KCM INVESTMENT ADVISORS LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1109228 GREENBRAE, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$637,538

+$128,037 QoQ

Shares Held

743

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#796

of 1,305 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $13,072,575 across 4 Communication Equipment names. LITE ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	97,064	$11,401,137
2	LITE	Lumentum Holdings Inc. This page	743	$637,538
3	CIEN	Ciena Corp	1,289	$632,331
4	HPE	Hewlett Packard Enterprise Co	8,902	$401,569

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,538	743	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$509,501	725	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$265,384	720	-67.9%	Shares	Sole	2026-02-13
2022-03-31	$218,721	2,241	0.0%	Shares	Sole	2022-05-13
2021-12-31	$237,030	2,241	-2.4%	Shares	Sole	2022-02-14
2021-03-31	$209,648	2,295	+3.4%	Shares	Sole	2021-05-13
2020-12-31	$210,456	2,220	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.