Cisco Systems, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Cisco Systems, Inc. reported 4 stock positions worth $444.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 52.4% of the portfolio, followed by Coreweave Class A (CRWV, 39.1%) and iShares Core S&P 500 ETF (IVV, 8.4%). Compared with Q1 2025, it opened 1 new position. The biggest buy was a new position in Rubrik Class A (RBRK).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0000858877
Portfolio Value
$444.2M (Q2 2025)
SEC Filing
0000950123-25-006291 ↗ filed Jul 10, 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 Q1 2025 Q2 2025: $444.2M $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 4 stocks · $444.2M

ITOT iShares Core S&P Total U.S. 52.36% 1,722,500 $232.6M No change
CRWV Coreweave Inc. Class A 39.05% 1,063,980 $173.5M No change
IVV iShares Core S&P 500 ETF 8.39% 60,000 $37.3M No change
RBRK Rubrik Inc. Class A 0.20% 9,898 $887K New

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

RBRK Rubrik Inc. Class A New 0.20% +0.20

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