MONETA GROUP INVESTMENT ADVISORS LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1120927
ST LOUIS, MO
Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$746,512
+$232,795 QoQ
Shares Held
870
+19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#766
of 1,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $9,885,781 across 7 Communication Equipment names. LITE ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
60,973 | $7,161,888 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
870 | $746,512 | |
| 3 | ASTS |
AST SpaceMobile, Inc.
|
6,672 | $592,873 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
1,082 | $449,343 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
9,442 | $425,928 | |
| 6 | CIEN |
Ciena Corp
|
711 | $348,788 | |
| 7 | ONDS |
Ondas Inc.
|
19,472 | $160,449 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,512 | 870 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $513,717 | 731 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,397 | 796 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||