CISCO SYSTEMS, INC.

Q2 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
6
Total value ($000)
$405,216
Net value change ($000)
+88,112 (27.8%)
New positions
3
Sold out positions
0
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 40,558 NEW
CRWV 23,482 28.5%
ITOT 17,655 9.0%
IVV 5,740 14.6%
NAVN 489 NEW
RBRK 186 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type