Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Williamson Legacy Group, LLC (CIK 2011965) reported $201.4M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SNDK ($12.8M, 6.38%), WDC ($9.4M, 4.65%), STX ($9.2M, 4.55%), MU ($8.7M, 4.34%), CIEN ($8.3M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $12.8M | 6.38% | 5,648 | Trimmed |
| 2 | WDC | WESTERN DIGITAL CORP | $9.4M | 4.65% | 14,671 | Trimmed |
| 3 | STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | $9.2M | 4.55% | 9,503 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY INC | $8.7M | 4.34% | 7,570 | Added |
| 5 | CIEN | CIENA CORP | $8.3M | 4.14% | 17,001 | Added |
| 6 | LITE | LUMENTUM HOLDINGS INC INC | $8.0M | 3.98% | 9,351 | Trimmed |
| 7 | BE | BLOOM ENERGY CORP CLASS A | $6.2M | 3.09% | 20,532 | Added |
| 8 | GLW | CORNING INC | $5.4M | 2.68% | 21,124 | Added |
| 9 | LRCX | LAM RESH CORP NEW | $5.3M | 2.65% | 12,303 | Added |
| 10 | DOCN | DIGITALOCEAN HOLDINGS INC | $5.1M | 2.53% | 32,491 | New |
| 11 | TER | TERADYNE INCORPORATED | $4.8M | 2.36% | 9,830 | Added |
| 12 | MTZ | MASTEC INC | $4.6M | 2.29% | 11,080 | Added |
| 13 | GEV | GE VERNOVA LLC | $4.6M | 2.27% | 3,895 | Added |
| 14 | COHR | COHERENT CORP | $4.2M | 2.08% | 10,640 | Added |
| 15 | CAT | CATERPILLAR INC | $4.1M | 2.01% | 3,805 | Added |
| 16 | VRT | VERTIV HOLDINGS LLC CL A | $3.7M | 1.86% | 11,176 | Added |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | $3.7M | 1.85% | 63,738 | Added |
| 18 | HWM | HOWMET AEROSPACE INC | $3.7M | 1.83% | 13,676 | Added |
| 19 | TXG | 10X GENOMICS INC CL A | $3.6M | 1.81% | 95,060 | New |
| 20 | LGN | LEGENCE CORP CL A | $3.5M | 1.75% | 41,267 | New |
| 21 | NVT | NVENT ELECTRIC PLC | $3.4M | 1.69% | 20,070 | Added |
| 22 | AMAT | APPLIED MATERIALS INC | $3.4M | 1.69% | 4,712 | New |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $3.2M | 1.60% | 5,538 | Added |
| 24 | NXT | NEXTPOWER INC CL A | $3.1M | 1.53% | 25,945 | Added |
| 25 | TPR | TAPESTRY INC | $3.0M | 1.51% | 20,718 | Added |
Source: SEC Form 13F filings · as of 2026-06-30