Position in LITE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$422,358
-$61,969 QoQ
Shares Held
601
-54.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Larson Financial Group LLC holds $4,812,658 across 23 Communication Equipment names. LITE ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
41,117 | $3,190,268 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
601 | $422,358 | |
| 3 | CIEN |
Ciena Corp
|
752 | $291,948 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
627 | $272,099 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
8,597 | $204,694 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
860 | $72,747 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
1,980 | $65,894 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
499 | $41,352 |
All Filings in LITE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,358 | 601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $484,327 | 1,314 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $292,227 | 1,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,099 | 243 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,006 | 353 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,106 | 37 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,788 | 186 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,022 | 79 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,420 | 30 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,350 | 83 | Shares | Sole | 2024-02-01 | |
| 2022-12-31 | $1,773 | 34 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||