Williamson Legacy Group
Williamson Legacy Group reported 75 stocks worth $201M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SNDK (6.4%), WDC (4.7%) and STX (4.5%). Compared with Q1 2026, the fund opened new positions in DOCN, TXG and LGN, added to MU, CIEN and BE, trimmed SNDK, WDC and STX and sold out of BWXT, NVDA and RTX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $12.8M | 6.4% | 5,648 | −3,731 (−40%) | 3 of 8 | |
| 2 |  WDC Western Digital Corp | $9.4M | 4.7% | 15K | −5,277 (−26%) | 3 of 8 | |
| 3 |  STX Seagate Technology Hldngs PL | $9.2M | 4.5% | 9,503 | −2,342 (−20%) | 4 of 8 | |
| 4 |  MU Micron Technology Inc | $8.7M | 4.3% | 7,570 | +901 (+14%) | 3 of 8 | |
| 5 |  CIEN Ciena Corp | $8.3M | 4.1% | 17K | +77 (+0%) | 4 of 8 | |
| 6 |  LITE Lumentum Hldgs Inc | $8M | 4.0% | 9,351 | −1,934 (−17%) | 4 of 8 | |
| 7 |  BE Bloom Energy Corp | $6.2M | 3.1% | 21K | +1,617 (+9%) | 4 of 8 | |
| 8 |  GLW Corning Inc | $5.4M | 2.7% | 21K | +4,689 (+29%) | 4 of 8 | |
| 9 |  LRCX Lam Research Corp | $5.3M | 2.6% | 12K | +3,448 (+39%) | 3 of 8 | |
| 10 |  DOCN Digitalocean Hldgs Inc | $5.1M | 2.5% | 32K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BWXT Bwx Technologies Inc | $2.3M | 11K |
 NVDA Nvidia Corporation | $2.1M | 12K |
 RTX Rtx Corp | $1.9M | 9,602 |
 IAG Iamgold Corp | $1.8M | 97K |
 AGI Alamos Gold Inc New | $1.7M | 38K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Williamson Legacy Group 13F FAQ
What does Williamson Legacy Group own?
Williamson Legacy Group reported 75 stocks worth $201M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SNDK (6.4%), WDC (4.7%) and STX (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Williamson Legacy Group buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 34 added to, 15 trimmed and 31 sold out. New positions include DOCN, TXG and LGN. It sold all of BWXT, NVDA and RTX.
When will Williamson Legacy Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Williamson Legacy Group's portfolio worth?
The Q2 2026 filing reports $201M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.