Bull Harbor Capital’s Lumentum LITE Stock Holding History

Bull Harbor Capital’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$854K	Buy	995 +158	+19%	+$141K	0.17%	180
2026 Q1	$588K	Buy	+837	New	+$460K	0.16%	206

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bull Harbor Capital's LITE Position: Q2 2026 in Review

Bull Harbor Capital increased its Lumentum (LITE) stake by 19% in Q2 2026, buying an estimated $141K and bringing the position to 995 shares worth $854K. The position accounts for 0.17% of the portfolio, ranked #180.

Bull Harbor Capital first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Bull Harbor Capital held 995 shares of Lumentum worth $854K as of Q2 2026.
Bull Harbor Capital bought 158 Lumentum shares in Q2 2026, an estimated $141K.
Lumentum made up 0.17% of Bull Harbor Capital's portfolio in Q2 2026, its #180 holding.
Bull Harbor Capital first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.