Position in LITE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,001,355
+$427,201 QoQ
Shares Held
1,167
+42.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 1,304 holders
Holding Since
Mar 2022
4 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, 2026Independent Advisor Alliance holds $22,803,375 across 10 Communication Equipment names. LITE ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
120,603 | $14,166,027 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
86,459 | $3,900,165 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
1,167 | $1,001,355 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
2,349 | $975,515 | |
| 5 | ASTS |
AST SpaceMobile, Inc.
|
9,566 | $850,034 | |
| 6 | CIEN |
Ciena Corp
|
1,640 | $804,517 | |
| 7 | VISN |
Vistance Networks, Inc.
|
35,164 | $449,395 | |
| 8 | NOK |
Nokia Corp
|
22,369 | $297,060 |
All Filings in LITE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,355 | 1,167 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $574,154 | 817 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $218,941 | 594 | Shares | Sole | 2026-02-04 | |
| 2022-03-31 | $265,764 | 2,723 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||