Position in LITE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$157,024
+$37,555 QoQ
Shares Held
183
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,099
of 1,305 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,433,933 across 11 Communication Equipment names. LITE ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
6,904 | $810,943 | |
| 2 | ASTS |
AST SpaceMobile, Inc.
|
2,430 | $215,929 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
183 | $157,024 | |
| 4 | CIEN |
Ciena Corp
|
161 | $78,980 | |
| 5 | INSG |
Inseego Corp.
|
4,400 | $45,452 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
102 | $42,359 | |
| 7 | UI |
Ubiquiti Inc.
|
79 | $42,188 | |
| 8 | HPE |
Hewlett Packard Enterprise Co
|
538 | $24,269 |
All Filings in LITE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,024 | 183 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $119,469 | 170 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $62,660 | 170 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $27,335 | 168 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $15,970 | 168 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,530 | 201 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,454 | 196 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,422 | 196 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,988 | 314 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,149 | 151 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,129 | 136 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $5,729 | 101 | Shares | Sole | 2023-07-26 | |
| 2022-06-30 | $158 | 2 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $317 | 3 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||