Position in LITE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,097,956
+$197,693 QoQ
Shares Held
2,445
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#577
of 1,305 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Net Worth Advisory Group holds $6,542,470 across 6 Communication Equipment names. LITE ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
27,578 | $3,239,311 | |
| 2 | LITE |
Lumentum Holdings Inc.
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|
2,445 | $2,097,956 | |
| 3 | ZBRA |
Zebra Technologies Corp
|
1,701 | $447,805 | |
| 4 | ERIC |
Ericsson Lm Telephone Co
|
31,990 | $356,688 | |
| 5 | DGII |
Digi International Inc
|
3,526 | $264,273 | |
| 6 | ONDS |
Ondas Inc.
|
16,558 | $136,437 |
All Filings in LITE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,097,956 | 2,445 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,900,263 | 2,704 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,377,052 | 3,736 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $289,949 | 1,782 | Shares | Sole | 2025-10-15 | |
| 2024-12-31 | $206,684 | 2,462 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||