Advisor OS, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1767580 CHICAGO, IL

Position in LITE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$317,480

+$82,059 QoQ

Shares Held

370

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#958

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor OS, LLC holds $5,422,547 across 4 Communication Equipment names. LITE ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	32,236	$3,786,438
2	MSI	Motorola Solutions, Inc.	2,672	$1,109,652
3	LITE	Lumentum Holdings Inc. This page	370	$317,480
4	CIEN	Ciena Corp	426	$208,977

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,480	370	+10.4%	Shares	Sole	2026-08-05
2026-03-31	$235,421	335	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.