Williamson Legacy Group, LLC

CIK 0002011965 · CARMEL, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Williamson Legacy Group, LLC reported 75 positions worth $201.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SNDK (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$201.4M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.0%
Est. Net Flow (Q)
2026 Q2
10 / 75 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SNDKSANDISK CORP SH$12.8M6.38%5,648
2WDCWESTERN DIGITAL CORP SH$9.4M4.65%14,671
3STXSEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARESSH$9.2M4.55%9,503
4MUMICRON TECHNOLOGY INC SH$8.7M4.34%7,570
5CIENCIENA CORP SH$8.3M4.14%17,001
6LITELUMENTUM HOLDINGS INC INC SH$8.0M3.98%9,351
7BEBLOOM ENERGY CORP CLASS A SH$6.2M3.09%20,532
8GLWCORNING INC SH$5.4M2.68%21,124
9LRCXLAM RESH CORP NEW SH$5.3M2.65%12,303
10DOCNDIGITALOCEAN HOLDINGS INC SH$5.1M2.53%32,491

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Williamson Legacy Group, LLC hold as of Q2 2026?

Williamson Legacy Group, LLC reported 75 positions worth $201.4M in its Q2 2026 13F filing. Largest positions: SNDK (6.4%), WDC (4.7%), STX (4.6%), MU (4.3%) and CIEN (4.1%).

What did Williamson Legacy Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Williamson Legacy Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.