Position in LYTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,825,135
+$789,142 QoQ
Shares Held
106,288
-2.9% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#47
of 174 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LYTS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $66,145,960 across 11 Electronic Components names. LYTS ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
137,870 | $35,216,134 | |
| 2 | APH |
Amphenol Corp /De/
|
136,020 | $11,991,523 | |
| 3 | PLXS |
Plexus Corp
|
36,108 | $10,856,591 | |
| 4 | LYTS |
Lsi Industries Inc
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|
106,288 | $2,825,135 | |
| 5 | OSIS |
Osi Systems Inc
|
11,937 | $2,610,621 | |
| 6 | FLEX |
Flex Ltd.
|
3,718 | $602,576 | |
| 7 | TEL |
TE Connectivity plc
|
2,933 | $591,322 | |
| 8 | JBL |
Jabil Inc
|
1,312 | $505,749 |
All Filings in LYTS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,825,135 | 106,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,035,993 | 109,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,998,363 | 109,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,481,954 | 105,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,746,246 | 102,660 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,756,389 | 103,317 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||