Williamson Legacy Group, LLC holds a diversified book of 75 stocks worth $201.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Digitalocean Holdings Inc and trimmed Sandisk Corp. Their largest long position is Sandisk Corp at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Williamson Legacy Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 7 / 75 | $1.3B |
| Uhlmann Price Securities, LLC | 23 / 75 | $2.4B |
| Anther Capital Ltd | 11 / 75 | $3.3B |
| Outlook Capital Management, LLC | 9 / 75 | $245.6M |
| Sassicaia Capital Advisers LLC | 7 / 75 | $159.8M |
| WT Asset Management Ltd | 8 / 75 | $3.4B |
| Independent Investors Inc | 9 / 75 | $349.6M |
| Private Capital Advisors, Inc. | 8 / 75 | $711.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Williamson Legacy Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp Stock | $12.8M | 5.6K | 6.4% | ▼−40% Reduced · −4K sh | |
| 2 | Western Digital Corp Stock | $9.4M | 14.7K | 4.7% | ▼−26% Reduced · −5K sh | |
| 3 | Seagate Technology Holdings Pub Ltd Co Ordinary Shares Stock | $9.2M | 9.5K | 4.6% | ▼−20% Reduced · −2K sh | |
| 4 | Micron Technology Inc Stock | $8.7M | 7.6K | 4.3% | ▲+14% Added · +901 sh | |
| 5 | Ciena Corp Stock | $8.3M | 17.0K | 4.1% | ▲+0.5% Added · +77 sh | |
| 6 | Lumentum Holdings Inc Inc Stock | $8.0M | 9.4K | 4.0% | ▼−17% Reduced · −2K sh | |
| 7 | Bloom Energy Corp Class A Stock | $6.2M | 20.5K | 3.1% | ▲+8.5% Added · +2K sh | |
| 8 | Corning Inc Stock | $5.4M | 21.1K | 2.7% | ▲+29% Added · +5K sh | |
| 9 | Lam Resh Corp New Stock | $5.3M | 12.3K | 2.6% | ▲+39% Added · +3K sh | |
| 10 | Digitalocean Holdings Inc Stock | $5.1M | 32.5K | 2.5% | ▲New New position | |
| 11 | Teradyne Incorporated Stock | $4.8M | 9.8K | 2.4% | ▲+54% Added · +3K sh | |
| 12 | Mastec Inc Stock | $4.6M | 11.1K | 2.3% | ▲+9.6% Added · +972 sh | |
| 13 | Ge Vernova LLC Stock | $4.6M | 3.9K | 2.3% | ▲+0.5% Added · +19 sh | |
| 14 | Coherent Corp Stock | $4.2M | 10.6K | 2.1% | ▲+46% Added · +3K sh | |
| 15 | Caterpillar Inc Stock | $4.1M | 3.8K | 2.0% | ▲+98% Added · +2K sh | |
| 16 | Vertiv Holdings LLC CL A Stock | $3.7M | 11.2K | 1.9% | ▲+103% Added · +6K sh | |
| 17 | Solaredge Technologies Inc Stock | $3.7M | 63.7K | 1.8% | ▲+50% Added · +21K sh | |
| 18 | Howmet Aerospace Inc Stock | $3.7M | 13.7K | 1.8% | ▲+7.2% Added · +923 sh | |
| 19 | 10X Genomics Inc CL A Stock | $3.6M | 95.1K | 1.8% | ▲New New position | |
| 20 | Legence Corp CL A Stock | $3.5M | 41.3K | 1.7% | ▲New New position | |
| 21 | Applied Materials Inc Stock | $3.4M | 4.7K | 1.7% | ▲New New position | |
| 22 | Nvent Electric PLC Stock | $3.4M | 20.1K | 1.7% | ▲+67% Added · +8K sh | |
| 23 | Advanced Micro Devices Inc Stock | $3.2M | 5.5K | 1.6% | ▲+21% Added · +954 sh | |
| 24 | Nextpower Inc CL A Stock | $3.1M | 25.9K | 1.5% | ▲+2.0% Added · +505 sh | |
| 25 | Cummins Inc Stock | $3.0M | 4.3K | 1.5% | ▲+110% Added · +2K sh | |
| 26 | Tapestry Inc Stock | $3.0M | 20.7K | 1.5% | ▲+4.4% Added · +868 sh | |
| 27 | Technipfmc PLC Stock | $3.0M | 44.8K | 1.5% | ▲+22% Added · +8K sh | |
| 28 | MKS Inc Stock | $2.5M | 5.5K | 1.2% | ▲New New position | |
| 29 | Citigroup Inc New Stock | $2.4M | 17.1K | 1.2% | ▲+68% Added · +7K sh | |
| 30 | Caseys Genl Stores Inc Stock | $2.3M | 2.9K | 1.1% | ▲+17% Added · +426 sh | |
| 31 | Eli Lilly & Co Stock | $2.3M | 1.9K | 1.1% | ▼−12% Reduced · −249 sh | |
| 32 | Onto Innovation Inc Stock | $2.2M | 5.8K | 1.1% | ▲New New position | |
| 33 | Ati Inc Stock | $2.2M | 11.1K | 1.1% | ▲New New position | |
| 34 | Timken Company Stock | $2.1M | 14.1K | 1.0% | ▲New New position | |
| 35 | Hut 8 Corp Stock | $2.0M | 17.6K | 1.0% | ▲New New position | |
| 36 | Guardant Health Inc Stock | $2.0M | 13.1K | 1.0% | ▲New New position | |
| 37 | Toronto Dominion BK New Stock | $1.9M | 15.8K | 1.0% | ▲+91% Added · +8K sh | |
| 38 | Macom Technology Solutions Holdings Inc Stock | $1.9M | 5.0K | 0.9% | ▲New New position | |
| 39 | Dycom Industries Inc Stock | $1.9M | 3.7K | 0.9% | ▲+109% Added · +2K sh | |
| 40 | Bank New York Mellon Corp Stock | $1.8M | 12.7K | 0.9% | ▲+2.5% Added · +309 sh | |
| 41 | DT Midstream Inc Stock | $1.8M | 12.5K | 0.9% | ▲+78% Added · +5K sh | |
| 42 | Credicorp Stock | $1.8M | 4.5K | 0.9% | ▲+19% Added · +731 sh | |
| 43 | Palo Alto Networks Stock | $1.6M | 4.7K | 0.8% | ▲New New position | |
| 44 | RBC Bearings Inc Stock | $1.5M | 2.4K | 0.8% | ▲+6.3% Added · +141 sh | |
| 45 | Steel Dynamics Inc Stock | $1.5M | 6.7K | 0.8% | ▲New New position | |
| 46 | Ross Stores Inc (Calif) Stock | $1.5M | 7.1K | 0.7% | ▲+81% Added · +3K sh | |
| 47 | Wesco International Inc Stock | $1.5M | 4.4K | 0.7% | ▲+17% Added · +629 sh | |
| 48 | Quanta Svcs Inc Stock | $1.5M | 2.1K | 0.7% | ▲+32% Added · +502 sh | |
| 49 | Johnson & Johnson Stock | $1.3M | 5.1K | 0.6% | ▼−2.6% Reduced · −140 sh | |
| 50 | Viking Holdings Ltd Ord Stock | $1.3M | 12.0K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011965/holdings"
Use Arkolith to show Williamson Legacy Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 75 | $201.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 81 | $133.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 92 | $127.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 97 | $129.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 104 | $118.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 102 | $105.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 115 | $150.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 105 | $149.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.