INDEPENDENT FINANCIAL GROUP, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 275484 SAN DIEGO, CA

Position in LITE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,055,467

+$3,881,073 QoQ

Shares Held

9,388

+58.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#363

of 1,304 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $41,055,581 across 10 Communication Equipment names. LITE ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	98,538	$11,574,273
2	ASTS	AST SpaceMobile, Inc.	114,998	$10,218,722
3	LITE	Lumentum Holdings Inc. This page	9,388	$8,055,467
4	CIEN	Ciena Corp	16,109	$7,902,431
5	HPE	Hewlett Packard Enterprise Co	43,542	$1,964,179
6	VSAT	Viasat Inc	4,152	$372,891
7	AAOI	Applied Optoelectronics, Inc.	1,797	$266,243
8	NOK	Nokia Corp	17,942	$238,269

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,055,467	9,388	+58.0%	Shares	Sole	2026-07-15
2026-03-31	$4,174,394	5,940	-18.3%	Shares	Sole	2026-05-15
2025-12-31	$2,679,649	7,270	+63.5%	Shares	Sole	2026-05-15
2022-09-30	$304,930	4,447	-46.7%	Shares	Sole	2026-06-15
2022-06-30	$662,759	8,345	-11.3%	Shares	Sole	2026-06-12
2022-03-31	$918,123	9,407	-5.1%	Shares	Sole	2026-06-12
2021-12-31	$1,048,921	9,917	-7.7%	Shares	Sole	2026-06-15
2021-09-30	$897,637	10,745	+5.2%	Shares	Sole	2026-06-15
2021-06-30	$837,936	10,215	+19.8%	Shares	Sole	2026-06-15
2021-03-31	$778,758	8,525	-0.8%	Shares	Sole	2026-06-15
2020-12-31	$814,332	8,590	+21.1%	Shares	Sole	2026-06-15
2020-09-30	$533,122	7,096	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.