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Cisco Systems, Inc.

San Jose, CA 5 processed 13Fs on this site, 2025 Q3 to 2026 Q3

  • $294M
  • 5 holdings
  • 2026 Q3
  • −27.4% QoQ
  • Top 5 100.0%

Portfolio

2026 Q3, filed 10/15/2026, 5 holdings

Top 5 100.0%, top 10 100.0%

  1. ITOT, iShares Trust 40.7%
  2. CRWV, Coreweave 31.5%
  3. IVV, iShares Core S&P 500 ETF 15.6%
  4. SPCX, Space Exploration 12.2%
  5. LIFE, Ethos Technologies 0.0%

AUM over time

2026 Q3 $294M −27.4% QoQ
2025 Q3: $404M 2025 Q3: $404M
Q3 2025
2025 Q4: $329M, −18.6% QoQ 2025 Q4: $329M, −18.6% QoQ
Q4
2026 Q1: $317M, −3.6% QoQ 2026 Q1: $317M, −3.6% QoQ
Q1 2026
2026 Q2: $405M, +27.8% QoQ 2026 Q2: $405M, +27.8% QoQ
Q2
2026 Q3: $294M, −27.4% QoQ 2026 Q3: $294M, −27.4% QoQ
Q3

Book

2026 Q2 2026 Q1, filed 13 Jul, long equity only

Download CSV Download Excel All activity
ITOT, iShares Trust 52.60%, was 61.65% Reduce −5.5% 1,297,500 $164.27 $213M −75,000 +$18M
CRWV, Coreweave 26.14% Hold 1,063,980 $99.54 $106M — —
IVV, iShares Core S&P 500 ETF 11.09% Hold 60,000 $748.89 $45M — —
SPCX, Space Exploration 10.01% New 237,375 $170.86 $41M +237,375 +$41M
Navan 0.12% New 21,398 $22.87 $489K +21,398 +$489K
RBRK, Rubrik 0.05% New 2,319 $80.28 $186K +2,319 +$186K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

5 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q3 5 $294M −27.4% 13F-HR 10/15/2026 000119312526422871
2026 Q2 6 $405M +27.8% 13F-HR 7/13/2026 000119312526302050
2026 Q1 3 $317M −3.6% 13F-HR 4/15/2026 000119312526156984
2025 Q4 4 $329M −18.6% 13F-HR 1/12/2026 000119312526010524
2025 Q3 3 $404M — 13F-HR 10/10/2025 000119312525237071

About

Cisco Systems, Inc.

5 processed 13Fs on this site, 2025 Q3 to 2026 Q3

SEC filing name
CISCO SYSTEMS, INC.
Location
San Jose, CA
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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