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CISCO SYSTEMS, INC.

170 WEST TASMAN DR, SAN JOSE, CA 95134-1706 • 4085264000

Q4 2025 · Filed 2026-01-12
Market Value
$329M
-18.5%
Holdings
4
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOT 64.28% 54.00% +10.28% $212M
IVV 12.49% 9.94% +2.55% $41M
RBRK 0.07% 0.00% +0.07% $236K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 23.16% 36.05% -12.90% $76M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 74.0%
Technology 26.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $41M 12.5%
Large Cap 3 $288M 87.5%

Portfolio Analytics

Avg Market Cap
$247.9B
Median Market Cap
$73.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
2.62
# Stocks
2
# ETFs / Funds
2

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 64.28% 1,422,500 $212M $148.69 -$7M -75,000 -5.0%
2 CRWV 23.16% 1,063,980 $76M $71.61 -$69M
3 IVV 12.49% 60,000 $41M $684.94 $938K
4 RBRK 0.07% 3,092 $236K $76.48 +3,092 NEW

New Positions

SymbolValue% Port
RBRK $236K 0.07%
View SEC EDGAR Filings for CISCO SYSTEMS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms