Carolina Wealth Advisors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1786411 MYRTLE BEACH, SC

Position in LITE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$122,702

+$60,860 QoQ

Shares Held

143

+62.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,110

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

Carolina Wealth Advisors, LLC holds $7,595,260 across 6 Communication Equipment names. LITE ranks #2 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	62,864	$7,384,005
2	LITE	Lumentum Holdings Inc. This page	143	$122,702
3	VIAV	Viavi Solutions Inc.	852	$40,683
4	CIEN	Ciena Corp	71	$34,829
5	AAOI	Applied Optoelectronics, Inc.	60	$8,889
6	MSI	Motorola Solutions, Inc.	10	$4,152

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,702	143	+62.5%	Shares	Sole	2026-07-09
2026-03-31	$61,842	88	—	Shares	Sole	2026-04-07
No filing history on record for this holder in this stock.