USA FINANCIAL FORMULAS

Position in LITE — Lumentum Holdings Inc.

CIK 1633716 ADA, MI

Position in LITE

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$188,339

-$40,186 QoQ

Shares Held

268

-56.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $2,154,519 across 4 Communication Equipment names. LITE ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	19,229	$1,491,978
2	CIEN	Ciena Corp	1,104	$428,605
3	LITE	Lumentum Holdings Inc. This page	268	$188,339
4	DGII	Digi International Inc	946	$45,597

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$188,339	268	-56.8%	Shares	Sole	2026-04-14
2025-12-31	$228,525	620	-60.0%	Shares	Sole	2026-01-14
2025-09-30	$252,363	1,551	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.