Cisco Systems, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 11, 2025), Cisco Systems, Inc. reported 3 stock positions worth $283.3 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 74.2% of the portfolio, followed by Coreweave Class A (CRWV, 13.9%) and iShares Core S&P 500 ETF (IVV, 11.9%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Coreweave Class A (CRWV) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −54%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0000858877
Portfolio Value
$283.3M (Q1 2025)
SEC Filing
0000950123-25-006344 ↗ filed Jul 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $452.3M Q1 2024 Q2 2024: $474.5M Q2 2024 Q3 2024: $437.2M Q3 2024 Q4 2024: $353.6M Q4 2024 Q1 2025: $283.3M $283.3M Q1 2025 Q2 2025: $444.2M Q2 2025 Q3 2025: $403.9M Q3 2025 Q4 2025: $329.0M Q4 2025 Q1 2026: $317.1M Q1 2026 Q2 2026: $405.2M Q2 2026

Holdings 3 stocks · $283.3M

ITOT iShares Core S&P Total U.S. 74.18% 1,722,500 $210.2M Reduce -16.5%
CRWV Coreweave Inc. Class A 13.92% 1,063,980 $39.5M New
IVV iShares Core S&P 500 ETF 11.90% 60,000 $33.7M Reduce -53.9%

Portfolio Sells Q4 2024 → Q1 2025

IVV iShares Core S&P 500 ETF Reduce -53.9% 11.90% −9.74
HCP Hashicorp Inc. Class A Sold out 0.00% −3.35
ITOT iShares Core S&P Total U.S. Reduce -16.5% 74.18% −0.84

Portfolio Buys Q4 2024 → Q1 2025

CRWV Coreweave Inc. Class A New 13.92% +13.92

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$405.2MITOT, CRWV, IVV, SPCX, NAVN
Q1 2026 3$317.1MITOT, CRWV, IVV
Q4 2025 4$329.0MITOT, CRWV, IVV, RBRK
Q3 2025 3$403.9MITOT, CRWV, IVV
Q2 2025 4$444.2MITOT, CRWV, IVV, RBRK
Q1 2025Amended 3$283.3MITOT, CRWV, IVV
Q4 2024 3$353.6MITOT, IVV, HCP
Q3 2024 3$437.2MITOT, IVV, HCP
Q2 2024 4$474.5MITOT, IVV, HCP, RBRK
Q1 2024 3$452.3MITOT, IVV, HCP