLC(NVT)012,044+12,04401,4251.07%+1,425
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
ORD SHS
11,70211,845+1433,2234,6403.48%+1,418
ALBEMARLE CORP(ALB)2,1069,499+7,3932981,7051.28%+1,407
VERTIV HOLDINGS LLC CL A(VRT)05,509+5,50901,3801.03%+1,380
BUNGE GLOBAL SA(BG)010,372+10,37201,3190.99%+1,319
JOHNSON & JOHNSON(JNJ)05,276+5,27601,2900.97%+1,290
RBC BEARINGS INC(RBC)02,249+2,24901,2210.92%+1,221
HEXCEL CORP NEW(HXL)014,850+14,85001,2020.90%+1,202
BLOOM ENERGY CORP CLASS A018,915+18,91502,5631.92%+2,563
ORMAT TECHNOLOGIES INC(ORA)010,498+10,49801,1750.88%+1,175
CORNING INC(GLW)12,17616,435+4,2591,0662,2351.68%+1,169
CITIGROUP INC NEW(C)010,145+10,14501,1510.86%+1,151
TERADYNE INCORPORATED(TER)3,9806,389+2,4097701,8941.42%+1,124
WESCO INTERNATIONAL INC(WCC)03,737+3,73701,0230.77%+1,023
LIBERTY ENERGY INC CLASS A(LBRT)035,338+35,33801,0180.76%+1,018
CREDICORP(BAP)1,0043,797+2,7932881,2880.97%+1,000
GE VERNOVA LLC(GEV)3,6833,876+1932,4073,3832.54%+976
SOLAREDGE TECHNOLOGIES INC(SEDG)42,70142,570-1311,2322,1731.63%+941
QUANTA SVCS INC01,572+1,57208630.65%+863
FIRSTCASH HOLDINGS INC(FCFS)04,587+4,58708620.65%+862
ROSS STORES INC (CALIF)(ROST)03,911+3,91108470.64%+847
ALAMOS GOLD INC NEW CLASS A037,776+37,77601,6781.26%+1,678
HOWMET AEROSPACE INC(HWM)10,49012,753+2,2632,1512,9392.20%+788
CATERPILLAR INC(CAT)1,0051,925+9205761,3641.02%+788
TORONTO DOMINION BK NEW(TD)08,242+8,24207690.58%+769
FIVE BELOW INC(FIVE)14,53514,990+4552,7383,4252.57%+687
COHERENT CORP(COHR)5,6597,267+1,6081,0441,7311.30%+687
AERCAP HLDGS NV(AER)04,463+4,46306120.46%+612
MICRON TECHNOLOGY INC(MU)5,9996,669+6701,7122,2531.69%+541
LAM RESH CORP NEW(LRCX)7,9348,855+9211,3581,8921.42%+534
FTAI AVIATION LTD(FTAI)5,8786,746+8681,1571,6531.24%+496
CASEYS GENL STORES INC(CASY)2,3932,453+601,3231,7851.34%+463
WOODWARD INC(WWD)2,7463,540+7948301,2670.95%+437
TAPESTRY INC(TPR)18,70919,850+1,1412,3902,8012.10%+411
BWX TECHNOLOGIES CO(BWXT)10,83111,112+2811,8722,2721.70%+400
CUMMINS INC(CMI)1,3952,039+6447121,0970.82%+385
GOLDMAN SACHS GROUP INC(GS)7831,257+4746881,0630.80%+375
RTX CORP(RTX)8,4029,602+1,2001,5411,8521.39%+311
IAMGOLD CORPORATION(IAG)94,23397,402+3,1691,5541,8331.37%+279
COMMERCIAL METALS CO(CMC)04,208+4,20802580.19%+258
AFFILIATED MANAGERS GROUP4,1095,104+9951,1851,4121.06%+228
BANK NEW YORK MELLON CORP10,79412,408+1,6141,2531,4721.10%+219
BARRICK MNG CORP(B)30,19937,433+7,2341,3151,5271.14%+212
APPLE INC(AAPL)0822+82202090.16%+209
ELANCO ANIMAL HEALTH INC(ELAN)58,75864,278+5,5201,3301,5381.15%+208
HUNTINGTON INGALLS INDUSTRIES INC(HII)2,8793,119+2409791,1850.89%+206
CDN IMPERIAL BK COMMRC(CM)6,7158,188+1,4736087760.58%+167
DT MIDSTREAM INC(DTM)6,6147,021+4077929450.71%+154
WALMART INC(WMT)7,1997,461+2628029270.70%+125
WHEATON PRECIOUS METALS CORP(WPM)5,2765,256-206206890.52%+69
TJX COS INC NEW(TJX)3,2973,451+1545065510.41%+45
SEMPRA ENERGY(SRE)3,6483,411-2373223310.25%+9
CAMECO CORP(CCJ)8,0206,791-1,2297347380.55%+4
PROCTER & GAMBLE CO(PG)3,2663,264-24684710.35%+3
VANGUARD FTSE ETF DEVELOPED MARKETS ETF3,9683,863-1052482480.19%-0
VANGUARD TOTAL STOCK ETF MARKET ETF72272202422320.17%-10
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
5,7255,514-2112612500.19%-11
FABRINET(FN)1,8381,553-2858378100.61%-27
ATMOS ENERGY CORP(ATO)1,5551,262-2932612330.17%-28
VANGUARD GROWTH ETF615592-233002590.19%-41
NVIDIA CORP(NVDA)11,41911,922+5032,1302,0791.56%-50
RALPH LAUREN CORP CLASS A(RL)4,1003,729-3711,4501,2830.96%-167
MICROSOFT CORP(MSFT)958780-1784632890.22%-175
ADVANCED MICRO DEVICES INC(AMD)5,2194,584-6351,1189330.70%-185
ELI LILLY & CO(LLY)2,0402,154+1142,1931,9811.49%-212
KRATOS DEFENSE AND SECURITY SOLUTIONS(KTOS)11,7309,216-2,5148906500.49%-241
ZURN ELKAY WATER SOLUTIONS CORP(ZWS)5,6140-5,6142610-261
INTERNATIONAL BUSINESS MACHINE CORP(IBM)1,1470-1,1473400-340
INSULET CORP(PODD)000000
LEMONADE INC(LMND)14,1809,719-4,4611,0096090.46%-400
CYBER-ARK SOFTWARE LTD/ISRAEL9010-9014020-402
META PLATFORMS INC CLASS A(META)000000
DYCOM INDUSTRIES INC(DY)3,7681,775-1,9931,2736010.45%-672
CONSTELLATION ENERGY CORP(CEG)1,9780-1,9786990-699
JPMORGAN CHASE & CO(JPM)2,7390-2,7398830-883
AMPHENOL CORP NEW CL A16,27410,333-5,9412,1991,3060.98%-894
SOMNIGROUP INTERNATIONAL INC(SGI)10,1690-10,1699080-908
CALIX INC(CALX)17,3360-17,3369180-918
AGNICO EAGLE MINES LIMITED(AEM)14,8757,896-6,9792,5221,6031.20%-919
AMAZON COM INC(AMZN)4,0300-4,0309300-930
IDEXX LABORATORIES INC(IDXX)1,4620-1,4629890-989
JOBY AVIATION INC(JOBY)75,6390-75,6399980-998
DELEK US HLDGS INC NEW(DK)36,9040-36,9041,0950-1,095
SUNRUN INC(RUN)60,8710-60,8711,1200-1,120
INTERACTIVE BROKERS GRP INC CL A(IBKR)17,6330-17,6331,1340-1,134
MONSTER BEVERAGE CORP(MNST)14,8580-14,8581,1390-1,139
NEWMONT CORP(NEM)27,96614,493-13,4732,7921,5691.18%-1,224
GENEDX HLDGS CORP CA A NEW(WGS)9,5410-9,5411,2410-1,241
SHOPIFY INC CL A(SHOP)8,0140-8,0141,2900-1,290
GE AEROSPACE NEW(GE)6,1672,107-4,0601,9005980.45%-1,302
CREDO TECHNOLOGY GRP HOLDING LTD
ORDINARY SHARES
11,0310-11,0311,5870-1,587
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