Position in LITE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,111,485
+$7,399,150 QoQ
Shares Held
28,100
+18.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#216
of 1,305 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Creative Planning holds $398,921,076 across 22 Communication Equipment names. LITE ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,019,639 | $237,226,796 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
580,175 | $26,171,693 | |
| 3 | CIEN |
Ciena Corp
|
52,494 | $25,751,456 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
28,100 | $24,111,485 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
44,461 | $18,464,207 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
297,223 | $14,192,397 | |
| 7 | NOK |
Nokia Corp
|
848,614 | $11,269,593 | |
| 8 | VSAT |
Viasat Inc
|
76,485 | $6,869,117 |
All Filings in LITE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,111,485 | 28,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,712,335 | 23,781 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,202,647 | 14,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,832,439 | 11,262 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $931,397 | 9,798 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $610,370 | 9,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $652,039 | 7,767 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $438,208 | 6,914 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $258,826 | 5,083 | Shares | Sole | 2024-08-15 | |
| 2023-06-30 | $339,302 | 5,981 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $240,506 | 4,453 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $207,149 | 3,021 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $208,556 | 2,626 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $461,408 | 5,051 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $539,980 | 5,696 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $360,173 | 4,794 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $539,636 | 6,627 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $238,714 | 3,239 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||