MCDONALD PARTNERS LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1331074 Cleveland, OH

Position in LITE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,831,927

+$2,120,432 QoQ

Shares Held

16,120

-3.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

4.37%

of 13F equity value

Holder Rank

#298

of 1,305 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $19,150,833 across 5 Communication Equipment names. LITE ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	16,120	$13,831,927
2	CSCO	Cisco Systems, Inc.	35,319	$4,148,569
3	MSI	Motorola Solutions, Inc.	2,740	$1,137,894
4	HPE	Hewlett Packard Enterprise Co	500	$22,555
5	ONDS	Ondas Inc.	1,200	$9,888

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,831,927	16,120	-3.3%	Shares	Sole	2026-07-28
2026-03-31	$11,711,495	16,665	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$6,199,683	16,820	-3.5%	Shares	Sole	2026-02-02
2025-09-30	$2,836,848	17,435	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,659,747	17,460	-1.1%	Shares	Sole	2025-08-12
2025-03-31	$1,100,924	17,660	-3.6%	Shares	Sole	2025-05-15
2024-12-31	$1,538,383	18,325	-2.5%	Shares	Sole	2025-01-31
2024-09-30	$1,191,544	18,800	-5.2%	Shares	Sole	2024-10-15
2024-06-30	$1,009,743	19,830	+1.6%	Shares	Sole	2024-07-17
2024-03-31	$923,893	19,512	-2.3%	Shares	Sole	2024-04-15
2023-12-31	$1,046,408	19,962	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$904,593	20,022	+1.8%	Shares	Sole	2023-10-30
2023-06-30	$1,115,992	19,672	+3.7%	Shares	Sole	2023-07-17
2023-03-31	$1,024,677	18,972	+0.3%	Shares	Sole	2023-04-19
2022-12-31	$987,160	18,922	0.0%	Shares	Sole	2023-01-18
2022-09-30	$1,297,481	18,922	-0.5%	Shares	Sole	2022-10-21
2022-06-30	$1,510,806	19,023	0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,856,644	19,023	-0.1%	Shares	Sole	2022-04-29
2021-09-30	$1,590,183	19,035	+4.3%	Shares	Sole	2021-11-24
2021-06-30	$1,497,047	18,250	+2.2%	Shares	Sole	2021-11-24
2021-03-31	$1,631,785	17,863	+4.7%	Shares	Sole	2021-11-24
2020-12-31	$1,617,572	17,063	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.