Cisco Systems, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Cisco Systems, Inc. reported 6 stock positions worth $405.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 52.6% of the portfolio, followed by Coreweave Class A (CRWV, 26.1%) and iShares Core S&P 500 ETF (IVV, 11.1%). Compared with Q1 2026, it opened 3 new positions and reduced 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- San Jose, CA
- CIK
- 0000858877
- Portfolio Value
- $405.2M (Q2 2026)
- SEC Filing
- 0001193125-26-302050 ↗ filed Jul 13, 2026
Holdings Value
Holdings 6 stocks · $405.2M
| ITOT iShares Core S&P Total U.S. | 52.60% | 1,297,500 | $213.1M | Reduce -5.5% |
| CRWV Coreweave Inc. Class A | 26.14% | 1,063,980 | $105.9M | No change |
| IVV iShares Core S&P 500 ETF | 11.09% | 60,000 | $44.9M | No change |
| SPCX Space Exploration Techn Class A | 10.01% | 237,375 | $40.6M | New |
| NAVN Navan Inc. Class A | 0.12% | 21,398 | $489K | New |
| RBRK Rubrik Inc. Class A | 0.05% | 2,319 | $186K | New |
Portfolio Sells Q1 2026 → Q2 2026
| ITOT iShares Core S&P Total U.S. | Reduce -5.5% | 52.60% | −9.05 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $405.2M | ITOT, CRWV, IVV, SPCX, NAVN |
| Q1 2026 | 3 | $317.1M | ITOT, CRWV, IVV |
| Q4 2025 | 4 | $329.0M | ITOT, CRWV, IVV, RBRK |
| Q3 2025 | 3 | $403.9M | ITOT, CRWV, IVV |
| Q2 2025 | 4 | $444.2M | ITOT, CRWV, IVV, RBRK |
| Q1 2025Amended | 3 | $283.3M | ITOT, CRWV, IVV |
| Q4 2024 | 3 | $353.6M | ITOT, IVV, HCP |
| Q3 2024 | 3 | $437.2M | ITOT, IVV, HCP |
| Q2 2024 | 4 | $474.5M | ITOT, IVV, HCP, RBRK |
| Q1 2024 | 3 | $452.3M | ITOT, IVV, HCP |