BFS
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Burkett Financial Services’s Lumentum LITE Stock Holding History

Burkett Financial Services’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
Q3 		$28.2K Buy
+29
New +$24.5K 0.01% 210

Other funds holding LITE

PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's LITE Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Lumentum (LITE) in Q3 2026: 29 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

7 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Burkett Financial Services held 29 shares of Lumentum worth $28.2K as of Q3 2026.
  • Lumentum was a new Burkett Financial Services position in Q3 2026.
  • Lumentum made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #210 holding.
  • 7 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.