Pacific Point Advisors, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2056976 SAN DIEGO, CA

Position in LITE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,145,150

+$36,870 QoQ

Shares Held

2,500

-16.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#574

of 1,305 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Pacific Point Advisors, LLC holds $5,504,691 across 3 Communication Equipment names. LITE ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAOI	Applied Optoelectronics, Inc.	18,000	$2,666,880
2	LITE	Lumentum Holdings Inc. This page	2,500	$2,145,150
3	CSCO	Cisco Systems, Inc.	5,897	$692,661

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,145,150	2,500	-16.7%	Shares	Sole	2026-07-24
2026-03-31	$2,108,280	3,000	+66.7%	Shares	Sole	2026-05-04
2025-12-31	$663,462	1,800	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.