13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011965
Total reported value
$201.4M
$201.4M
81 檔
15.1%
As reported in its official Q1 2026 Form 13F filing, Williamson Legacy Group, LLC's tracked investment portfolio stood at $201.4M with 81 total positions.
Williamson Legacy Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 30 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | Stock-Tech | 5.95% | -1.97% | -26.82% | |
| 2 | CIEN | Ciena CORP | Stock-Tech | 4.93% | -0.79% | +1.38% | |
| 3 | SNDK | Sandisk CORP | Stock-Tech | 4.47% | +1.91% | +4.35% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 4.05% | +0.60% | +1.41% | |
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.48% | +1.07% | +1.22% | |
| 6 | FIVE | Five Below | Stock-Consumer Disc | 2.57% | -2.23% | +3.13% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 2.54% | -0.27% | +5.24% | |
| 8 | MTZ | Mastec Inc | Stock-Industrials | 2.44% | -0.15% | +69.57% | |
| 9 | NXT | Nextpower Inc-cl A | Stock-Tech | 2.30% | -0.77% | +66.75% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.20% | -0.37% | +21.57% | |
| 11 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.10% | -0.59% | +6.10% | |
| 12 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.92% | +1.17% | +19.12% | |
| 13 | FTI | TechnipFMC plc | Stock-Energy | 1.90% | -0.43% | +98.41% | |
| 14 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.70% | -1.70% | EXIT | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.69% | +2.65% | +11.17% | |
| 16 | GLW | Corning Inc | Stock-Tech | 1.68% | +1.00% | +34.98% | |
| 17 | SEDG | Solaredge Technologies Inc | Stock-Tech | 1.63% | +0.22% | -0.31% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | -1.56% | EXIT | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | -0.36% | +5.59% | |
| 20 | TER | Teradyne Inc | Stock-Tech | 1.42% | +0.94% | +60.53% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.42% | +1.23% | +11.61% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.39% | -1.39% | EXIT | |
| 23 | IAG | Iamgold CORP | Stock-Other | 1.37% | -1.37% | EXIT | |
| 24 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.34% | -0.20% | +2.51% | |
| 25 | COHR | Coherent CORP | Stock-Tech | 1.30% | +0.78% | +28.41% | |
| 26 | ALB | Albemarle CORP | Stock-Materials | 1.28% | -0.80% | +351.04% | |
| 27 | FSLY | Fastly Inc - Class A | Stock-Tech | 1.28% | -0.77% | — | |
| 28 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.26% | -1.26% | EXIT | |
| 29 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.24% | -1.24% | EXIT | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.20% | -1.20% | EXIT | |
| 31 | NEM | Newmont CORP | Stock-Materials | 1.18% | -1.18% | EXIT | |
| 32 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 1.15% | -1.15% | EXIT | |
| 33 | B | Barrick Mining CORP | Stock-Materials | 1.14% | -1.14% | EXIT | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.10% | -0.19% | +14.95% | |
| 35 | DAN | Dana Inc | Stock-Other | 1.10% | -1.10% | EXIT | |
| 36 | NVT | nVent Electric plc | Stock-Industrials | 1.07% | +0.62% | — | |
| 37 | AMG | Affiliated Managers Group | Stock-Financials | 1.06% | -1.06% | EXIT | |
| 38 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.03% | +0.83% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.99% | +91.54% | |
| 40 | BG | Bunge Global SA | Stock-Consumer Staples | 0.99% | -0.99% | EXIT | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | -0.98% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.32% | — | |
| 43 | BAP | Credicorp Ltd. | Stock-Financials | 0.97% | -0.09% | +278.19% | |
| 44 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.96% | -0.42% | -9.05% | |
| 45 | WWD | Woodward Inc | Stock-Industrials | 0.95% | -0.95% | EXIT | |
| 46 | RBC | RBC Bearings Inc | Stock-Industrials | 0.92% | -0.16% | — | |
| 47 | HXL | Hexcel CORP | Stock-Industrials | 0.90% | -0.90% | EXIT | |
| 48 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.89% | -0.89% | EXIT | |
| 49 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.88% | -0.88% | EXIT | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.33% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +2.8% | +4.35% | Add |
| 2 | CIEN | Ciena CORP | +1.9% | +1.38% | Add |
| 3 | LITE | Lumentum Holdings Inc | +1.5% | -26.82% | Trim |
| 4 | MTZ | Mastec Inc | +1.4% | +69.57% | Add |
| 5 | WDC | Western Digital CORP | +1.4% | +1.41% | Add |
| 6 | NXT | Nextpower Inc-cl A | +1.3% | +66.75% | Add |
| 7 | FTI | TechnipFMC plc | +1.3% | +98.41% | Add |
| 8 | ALB | Albemarle CORP | +1.1% | +351.04% | Add |
| 9 | STX | Seagate Technology Holdings plc | +1% | +1.22% | Add |
| 10 | GLW | Corning Inc | +0.9% | +34.98% | Add |
| 11 | BE | Bloom Energy Corp- A | +0.8% | +19.12% | Add |
| 12 | TER | Teradyne Inc | +0.8% | +60.53% | Add |
| 13 | BAP | Credicorp Ltd. | +0.7% | +278.19% | Add |
| 14 | SEDG | Solaredge Technologies Inc | +0.7% | -0.31% | Trim |
| 15 | GEV | GE Vernova Inc | +0.7% | +5.24% | Add |
| 16 | AGI | Alamos Gold Inc-class A | +0.6% | +74.54% | Add |
| 17 | CAT | Caterpillar Inc | +0.6% | +91.54% | Add |
| 18 | HWM | Howmet Aerospace Inc | +0.5% | +21.57% | Add |
| 19 | COHR | Coherent CORP | +0.5% | +28.41% | Add |
| 20 | FIVE | Five Below | +0.4% | +3.13% | Add |
| 21 | LRCX | Lam Research CORP | +0.4% | +11.61% | Add |
| 22 | MU | Micron Technology Inc | +0.4% | +11.17% | Add |
| 23 | FTAI | FTAI Aviation Ltd. | +0.3% | +14.77% | Add |
| 24 | CASY | Casey's General Stores Inc | +0.3% | +2.51% | Add |
| 25 | WWD | Woodward Inc | +0.3% | +28.91% | Add |
| 26 | CMI | Cummins Inc | +0.3% | +46.16% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.3% | +60.54% | Add |
| 28 | BWXT | Bwx Technologies Inc | +0.2% | +2.59% | Add |
| 29 | TPR | Tapestry Inc | +0.2% | +6.10% | Add |
| 30 | RTX | Rtx CORP | +0.2% | +14.28% | Add |
| 31 | IAG | Iamgold CORP | +0.2% | +3.36% | Add |
| 32 | AMG | Affiliated Managers Group | +0.1% | +24.22% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +14.95% | Add |
| 34 | HII | Huntington Ingalls Industrie | +0.1% | +8.34% | Add |
| 35 | B | Barrick Mining CORP | +0.1% | +23.95% | Add |
| 36 | ELAN | Elanco Animal Health Inc | +0.1% | +9.39% | Add |
| 37 | CM | Can Imperial Bk Of Commerce | +0.1% | +21.94% | Add |
| 38 | DTM | Dt Midstream Inc | +0.1% | +6.15% | Add |
| 39 | WMT | Walmart Inc | +0.1% | +3.64% | Add |
| 40 | WPM | Wheaton Precious Metals CORP | 0% | -0.38% | Trim |
| 41 | TJX | Tjx Companies Inc | 0% | +4.67% | Add |
| 42 | SRE | Sempra | — | -6.50% | Trim |
| 43 | VEA | Vanguard Ftse Developed ETF | — | -2.65% | Trim |
| 44 | RSPT | Invesco S&p 500 Equal Weight | 0% | -3.69% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 46 | CCJ | Cameco CORP | 0% | -15.32% | Trim |
| 47 | PG | Procter & Gamble Co/the | 0% | -0.06% | Trim |
| 48 | ATO | Atmos Energy CORP | 0% | -18.84% | Trim |
| 49 | VUG | Vanguard Growth ETF | 0% | -3.74% | Trim |
| 50 | FN | Fabrinet | 0% | -15.51% | Trim |
According to official SEC Form 13F filings, Williamson Legacy Group, LLC reported a total U.S. public equity portfolio value of $201.4M across 81 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LITE, CIEN, SNDK) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FSLY
市值: $1.7M
Top Position Liquidated / Trimmed
PLTR
前期市值: $3.6M
During Q1 2026, Williamson Legacy Group, LLC's top holdings by market value included LITE (6.0%)、CIEN (4.9%)、SNDK (4.5%). The largest single position, LITE, represented 6.0% of total portfolio value.
In Q1 2026, Williamson Legacy Group, LLC made 110 total portfolio adjustments, initiating 19 new buys, adding to 40 positions, trimming 21 holdings, and fully liquidating 30 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.