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WILLIAMSON LEGACY GROUP, LLC 13F portfolio summary

WILLIAMSON LEGACY GROUP, LLC of WILLIAMSON LEGACY GROUP, LLC has 75 current stock holdings with a reported portfolio value of $201.4M. The portfolio 1 year return is +92.31%. Top holdings include SNDK (6.38%), WDC (4.65%), STX (4.55%), MU (4.34%), CIEN (4.14%).

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WILLIAMSON LEGACY GROUP, LLC

WILLIAMSON LEGACY GROUP, LLC
Latest filing: 2026-06-30

WILLIAMSON LEGACY GROUP, LLC runs WILLIAMSON LEGACY GROUP, LLC and currently holds 75 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $201.42M. Their top holdings are SNDK, WDC, STX, MU, CIEN. The top five represent 24.1% of reported portfolio weight. WILLIAMSON LEGACY GROUP, LLC ranks #71 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILLIAMSON LEGACY GROUP, LLC initiated 24 new positions. They added to 33 existing positions. They trimmed 14 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
SNDK6.4%
WDC4.7%
STX4.6%
MU4.3%
CIEN4.1%
Top 5: 24.1%
Portfolio Returns
1 Year
+92.31%
#67/1000
3 Year
+196.46%
#75/1000
5 Year
+196.46%
#72/1000

Portfolio Value

$201.42M

Alpha Score

160.2

#71 of 1000

Holdings

75

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75 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SNDK
SANDISK CORP
6.38%$253.97$1,596.10+528.46%
Trimmed
-39.78%
WDC
WESTERN DIGITAL CORP
4.65%$173.63$459.44+164.61%
Trimmed
-26.45%
STX
SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES
4.55%$251.57$850.00+237.88%
Trimmed
-19.77%
MU
MICRON TECHNOLOGY INC
4.34%$393.47$966.78+145.71%
Added
+13.51%
CIEN
CIENA CORP
4.14%$157.80$396.06+150.99%
Added
+0.46%
LITE
LUMENTUM HOLDINGS INC INC
3.98%$169.75$866.71+410.58%
Trimmed
-17.14%
BE
BLOOM ENERGY CORP CLASS A
3.09%$109.28$201.42+84.32%
Added
+8.55%
GLW
CORNING INC
2.68%$134.58$149.82+11.32%
Added
+28.53%
LRCX
LAM RESH CORP NEW
2.65%$247.83$314.00+26.70%
Added
+38.94%
DOCN
DIGITALOCEAN HOLDINGS INC
2.53%$157.03$115.60-26.38%
New Buy

Showing 1-10 of 75