Williamson Legacy Group, LLC Quant / Systematic

Location: Carmel, IN

CIK: 0002011965 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $133M (100.0% shares, 0.0% debt)

Holdings (81)

LITE LUMENTUM HOLDINGS INC INC 5.9%
Value $7.931M Shares 11,285 Est. Cost $129.21 Unrealized +261.5%
CIEN CIENA CORP 4.9%
Value $6.57M Shares 16,924 Est. Cost $111.78 Unrealized +142.4%
SNDK SANDISK CORP 4.5%
Value $5.959M Shares 9,379 Est. Cost $213.47 Unrealized +141.9%
WDC WESTERN DIGITAL CORP 4.0%
Value $5.396M Shares 19,948 Est. Cost $152.93 Unrealized +64.3%
STX SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES 3.5%
Value $4.64M Shares 11,845 Est. Cost $203.12 Unrealized +85.3%
FIVE FIVE BELOW INC 2.6%
Value $3.425M Shares 14,990 Est. Cost $146.37 Unrealized +37.7%
GEV GE VERNOVA LLC 2.5%
Value $3.383M Shares 3,876 Est. Cost $561.89 Unrealized +31.2%
MTZ MASTEC INC 2.4%
Value $3.252M Shares 10,108 Est. Cost $210.64 Unrealized +18.8%
NXT NEXTPOWER INC CL A 2.3%
Value $3.067M Shares 25,440 Est. Cost $97.94 Unrealized +11.1%
HWM HOWMET AEROSPACE INC 2.2%
Value $2.939M Shares 12,753 Est. Cost $174.06 Unrealized +30.1%
TPR TAPESTRY INC 2.1%
Value $2.801M Shares 19,850 Est. Cost $106.05 Unrealized +31.6%
BE BLOOM ENERGY CORP CLASS A 1.9%
Value $2.563M Shares 18,915 Est. Cost $62.20 Unrealized +132.5%
FTI TECHNIPFMC PLC 1.9%
Value $2.539M Shares 36,724 Est. Cost $38.46 Unrealized +46.5%
BWXT BWX TECHNOLOGIES CO 1.7%
Value $2.272M Shares 11,112 Est. Cost $133.49 Unrealized +52.1%
MU MICRON TECHNOLOGY INC 1.7%
Value $2.253M Shares 6,669 Est. Cost $245.20 Unrealized +57.8%
GLW CORNING INC 1.7%
Value $2.235M Shares 16,435 Est. Cost $92.64 Unrealized +20.6%
SEDG SOLAREDGE TECHNOLOGIES INC 1.6%
Value $2.173M Shares 42,570 Est. Cost $29.86 Unrealized +16.4%
NVDA NVIDIA CORP 1.6%
Value $2.079M Shares 11,922 Est. Cost $99.90 Unrealized +86.8%
LLY ELI LILLY & CO 1.5%
Value $1.981M Shares 2,154 Est. Cost $673.93 Unrealized +55.4%
TER TERADYNE INCORPORATED 1.4%
Value $1.894M Shares 6,389 Est. Cost $207.08 Unrealized +28.4%
LRCX LAM RESH CORP NEW 1.4%
Value $1.892M Shares 8,855 Est. Cost $162.70 Unrealized +38.9%
RTX RTX CORP 1.4%
Value $1.852M Shares 9,602 Est. Cost $148.85 Unrealized +32.1%
IAG IAMGOLD CORPORATION 1.4%
Value $1.833M Shares 97,402 Est. Cost $14.27 Unrealized +38.6%
CASY CASEYS GENL STORES INC 1.3%
Value $1.785M Shares 2,453 Est. Cost $413.52 Unrealized +52.6%
COHR COHERENT CORP 1.3%
Value $1.731M Shares 7,267 Est. Cost $163.69 Unrealized +30.3%
ALB ALBEMARLE CORP 1.3%
Value $1.705M Shares 9,499 Est. Cost $158.39 Unrealized +8.1%
FSLY FASTLY INC CL A 1.3%
Value $1.703M Shares 58,612 Est. Cost $11.57 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW CLASS A 1.3%
Value $1.678M Shares 37,776 Est. Cost $29.01 Unrealized +46.6%
FTAI FTAI AVIATION LTD 1.2%
Value $1.653M Shares 6,746 Est. Cost $70.92 Unrealized +281.9%
AEM AGNICO EAGLE MINES LIMITED 1.2%
Value $1.603M Shares 7,896 Est. Cost $113.05 Unrealized +82.2%
NEM NEWMONT CORP 1.2%
Value $1.569M Shares 14,493 Est. Cost $90.20 Unrealized +31.0%
ELAN ELANCO ANIMAL HEALTH INC 1.2%
Value $1.538M Shares 64,278 Est. Cost $22.00 Unrealized +11.7%
B BARRICK MNG CORP 1.1%
Value $1.527M Shares 37,433 Est. Cost $39.52 Unrealized +22.2%
BK BANK NEW YORK MELLON CORP 1.1%
Value $1.472M Shares 12,408 Est. Cost $92.85 Unrealized +29.4%
DAN DANA INC 1.1%
Value $1.462M Shares 43,444 Est. Cost $30.34 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 1.1%
Value $1.425M Shares 12,044 Est. Cost $112.33 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 1.1%
Value $1.412M Shares 5,104 Est. Cost $238.78 Unrealized +30.8%
VRT VERTIV HOLDINGS LLC CL A 1.0%
Value $1.38M Shares 5,509 Est. Cost $199.85 Unrealized 0.0%
CAT CATERPILLAR INC 1.0%
Value $1.364M Shares 1,925 Est. Cost $617.10 Unrealized +10.9%
BG BUNGE GLOBAL SA 1.0%
Value $1.319M Shares 10,372 Est. Cost $112.04 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 1.0%
Value $1.306M Shares 10,333 Est. Cost $109.53 Unrealized +33.7%
JNJ JOHNSON & JOHNSON 1.0%
Value $1.29M Shares 5,276 Est. Cost $227.87 Unrealized 0.0%
BAP CREDICORP 1.0%
Value $1.288M Shares 3,797 Est. Cost $303.60 Unrealized +11.0%
RL RALPH LAUREN CORP CLASS A 1.0%
Value $1.283M Shares 3,729 Est. Cost $303.09 Unrealized +19.8%
WWD WOODWARD INC 0.9%
Value $1.267M Shares 3,540 Est. Cost $271.48 Unrealized +30.1%
RBC RBC BEARINGS INC 0.9%
Value $1.221M Shares 2,249 Est. Cost $517.64 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.9%
Value $1.202M Shares 14,850 Est. Cost $84.40 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIES INC 0.9%
Value $1.185M Shares 3,119 Est. Cost $317.27 Unrealized +29.4%
ORA ORMAT TECHNOLOGIES INC 0.9%
Value $1.175M Shares 10,498 Est. Cost $120.51 Unrealized 0.0%
C CITIGROUP INC NEW 0.9%
Value $1.151M Shares 10,145 Est. Cost $116.18 Unrealized 0.0%
CMI CUMMINS INC 0.8%
Value $1.097M Shares 2,039 Est. Cost $500.81 Unrealized +14.9%
GS GOLDMAN SACHS GROUP INC 0.8%
Value $1.063M Shares 1,257 Est. Cost $819.28 Unrealized +13.8%
WCC WESCO INTERNATIONAL INC 0.8%
Value $1.023M Shares 3,737 Est. Cost $288.37 Unrealized 0.0%
LBRT LIBERTY ENERGY INC CLASS A 0.8%
Value $1.018M Shares 35,338 Est. Cost $23.21 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.7%
Value $945K Shares 7,021 Est. Cost $97.80 Unrealized +28.8%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value $933K Shares 4,584 Est. Cost $224.60 Unrealized -1.3%
WMT WALMART INC 0.7%
Value $927K Shares 7,461 Est. Cost $69.73 Unrealized +75.0%
PWR QUANTA SVCS INC 0.6%
Value $863K Shares 1,572 Est. Cost $486.21 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS INC 0.6%
Value $862K Shares 4,587 Est. Cost $173.44 Unrealized 0.0%
ROST ROSS STORES INC (CALIF) 0.6%
Value $847K Shares 3,911 Est. Cost $192.38 Unrealized 0.0%
FN FABRINET 0.6%
Value $810K Shares 1,553 Est. Cost $435.01 Unrealized +13.2%
CM CDN IMPERIAL BK COMMRC 0.6%
Value $776K Shares 8,188 Est. Cost $68.86 Unrealized +37.3%
TD TORONTO DOMINION BK NEW 0.6%
Value $769K Shares 8,242 Est. Cost $95.26 Unrealized 0.0%
CCJ CAMECO CORP 0.6%
Value $738K Shares 6,791 Est. Cost $89.94 Unrealized +29.3%
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value $689K Shares 5,256 Est. Cost $84.84 Unrealized +64.8%
KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS 0.5%
Value $650K Shares 9,216 Est. Cost $81.87 Unrealized +25.1%
AER AERCAP HLDGS NV 0.5%
Value $612K Shares 4,463 Est. Cost $145.79 Unrealized 0.0%
LMND LEMONADE INC 0.5%
Value $609K Shares 9,719 Est. Cost $67.18 Unrealized +12.0%
DY DYCOM INDUSTRIES INC 0.5%
Value $601K Shares 1,775 Est. Cost $265.54 Unrealized +44.8%
GE GE AEROSPACE NEW 0.4%
Value $598K Shares 2,107 Est. Cost $162.16 Unrealized +96.2%
TJX TJX COS INC NEW 0.4%
Value $551K Shares 3,451 Est. Cost $123.81 Unrealized +24.6%
PG PROCTER & GAMBLE CO 0.4%
Value $471K Shares 3,264 Est. Cost $140.61 Unrealized +7.9%
SRE SEMPRA ENERGY 0.2%
Value $331K Shares 3,411 Est. Cost $66.74 Unrealized +34.1%
MSFT MICROSOFT CORP 0.2%
Value $289K Shares 780 Est. Cost $352.30 Unrealized +23.4%
VUG VANGUARD GROWTH ETF 0.2%
Value $259K Shares 592 Est. Cost $374.63 Unrealized
CMC COMMERCIAL METALS CO 0.2%
Value $258K Shares 4,208 Est. Cost $76.95 Unrealized 0.0%
RSPT INVESCO TR ETF S&P 500 EQUAL WEIGHT TECHNOLOGY 0.2%
Value $250K Shares 5,514 Est. Cost $36.80 Unrealized
VEA VANGUARD FTSE ETF DEVELOPED MARKETS ETF 0.2%
Value $248K Shares 3,863 Est. Cost $50.89 Unrealized
ATO ATMOS ENERGY CORP 0.2%
Value $233K Shares 1,262 Est. Cost $149.56 Unrealized +14.7%
VTI VANGUARD TOTAL STOCK ETF MARKET ETF 0.2%
Value $232K Shares 722 Est. Cost $267.51 Unrealized
AAPL APPLE INC 0.2%
Value $209K Shares 822 Est. Cost $262.82 Unrealized 0.0%