Position in LITE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,377,464
-$85,070 QoQ
Shares Held
4,806
-48.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Optimize Financial Inc holds $6,016,869 across 2 Communication Equipment names. LITE ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
This page
|
4,806 | $3,377,464 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
6,082 | $2,639,405 |
All Filings in LITE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,377,464 | 4,806 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,462,534 | 9,394 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,507,020 | 9,262 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||