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LRI Investments, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in LITE

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$443,616
+$211,004 QoQ
Shares Held
517
+56.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#874
of 1,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

LRI Investments, LLC holds $3,180,225 across 15 Communication Equipment names. LITE ranks #2 (13.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LITE
Lumentum Holdings Inc.
This page
517 $443,616

All Filings in LITE

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $443,616 517
2026-03-31 $232,612 331
2025-12-31 $71,137 193
2025-09-30 $31,403 193
2025-06-30 $18,346 193
2025-03-31 $12,031 193
2024-12-31 $16,202 193
2024-09-30 $12,232 193
2024-06-30 $9,827 193
2024-03-31 $9,138 193