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Disclosery

13F-HR filed by Williamson Legacy Group, LLC

Williamson Legacy Group, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 75 holding rows worth $201,415,411.

Accession
0001765380-26-000380
Filer
CIK 2011965
Filed
2026-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 75 entries on the cover page, a total value of $201,415,411 stated on the cover page (in dollars after the unit check, H1), rows summing to $201,415,411 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
SanDisk Corporation80004C200COM5,648$12,842,027dollars as filed
WESTERN DIGITAL CORP958102105COM14,671$9,370,706dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS9,503$9,170,552dollars as filed
Micron Technology,Inc.595112103COM7,570$8,737,985dollars as filed
CIENA CORP COM NEW171779309Stock17,001$8,340,011dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock9,351$8,023,719dollars as filed
BLOOM ENERGY CORP093712107COM20,532$6,215,036dollars as filed
CORNING INC219350105COM21,124$5,395,785dollars as filed
Lam Research Corporation512807306COM12,303$5,331,276dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock32,491$5,102,062dollars as filed
TERADYNE INC COM880770102Stock9,830$4,756,156dollars as filed
MASTEC INC COM576323109Stock11,080$4,609,945dollars as filed
GE Vernova Inc.36828A101COM3,895$4,576,096dollars as filed
COHERENT CORP COM19247G107Stock10,640$4,197,161dollars as filed
Caterpillar Inc.149123101COM3,805$4,051,980dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock11,176$3,741,951dollars as filed
SOLAREDGE TECHNOLOGIES INC83417M104COM63,738$3,724,849dollars as filed
HOWMET AEROSPACE INC COM443201108Stock13,676$3,676,950dollars as filed
10X GENOMICS INC CL A COM88025U109Stock95,060$3,644,600dollars as filed
LEGENCE CORP52476L109CL A41,267$3,517,186dollars as filed
Applied Materials,Inc.038222105COM4,712$3,406,776dollars as filed
NVENT ELEC PLC SHSG6700G107Stock20,070$3,404,093dollars as filed
Advanced Micro Devices,Inc.007903107COM5,538$3,217,080dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock25,945$3,091,087dollars as filed
CUMMINS INC COM231021106Stock4,273$3,047,603dollars as filed
TAPESTRY INC COM876030107Stock20,718$3,032,660dollars as filed
TECHNIPFMC PLC COMG87110105Stock44,783$2,969,130dollars as filed
MKS INC. COM55306N104Stock5,543$2,465,529dollars as filed
Citigroup Inc.172967424COM17,093$2,392,403dollars as filed
CASEYS GEN STORES INC147528103COM2,879$2,288,232dollars as filed
Eli Lilly and Company532457108COM1,905$2,285,484dollars as filed
ONTO INNOVATION INC COM683344105Stock5,816$2,201,065dollars as filed
ATI INC COM01741R102Stock11,077$2,183,277dollars as filed
TIMKEN CO887389104COM14,122$2,052,214dollars as filed
HUT 8 CORP44812J104COM17,645$2,037,026dollars as filed
GUARDANT HEALTH INC COM40131M109Stock13,093$1,964,343dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock15,781$1,916,311dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock4,994$1,899,568dollars as filed
DYCOM INDS INC COM267475101Stock3,716$1,878,772dollars as filed
BANK OF NY MELLON CORP COM064058100Stock12,717$1,839,032dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock12,519$1,836,990dollars as filed
CREDICORP LTDG2519Y108COM4,528$1,764,141dollars as filed
PALO ALTO NETWORKS INC697435105COM4,652$1,586,425dollars as filed
RBC BEARINGS INC COM75524B104Stock2,390$1,539,303dollars as filed
STEEL DYNAMICS INC COM858119100Stock6,672$1,530,957dollars as filed
ROSS STORES INC COM778296103Stock7,095$1,510,202dollars as filed
WESCO INTL INC COM95082P105Stock4,366$1,508,161dollars as filed
QUANTA SVCS INC74762E102COM2,074$1,493,363dollars as filed
Johnson & Johnson478160104COM5,136$1,304,418dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS12,040$1,260,227dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,238$1,252,090dollars as filed
SEMTECH CORP COM816850101Stock7,424$1,201,574dollars as filed
KEYCORP COM493267108Stock51,474$1,186,476dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock10,293$1,183,694dollars as filed
INTUITIVE MACHINES INC46125A100CLASS A COM53,028$1,134,269dollars as filed
BIOGEN INC COM09062X103Stock5,129$1,108,172dollars as filed
RALPH LAUREN CORP751212101CL A2,708$1,087,040dollars as filed
KLA CORP482480100COM3,602$1,086,759dollars as filed
FASTLY INC31188V100CL A55,861$1,025,608dollars as filed
LIBERTY ENERGY INC53115L104COM CL A39,003$1,021,501dollars as filed
ALBEMARLE CORP012653101COM7,177$969,115dollars as filed
HALLIBURTON CO COM406216101Stock23,269$789,968dollars as filed
FIVE BELOW INC COM33829M101Stock3,820$686,798dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock13,571$506,198dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM662$505,199dollars as filed
Procter & Gamble Co742718109COM3,264$478,693dollars as filed
SEMPRA COM816851109Stock3,323$308,075dollars as filed
Microsoft Corp594918104COM776$289,464dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC4,232$272,964dollars as filed
Apple Inc037833100COM854$247,113dollars as filed
VTI922908769COM667$246,817dollars as filed
VALERO ENERGY CORP COM91913Y100Stock940$244,814dollars as filed
Vanguard Growth922908736COM2,592$223,275dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM616$220,140dollars as filed
United Parcel Service,Inc. Class B911312106COM1,932$207,690dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-26-000380this filing2026-08-13acceptance time not in the bulk data set