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Andy Warning

Williamson Legacy Group, Llc

Assets Managed
$133.384M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
4.26%(2Q avg: 1.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Williamson Legacy Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Williamson Legacy Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 133.384M in assets, with a quarterly growth rate of 4.26% and a 2-quarter average growth rate of 1.56%. The portfolio is managed by Andy Warning, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -26.82%
5.95%
$7.931M
11,285 shares@ $702.77 avg price
CIEN
Ciena Corp
Recent Activity
Increased 1.38%
4.93%
$6.57M
16,924 shares@ $388.24 avg price
SNDK
Sandisk Corp
Recent Activity
Increased 4.36%
4.47%
$5.959M
9,379 shares@ $635.35 avg price
WDC
Western Digital Corp
Recent Activity
Increased 1.41%
4.05%
$5.396M
19,948 shares@ $270.5 avg price
STX
Seagate Technology Holdings
Recent Activity
Increased 1.23%
3.48%
$4.64M
11,845 shares@ $391.77 avg price
FIVE
Five Below
Recent Activity
Increased 3.14%
2.57%
$3.425M
14,990 shares@ $228.48 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 5.25%
2.54%
$3.383M
3,876 shares@ $872.91 avg price
MTZ
Mastec Inc
Recent Activity
Increased 69.57%
2.44%
$3.252M
10,108 shares@ $321.75 avg price
NXT
Nextracker Inc-cl A
Recent Activity
Increased 66.76%
2.3%
$3.067M
25,440 shares@ $120.55 avg price
HWM
Howmet Aerospace Inc
Recent Activity
Increased 21.58%
2.21%
$2.939M
12,753 shares@ $230.47 avg price

1-10 of 81