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James T. Borello RIA’s Lumentum LITE Stock Holding History

James T. Borello RIA’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 		$25.3K Sell
26
-4
-13% -$3.38K 0.01% 364
2026
Q2 		$25.7K Hold
30
– – 0.01% 352
2026
Q1 		$21.1K Buy
30
+23
+329% +$12.6K 0.01% 362
2025
Q4 		$2.58K Buy
+7
New +$1.8K ﹤0.01% 730

Other funds holding LITE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's LITE Position: Q3 2026 in Review

James T. Borello RIA reduced its Lumentum (LITE) stake by 13% in Q3 2026, selling an estimated $3.38K and leaving 26 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #364.

James T. Borello RIA first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.7K in Q2 2026. 156 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • James T. Borello RIA held 26 shares of Lumentum worth $25.3K as of Q3 2026.
  • James T. Borello RIA sold 4 Lumentum shares in Q3 2026, an estimated $3.38K.
  • Lumentum made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #364 holding.
  • James T. Borello RIA first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Lumentum position peaked at $25.7K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.