FOCUSED ALPHA, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2105062 DENVER, CO

Position in LITE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$371,539

New position

Shares Held

433

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#920

of 1,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FOCUSED ALPHA, LLC holds $3,943,807 across 5 Communication Equipment names. LITE ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	19,479	$2,288,003
2	NOK	Nokia Corp	51,991	$690,440
3	ERIC	Ericsson Lm Telephone Co	34,986	$390,093
4	LITE	Lumentum Holdings Inc. This page	433	$371,539
5	ADTN	ADTRAN Holdings, Inc.	14,657	$203,732

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,539	433	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.