Position in LITE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$36,543
New position
Shares Held
52
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Communication Equipment
Technology · as of Mar 31, 2026SHP Wealth Management holds $1,269,782 across 14 Communication Equipment names. LITE ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
6,940 | $538,474 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
872 | $378,421 | |
| 3 | ZBRA |
Zebra Technologies Corp
|
875 | $182,945 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
3,605 | $85,835 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
52 | $36,543 | |
| 6 | ONDS |
Ondas Inc.
|
1,318 | $11,914 | |
| 7 | CIEN |
Ciena Corp
|
29 | $11,258 | |
| 8 | CLFD |
Clearfield, Inc.
|
300 | $7,941 |
All Filings in LITE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,543 | 52 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||