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Portfolio (Quarterly) Guide ↗

Cisco Systems, Inc.

· CIK 0000858877
13F Portfolio $317M AUM 3 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 1,372,500.0 $195.5M 61.65% -50K -3.5% $142.43 +15.2%
2 CRWV COREWEAVE INC. Technology 1,063,980.0 $82.4M 25.99% $77.47 +36.7%
3 IVV ISHARES TR 60,000.0 $39.2M 12.36% $653.21 +15.4%

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%