Bull Harbor Capital LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2135047 BETHESDA, MD

Position in LITE

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

Position Value

$853,769

+$265,559 QoQ

Shares Held

995

+18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#744

of 1,305 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bull Harbor Capital LLC holds $5,744,267 across 4 Communication Equipment names. LITE ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	23,418	$2,750,678
2	CIEN	Ciena Corp	2,973	$1,458,434
3	LITE	Lumentum Holdings Inc. This page	995	$853,769
4	HPE	Hewlett Packard Enterprise Co	15,105	$681,386

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$853,769	995	+18.9%	Shares	Sole	2026-08-10
2026-03-31	$588,210	837	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.