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13F-HR filed by Williamson Legacy Group, LLC

Williamson Legacy Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 81 holding rows worth $133,384,211.

Accession
0001765380-26-000210
Filed
2026-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 81 entries on the cover page, a total value of $133,384,211 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,384,211 with VALUE read as dollars as filed, 13F file number 028-23770. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
LUMENTUM HLDGS INC COM55024U109Stock11,285$7,930,647dollars as filed
CIENA CORP COM NEW171779309Stock16,924$6,570,405dollars as filed
SanDisk Corporation80004C200COM9,379$5,958,854dollars as filed
WESTERN DIGITAL CORP958102105COM19,948$5,395,750dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS11,845$4,640,447dollars as filed
FIVE BELOW INC COM33829M101Stock14,990$3,424,915dollars as filed
GE Vernova Inc.36828A101COM3,876$3,383,368dollars as filed
MASTEC INC COM576323109Stock10,108$3,252,148dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock25,440$3,066,792dollars as filed
HOWMET AEROSPACE INC COM443201108Stock12,753$2,939,068dollars as filed
TAPESTRY INC COM876030107Stock19,850$2,801,095dollars as filed
BLOOM ENERGY CORP093712107COM18,915$2,562,793dollars as filed
TECHNIPFMC PLC COMG87110105Stock36,724$2,538,738dollars as filed
BWX TECHNOLOGIES INC05605H100COM11,112$2,272,325dollars as filed
Micron Technology,Inc.595112103COM6,669$2,253,056dollars as filed
CORNING INC219350105COM16,435$2,234,694dollars as filed
SOLAREDGE TECHNOLOGIES INC83417M104COM42,570$2,173,199dollars as filed
NVIDIA Corp67066G104COM11,922$2,079,227dollars as filed
Eli Lilly and Company532457108COM2,154$1,980,933dollars as filed
TERADYNE INC COM880770102Stock6,389$1,894,084dollars as filed
Lam Research Corporation512807306COM8,855$1,891,964dollars as filed
Raytheon Technologies Corporation75513E101COM9,602$1,852,132dollars as filed
IAMGOLD CORP COM450913108Stock97,402$1,833,106dollars as filed
CASEYS GEN STORES INC147528103COM2,453$1,785,461dollars as filed
COHERENT CORP COM19247G107Stock7,267$1,731,072dollars as filed
ALBEMARLE CORP012653101COM9,499$1,705,355dollars as filed
FASTLY INC31188V100CL A58,612$1,703,265dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock37,776$1,678,398dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock6,746$1,652,786dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock7,896$1,602,793dollars as filed
NEWMONT CORP651639106COM14,493$1,568,904dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock64,278$1,538,173dollars as filed
BARRICK MNG CORP06849F108COM SHS37,433$1,526,902dollars as filed
BANK OF NY MELLON CORP COM064058100Stock12,408$1,471,962dollars as filed
DANA INC235825205COM43,444$1,461,891dollars as filed
NVENT ELEC PLC SHSG6700G107Stock12,044$1,424,566dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock5,104$1,412,277dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock5,509$1,380,445dollars as filed
Caterpillar Inc.149123101COM1,925$1,363,790dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock10,372$1,319,318dollars as filed
AMPHENOL CORP NEW032095101COM10,333$1,305,606dollars as filed
Johnson & Johnson478160104COM5,276$1,289,678dollars as filed
CREDICORP LTDG2519Y108COM3,797$1,287,866dollars as filed
RALPH LAUREN CORP751212101CL A3,729$1,282,754dollars as filed
WOODWARD INC COM980745103Stock3,540$1,267,041dollars as filed
RBC BEARINGS INC COM75524B104Stock2,249$1,221,477dollars as filed
HEXCEL CORP NEW428291108COM14,850$1,201,811dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock3,119$1,184,915dollars as filed
ORMAT TECHNOLOGIES INC686688102COM10,498$1,174,939dollars as filed
Citigroup Inc.172967424COM10,145$1,150,544dollars as filed
CUMMINS INC COM231021106Stock2,039$1,097,029dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,257$1,063,418dollars as filed
WESCO INTL INC COM95082P105Stock3,737$1,022,522dollars as filed
LIBERTY ENERGY INC53115L104COM CL A35,338$1,017,734dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock7,021$945,460dollars as filed
Advanced Micro Devices,Inc.007903107COM4,584$932,523dollars as filed
Walmart Inc.931142103COM7,461$927,258dollars as filed
QUANTA SVCS INC74762E102COM1,572$863,059dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM4,587$862,356dollars as filed
ROSS STORES INC COM778296103Stock3,911$847,245dollars as filed
FABRINET SHSG3323L100Stock1,553$809,921dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock8,188$775,797dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock8,242$769,061dollars as filed
CAMECO CORP COM13321L108Stock6,791$737,571dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock5,256$688,592dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW9,216$649,820dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock4,463$612,241dollars as filed
LEMONADEINC52567D107STOK9,719$609,187dollars as filed
DYCOM INDS INC COM267475101Stock1,775$601,406dollars as filed
General Electric Company369604301COM2,107$597,932dollars as filed
TJX Companies Inc872540109COM3,451$551,132dollars as filed
Procter & Gamble Co742718109COM3,264$471,499dollars as filed
SEMPRA COM816851109Stock3,411$331,447dollars as filed
Microsoft Corp594918104COM780$288,733dollars as filed
Vanguard Growth922908736COM592$258,580dollars as filed
COMMERCIAL METALS CO COM201723103Stock4,208$258,497dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC5,514$249,564dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,863$247,541dollars as filed
ATMOS ENERGY CORP COM049560105Stock1,262$233,117dollars as filed
VTI922908769COM722$231,625dollars as filed
Apple Inc037833100COM822$208,615dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-26-000210this filing2026-05-13acceptance time not in the bulk data set