CALTON & ASSOCIATES, INC.

Position in LITE — Lumentum Holdings Inc.

CIK 822648 Tampa, FL

Position in LITE

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

Position Value

$2,149,440

+$1,754,489 QoQ

Shares Held

2,505

+345.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#570

of 1,304 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,844,973 across 4 Communication Equipment names. LITE ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	2,505	$2,149,440
2	ASTS	AST SpaceMobile, Inc.	15,809	$1,404,787
3	CSCO	Cisco Systems, Inc.	8,794	$1,032,943
4	HPE	Hewlett Packard Enterprise Co	5,715	$257,803

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,149,440	2,505	+345.7%	Shares	Sole	2026-08-10
2026-03-31	$394,951	562	-81.9%	Shares	Sole	2026-05-13
2025-12-31	$1,142,629	3,100	0.0%	Shares	Sole	2026-02-10
2025-09-30	$504,401	3,100	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.