Williamson Legacy Group, LLC
SEC Form 13F institutional filer · CIK 0002011965
13F-HR · 43 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
54.3%
Williamson Legacy Group, LLC — $81.2M AUM allocation strategy
Williamson Legacy Group, LLC files SEC Form 13F and reports $81.2M of long US equity value across 43 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 52.4%, followed by Industrials 10.1% and Materials 4.0%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Williamson Legacy Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$81.2M
total across 43 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ALB +7.39K sh · +$1.41M+$GLW +4.26K sh · +$1.17M+$TER +2.41K sh · +$1.12M
Biggest trims (shares)
−$NEM −13.5K sh · −$1.22M−$APH −5.94K sh · −$894K−$LITE −4.14K sh · +$2.25M
Exited to nil (held last quarter, gone now)
$PLTR ($3.63M last qtr)$AVGO ($2.73M last qtr)$EBAY ($2.55M last qtr)$NRG ($2.28M last qtr)$HOOD ($2.21M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals19.7%—
- Communications Equipment17.9%—
- Aerospace & Defense5.9%—
- Semiconductors5.3%—
- Electronic Components4.9%—
- Semiconductor Materials & Equipment4.7%—
- Heavy Electrical Equipment4.2%—
- Apparel, Accessories & Luxury Goods3.4%—
- Other holdings34.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LITE | Lumentum Holdings Inc | 11.3K | $7.93M | -4.14K | 9.8% |
| $CIEN | Ciena Corporation | 16.9K | $6.57M | +230 | 8.1% |
| $SNDK | Sandisk Corporation | 9.38K | $5.96M | +391 | 7.3% |
| $WDC | Western Digital Corporation | 19.9K | $5.4M | +277 | 6.6% |
| $STX | Seagate Technology Holdings PLC | 11.8K | $4.64M | +143 | 5.7% |
| $GEV | GE Vernova Inc | 3.88K | $3.38M | +193 | 4.2% |
| $HWM | Howmet Aerospace Inc | 12.8K | $2.94M | +2.26K | 3.6% |
| $TPR | Tapestry Inc | 19.9K | $2.8M | +1.14K | 3.4% |
| $MU | Micron Technology Inc | 6.67K | $2.25M | +670 | 2.8% |
| $GLW | Corning Incorporated | 16.4K | $2.23M | +4.26K | 2.8% |
…and 33 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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