GoalVest Advisory LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1839307 NEW YORK, NY

Position in LITE

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

Position Value

$858

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,301

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,806,023 across 5 Communication Equipment names. LITE ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	23,248	$2,730,710
2	MSI	Motorola Solutions, Inc.	75	$31,146
3	CIEN	Ciena Corp	45	$22,075
4	NOK	Nokia Corp	1,599	$21,234
5	LITE	Lumentum Holdings Inc. This page	1	$858

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$858	1	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.