Long-term investor
Williamson Legacy Group, LLC @williamsonlegacygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011965).
Record
- Tracked since 2025-06-30 (434 days), 351 trades recorded
- Returns: week n/a · month n/a · 90 days +15.2% · 6 months +37.7% · 1 year +53.1% · all +53.1%
- Max drawdown 0.0% · Sharpe 2.77 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SNDK · 6.4% · long · since 2025-12-31
- WDC · 4.7% · long · since 2025-12-31
- STX · 4.6% · long · since 2025-09-30
- MU · 4.3% · long · since 2025-12-31
- CIEN · 4.1% · long · since 2025-09-30
- LITE · 4.0% · long · since 2025-09-30
- BE · 3.1% · long · since 2025-09-30
- GLW · 2.7% · long · since 2025-12-31
- LRCX · 2.6% · long · since 2025-12-31
- DOCN · 2.5% · long · since 2026-06-30
- TER · 2.4% · long · since 2025-12-31
- MTZ · 2.3% · long · since 2025-09-30