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Williamson Legacy Group, LLC13F | |
| Williamson Legacy Group, LLC | |
| Last update 2026-05-13 | 81 Stocks (19 new) |
| Value $133.00 Mil | Turnover 26 % |
Williamson Legacy Group, LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LITE | Lumentum Holdings Inc | 11,285 | 7,930.6 | -26.82% | 5.950 | -1.19% | 0.010 | +4.86% | +128.16% | 65,427.5 | Hardware | |
CIEN | Ciena Corp | 16,924 | 6,570.4 | +1.38% | 4.930 | +0.07% | 0.010 | +10.17% | +102.27% | 66,960.2 | Hardware | |
SNDK | SanDisk Corp | 9,379 | 5,958.9 | +4.35% | 4.470 | +0.19% | 0.010 | +171.97% | +704.85% | 282,933.5 | Hardware | |
WDC | Western Digital Corp | 19,948 | 5,395.8 | +1.41% | 4.050 | +0.06% | 0.010 | +110.95% | +268.81% | 218,833.5 | Hardware | |
STX | Seagate Technology Holdings PLC | 11,845 | 4,640.4 | +1.22% | 3.480 | +0.04% | 0.010 | +130.74% | +256.07% | 221,311.9 | Hardware | |
FIVE | Five Below Inc | 14,990 | 3,424.9 | +3.13% | 2.570 | +0.08% | 0.030 | -17.44% | +1.29% | 10,549.8 | Retail - Cyclical | |
GEV | GE Vernova Inc | 3,876 | 3,383.4 | +5.24% | 2.540 | +0.13% | 0.000 | +16.10% | +61.77% | 283,586.9 | Industrial Products | |
MTZ | MasTec Inc | 10,108 | 3,252.2 | +69.57% | 2.440 | +1.00% | 0.010 | +21.37% | +80.15% | 30,942.9 | Construction | |
NXT | Nextpower Inc | 25,440 | 3,066.8 | +66.75% | 2.300 | +0.92% | 0.020 | -5.10% | +36.02% | 18,032.2 | Semiconductors | |
HWM | Howmet Aerospace Inc | 12,753 | 2,939.1 | +21.57% | 2.200 | +0.39% | 0.000 | +15.57% | +35.09% | 110,705.7 | Aerospace & Defense |
Williamson Legacy Group, LLC's Historical Top Holdings Breakdowns
Williamson Legacy Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2026-03-31 | Sold Out Sold Out | -2.84% | 128.84 ($152.9) 181.68 | $113.31 | -25.89% | Sold Out | 0 | -20,411 | |
AVGO | Broadcom Inc | 2026-03-31 | Sold Out Sold Out | -2.14% | 293.41 ($329.05) 354.61 | $383.50 | 16.55% | Sold Out | 0 | -7,895 | |
EBAY | eBay Inc | 2026-03-31 | Sold Out Sold Out | -1.99% | 79.41 ($89.84) 96.07 | $110.23 | 22.70% | Sold Out | 0 | -29,249 | |
W | Wayfair Inc | 2026-03-31 | Sold Out Sold Out | -1.96% | 69.55 ($90.47) 119.05 | $93.38 | 3.22% | Sold Out | 0 | -24,967 | |
NRG | NRG Energy Inc | 2026-03-31 | Sold Out Sold Out | -1.78% | 141.23 ($157.35) 184.03 | $142.18 | -9.64% | Sold Out | 0 | -14,323 | |
SOFI | SoFi Technologies Inc | 2026-03-31 | Sold Out Sold Out | -1.73% | 15.15 ($21.08) 29.28 | $17.70 | -16.03% | Sold Out | 0 | -84,729 | |
HOOD | Robinhood Markets Inc | 2026-03-31 | Sold Out Sold Out | -1.73% | 65.16 ($87.78) 123.24 | $98.21 | 11.88% | Sold Out | 0 | -19,567 | |
IRTC | iRhythm Holdings Inc | 2026-03-31 | Sold Out Sold Out | -1.71% | 113 ($144.3) 189.25 | $112.55 | -22.01% | Sold Out | 0 | -12,348 | |
APP | AppLovin Corp | 2026-03-31 | Sold Out Sold Out | -1.62% | 366.91 ($483.34) 668.63 | $466.03 | -3.58% | Sold Out | 0 | -3,071 | |
NET | Cloudflare Inc | 2026-03-31 | Sold Out Sold Out | -1.54% | 160.19 ($190.7) 225.48 | $224.09 | 17.51% | Sold Out | 0 | -10,021 |
Williamson Legacy Group, LLC Total Holding History ($B)
Williamson Legacy Group, LLC's Asset Allocation
Williamson Legacy Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Williamson Legacy Group, LLC's Hypothetical Growth since 2026-03-31
Williamson Legacy Group, LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Williamson Legacy Group, LLC's Holdings Heat Map
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Williamson Legacy Group, LLC's Holdings Bubble Chart
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