Position in LITE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,817
+$125,582 QoQ
Shares Held
424
+25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#903
of 1,280 holders
Holding Since
Mar 2026
2 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, 2026Legacy Financial Advisors, Inc. holds $6,755,240 across 6 Communication Equipment names. LITE ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
32,586 | $3,827,551 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
3,082 | $1,279,923 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
10,981 | $495,352 | |
| 4 | CIEN |
Ciena Corp
|
819 | $401,768 | |
| 5 | BDC |
Belden Inc.
|
3,226 | $386,829 | |
| 6 | LITE |
Lumentum Holdings Inc.
This page
|
424 | $363,817 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,817 | 424 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $238,235 | 339 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||