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Capital Advisors, Ltd. LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in LITE

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$119,469
+$56,809 QoQ
Shares Held
170
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Mar 31, 2026

Capital Advisors, Ltd. LLC holds $1,139,598 across 11 Communication Equipment names. LITE ranks #3 (10.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LITE
Lumentum Holdings Inc.
This page
170 $119,469

All Filings in LITE

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $119,469 170
2025-12-31 $62,660 170
2025-09-30 $27,335 168
2025-06-30 $15,970 168
2025-03-31 $12,530 201
2024-12-31 $16,454 196
2024-09-30 $12,422 196
2024-06-30 $15,988 314
2024-03-31 $7,149 151
2023-12-31 $7,129 136
2023-06-30 $5,729 101
2022-06-30 $158 2
2021-12-31 $317 3