Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,789,190
+$1,581,121 QoQ
Shares Held
4,416
+40.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#477
of 1,304 holders
Holding Since
Dec 2025
3 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, 2026Merit Financial Group, LLC holds $50,868,099 across 12 Communication Equipment names. LITE ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
275,950 | $32,413,081 | |
| 2 | CIEN |
Ciena Corp
|
10,368 | $5,086,122 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
4,416 | $3,789,190 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
7,560 | $3,139,588 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
66,811 | $3,013,841 | |
| 6 | ZBRA |
Zebra Technologies Corp
|
5,673 | $1,493,470 | |
| 7 | VISN |
Vistance Networks, Inc.
|
39,056 | $499,133 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
|
37,302 | $415,914 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,789,190 | 4,416 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,208,069 | 3,142 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $466,633 | 1,266 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||