THOROUGHBRED FINANCIAL SERVICES, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1091370 BRENTWOOD, TN

Position in LITE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,440,598

+$2,049,051 QoQ

Shares Held

7,506

+20.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#400

of 1,304 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $19,037,268 across 8 Communication Equipment names. LITE ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	7,506	$6,440,598
2	CSCO	Cisco Systems, Inc.	53,275	$6,257,681
3	CIEN	Ciena Corp	5,336	$2,617,628
4	VSAT	Viasat Inc	19,346	$1,737,464
5	VISN	Vistance Networks, Inc.	82,118	$1,049,468
6	ASTS	AST SpaceMobile, Inc.	4,808	$427,238
7	VIAV	Viavi Solutions Inc.	6,395	$305,361
8	MSI	Motorola Solutions, Inc.	486	$201,830

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,440,598	7,506	+20.1%	Shares	Sole	2026-08-11
2026-03-31	$4,391,547	6,249	+20.4%	Shares	Sole	2026-05-12
2025-12-31	$1,912,613	5,189	+43.8%	Shares	Sole	2026-02-10
2022-09-30	$247,400	3,608	-4.5%	Shares	Sole	2022-10-27
2022-06-30	$299,969	3,777	0.0%	Shares	Sole	2022-08-03
2022-03-31	$368,635	3,777	-11.7%	Shares	Sole	2022-05-04
2021-12-31	$452,378	4,277	+8.6%	Shares	Sole	2022-02-09
2021-09-30	$329,147	3,940	-10.5%	Shares	Sole	2021-10-27
2021-06-30	$361,014	4,401	+44.2%	Shares	Sole	2021-07-27
2021-03-31	$278,708	3,051	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.