Position in LITE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,368,605
+$230,134 QoQ
Shares Held
1,595
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#653
of 1,305 holders
Holding Since
Dec 2020
7 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, 2026Beaton Management Co. Inc. holds $3,013,749 across 2 Communication Equipment names. LITE ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
14,006 | $1,645,144 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
1,595 | $1,368,605 |
All Filings in LITE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,605 | 1,595 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,138,471 | 1,620 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $597,115 | 1,620 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $263,590 | 1,620 | Shares | Sole | 2025-11-12 | |
| 2022-03-31 | $211,987 | 2,172 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $229,732 | 2,172 | Shares | Sole | 2022-02-03 | |
| 2020-12-31 | $205,905 | 2,172 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||