Private Advisory Group LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1632965 REDMOND, WA

Position in LITE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,074,789

+$511,851 QoQ

Shares Held

2,418

+8.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#577

of 1,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

Private Advisory Group LLC holds $4,019,464 across 5 Communication Equipment names. LITE ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	2,418	$2,074,789
2	UI	Ubiquiti Inc.	1,819	$971,400
3	CSCO	Cisco Systems, Inc.	3,344	$392,786
4	CIEN	Ciena Corp	756	$370,863
5	HPE	Hewlett Packard Enterprise Co	4,647	$209,626

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,074,789	2,418	+8.7%	Shares	Sole	2026-08-06
2026-03-31	$1,562,938	2,224	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.