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Home > Institutional Investor > Williamson Legacy Group, Llc > Profile

Instuitional Investor - Williamson Legacy Group, Llc

Fund Profile
Filing Period:
Fund Name: Williamson Legacy Group, Llc
Portfolio Value $201,415,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sandisk Corp
 SNDK 45,184 $12,842,027 6.38%
2.
Western Digital Corp
 WDC 14,671 $9,370,706 4.65%
3.
Seagate Technology Holdings Plc
 STX 9,503 $9,170,552 4.55%
4.
Micron Technology Inc
 MU 7,570 $8,737,985 4.34%
5.
Ciena Corp
 CIEN 17,001 $8,340,011 4.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.