Position in LITE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$589,487
+$203,672 QoQ
Shares Held
687
+25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026Crestwood Advisors Group, LLC holds $28,104,901 across 8 Communication Equipment names. LITE ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
196,222 | $23,048,236 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
5,055 | $2,099,290 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
20,147 | $908,831 | |
| 4 | VSAT |
Viasat Inc
|
7,339 | $659,115 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
687 | $589,487 | |
| 6 | CIEN |
Ciena Corp
|
950 | $466,032 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
760 | $200,077 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
|
12,003 | $133,833 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,487 | 687 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $385,815 | 549 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||