Position in LITE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$811,687
+$508,707 QoQ
Shares Held
1,155
+40.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $13,986,117 across 25 Communication Equipment names. LITE ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
131,335 | $10,190,282 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
3,043 | $1,320,570 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
1,155 | $811,687 | |
| 4 | CIEN |
Ciena Corp
|
1,035 | $401,818 | |
| 5 | ASTS |
AST SpaceMobile, Inc.
|
3,660 | $303,304 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
2,123 | $179,584 | |
| 7 | UI |
Ubiquiti Inc.
|
196 | $154,896 | |
| 8 | BKTI |
BK Technologies Corp
|
1,587 | $118,437 |
All Filings in LITE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $660,110 | 12,222 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $673,097 | 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 | $1,775,148 | 18,188 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||