TOTH FINANCIAL ADVISORY CORP

Position in LITE — Lumentum Holdings Inc.

CIK 866780 LEESBURG, VA

Position in LITE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$42,903

+$27,443 QoQ

Shares Held

+127.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,153

of 1,304 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Technology · as of Jun 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $24,579,242 across 9 Communication Equipment names. LITE ranks #2 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	208,523	$24,493,111
2	LITE	Lumentum Holdings Inc. This page	50	$42,903
3	ASTS	AST SpaceMobile, Inc.	141	$12,529
4	CIEN	Ciena Corp	20	$9,811
5	VSAT	Viasat Inc	100	$8,981
6	VIAV	Viavi Solutions Inc.	100	$4,775
7	ONDS	Ondas Inc.	500	$4,120
8	FEIM	Frequency Electronics Inc	30	$1,990

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,903	50	+127.3%	Shares	Sole	2026-07-14
2026-03-31	$15,460	22	-18.5%	Shares	Sole	2026-04-16
2025-12-31	$9,951	27	+8.0%	Shares	Sole	2026-01-20
2025-09-30	$4,067	25	0.0%	Shares	Sole	2025-10-09
2025-06-30	$2,376	25	-37.5%	Shares	Sole	2025-07-14
2022-09-30	$2,742	40	-33.3%	Shares	Sole	2022-10-14
2022-06-30	$4,765	60	0.0%	Shares	Sole	2022-07-25
2022-03-31	$5,856	60	0.0%	Shares	Sole	2022-04-26
2021-12-31	$6,346	60	0.0%	Shares	Sole	2022-01-31
2021-09-30	$5,012	60	+50.0%	Shares	Sole	2021-10-20
2021-06-30	$3,281	40	0.0%	Shares	Sole	2021-07-26
2021-03-31	$3,654	40	-71.4%	Shares	Sole	2021-04-20
2020-12-31	$13,272	140	+250.0%	Shares	Sole	2021-01-25
2020-09-30	$3,005	40	0.0%	Shares	Sole	2020-10-16
2020-06-30	$3,257	40	0.0%	Shares	Sole	2020-07-14
2020-03-31	$2,948	40	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.