← Top Holdings

CSCOCISCO SYS INC

CUSIP: 17275R102

10

Guru Owners

$251.1M

Total Value Held

6.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	1308740	$101.5M	0.33%	$77.59	Q1 2026
Ray Dalio	Bridgewater Associates	822892	$63.8M	0.28%	$77.59	Q1 2026
Tom Gayner	Markel Group	355500	$27.6M	0.23%	$77.59	Q1 2026
FPA Queens Road	Bragg Financial Advisors	350105	$27.2M	0.86%	$77.59	Q1 2026
Donald Yacktman	Yacktman Asset Management	210580	$16.3M	0.22%	$77.59	Q1 2026
Dodge & Cox	Dodge & Cox	105119	$8.2M	0.00%	$77.59	Q1 2026
Tweedy Browne	Tweedy Browne Company	55199	$4.3M	0.34%	$77.59	Q1 2026
Mairs & Power	Mairs & Power	19827	$1.5M	0.02%	$77.59	Q1 2026
Dan Sundheim	D1 Capital Partners	5527	$429K	0.18%	$77.59	Q1 2026
AKO Capital	AKO Capital	3043637	$236K	4.62%	$0.08	Q1 2026

$101.5M

0.33%

$63.8M

0.28%

$27.6M

0.23%

FPA Queens Road

$27.2M

0.86%

Donald Yacktman

$16.3M

0.22%

$8.2M

0.00%

$4.3M

0.34%

$1.5M

0.02%

$429K

0.18%

$236K

4.62%

📊 Fundamentals

Market Cap$444.5B

P/E Ratio37.6x

Above market avg

Forward P/E23.6x

P/FCF47.9x

EPS (TTM)$3.00

Revenue (TTM)$60.7B

Profit Margin19.68%

Div Yield1.50%

Beta1.01

52-Week Range

$65.75

$130.37

Current: $112.77

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.6x trailing earnings → 23.6x forward · 19.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2611 owners · $251.1M

REDUCEDRichard Pzena$101.5M

INCREASEDRay Dalio$63.8M

INCREASEDFPA Queens Road$27.2M

REDUCEDDonald Yacktman$16.3M

REDUCEDDodge & Cox$8.2M

REDUCEDTweedy Browne$4.3M

REDUCEDMairs & Power$1.5M

REDUCEDAKO Capital$236K

REDUCEDRobert Olstein$4K

Q4 '2512 owners · $496.1M

NEWAKO Capital$239.8M

REDUCEDRichard Pzena$107.6M

INCREASEDRay Dalio$35.6M

REDUCEDFPA Queens Road$27.0M

REDUCEDDonald Yacktman$26.2M

REDUCEDDodge & Cox$12.6M

REDUCEDDavid Katz$8.7M

REDUCEDRobert Olstein$5.0M

REDUCEDTweedy Browne$4.3M

REDUCEDMairs & Power$1.6M

INCREASEDDan Sundheim$426K

Q3 '2511 owners · $336.5M

REDUCEDRay Dalio$122.2M

REDUCEDRichard Pzena$105.7M

REDUCEDDonald Yacktman$24.6M

INCREASEDTom Gayner$24.3M

REDUCEDFPA Queens Road$24.0M

REDUCEDDodge & Cox$14.9M

REDUCEDDavid Katz$9.2M

REDUCEDRobert Olstein$5.9M

REDUCEDTweedy Browne$3.8M

NEWMairs & Power$1.4M

Q2 '2510 owners · $381.9M

REDUCEDRay Dalio$130.0M

REDUCEDRichard Pzena$111.0M

INCREASEDDodge & Cox$43.1M

REDUCEDDonald Yacktman$26.8M

REDUCEDFPA Queens Road$24.3M

INCREASEDTom Gayner$24.2M

REDUCEDDavid Katz$11.2M

INCREASEDRobert Olstein$6.8M

REDUCEDTweedy Browne$4.0M

REDUCEDDan Sundheim$383K

SOLDPaul Singer

SOLDLee Ainslie

SOLDMairs & Power

Q1 '2513 owners · $1.74B

REDUCEDDodge & Cox$1.34B

NEWPaul Singer$123.4M

NEWRichard Pzena$112.9M

NEWLee Ainslie$48.4M

INCREASEDDonald Yacktman$27.3M

REDUCEDFPA Queens Road$21.9M

REDUCEDDavid Katz$17.2M

INCREASEDRay Dalio$15.5M

REDUCEDRobert Olstein$6.5M

REDUCEDTweedy Browne$3.6M

INCREASEDMairs & Power$1.2M

REDUCEDDan Sundheim$415K

Q4 '2410 owners · $1.56B

REDUCEDDodge & Cox$1.41B

REDUCEDDonald Yacktman$69.8M

REDUCEDDavid Katz$32.3M

NEWFPA Queens Road$21.3M

REDUCEDRobert Olstein$7.5M

INCREASEDTweedy Browne$3.5M

INCREASEDMairs & Power$1.1M

REDUCEDRay Dalio$603K

NEWDan Sundheim$408K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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

9%analyst est. 9.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.3%current: 15.3%

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 10 superinvestors · 22 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

BUYRich McCormickR

$1,001 - $15,0002025-11-05

SELLLinda SanchezD

$1,001 - $15,0002025-10-28

BUYJared MoskowitzD

$15,001 - $50,0002025-10-10

BUYJared MoskowitzD

$1,001 - $15,0002025-10-10

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-07-22

BUYCleo FieldsD

$50,001 - $100,0002025-06-30

BUYJulia LetlowR

$1,001 - $15,0002025-06-17

SELLScott FranklinR

$1,001 - $15,0002025-06-16

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12

$1,001 - $15,0002025-04-23

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

$1,001 - $15,0002025-04-04

SELLSheri BiggsR

$15,001 - $50,0002025-03-18

$1,001 - $15,0002025-03-12

SELLJosh GottheimerD

$1,001 - $15,0002025-02-21

$15,001 - $50,0002025-01-22

SELLJohn BoozmanR

$1,001 - $15,0002025-01-14

SELLMarco RubioR

$1,001 - $15,0002025-01-07