Sponsored

The Analysis of Williamson Legacy Group, LLC's Holdings & P&L

Currently, Williamson Legacy Group, LLC holds 81 types of securities in its portfolio with a total value $133.4M. In the most recent quarter, they have increased their positions in FSLY (+58.6K shares, valued at $1.7M), DAN (+43.4K shares, valued at $1.5M), NVT (+12.0K shares, valued at $1.4M); decreased their positions in LITE (-4.1K shares, valued at $2.9M), NEM (-13.5K shares, valued at $1.5M), AEM (-7.0K shares, valued at $1.4M); initiated new positions in FSLY (+58.6K shares, valued at $1.7M), DAN (+43.4K shares, valued at $1.5M), NVT (+12.0K shares, valued at $1.4M).

1M P&L

+15.8M+11.23%

3M P&L

+31.6M+25.34%

HY P&L

+64.9M+71.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment14.5M

12.2%

2Aerospace & Defense11.4M

9.6%

3Computer Hardware11.4M

9.6%

Top Industries by Stock Count

1Aerospace & Defense7 stocks

9.6%

2Gold5 stocks

6.8%

3N/A4 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LITE LUMENTUM HOLDINGS INC INC11.3K shares-26.82%2026-03-312026-05-13

CIEN CIENA CORP16.9K shares1.38%2026-03-312026-05-13

SNDK SANDISK CORP9.4K shares4.35%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP19.9K shares1.41%2026-03-312026-05-13

SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES11.8K shares1.22%2026-03-312026-05-13

FIVE FIVE BELOW INC15.0K shares3.13%2026-03-312026-05-13

GEV GE VERNOVA LLC3.9K shares5.24%2026-03-312026-05-13

MTZ MASTEC INC10.1K shares69.57%2026-03-312026-05-13

Sponsored

NXT NEXTPOWER INC CL A25.4K shares66.75%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC12.8K shares21.57%2026-03-312026-05-13

TPR TAPESTRY INC19.9K shares6.10%2026-03-312026-05-13

BE BLOOM ENERGY CORP CLASS A18.9K shares19.12%2026-03-312026-05-13

FTI TECHNIPFMC PLC36.7K shares98.41%2026-03-312026-05-13

BWXT BWX TECHNOLOGIES CO11.1K shares2.59%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC6.7K shares11.17%2026-03-312026-05-13

GLW CORNING INC16.4K shares34.98%2026-03-312026-05-13

Sponsored

SEDG SOLAREDGE TECHNOLOGIES INC42.6K shares-0.31%2026-03-312026-05-13

NVDA NVIDIA CORP11.9K shares4.40%2026-03-312026-05-13

LLY ELI LILLY & CO2.2K shares5.59%2026-03-312026-05-13

TER TERADYNE INCORPORATED6.4K shares60.53%2026-03-312026-05-13

LAM RESH CORP NEW LAM RESH CORP NEW8.9K shares11.61%2026-03-312026-05-13

RTX RTX CORP9.6K shares14.28%2026-03-312026-05-13

IAG IAMGOLD CORPORATION97.4K shares3.36%2026-03-312026-05-13

CASY CASEYS GENL STORES INC2.5K shares2.51%2026-03-312026-05-13

Sponsored

COHERENT CORP COHERENT CORP7.3K shares28.41%2026-03-312026-05-13

ALB ALBEMARLE CORP9.5K shares351.04%2026-03-312026-05-13

FSLY FASTLY INC CL A58.6K sharesnew addition2026-03-312026-05-13

AGI ALAMOS GOLD INC NEW CLASS A37.8K shares74.54%2026-03-312026-05-13

FTAI AVIATION LTD FTAI AVIATION LTD6.7K shares14.77%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LIMITED7.9K shares-46.92%2026-03-312026-05-13

NEM NEWMONT CORP14.5K shares-48.18%2026-03-312026-05-13

ELAN ELANCO ANIMAL HEALTH INC64.3K shares9.39%2026-03-312026-05-13

Sponsored

BARRICK MNG CORP BARRICK MNG CORP37.4K shares23.95%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP12.4K shares14.95%2026-03-312026-05-13

DAN DANA INC43.4K sharesnew addition2026-03-312026-05-13

NVT NVENT ELECTRIC PLC12.0K sharesnew addition2026-03-312026-05-13

AMG AFFILIATED MANAGERS GROUP5.1K shares24.22%2026-03-312026-05-13

VRT VERTIV HOLDINGS LLC CL A5.5K sharesnew addition2026-03-312026-05-13

CAT CATERPILLAR INC1.9K shares91.54%2026-03-312026-05-13

BUNGE GLOBAL SA BUNGE GLOBAL SA10.4K sharesnew addition2026-03-312026-05-13

Sponsored

APH AMPHENOL CORP NEW CL A10.3K shares-36.51%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON5.3K sharesnew addition2026-03-312026-05-13

BAP CREDICORP3.8K shares278.19%2026-03-312026-05-13

RL RALPH LAUREN CORP CLASS A3.7K shares-9.05%2026-03-312026-05-13

WWD WOODWARD INC3.5K shares28.91%2026-03-312026-05-13

RBC RBC BEARINGS INC2.2K sharesnew addition2026-03-312026-05-13

HXL HEXCEL CORP NEW14.8K sharesnew addition2026-03-312026-05-13

HII HUNTINGTON INGALLS INDUSTRIES INC3.1K shares8.34%2026-03-312026-05-13

Sponsored

ORA ORMAT TECHNOLOGIES INC10.5K sharesnew addition2026-03-312026-05-13

CITIGROUP INC NEW CITIGROUP INC NEW10.1K sharesnew addition2026-03-312026-05-13

CMI CUMMINS INC2.0K shares46.16%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.3K shares60.54%2026-03-312026-05-13

WCC WESCO INTERNATIONAL INC3.7K sharesnew addition2026-03-312026-05-13

LBRT LIBERTY ENERGY INC CLASS A35.3K sharesnew addition2026-03-312026-05-13

DTM DT MIDSTREAM INC7.0K shares6.15%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC4.6K shares-12.17%2026-03-312026-05-13

Sponsored

WMT WALMART INC7.5K shares3.64%2026-03-312026-05-13

PWR QUANTA SVCS INC1.6K sharesnew addition2026-03-312026-05-13

FCFS FIRSTCASH HOLDINGS INC4.6K sharesnew addition2026-03-312026-05-13

ROST ROSS STORES INC (CALIF)3.9K sharesnew addition2026-03-312026-05-13

FN FABRINET1.6K shares-15.51%2026-03-312026-05-13

CM CDN IMPERIAL BK COMMRC8.2K shares21.94%2026-03-312026-05-13

TD TORONTO DOMINION BK NEW8.2K sharesnew addition2026-03-312026-05-13

CCJ CAMECO CORP6.8K shares-15.32%2026-03-312026-05-13

Sponsored

WPM WHEATON PRECIOUS METALS CORP5.3K shares-0.38%2026-03-312026-05-13

KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS9.2K shares-21.43%2026-03-312026-05-13

AER AERCAP HLDGS NV4.5K sharesnew addition2026-03-312026-05-13

LMND LEMONADE INC9.7K shares-31.46%2026-03-312026-05-13

DY DYCOM INDUSTRIES INC1.8K shares-52.89%2026-03-312026-05-13

GE AEROSPACE NEW GE AEROSPACE NEW2.1K shares-65.83%2026-03-312026-05-13

TJX TJX COS INC NEW3.5K shares4.67%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.3K shares-0.06%2026-03-312026-05-13

Sponsored

SRE SEMPRA ENERGY3.4K shares-6.50%2026-03-312026-05-13

MSFT MICROSOFT CORP780 shares-18.58%2026-03-312026-05-13

VUG VANGUARD GROWTH ETF592 shares-3.74%2026-03-312026-05-13

CMC COMMERCIAL METALS CO4.2K sharesnew addition2026-03-312026-05-13

RSPT INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY5.5K shares-3.69%2026-03-312026-05-13

VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF3.9K shares-2.65%2026-03-312026-05-13

ATO ATMOS ENERGY CORP1.3K shares-18.84%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK ETF MARKET ETF722 shares0.00%2026-03-312026-05-13

Sponsored

AAPL APPLE INC822 sharesnew addition2026-03-312026-05-13

LITE

LUMENTUM HOLDINGS INC INC

-26.82%

Shares11.3K

Event2026-03-31

Filed2026-05-13

CIEN

CIENA CORP

1.38%

Shares16.9K

Event2026-03-31

Filed2026-05-13

SNDK

SANDISK CORP

4.35%

Shares9.4K

Event2026-03-31

Filed2026-05-13

WDC

WESTERN DIGITAL CORP

1.41%

Shares19.9K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES

1.22%

Shares11.8K

Event2026-03-31

Filed2026-05-13

FIVE

FIVE BELOW INC

3.13%

Shares15.0K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA LLC

5.24%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MTZ

MASTEC INC

69.57%

Shares10.1K

Event2026-03-31

Filed2026-05-13

NXT

NEXTPOWER INC CL A

66.75%

Shares25.4K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

21.57%

Shares12.8K

Event2026-03-31

Filed2026-05-13

TPR

TAPESTRY INC

6.10%

Shares19.9K

Event2026-03-31

Filed2026-05-13

BLOOM ENERGY CORP CLASS A

19.12%

Shares18.9K

Event2026-03-31

Filed2026-05-13

FTI

TECHNIPFMC PLC

98.41%

Shares36.7K

Event2026-03-31

Filed2026-05-13

BWXT

BWX TECHNOLOGIES CO

2.59%

Shares11.1K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

11.17%

Shares6.7K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

34.98%

Shares16.4K

Event2026-03-31

Filed2026-05-13

SEDG

SOLAREDGE TECHNOLOGIES INC

-0.31%

Shares42.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORP

4.40%

Shares11.9K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

5.59%

Shares2.2K

Event2026-03-31

Filed2026-05-13

TER

TERADYNE INCORPORATED

60.53%

Shares6.4K

Event2026-03-31

Filed2026-05-13

LAM RESH CORP NEW

11.61%

Shares8.9K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORP

14.28%

Shares9.6K

Event2026-03-31

Filed2026-05-13

IAG

IAMGOLD CORPORATION

3.36%

Shares97.4K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GENL STORES INC

2.51%

Shares2.5K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

28.41%

Shares7.3K

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

351.04%

Shares9.5K

Event2026-03-31

Filed2026-05-13

FSLY

FASTLY INC CL A

New

Shares58.6K

Event2026-03-31

Filed2026-05-13

AGI

ALAMOS GOLD INC NEW CLASS A

74.54%

Shares37.8K

Event2026-03-31

Filed2026-05-13

FTAI AVIATION LTD

14.77%

Shares6.7K

Event2026-03-31

Filed2026-05-13

AEM

AGNICO EAGLE MINES LIMITED

-46.92%

Shares7.9K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

-48.18%

Shares14.5K

Event2026-03-31

Filed2026-05-13

ELAN

ELANCO ANIMAL HEALTH INC

9.39%

Shares64.3K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP

23.95%

Shares37.4K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

14.95%

Shares12.4K

Event2026-03-31

Filed2026-05-13

DAN

DANA INC

New

Shares43.4K

Event2026-03-31

Filed2026-05-13

NVT

NVENT ELECTRIC PLC

New

Shares12.0K

Event2026-03-31

Filed2026-05-13

AMG

AFFILIATED MANAGERS GROUP

24.22%

Shares5.1K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS LLC CL A

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

91.54%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BUNGE GLOBAL SA

New

Shares10.4K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP NEW CL A

-36.51%

Shares10.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

New

Shares5.3K

Event2026-03-31

Filed2026-05-13

BAP

CREDICORP

278.19%

Shares3.8K

Event2026-03-31

Filed2026-05-13

RALPH LAUREN CORP CLASS A

-9.05%

Shares3.7K

Event2026-03-31

Filed2026-05-13

WWD

WOODWARD INC

28.91%

Shares3.5K

Event2026-03-31

Filed2026-05-13

RBC

RBC BEARINGS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

HXL

HEXCEL CORP NEW

New

Shares14.8K

Event2026-03-31

Filed2026-05-13

HII

HUNTINGTON INGALLS INDUSTRIES INC

8.34%

Shares3.1K

Event2026-03-31

Filed2026-05-13

ORA

ORMAT TECHNOLOGIES INC

New

Shares10.5K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC NEW

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

46.16%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

60.54%

Shares1.3K

Event2026-03-31

Filed2026-05-13

WCC

WESCO INTERNATIONAL INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

LBRT

LIBERTY ENERGY INC CLASS A

New

Shares35.3K

Event2026-03-31

Filed2026-05-13

DTM

DT MIDSTREAM INC

6.15%

Shares7.0K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-12.17%

Shares4.6K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

3.64%

Shares7.5K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

FCFS

FIRSTCASH HOLDINGS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-13

ROST

ROSS STORES INC (CALIF)

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

FABRINET

-15.51%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CDN IMPERIAL BK COMMRC

21.94%

Shares8.2K

Event2026-03-31

Filed2026-05-13

TORONTO DOMINION BK NEW

New

Shares8.2K

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP

-15.32%

Shares6.8K

Event2026-03-31

Filed2026-05-13

WPM

WHEATON PRECIOUS METALS CORP

-0.38%

Shares5.3K

Event2026-03-31

Filed2026-05-13

KTOS

KRATOS DEFENSE AND SECURITY SOLUTIONS

-21.43%

Shares9.2K

Event2026-03-31

Filed2026-05-13

AER

AERCAP HLDGS NV

New

Shares4.5K

Event2026-03-31

Filed2026-05-13

LMND

LEMONADE INC

-31.46%

Shares9.7K

Event2026-03-31

Filed2026-05-13

DYCOM INDUSTRIES INC

-52.89%

Shares1.8K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE NEW

-65.83%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

4.67%

Shares3.5K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-0.06%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SRE

SEMPRA ENERGY

-6.50%

Shares3.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-18.58%

Shares780

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH ETF

-3.74%

Shares592

Event2026-03-31

Filed2026-05-13

CMC

COMMERCIAL METALS CO

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

RSPT

INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY

-3.69%

Shares5.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE ETF DEVELOPED MARKETS ETF

-2.65%

Shares3.9K

Event2026-03-31

Filed2026-05-13

ATO

ATMOS ENERGY CORP

-18.84%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD TOTAL STOCK ETF MARKET ETF

0.00%

Shares722

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

New

Shares822

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available