Fund HoldingsWilliamson Legacy Group, LLC

Total Portfolio Value
$201.42M
Total Bought
$92.15M
Total Sold
$56.12M
Net Transaction
+$36.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SANDISK CORP(SNDK)9,3795,648-3,7315,95912,8426.38%+6,883
MICRON TECHNOLOGY INC(MU)6,6697,570+9012,2538,7384.34%+6,485
DIGITALOCEAN HOLDINGS INC(DOCN)032,491+32,49105,1022.53%+5,102
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
ORD SHS
11,8459,503-2,3424,6409,1714.55%+4,530
WESTERN DIGITAL CORP(WDC)19,94814,671-5,2775,3969,3714.65%+3,975
BLOOM ENERGY CORP CLASS A18,91520,532+1,6172,5636,2153.09%+3,652
10X GENOMICS INC CL A(TXG)095,060+95,06003,6451.81%+3,645
LEGENCE CORP CL A(LGN)041,267+41,26703,5171.75%+3,517
LAM RESH CORP NEW(LRCX)8,85512,303+3,4481,8925,3312.65%+3,439
APPLIED MATERIALS INC04,712+4,71203,4071.69%+3,407
CORNING INC(GLW)16,43521,124+4,6892,2355,3962.68%+3,161
TERADYNE INCORPORATED(TER)6,3899,830+3,4411,8944,7562.36%+2,862
CATERPILLAR INC(CAT)1,9253,805+1,8801,3644,0522.01%+2,688
COHERENT CORP(COHR)7,26710,640+3,3731,7314,1972.08%+2,466
MKS INC(MKSI)05,543+5,54302,4661.22%+2,466
VERTIV HOLDINGS LLC CL A(VRT)5,50911,176+5,6671,3803,7421.86%+2,362
ADVANCED MICRO DEVICES INC(AMD)4,5845,538+9549333,2171.60%+2,285
ONTO INNOVATION INC(ONTO)05,816+5,81602,2011.09%+2,201
ATI INC(ATI)011,077+11,07702,1831.08%+2,183
TIMKEN COMPANY(TKR)014,122+14,12202,0521.02%+2,052
HUT 8 CORP(HUT)017,645+17,64502,0371.01%+2,037
NVENT ELECTRIC PLC(NVT)12,04420,070+8,0261,4253,4041.69%+1,980
GUARDANT HEALTH INC(GH)013,093+13,09301,9640.98%+1,964
CUMMINS INC(CMI)2,0394,273+2,2341,0973,0481.51%+1,951
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC(MTSI)04,994+4,99401,9000.94%+1,900
CIENA CORP(CIEN)16,92417,001+776,5708,3404.14%+1,770
PALO ALTO NETWORKS(PANW)04,652+4,65201,5860.79%+1,586
SOLAREDGE TECHNOLOGIES INC(SEDG)42,57063,738+21,1682,1733,7251.85%+1,552
STEEL DYNAMICS INC(STLD)06,672+6,67201,5310.76%+1,531
MASTEC INC(MTZ)10,10811,080+9723,2524,6102.29%+1,358
DYCOM INDUSTRIES INC(DY)1,7753,716+1,9416011,8790.93%+1,277
VIKING HOLDINGS LTD ORD(VIK)012,040+12,04001,2600.63%+1,260
CITIGROUP INC NEW(C)10,14517,093+6,9481,1512,3921.19%+1,242
SEMTECH CORP(SMTC)07,424+7,42401,2020.60%+1,202
GE VERNOVA LLC(GEV)3,8763,895+193,3834,5762.27%+1,193
KEYCORP NEW(KEY)051,474+51,47401,1860.59%+1,186
TORONTO DOMINION BK NEW(TD)8,24215,781+7,5397691,9160.95%+1,147
INTUITIVE MACH INC CL A(LUNR)053,028+53,02801,1340.56%+1,134
BIOGEN INC(BIIB)05,129+5,12901,1080.55%+1,108
KLA CORP(KLAC)03,602+3,60201,0870.54%+1,087
DT MIDSTREAM INC(DTM)7,02112,519+5,4989451,8370.91%+892
HALLIBURTON COMPANY(HAL)023,269+23,26907900.39%+790
HOWMET AEROSPACE INC(HWM)12,75313,676+9232,9393,6771.83%+738
ROSS STORES INC (CALIF)(ROST)3,9117,095+3,1848471,5100.75%+663
QUANTA SVCS INC1,5722,074+5028631,4930.74%+630
APPLIED DIGITAL CORP NEW013,571+13,57105060.25%+506
CROWDSTRIKE HLDGS INC CL A(CRWD)0662+66205050.25%+505
CASEYS GENL STORES INC(CASY)2,4532,879+4261,7852,2881.14%+503
WESCO INTERNATIONAL INC(WCC)3,7374,366+6291,0231,5080.75%+486
CREDICORP(BAP)3,7974,528+7311,2881,7640.88%+476
TECHNIPFMC PLC(FTI)36,72444,783+8,0592,5392,9691.47%+430
CDN IMPERIAL BK COMMRC(CM)8,18810,293+2,1057761,1840.59%+408
BANK NEW YORK MELLON CORP12,40812,717+3091,4721,8390.91%+367
RBC BEARINGS INC(RBC)2,2492,390+1411,2211,5390.76%+318
ELI LILLY & CO(LLY)2,1541,905-2491,9812,2851.13%+305
VALERO ENERGY CORP NEW (VALERO REFNG & MKTING)(VLO)0940+94002450.12%+245
TAPESTRY INC(TPR)19,85020,718+8682,8013,0331.51%+232
ALPHABET INC VOTING CAP STK CL A(GOOG)0616+61602200.11%+220
UNITED PARCEL SERVICE-B(UPS)01,932+1,93202080.10%+208
GOLDMAN SACHS GROUP INC(GS)1,2571,238-191,0631,2520.62%+189
LUMENTUM HOLDINGS INC INC(LITE)11,2859,351-1,9347,9318,0243.98%+93
APPLE INC(AAPL)822854+322092470.12%+38
NEXTPOWER INC CL A25,44025,945+5053,0673,0911.53%+24
INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY
S&P500 EQL TEC
5,5144,232-1,2822502730.14%+23
VANGUARD MORNINGSTAR ETF TOTAL STOCK MARKET722667-552322470.12%+15
JOHNSON & JOHNSON(JNJ)5,2765,136-1401,2901,3040.65%+15
PROCTER & GAMBLE CO(PG)3,2643,26404714790.24%+7
LIBERTY ENERGY INC CLASS A(LBRT)35,33839,003+3,6651,0181,0220.51%+4
MICROSOFT CORP(MSFT)780776-42892890.14%+1
SEMPRA ENERGY(SRE)3,4113,323-883313080.15%-23
VANGUARD MORNINGSTAR ETF GROWTH5922,592+2,0002592230.11%-35
RALPH LAUREN CORP CLASS A(RL)3,7292,708-1,0211,2831,0870.54%-196
ATMOS ENERGY CORP(ATO)1,2620-1,2622330-233
VANGUARD FTSE ETF DEVELOPED MARKETS ETF3,8630-3,8632480-248
COMMERCIAL METALS CO(CMC)4,2080-4,2082580-258
TJX COS INC NEW(TJX)3,4510-3,4515510-551
GE AEROSPACE NEW(GE)2,1070-2,1075980-598
LEMONADE INC(LMND)9,7190-9,7196090-609
AERCAP HLDGS NV(AER)4,4630-4,4636120-612
KRATOS DEFENSE AND SECURITY SOLUTIONS(KTOS)9,2160-9,2166500-650
FASTLY INC CL A(FSLY)58,61255,861-2,7511,7031,0260.51%-678
WHEATON PRECIOUS METALS CORP(WPM)5,2560-5,2566890-689
ALBEMARLE CORP(ALB)9,4997,177-2,3221,7059690.48%-736
CAMECO CORP(CCJ)6,7910-6,7917380-738
FABRINET(FN)1,5530-1,5538100-810
FIRSTCASH HOLDINGS INC(FCFS)4,5870-4,5878620-862
WALMART INC(WMT)7,4610-7,4619270-927
ORMAT TECHNOLOGIES INC(ORA)10,4980-10,4981,1750-1,175
HUNTINGTON INGALLS INDUSTRIES INC(HII)3,1190-3,1191,1850-1,185
HEXCEL CORP NEW(HXL)14,8500-14,8501,2020-1,202
WOODWARD INC(WWD)3,5400-3,5401,2670-1,267
AMPHENOL CORP NEW CL A10,3330-10,3331,3060-1,306
BUNGE GLOBAL SA(BG)10,3720-10,3721,3190-1,319
AFFILIATED MANAGERS GROUP5,1040-5,1041,4120-1,412
DANA INC(DAN)43,4440-43,4441,4620-1,462
BARRICK MNG CORP(B)37,4330-37,4331,5270-1,527
ELANCO ANIMAL HEALTH INC(ELAN)64,2780-64,2781,5380-1,538
NEWMONT CORP(NEM)14,4930-14,4931,5690-1,569
AGNICO EAGLE MINES LIMITED(AEM)7,8960-7,8961,6030-1,603
FTAI AVIATION LTD(FTAI)6,7460-6,7461,6530-1,653
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