Marshall Financial Group, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1841496 Hunt Valley, MD

Position in LITE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,027,595

-$2,095,497 QoQ

Shares Held

2,363

-59.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#584

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

Marshall Financial Group, LLC holds $7,900,325 across 3 Communication Equipment names. LITE ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	34,130	$4,008,909
2	LITE	Lumentum Holdings Inc. This page	2,363	$2,027,595
3	MSI	Motorola Solutions, Inc.	4,488	$1,863,821

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,027,595	2,363	-59.7%	Shares	Sole	2026-07-20
2026-03-31	$4,123,092	5,867	-8.0%	Shares	Sole	2026-04-13
2025-12-31	$2,351,235	6,379	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.