Cisco Systems, Inc.
CH ˙ SWX ˙ US17275R1023
SecurityCH:CSCO / Cisco Systems, Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership28,246 shares
Latest Disclosed Value $ 2,191,577
PDS Planning, Inc reports 2.43% increase in ownership of CSCO / Cisco Systems, Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 28,246 shares of Cisco Systems, Inc. (CH:CSCO) valued at $2,191,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 27,575 shares of Cisco Systems, Inc.. This represents a change in shares of 2.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F CISCO SYS COM 17275R102 28,246 671 2.43 2,192 3.15 0.1446
2026-01-26 2025-12-31 13F CISCO SYS COM 17275R102 27,575 2,788 11.25 2,124 25.31 0.1419
2025-10-21 2025-09-30 13F CISCO SYS COM 17275R102 24,787 42 0.17 1,696 -1.22 0.1173
2025-07-24 2025-06-30 13F CISCO SYS COM 17275R102 24,745 2,302 10.26 1,717 23.99 0.1279
2025-04-24 2025-03-31 13F CISCO SYS COM 17275R102 22,443 2,256 11.18 1,385 15.82 0.1167
2025-02-10 2024-12-31 13F CISCO SYS COM 17275R102 20,187 1,092 5.72 1,195 17.62 0.1062
2024-10-30 2024-09-30 13F CISCO SYS COM 17275R102 19,095 -277 -1.43 1,016 10.43 0.0911
2024-08-08 2024-06-30 13F CISCO SYS COM 17275R102 19,372 -316 -1.61 920 -6.31 0.0929
2024-05-01 2024-03-31 13F CISCO SYS COM 17275R102 19,688 -1,839 -8.54 983 -9.66 0.1032
2024-02-01 2023-12-31 13F CISCO SYS COM 17275R102 21,527 -1,631 -7.04 1,088 -12.62 0.1239
2023-10-23 2023-09-30 13F CISCO SYS COM 17275R102 23,158 447 1.97 1,245 5.87 0.1611
2023-07-21 2023-06-30 13F CISCO SYS COM 17275R102 22,711 423 1.90 1,175 0.86 0.1502
2023-05-02 2023-03-31 13F CISCO SYS COM 17275R102 22,288 3,760 20.29 1,165 32.09 0.1606
2023-01-27 2022-12-31 13F CISCO SYS COM 17275R102 18,528 -342 -1.81 883 16.82 0.1411
2022-11-02 2022-09-30 13F CISCO SYS COM 17275R102 18,870 176 0.94 755 -5.27 0.1374
2022-07-15 2022-06-30 13F CISCO SYS COM 17275R102 18,694 1,392 8.05 797 -17.41 0.1443
2022-04-18 2022-03-31 13F CISCO SYS COM 17275R102 17,302 3,462 25.01 965 10.03 0.1698
2022-01-25 2021-12-31 13F CISCO SYS COM 17275R102 13,840 -773 -5.29 877 10.31 0.1678
2021-10-22 2021-09-30 13F CISCO SYS COM 17275R102 14,613 666 4.78 795 7.58 0.1834
2021-07-26 2021-06-30 13F CISCO SYS COM 17275R102 13,947 2,658 23.55 739 26.54 0.1799
2021-04-20 2021-03-31 13F CISCO SYS COM 17275R102 11,289 1,253 12.49 584 30.07 0.1695
2021-01-21 2020-12-31 13F CISCO SYS COM 17275R102 10,036 -630 -5.91 449 6.90 0.1541
2020-10-19 2020-09-30 13F CISCO SYS COM 17275R102 10,666 260 2.50 420 -13.40 0.1710
2020-08-11 2020-06-30 13F CISCO SYS COM 17275R102 10,406 1,849 21.61 485 44.35 0.2198
2020-04-20 2020-03-31 13F CISCO SYS COM 17275R102 8,557 -736 -7.92 336 -24.66 0.2145
2020-02-07 2019-12-31 13F CISCO SYS COM 17275R102 9,293 93 1.01 446 -1.98 0.2814
2019-10-28 2019-09-30 13F CISCO SYS COM 17275R102 9,200 2,011 27.97 455 15.78 0.3158
2019-08-14 2019-06-30 13F CISCO SYS COM 17275R102 7,189 1,333 22.76 393 24.37 0.2923
2019-04-19 2019-03-31 13F CISCO SYS COM 17275R102 5,856 559 10.55 316 37.39 0.2456
2019-02-08 2018-12-31 13F CISCO SYS COM 17275R102 5,297 212 4.17 230 -6.88 0.1976
2018-11-02 2018-09-30 13F CISCO SYS COM 17275R102 5,085 1,336 35.64 247 53.42 0.2114
2018-07-26 2018-06-30 13F CISCO SYS COM 17275R102 3,749 1 0.03 161 0.00 0.1588
2018-05-03 2018-03-31 13F CISCO SYS COM 17275R102 3,748 3,748 161 0.1627
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.