← Top Holdings
CSCOCISCO SYS INC
CUSIP: 17275R102
11
Guru Owners
$495.7M
Total Value Held
6.4M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| AKO Capital | 3113706 | $239.8M | 3.65% | $77.03 | Q4 2025 | |
| Pzena Investment Management | 1396376 | $107.6M | 0.32% | $77.03 | Q4 2025 | |
| Bridgewater Associates | 462267 | $35.6M | 0.13% | $77.03 | Q4 2025 | |
| Markel Group | 355500 | $27.4M | 0.22% | $77.03 | Q4 2025 | |
| Bragg Financial Advisors | 350100 | $27.0M | 0.88% | $77.03 | Q4 2025 | |
| Yacktman Asset Management | 340638 | $26.2M | 0.37% | $77.03 | Q4 2025 | |
| Dodge & Cox | 163114 | $12.6M | 0.01% | $77.03 | Q4 2025 | |
| Matrix Asset Advisors | 112308 | $8.7M | 0.78% | $77.03 | Q4 2025 | |
| Olstein Capital Management | 65000 | $5.0M | 1.03% | $77.03 | Q4 2025 | |
| Tweedy Browne Company | 56068 | $4.3M | 0.35% | $77.03 | Q4 2025 | |
| Mairs & Power | 20265 | $1.6M | 0.02% | $77.03 | Q4 2025 |
📊 Fundamentals
Market Cap$346.6B
P/E Ratio31.6x
Above market avg
Forward P/E19.4x
P/FCF34.2x
EPS (TTM)$2.78
Revenue (TTM)$59.1B
Profit Margin18.76%
Div Yield1.92%
Beta0.82
52-Week Range
$54.59
$88.35
Current: $87.71
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 31.6x trailing earnings → 19.4x forward · 18.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '2511 owners · $495.7M
Q3 '2510 owners · $336.1M
Q2 '259 owners · $381.5M
SOLDLee Ainslie
Q1 '2510 owners · $1.62B
Q4 '247 owners · $1.54B
Q3 '247 owners · $1.40B
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.2%current: 17.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
CSCO: Held by 11 superinvestors · 22 congress member trades
$1,001 - $15,0002026-01-09
$1,001 - $15,0002025-11-05
$1,001 - $15,0002025-10-28
$15,001 - $50,0002025-10-10
$1,001 - $15,0002025-10-10
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-22
$50,001 - $100,0002025-06-30
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-16
$50,001 - $100,0002025-05-12
$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-04-04
$15,001 - $50,0002025-03-18
$1,001 - $15,0002025-03-12
$1,001 - $15,0002025-02-21
$15,001 - $50,0002025-01-22
$1,001 - $15,0002025-01-14
$1,001 - $15,0002025-01-07