Balboa Wealth Partners

Position in LITE — Lumentum Holdings Inc.

CIK 1929008 SCOTTSDALE, AZ

Position in LITE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$239,398

New position

Shares Held

279

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,037

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balboa Wealth Partners holds $2,175,267 across 4 Communication Equipment names. LITE ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	12,479	$1,465,783
2	CIEN	Ciena Corp	563	$276,185
3	LITE	Lumentum Holdings Inc. This page	279	$239,398
4	NOK	Nokia Corp	14,601	$193,901

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,398	279	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.