Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,251,909
+$440,222 QoQ
Shares Held
1,459
+26.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#667
of 1,305 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $17,869,725 across 24 Communication Equipment names. LITE ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
109,237 | $12,830,978 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
3,103 | $1,288,644 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
1,459 | $1,251,909 | |
| 4 | CIEN |
Ciena Corp
|
1,100 | $539,616 | |
| 5 | ASTS |
AST SpaceMobile, Inc.
|
4,899 | $435,325 | |
| 6 | BKTI |
BK Technologies Corp
|
3,126 | $268,773 | |
| 7 | UI |
Ubiquiti Inc.
|
442 | $236,041 | |
| 8 | ONDS |
Ondas Inc.
|
24,092 | $198,518 |
All Filings in LITE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,909 | 1,459 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $811,687 | 1,155 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $302,980 | 822 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $122,032 | 750 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,506 | 100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $35,159 | 564 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $54,483 | 649 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $42,084 | 664 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $22,557 | 443 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $34,565 | 730 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $46,863 | 894 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $40,390 | 894 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $747,474 | 13,176 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $660,110 | 12,222 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $828 | 12,902 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,270,533 | 18,529 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,444,490 | 18,188 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $721,654 | 7,394 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $848,910 | 8,026 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $172,510 | 2,065 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $62,178 | 758 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $52,252 | 572 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,542,062 | 26,815 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,907,776 | 25,393 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,004,643 | 24,618 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,717,947 | 23,310 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||