Global Retirement Partners, LLC
PensionPosition in LITE — Lumentum Holdings Inc.
CIK 1749744
San Rafael, CA
Position in LITE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,191,623
+$2,598,946 QoQ
Shares Held
4,885
+13.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#464
of 1,304 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $31,535,110 across 25 Communication Equipment names. LITE ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
139,686 | $16,407,517 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
4,885 | $4,191,623 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
6,349 | $2,636,676 | |
| 4 | CIEN |
Ciena Corp
|
5,177 | $2,539,629 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
37,821 | $1,805,952 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
|
22,889 | $1,032,522 | |
| 7 | VSAT |
Viasat Inc
|
8,049 | $722,880 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
|
61,373 | $684,308 |
All Filings in LITE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,191,623 | 4,885 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,592,677 | 4,321 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $359,426 | 2,209 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,947 | 294 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $26,947 | 321 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,063 | 285 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $45,522 | 894 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,684 | 289 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $15,149 | 289 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $27,469 | 608 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $88,215 | 1,555 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $83,931 | 1,554 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $105,435 | 2,021 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $135,562 | 1,977 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $150,739 | 1,898 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $185,732 | 1,903 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $75,770 | 907 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $61,112 | 745 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $52,252 | 572 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $43,323 | 457 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $37,865 | 504 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $52,359 | 643 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $34,860 | 473 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||