Position in LITE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,699,456
+$482,952 QoQ
Shares Held
3,146
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#534
of 1,305 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $19,762,617 across 7 Communication Equipment names. LITE ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
99,224 | $11,654,850 | |
| 2 | LITE |
Lumentum Holdings Inc.
This page
|
3,146 | $2,699,456 | |
| 3 | CIEN |
Ciena Corp
|
4,412 | $2,164,350 | |
| 4 | NOK |
Nokia Corp
|
82,965 | $1,101,774 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
20,054 | $904,635 | |
| 6 | ERIC |
Ericsson Lm Telephone Co
|
60,449 | $674,005 | |
| 7 | MSI |
Motorola Solutions, Inc.
|
1,357 | $563,547 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,699,456 | 3,146 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,216,504 | 3,154 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $694,054 | 1,883 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||