BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in LITE — Lumentum Holdings Inc.
CIK 1654599
MORRISTOWN, NJ
Position in LITE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,864
+$3,351 QoQ
Shares Held
8
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,239
of 1,305 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $19,855,967 across 8 Communication Equipment names. LITE ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
165,957 | $19,493,309 | |
| 2 | CIEN |
Ciena Corp
|
565 | $277,166 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
94 | $39,037 | |
| 4 | ERIC |
Ericsson Lm Telephone Co
|
2,000 | $22,300 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
350 | $15,788 | |
| 6 | LITE |
Lumentum Holdings Inc.
This page
|
8 | $6,864 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
29 | $1,384 | |
| 8 | NOK |
Nokia Corp
|
9 | $119 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,864 | 8 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,513 | 5 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||