CSCO

CSCO

CSCO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Aug 9, 2023	The Olstein Strategic Opportunities Fund	-	-	CSCO, DIS	-			View
2024 Q2	Jul 30, 2024	Penn Davis McFarland	-	-	BA, CSCO, NVDA	-			View
2025 Q2	Jul 22, 2025	Miller Howard Investments Income-Equity Strategies	3.8%	-	ABLV, C, CAG, CSCO, EMN, EPD, GS, JNJ, JPM, MRK, PAYX, RHI, STT, TRP	cash flow, dividends, income, total returns, volatility	The letter emphasizes equity income as a durable return driver in an environment of elevated uncertainty, market concentration, and volatile macro signals. Management argues that dividends provide a more stable and predictable component of total returns than buybacks, particularly during downturns when capital discipline matters most. The strategy favors companies with resilient cash flows, balance sheet strength, and a demonstrated commitment to growing shareholder payouts over time.		View
2024 Q2	Jul 12, 2024	Parnassus Value Equity Fund	7.3%	13.7%	ALGN, AVGO, BAX, BEPC, CSCO, GOOG, GPN, INTC, MU, NICE IT, ORCL, TSM	-			View
2023 Q1	Apr 14, 2023	WestEnd Capital	4.9%	4.9%	AMD, CSCO, DIS, GOOG, JNJ, META, NVDA	Artificial Intelligence, Bank Stress, Cost Cutting, Liquidity Expansion, Profitability Bias	The letter analyzes regional bank failures as isolated mismanagement events rather than systemic risk, citing strong Tier 1 capital ratios and concentrated Federal Reserve liquidity support :contentReference[oaicite:0]{index=0}. WestEnd highlights a profitability bias in markets, with mega-cap technology driving returns, and frames cost cutting as a core earnings lever for 2023. Generative artificial intelligence is positioned as a transformative force capable of materially boosting productivity and corporate profits.	GOOGL NVDA AMD	View
2023 Q1	Apr 12, 2023	Pelican Bay Capital Management	2.2%	2.2%	ARKO, BLDR, CBOE, CPRI, CSCO, CVS, EOG, FANG, GOOG, TOL	-			View
2025 Q4	Mar 4, 2026	Cove Street Capital Small Cap Value Fund	-	-	AMZN, CLVT, CSCO, MA, MSFT, SAP, V	AI, liquidity, private credit, small caps, software, technology, value	AI represents a massive technology shift with trillion-dollar capex budgets, but the manager questions whether the multi-trillion AI landgrab will have uncertain outcomes and be wasteful. While AI is an outstanding white-collar tool that will assist good companies, it won't quickly change government, healthcare, banking, or military sectors due to switching costs, training requirements, and regulatory constraints. Over 20% of private credit funds are loans to software companies, creating potential systemic risk as institutional LPs want their money back and GPs don't like the bids on what they need to sell. The pricing of illiquid assets in a market with no bids presents challenges similar to the S&L crisis or 2008 financial crisis. The software business is not dead, but many software stocks are facing repricing as growth gets picked off by AI changes and terminal values need to come down. The manager sees opportunities in slower growth, rule of 30 companies with strong margins and free cash flow that have been less appreciated but are now changing in valuation.		View
2025 Q4	Feb 25, 2026	GMO (Grantham, Mayo, Van Otterloo & Co. LLC)	0.0%	0.0%	2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM	AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation	AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales.	HUBS	View
2025 Q4	Dec 27, 2025	ServeTheHome	-	-	AMZN, CSCO, DELL, NVDA	AI, content, hardware, infrastructure, Networking, technology, Testing	Significant focus on AI infrastructure including NVIDIA DGX systems, AI workstations, and AI server testing. The organization is actively reviewing AI hardware and has multiple AI-related products in their testing pipeline. Extensive coverage of data center infrastructure including tours of Equinix facilities, data center testing equipment, and data center-focused content production. This represents a core focus area for the organization. Major investment in network testing capabilities including 800Gbps NICs, network security testing, and plans to expand network testing in 2026. The organization has made substantial investments in networking test equipment despite lack of ad revenue from this segment.		View
2024 Q3	Oct 2, 2024	The London Company Large Cap	8.1%	14.6%	BLK, CB, CSCO, FDX, FI, GOOG, ORLY, PGR, SCHW, TEL	-			View
2025 Q4	Jan 7, 2026	INN8	0.0%	0.0%	AMZN, AU, BRK-A, CSCO, GFI, GOOGL, HMY, IMPUY, MRP.JO, PIK.JO, SBSW, SHP.JO, SPP.JO, TFG.JO, TRU.JO, WHL.JO	AI, Defense Spending, diversification, Global Markets, gold, rates, Trade Policy	AI remained the dominant theme driving US equity markets with the S&P 500 up 17.8% and Nasdaq gaining 21%. The AI trade broadened beyond chips to include data center companies, with three of the S&P 500's top 10 performers being data storage companies. Investment in AI infrastructure is reaching unprecedented levels with trillions in spending, though questions remain about whether revenue can justify the massive capital deployment. President Trump's hardline tariff agenda became one of the most consequential stories of 2025, lifting average tariff rates to nearly 17% from less than 3% at the end of 2024. The tariffs generated roughly $30 billion monthly for the US Treasury and brought world leaders to Washington seeking trade deals. Despite multiple rounds of meetings, a final agreement with China remains incomplete, with China using its leverage in rare earth minerals to push back against further tariffs. Safe-haven gold gained 65% in 2025, its best annual gain since 1979, driven by geopolitical uncertainties, expectations of US rate cuts, strong central bank buying, and the de-dollarisation trend. Gold mining companies delivered massive returns with Gold Fields up 200%, AngloGold up 242%, Harmony up 124%, Sibanye up 313%, and Implats up 204%. European defense shares surged 56% driven by pledges of higher defense spending across Europe. Germany is expected to spend up to a trillion euros on defense and infrastructure, reflecting the broader commitment to increased military expenditure across the region. The Fed cut interest rates three times in 2025, lowering the benchmark rate to 3.5%-3.75% range as employment growth slowed and unemployment rose. However, new projections show only one rate cut expected this year with further cuts likely on hold until inflation falls or unemployment rises more than anticipated.		View
2025 Q4	Jan 6, 2026	Lansing Street Advisors	0.0%	0.0%	COST, CSCO, NVDA, WMT	AI, Bitcoin, demographics, Leverage, Options, Predictions, technology, Valuations	The manager extensively compares current AI valuations to the 1999 internet bubble, arguing AI represents a trend rather than a fad. Technology companies have doubled net income over four years and grown earnings 550% since 2008, demonstrating sustainable profitability unlike the dot-com era where 74% of internet companies had negative cash flows. Bitcoin declined roughly 6% in 2025 despite widespread price targets of $200,000 from major firms and up to $1.5 million by 2030 from Cathie Wood. The manager uses Bitcoin's volatile history to illustrate the futility of one-year predictions for highly speculative assets.		View
2025 Q4	Jan 29, 2026	Ashva Capital Management	0.0%	0.0%	AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG	AI, Compounding, long-term, Quality, semiconductors, technology, US, value	The manager discusses whether AI represents a bubble, comparing current valuations to traditional retailers like Costco and Walmart trading at higher forward P/E multiples than NVIDIA. He argues that we cannot be in an AI bubble when defensive stocks trade at higher multiples than leading AI companies. The discussion emphasizes that AI-driven demand is creating structural changes in memory and semiconductor markets. Memory semiconductors are highlighted as no longer being a commodity business driven by PC cycles, but rather a strategic input for AI, cloud infrastructure, and data-intensive workloads. The supply side has consolidated with fewer rational players, higher capital intensity, and better pricing discipline. Micron is positioned to benefit from AI-driven demand and improved industry structure. The manager emphasizes owning high-quality U.S. businesses that compound intrinsic value over time. He argues that obvious, high-quality businesses are not a failure of imagination but recognition of reality, as the modern internet economy rewards scale and dominant positions. Quality businesses can deliver asymmetric returns through duration of dominance. Valuation discipline is emphasized as critical to long-term success, with the manager noting that overpaying can cause long-term returns to go sideways. The portfolio deliberately avoided chasing narrow market leadership at elevated valuations, accepting short-term underperformance to preserve long-term risk-adjusted outcomes. Value creation comes from buying quality businesses at rational prices.	DIS AMD MU	View
2025 Q4	Jan 28, 2026	GMO (Grantham, Mayo, Van Otterloo & Co. LLC)	-	-	2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM	AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation	AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales.		View
2025 Q4	Jan 24, 2026	Miller Howard Investments Income-Equity Strategies	15.6%	15.6%	ABBV, C, COP, CSCO, EMN, ETR, GILD, GPS, GSK, HRB, HRL, JEF, JNJ, JPM, MPLX, MTB, PAYX, RF, STT, VICI, VZ	AI, dividends, income, productivity, value	AI represents a transformative technology that could drive step-change improvements in economic productivity. The manager believes AI's greatest impact will come from companies using it as an input to improve operations rather than those selling AI products. Many dividend-paying companies in labor-intensive industries could benefit significantly from AI adoption through process automation and efficiency gains. The portfolio focuses on high dividend yields approximately 3x the S&P 500, with strong dividend coverage ratios and projected dividend growth. Six companies increased dividends in the quarter, led by MPLX with a 13% increase. The strategy emphasizes collecting high and rising dividends while compounding real cash returns through disciplined reinvestment. The portfolio trades at significant discounts to the broad market, with P/E ratios 40-42% below the S&P 500. The manager believes many steady-growing companies are overlooked by markets focused on AI winners, creating opportunities in businesses with lower assumed margins and productivity that could benefit from AI adoption.		View
2025 Q4	Jan 22, 2026	Pelican Bay Capital Management	8.5%	20.6%	ACM, BF.B, BLDR, CME, CSCO, FDS, GNRC, Gold, GOOG, MU, ODFL, ON, TOL, ZTS	AI, concentrated, healthcare, Homebuilders, Quality, semiconductors, technology, value	Portfolio benefited from strong performance in AI-related businesses, particularly Alphabet which established itself as a leading player with its Gemini Large Language Model alongside Claude and ChatGPT. The manager notes perception has improved significantly since initially purchasing GOOG in March 2023 when consensus was that Google missed the AI boom. Core investment philosophy centers on investing in high-quality companies with durable competitive advantages when they trade at steep discounts to intrinsic value. The manager emphasizes the importance of maintaining wide margins of safety and only investing when securities trade below the bottom end of their intrinsic value ranges. Homebuilding companies were weak performers due to elevated mortgage rates and slowdown in new home sales souring investor sentiment. However, the manager remains bullish on long-term prospects believing there is a housing shortage and these companies trade at large discounts to intrinsic values, adding to positions in both BLDR and TOL.	GOOGL ONON ZTS FDS ACM	View
2025 Q4	Jan 21, 2026	The London Company Income Equity	-1.6%	13.5%	BLK, CMI, CSCO, FAST, GLW, NTDOY	Defensive, dividends, income, large cap, Quality, value	AI investment scrutiny emerged as a headwind during the quarter, with concerns about AI returns affecting market sentiment. However, AI momentum accelerated for companies like Cisco, driven by GenAI-related products and increasing data speed and bandwidth requirements both inside and outside data centers. Data center demand drove strong performance for portfolio holdings, with Cummins benefiting from backup power requirements and Corning seeing strong demand in Optical Communications for GenAI-related products. The market recognizes few global suppliers capable of supporting large-scale data center infrastructure needs. The Income Equity strategy maintains a focus on higher overall dividend yield orientation, emphasizing income generation alongside capital preservation and growth. The portfolio is designed to provide greater yield and downside protection through dividend-paying securities. Quality factors were headwinds during the quarter as Value factors led performance, but the portfolio maintains its tilt toward quality attributes. The manager believes quality characteristics like high returns on invested capital, conservative leverage, and reasonable valuations will provide more resilient performance through shifting market regimes.	BLK NTDOY GLW CSCO CMI	View
2025 Q4	Jan 20, 2026	Harding Loevner Global Small Companies	0.4%	8.5%	AAPL, ADBE, AMD, AMZN, AVGO, CRM, CSCO, GOOGL, IBM, INTC, META, MSFT, NFLX, NOW, NVDA, ORCL, PYPL, QCOM, TSLA, TXN	global, healthcare, momentum, Quality, small caps, technology, value	The manager emphasizes quality-growth investing that demands relentless skepticism toward market narratives and constant scrutiny of company fundamentals. They focus on financially strong, well-managed companies with durable competitive advantages operating in industries poised for long-term growth. The letter discusses how price momentum is a well-documented phenomenon where securities whose prices have risen are more likely to keep rising in the short run. When momentum takes hold, fundamentals usually fade from view while narratives are used to justify price moves. AI enthusiasm has lifted hardware and semiconductor stocks while weighing on shares of software and services holdings. The manager notes that many AI-related winners lack clear basis for continuing, with some companies barely connected to the AI theme benefiting from momentum. Gold is trading at its highest inflation-adjusted level in five decades, but it is a volatile commodity. Gold-mining companies have not had a great history of profitability other than when prices are unusually high, making the current rally questionable for long-term returns.	2344 TT DIA IM 298380 KS	View
2025 Q4	Jan 2, 2026	Oak Ridge Investments, LLC	0.0%	0.0%	CSCO, TGT, WMT	AI, Fed policy, growth, healthcare, technology, Valuations	AI is for real and will rapidly grow into everyday lives, continuing to threaten jobs while creating opportunities to improve quality of life. Success breeds competition and margin pressure hits profits. The best performing stocks will be those in their respective industries that do a better job than their peers utilizing technology. Healthcare stocks soared during the fourth quarter and provided the best returns by far. Performance was led by weight loss companies, European pharmaceuticals with positive phase three trials, and breakthrough biotech innovators in autoimmune disease. The sector is expected to lead in the year ahead. Technology and Communication Services remained recipients of majority of Capex spending. Mega cap Tech leaders saw earnings grow 31% and stocks advance 24%, lowering P/Es to reasonable levels. Larger cap Technology companies should continue to lead the market despite being an enormous part of the growth benchmark. Valuations do matter, as evidenced by Cisco Systems finally reaching new highs over 25 years after its Bubble Peak. The market has assigned a 40 P/E ratio to Walmart compared to 15X multiple on struggling Target. Leadership has been among lower quality, higher volatility names trading at extremely high valuations.		View
2025 Q4	Jan 18, 2026	Distillate Capital Fundamental Stability & Value	0.0%	0.0%	BMY, CAH, CSCO, ELV, FFIV, FI, GPS, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TDC, TEL, TMUS, UBER, VST	free cash flow, fundamentals, international, Quality, rebalancing, small caps, valuation, value	The firm emphasizes systematic value investing through their proprietary free cash flow valuation methodology. They focus on stocks trading at attractive valuations while avoiding richly valued names, with their U.S. FSV strategy trading at more than double the free cash flow yield of the S&P 500. The strategy systematically rotates out of names that have increased in value and reinvests into less expensive stocks. The firm filters for high quality companies with stable cash flows and low debt levels. Their investment process excludes negative free cash flow companies and avoids those with high amounts of leverage while seeking fundamental stability. This quality focus has historically been smart but was a drag on returns in 2025 as unprofitable stocks outperformed significantly. The firm sees significant opportunity in small and mid-sized U.S. stocks, though selectivity is critical given the large number of unprofitable and heavily-indebted companies. Their small/mid strategy filters out negative free cash flow companies and high leverage names. The S&P 600 excludes many troubled names and has considerably outperformed the Russell 2000 over time.		View
2025 Q4	Jan 18, 2026	Distillate Capital Small/Mid Cap Quality & Value	0.0%	0.0%	BMY, CAH, CSCO, ELV, FFIV, FI, GPS, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TDC, TEL, TMUS, UBER, VST	free cash flow, fundamentals, Quality, rebalancing, small cap, valuation, value	The letter extensively discusses valuation concerns across markets, highlighting that U.S. equities are historically expensive and trading at levels typically associated with subdued future returns. The firm's strategies focus on finding attractively valued stocks where quality and value overlap, with their portfolios trading at significant discounts to benchmarks. Quality is a core focus of the firm's investment process, emphasizing cash flow stability and avoiding highly leveraged or unprofitable companies. The letter discusses how their strategies systematically filter out negative free cash flow companies and those with high debt levels while seeking fundamental stability. The letter identifies significant opportunities in small and mid-sized U.S. stocks, noting that avoiding high debt levels and money-losing businesses has historically been smart but was a drag on returns in 2025. The firm sees this as creating attractive entry points for quality small cap investing.		View
2025 Q4	Jan 18, 2026	Distillate Capital Large Cap Value	0.0%	8.6%	000660.KS, 005930.KS, BMY, CAH, CSCO, ELV, FFIV, FI, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TEL, TMUS, UBER, VST	FCF, fundamentals, international, Quality, rebalancing, small caps, valuation, value	U.S. equities are historically expensive by any measure and at levels typically associated with subdued future returns. The S&P 500 is trading near record multiples with just 20 stocks accounting for over 50% of the market at a 120% premium to the rest. Historical analysis shows that rich starting valuations correlate with lower longer-term returns. Despite rich overall market valuations, many high quality stocks remain attractively valued. The firm's large cap strategy trades at a free cash flow yield more than double the S&P 500 and 60% above Russell 1000 Value. Value stocks significantly outperformed after the 2000 tech bubble when similar valuation disparities existed. Significant opportunities exist in smaller stocks where avoiding high debt levels and money-losing businesses has historically been smart but was an enormous drag on returns in 2025. Negative free cash flow stocks comprised 35% of Russell 2000 and rose 67% on average, demonstrating unusual market conditions.		View
2025 Q4	Jan 15, 2026	Columbia Dividend Opportunity Fund	2.8%	15.9%	ABBV, ALB, BAC, BLK, BRX, C, CSCO, DRI, GOOGL, GPC, GPS, GS, HD, IBM, IP, JNJ, JPM, LUV, MCD, MO, MRK, MU, PM, QRVO, SBUX, SWKS, T, UDR, XOM	AI, Banking, dividends, financials, Lithium, technology, value, Yield	The fund focuses on companies with historically consistent and increasing dividends, though dividend stocks generally underperformed during the quarter as investors favored speculative companies over defensive characteristics. The manager maintains a positive view on dividend-paying stocks as an out-of-favor segment largely devoid of speculative activity. The market remained supported by ongoing enthusiasm about the artificial intelligence theme, though there was a brief stretch of concern in November about a possible AI bubble. The manager sees potential for improved relative performance if excitement surrounding AI begins to cool. The quarter was characterized by broadening market leadership away from mega-cap technology companies, contributing to relative strength in the value style. The fund's investment universe offers fundamentally sound companies trading with attractive yields and reasonable valuations. A new position in mandatory convertible securities of lithium producer Albermarle made a sizable contribution as lithium prices rose due to reduced supply from China, and market participants became more optimistic about the metal's potential use in energy storage applications.		View
2025 Q4	Jan 15, 2026	GROW Funds LLC	0.0%	0.0%	AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS	AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation	The fund has rotated to an overweight position in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large markets. The manager discusses the massive AI infrastructure investments by tech giants like Microsoft, Meta, Amazon, and Google, totaling hundreds of billions. However, they express skepticism about returns, comparing current partnerships to the telecom boom and dot-com era, preferring companies that use AI to improve business models rather than pure AI infrastructure plays. The fund focuses on small-cap growth companies, noting that small companies have historically outperformed during rate cutting cycles. They highlight a valuation discrepancy where small caps trade at 15x earnings versus the S&P 500 at 22x, presenting opportunities for active stock selection.	MDXH AXSM MAMA	View
2024 Q4	Jan 12, 2025	GreensKeeper Value Fund	-	23.6%	CSCO, ELV, HSY, LULU, MA, MC FP, MSTR, NKE, SHVA IT, V	-			View
2024 Q2	Jul 16, 2022	Ensemble Capital	0.0%	8.0%	ADI, CMG, CSCO, ILMN, NVDA, VEEV	-			View
2024 Q4	Jan 18, 2025	Mayar Capital	-10.0%	-1.5%	AHT LN, CSCO, MSTR, NVDA, OR FP	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 4, 2026	Twitter / X	@TheValueist	Cisco Systems, Inc.	Technology Hardware, Storage & Peripherals	Communications Equipment	Neutral	NASDAQ	Campus, datacenters, Ethernet, hyperscalers, Networking, observability, Optics, Routing, Security, Silicon, Splunk, Switching, Telemetry	View Pitch
Jan 27, 2026	Fund Letters	Brian Campbell	Cisco Systems Inc.	Information Technology	Communications Equipment	Bull	NASDAQ	AI, cashflow, enterprise, infrastructure, Networking	View Pitch
Aug 8, 2025	Seeking Alpha	Steven Fiorillo	Cisco Systems	Information Technology	Communication Equipment	Bull	NASDAQ	—	View Pitch
Aug 8, 2025	Seeking Alpha	Bay Area Ideas	Cisco Systems, Inc.	Information Technology	Communication Equipment	Bear	NASDAQ	—	View Pitch

BSD Shareholders of CSCO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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