XML Financial, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1800465 BETHESDA, MD

Position in LITE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$616,087

+$169,835 QoQ

Shares Held

718

+13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#801

of 1,305 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

XML Financial, LLC holds $16,247,870 across 5 Communication Equipment names. LITE ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	121,978	$14,327,535
2	LITE	Lumentum Holdings Inc. This page	718	$616,087
3	CIEN	Ciena Corp	1,039	$509,691
4	FEIM	Frequency Electronics Inc	7,500	$497,625
5	MSI	Motorola Solutions, Inc.	715	$296,932

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,087	718	+13.1%	Shares	Sole	2026-07-24
2026-03-31	$446,252	635	+12.4%	Shares	Sole	2026-04-16
2025-12-31	$208,253	565	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.