Arkolith/Funds/Cisco Systems, Inc.

Cisco Systems, Inc.

CIK 858877
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Cisco Systems, Inc. holds a concentrated book of 6 stocks worth $405.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 53% of the equity book.

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Use Arkolith to show CISCO SYSTEMS, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
0
existing
Trimmed
1
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
26%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cisco Systems, Inc.

Manager / fundShared namesTheir $ in those
GAMMA Investing LLC6 / 6$7.0M
BlackRock, Inc.5 / 6$68.7B
WELLS FARGO & COMPANY/MN5 / 6$22.3B
MORGAN STANLEY5 / 6$17.0B
JPMORGAN CHASE & CO5 / 6$15.3B
BANK OF AMERICA CORP /DE/5 / 6$14.5B
JONES FINANCIAL COMPANIES LLLP5 / 6$12.2B
ROYAL BANK OF CANADA5 / 6$12.2B

Ranked by how many of Cisco Systems, Inc.'s top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

6 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P TTL STK
$213.1M1.30M
52.6%
−5.5%
Reduced · −75K sh
2Coreweave Inc.
COM CL A
$105.9M1.06M
26.1%
Held
3Ishares TR
S&P 500 ETF
$44.9M60.0K
11.1%
Held
4Space Exploration Techn Corp
CLASS A COM STK
$40.6M237.4K
10.0%
New
New position
5Navan Inc
CL A
$489K21.4K
0.1%
New
New position
6Rubrik Inc
CL A
$186K2.3K
0.0%
New
New position
Showing all 6 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 20266$405.2M13F-HR
Q1 2026Mar 31, 2026Apr 15, 20263$317.1M13F-HR
Q4 2025Dec 31, 2025Jan 12, 20264$329.0M13F-HR
Q3 2025Sep 30, 2025Oct 10, 20253$403.9M13F-HR
Q2 2025Jun 30, 2025Jul 10, 20254$444.2M13F-HR
Q1 2025Mar 31, 2025Jul 11, 20253$283.3M13F-HR/A
Q4 2024Dec 31, 2024Jan 22, 20253$353.6M13F-HR
Amended / restated
  • Q1 2025 · filed Apr 11, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.