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Portfolio (Quarterly) Guide ↗

Cisco Systems, Inc.

· CIK 0000858877
13F Portfolio $329M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 1,422,500.0 $211.5M 64.28% NEW $148.69 +10.4%
2 CRWV COREWEAVE INC. Technology 1,063,980.0 $76.2M 23.16% NEW $71.61 +47.9%
3 IVV ISHARES TR 60,000.0 $41.1M 12.49% NEW $684.94 +10.1%
4 RBRK RUBRIK, INC. Technology 3,092.0 $236K 0.07% NEW $76.48 -10.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 100.0%