Optimist Retirement Group LLC

Pension

Position in LITE — Lumentum Holdings Inc.

CIK 2011850 BELLEVUE, WA

Position in LITE

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

Position Value

$1,010,794

+$206,134 QoQ

Shares Held

1,178

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#700

of 1,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $1,781,678 across 3 Communication Equipment names. LITE ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	1,178	$1,010,794
2	ADTN	ADTRAN Holdings, Inc.	35,601	$494,853
3	CSCO	Cisco Systems, Inc.	2,350	$276,031

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,010,794	1,178	+2.9%	Shares	Sole	2026-08-10
2026-03-31	$804,660	1,145	+1.7%	Shares	Sole	2026-05-11
2025-12-31	$415,032	1,126	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.