CS

Cisco Systems, Inc.

Concentrated strategySector-focusedQuality / disciplined sizing

Total reported value

$317.1M

Reporting period: 2026-03-31 · Number of holdings: 3

Cisco Systems, Inc. disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $317.1M and a quarterly turnover rate of 7.6%.

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Personality snowflake

Concentration
100
Portfolio Stability
7.55
Momentum/Contrarian
50
Sector conviction
100
Diversification
6
Sizing Uniformity
92.36

Recent moves

  • Add CRWV

    0.0% $6.2M

  • Trim ITOT

    -3.5% -$16.0M

  • Trim IVV

    0.0% -$1.9M

  • Sold out RBRK

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-Other61.65%-2.63%-3.51%
2CRWVCoreweave Inc-cl AStock-Tech25.99%+2.83%
3IVVIshares Core S&p 500 ETFETF-Large Cap & Growth12.36%-0.13%

Holding changes this quarter

Cisco Systems, Inc.'s most significant position changes for 2026-03-31: Sold out: Rubrik Inc-a (RBRK); Trim: Ishares Core S&p Total U.s. (ITOT) — shares -3.51%.

Position changes disclosed by Cisco Systems, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CRWVCoreweave Inc-cl A+2.8%Unchanged
2IVVIshares Core S&p 500 ETF-0.1%Unchanged
3ITOTIshares Core S&p Total U.s.-2.6%-3.51%Trim
4RBRKRubrik Inc-aEXITSold out

FAQ

What is Cisco Systems, Inc. and what type of investor is it?
Cisco Systems, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $317.1M, spread across 3 disclosed positions.
What are Cisco Systems, Inc.'s largest equity positions?
Based on the latest 13F filing, Cisco Systems, Inc.'s top holdings by market value are: 1. Ishares Core S&p Total U.s. (ITOT) — $195.5M (61.6%) 2. Coreweave Inc-cl A (CRWV) — $82.4M (26.0%) 3. Ishares Core S&p 500 ETF (IVV) — $39.2M (12.4%)
What changes did Cisco Systems, Inc. make in its most recent portfolio filing?
In the latest quarter, Cisco Systems, Inc. took a more defensive posture — trimming 1 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Rubrik Inc-a (RBRK); Trim: Ishares Core S&p Total U.s. (ITOT) — shares -3.51%
What sectors does Cisco Systems, Inc. focus on?
Cisco Systems, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%