Position in LITE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,712,335
+$11,509,688 QoQ
Shares Held
23,781
+68.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0.786342037761238.ToString("F0")%
Shared 0.ToString("F0")%
None 99.21365796223877.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Creative Planning holds $261,722,364 across 22 Communication Equipment names. LITE ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,907,189 | $147,978,793 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
49,361 | $21,421,193 | |
| 3 | CIEN |
Ciena Corp
|
49,024 | $19,032,587 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
23,781 | $16,712,335 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
506,816 | $12,067,288 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
274,123 | $9,122,813 | |
| 7 | NOK |
Nokia Corp
|
783,061 | $6,295,809 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
64,490 | $5,344,286 |
All Filings in LITE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||