Beacon Pointe Advisors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in LITE

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,566,817

+$691,881 QoQ

Shares Held

1,826

+46.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#633

of 1,312 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $85,200,357 across 8 Communication Equipment names. LITE ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	510,885	$60,008,552
2	MSI	Motorola Solutions, Inc.	37,485	$15,567,145
3	CIEN	Ciena Corp	7,387	$3,623,766
4	CMTL	Comtech Telecommunications Corp /De/	1,246,044	$2,616,692
5	LITE	Lumentum Holdings Inc. This page	1,826	$1,566,817
6	HPE	Hewlett Packard Enterprise Co	31,694	$1,429,716
7	ASTS	AST SpaceMobile, Inc.	2,996	$266,224
8	ERIC	Ericsson Lm Telephone Co	10,892	$121,445

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,566,817	1,826	+46.7%	Shares	Sole	2026-08-18
2026-03-31	$874,936	1,245	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.