Sowell Financial Services LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$564,603
+$220,251 QoQ
Shares Held
658
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#825
of 1,304 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Sowell Financial Services LLC holds $20,971,886 across 11 Communication Equipment names. LITE ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
118,543 | $13,924,060 | |
| 2 | FEIM |
Frequency Electronics Inc
|
46,267 | $3,069,815 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
2,410 | $1,000,848 | |
| 4 | NOK |
Nokia Corp
|
45,267 | $601,145 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
658 | $564,603 | |
| 6 | CIEN |
Ciena Corp
|
983 | $482,220 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
9,423 | $425,071 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
4,426 | $393,294 |
All Filings in LITE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,603 | 658 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $344,352 | 490 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $418,349 | 1,135 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $223,807 | 2,450 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $280,892 | 2,963 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $169,418 | 2,255 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $178,168 | 2,188 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $103,401 | 1,403 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||