Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$996,207
+$476,165 QoQ
Shares Held
1,161
+56.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#706
of 1,304 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $86,038,071 across 8 Communication Equipment names. LITE ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
676,689 | $79,483,889 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
50,612 | $2,283,106 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
3,320 | $1,378,762 | |
| 4 | LITE |
Lumentum Holdings Inc.
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|
1,161 | $996,207 | |
| 5 | CIEN |
Ciena Corp
|
1,762 | $864,366 | |
| 6 | ADTN |
ADTRAN Holdings, Inc.
|
28,472 | $395,760 | |
| 7 | ASTS |
AST SpaceMobile, Inc.
|
3,964 | $352,241 | |
| 8 | NOK |
Nokia Corp
|
21,366 | $283,740 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,207 | 1,161 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $520,042 | 740 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||