Williamson Legacy Group, LLC
81 holdingsFiling period: 2026-03-31Current AUM: $151.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HOLDINGS INC INC | 11.3K | $7.9M | $8.1M | 5.33% | -4,136 | 2026-03-31 |
| 2 | CIEN | CIENA CORP | 16.9K | $6.6M | $6.4M | 4.22% | +230 | 2026-03-31 |
| 3 | SNDK | SANDISK CORP | 9.4K | $6.0M | $11.4M | 7.54% | +391 | 2026-03-31 |
| 4 | WDC | WESTERN DIGITAL CORP | 19.9K | $5.4M | $10.9M | 7.19% | +277 | 2026-03-31 |
| 5 | — | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 11.8K | $4.6M | $4.6M | 3.07% | +143 | 2026-03-31 |
| 6 | FIVE | FIVE BELOW INC | 15.0K | $3.4M | $3.3M | 2.15% | +455 | 2026-03-31 |
| 7 | GEV | GE VERNOVA LLC | 3.9K | $3.4M | $3.8M | 2.54% | +193 | 2026-03-31 |
| 8 | MTZ | MASTEC INC | 10.1K | $3.3M | $2.7M | 1.76% | +4.1K | 2026-03-31 |
| 9 | NXT | NEXTPOWER INC CL A | 25.4K | $3.1M | $2.3M | 1.51% | +10.2K | 2026-03-31 |
| 10 | HWM | HOWMET AEROSPACE INC | 12.8K | $2.9M | $3.6M | 2.38% | +2.3K | 2026-03-31 |
| 11 | TPR | TAPESTRY INC | 19.9K | $2.8M | $3.0M | 2.00% | +1.1K | 2026-03-31 |
| 12 | BE | BLOOM ENERGY CORP CLASS A | 18.9K | $2.6M | $3.9M | 2.58% | +3.0K | 2026-03-31 |
| 13 | — | TECHNIPFMC PLC | 36.7K | $2.5M | $2.5M | 1.68% | +18.2K | 2026-03-31 |
| 14 | BWXT | BWX TECHNOLOGIES CO | 11.1K | $2.3M | $1.9M | 1.24% | +281 | 2026-03-31 |
| 15 | MU | MICRON TECHNOLOGY INC | 6.7K | $2.3M | $5.5M | 3.63% | +670 | 2026-03-31 |
| 16 | GLW | CORNING INC | 16.4K | $2.2M | $2.3M | 1.50% | +4.3K | 2026-03-31 |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | 42.6K | $2.2M | $1.8M | 1.16% | -131 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORP | 11.9K | $2.1M | $2.4M | 1.58% | +503 | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 2.2K | $2.0M | $2.5M | 1.64% | +114 | 2026-03-31 |
| 20 | TER | TERADYNE INCORPORATED | 6.4K | $1.9M | $2.3M | 1.55% | +2.4K | 2026-03-31 |
| 21 | LRCX | LAM RESH CORP NEW | 8.9K | $1.9M | $2.6M | 1.72% | +921 | 2026-03-31 |
| 22 | RTX | RTX CORP | 9.6K | $1.9M | $2.1M | 1.37% | +1.2K | 2026-03-31 |
| 23 | IAG | IAMGOLD CORPORATION | 97.4K | $1.8M | $1.4M | 0.91% | +3.2K | 2026-03-31 |
| 24 | CASY | CASEYS GENL STORES INC | 2.5K | $1.8M | $2.1M | 1.41% | +60 | 2026-03-31 |
| 25 | COHR | COHERENT CORP | 7.3K | $1.7M | $1.9M | 1.26% | +1.6K | 2026-03-31 |
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