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WILLIAMSON LEGACY GROUP, LLC 13F portfolio summary

WILLIAMSON LEGACY GROUP, LLC of WILLIAMSON LEGACY GROUP, LLC has 81 current stock holdings with a reported portfolio value of $133.4M. The portfolio 1 year return is +50.11%. Top holdings include LITE (5.95%), CIEN (4.93%), SNDK (4.47%), WDC (4.05%), STX (3.48%).

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WILLIAMSON LEGACY GROUP, LLC

WILLIAMSON LEGACY GROUP, LLC
Latest filing: 2026-03-31

WILLIAMSON LEGACY GROUP, LLC runs WILLIAMSON LEGACY GROUP, LLC and currently holds 81 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $133.38M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WILLIAMSON LEGACY GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WILLIAMSON LEGACY GROUP, LLC's portfolio at WILLIAMSON LEGACY GROUP, LLC has delivered returns of +50.11%. Their 3-year annualized return is +107.56%. Looking at the 5-year horizon, WILLIAMSON LEGACY GROUP, LLC has achieved +107.56% annualized returns at WILLIAMSON LEGACY GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+50.11%
#0/1000
3 Year
+107.56%
#0/1000
5 Year
+107.56%
#0/1000

Portfolio Value

$133.38M

Alpha Score

87.2

#0 of 1000

Holdings

81

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change