BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in LITE — Lumentum Holdings Inc.

CIK 911274 CANTON, OH

Position in LITE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,596,987

+$730,429 QoQ

Shares Held

4,192

+2.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#486

of 1,304 holders

Holding Since

Jun 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $6,504,056 across 4 Communication Equipment names. LITE ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	4,192	$3,596,987
2	CSCO	Cisco Systems, Inc.	17,904	$2,103,003
3	HPE	Hewlett Packard Enterprise Co	10,582	$477,354
4	CIEN	Ciena Corp	666	$326,712

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,596,987	4,192	+2.8%	Shares	Sole	2026-07-29
2026-03-31	$2,866,558	4,079	+1939.5%	Shares	Sole	2026-04-16
2020-06-30	$16,286	200	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.