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Data sourced from SEC EDGAR 13F filings

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Cisco Systems – Cisco Systems, Inc.

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
6
Portfolio value:
$405,215,000
Filed:
Jul 13, 2026
Style:
Strategic / Tech
HistStockActivityShare change% change to portfolio
Q1 2026filed Apr 15, 261 exited
≡RBRK – RUBRIK, INC.Sell−3,092−0.07
Q3 2025filed Oct 10, 251 reduced1 exited
≡ITOT – ISHARES TRReduce 13.00%−225,0001.64
≡RBRK – RUBRIK INCSell−9,898−0.20
Q1 2025filed Jul 11, 251 new2 reduced1 exited
≡IVV – ISHARES TRReduce 54.00%−70,000−9.74
≡HASHICORP INCSell−345,778−3.34
≡ITOT – ISHARES TRReduce 16.00%−340,000−0.84
Q4 2024filed Jan 22, 252 reduced
≡ITOT – ISHARES TRReduce 22.00%−590,000−1.20
≡IVV – ISHARES TRReduce 19.00%−30,0000.53
Q3 2024filed Oct 4, 241 reduced1 exited
≡ITOT – ISHARES TRReduce 15.00%−460,000−1.70
≡RBRK – RUBRIK INC.Sell−183,081−1.18
Q1 2024filed Apr 5, 241 reduced
≡ITOT – ISHARES TRReduce 12.00%−415,000−2.10
Q4 2023filed Jan 9, 241 exited
≡NEAR INTELLIGENCE INCSell−418,138−0.02
Q3 2023filed Oct 20, 231 added1 reduced
≡NEAR INTELLIGENCE INCReduce 15.00%−72,046−0.15