Van Hulzen Asset Management, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1600145 EL DORADO HILLS, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$643,545

+$216,325 QoQ

Shares Held

750

-90.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#795

of 1,305 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $33,215,702 across 3 Communication Equipment names. LITE ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	259,194	$30,444,927
2	DGII	Digi International Inc	28,382	$2,127,230
3	LITE	Lumentum Holdings Inc. This page	750	$643,545

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,545	750	-90.8%	Shares	Sole	2026-08-13
2022-12-31	$427,220	8,189	-24.0%	Shares	Sole	2023-02-13
2022-09-30	$738,910	10,776	+3.8%	Shares	Sole	2022-11-08
2022-06-30	$824,141	10,377	-3.6%	Shares	Sole	2022-08-04
2022-03-31	$1,051,054	10,769	+21.1%	Shares	Sole	2022-05-20
2021-12-31	$940,506	8,892	+21.6%	Shares	Sole	2022-02-04
2021-09-30	$610,677	7,310	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$598,819	7,300	-6.0%	Shares	Sole	2021-08-06
2021-03-31	$709,058	7,762	+40.1%	Shares	Sole	2021-05-12
2020-12-31	$525,381	5,542	-0.9%	Shares	Sole	2021-02-16
2020-09-30	$420,051	5,591	+120.9%	Shares	Sole	2020-11-03
2020-06-30	$206,099	2,531	-47.4%	Shares	Sole	2020-08-11
2020-03-31	$354,865	4,815	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.