Williamson Legacy Group, LLC
75 holdingsFiling period: 2026-06-30Current AUM: $163.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 5.6K | $12.8M | $8.6M | 5.28% | -3,731 | 2026-06-30 |
| 2 | WDC | WESTERN DIGITAL CORP | 14.7K | $9.4M | $6.0M | 3.69% | -5,277 | 2026-06-30 |
| 3 | — | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 9.5K | $9.2M | $9.2M | 5.60% | -2,342 | 2026-06-30 |
| 4 | MU | MICRON TECHNOLOGY INC | 7.6K | $8.7M | $7.0M | 4.28% | +901 | 2026-06-30 |
| 5 | CIEN | CIENA CORP | 17.0K | $8.3M | $5.7M | 3.47% | +77 | 2026-06-30 |
| 6 | LITE | LUMENTUM HOLDINGS INC INC | 9.4K | $8.0M | $7.8M | 4.79% | -1,934 | 2026-06-30 |
| 7 | BE | BLOOM ENERGY CORP CLASS A | 20.5K | $6.2M | $5.3M | 3.25% | +1.6K | 2026-06-30 |
| 8 | GLW | CORNING INC | 21.1K | $5.4M | $3.0M | 1.85% | +4.7K | 2026-06-30 |
| 9 | LRCX | LAM RESH CORP NEW | 12.3K | $5.3M | $3.3M | 2.03% | +3.4K | 2026-06-30 |
| 10 | DOCN | DIGITALOCEAN HOLDINGS INC | 32.5K | $5.1M | $3.8M | 2.34% | -- | 2026-06-30 |
| 11 | TER | TERADYNE INCORPORATED | 9.8K | $4.8M | $3.3M | 2.00% | +3.4K | 2026-06-30 |
| 12 | MTZ | MASTEC INC | 11.1K | $4.6M | $2.5M | 1.51% | +972 | 2026-06-30 |
| 13 | GEV | GE VERNOVA LLC | 3.9K | $4.6M | $3.4M | 2.10% | +19 | 2026-06-30 |
| 14 | COHR | COHERENT CORP | 10.6K | $4.2M | $2.9M | 1.76% | +3.4K | 2026-06-30 |
| 15 | CAT | CATERPILLAR INC | 3.8K | $4.1M | $3.0M | 1.82% | +1.9K | 2026-06-30 |
| 16 | VRT | VERTIV HOLDINGS LLC CL A | 11.2K | $3.7M | $2.6M | 1.60% | +5.7K | 2026-06-30 |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | 63.7K | $3.7M | $2.2M | 1.37% | +21.2K | 2026-06-30 |
| 18 | HWM | HOWMET AEROSPACE INC | 13.7K | $3.7M | $3.1M | 1.87% | +923 | 2026-06-30 |
| 19 | TXG | 10X GENOMICS INC CL A | 95.1K | $3.6M | $7.1M | 4.31% | -- | 2026-06-30 |
| 20 | LGN | LEGENCE CORP CL A | 41.3K | $3.5M | $2.2M | 1.34% | -- | 2026-06-30 |
| 21 | AMAT | APPLIED MATERIALS INC | 4.7K | $3.4M | $2.0M | 1.21% | -- | 2026-06-30 |
| 22 | — | NVENT ELECTRIC PLC | 20.1K | $3.4M | $3.4M | 2.08% | +8.0K | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 5.5K | $3.2M | $2.8M | 1.70% | +954 | 2026-06-30 |
| 24 | NXT | NEXTPOWER INC CL A | 25.9K | $3.1M | $2.1M | 1.26% | +505 | 2026-06-30 |
| 25 | CMI | CUMMINS INC | 4.3K | $3.0M | $2.3M | 1.40% | +2.2K | 2026-06-30 |
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