Cisco Systems, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Cisco Systems, Inc. reported 4 stock positions worth $329.0 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 64.3% of the portfolio, followed by Coreweave Class A (CRWV, 23.2%) and iShares Core S&P 500 ETF (IVV, 12.5%). Compared with Q3 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Rubrik Class A (RBRK) 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
- $329.0M (Q4 2025)
- SEC Filing
- 0001193125-26-010524 ↗ filed Jan 12, 2026
Holdings Value
Holdings 4 stocks · $329.0M
Portfolio Sells Q3 2025 → Q4 2025
| ITOT iShares Core S&P Total U.S. | Reduce -5.0% | 64.28% | +10.28 |
Portfolio Buys Q3 2025 → Q4 2025
| RBRK Rubrik Inc. Class A | New | 0.07% | +0.07 |
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 |