MISSION WEALTH MANAGEMENT, LP
Position in LITE — Lumentum Holdings Inc.
CIK 1645382
Santa Barbara, CA
Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,601,998
+$708,088 QoQ
Shares Held
1,867
+46.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#626
of 1,305 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $23,439,786 across 7 Communication Equipment names. LITE ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
110,868 | $13,022,555 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
125,322 | $5,653,275 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
1,867 | $1,601,998 | |
| 4 | NOK |
Nokia Corp
|
92,902 | $1,233,738 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
2,954 | $1,226,766 | |
| 6 | CIEN |
Ciena Corp
|
1,236 | $606,332 | |
| 7 | ONDS |
Ondas Inc.
|
11,544 | $95,122 |
All Filings in LITE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,998 | 1,867 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $893,910 | 1,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,324 | 1,295 | Shares | Sole | 2026-02-05 | |
| 2021-03-31 | $220,518 | 2,414 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $242,877 | 2,562 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||