EWA, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1835252 PITTSBURGH, PA

Position in LITE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,522,198

+$289,557 QoQ

Shares Held

1,774

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#633

of 1,305 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

EWA, LLC holds $6,181,223 across 4 Communication Equipment names. LITE ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	33,160	$3,894,973
2	LITE	Lumentum Holdings Inc. This page	1,774	$1,522,198
3	MSI	Motorola Solutions, Inc.	1,059	$439,792
4	CIEN	Ciena Corp	661	$324,260

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,522,198	1,774	+1.1%	Shares	Sole	2026-07-14
2026-03-31	$1,232,641	1,754	+0.2%	Shares	Sole	2026-04-23
2025-12-31	$645,032	1,750	-1.2%	Shares	Sole	2026-02-03
2025-09-30	$288,159	1,771	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.