Cisco Systems, Inc.
US ˙ NasdaqGS ˙ US17275R1023

SecurityCSCO / Cisco Systems, Inc.
InstitutionLeuthold Group, Llc
Latest Disclosed Ownership157,564 shares
Latest Disclosed Value $ 12,225,391
Leuthold Group, Llc reports 1.73% increase in ownership of CSCO / Cisco Systems, Inc.

On May 6, 2026 - Leuthold Group, Llc filed a 13F-HR form disclosing ownership of 157,564 shares of Cisco Systems, Inc. (US:CSCO) valued at $12,225,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 154,877 shares of Cisco Systems, Inc.. This represents a change in shares of 1.73% during the quarter. The current value of the position is $20,483,320 USD.

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)
2026-05-06 2026-03-31 13F Cisco Systems COM 17275R102 157,564 2,687 1.73 12,225 2.47 1.3023
2026-02-05 2025-12-31 13F Cisco Systems COM 17275R102 154,877 18,776 13.80 11,930 28.11 1.2883
2025-11-06 2025-09-30 13F Cisco Systems COM 17275R102 136,101 12,539 10.15 9,312 8.63 1.0188
2025-08-13 2025-06-30 13F Cisco Systems COM 17275R102 123,562 39,356 46.74 8,573 64.97 1.0242
2025-05-13 2025-03-31 13F Cisco Systems COM 17275R102 84,206 -4,418 -4.99 5,196 -0.95 0.6747
2025-02-03 2024-12-31 13F Chubb COM 17275R102 88,624 88,624 5,247 0.6301
2024-10-24 2024-09-30 13F Cisco Systems COM 17275R102 0 -105,665 -100.00 0 -100.00
2024-08-12 2024-06-30 13F Cisco Systems COM 17275R102 105,665 -945 -0.89 5,020 -5.64 0.5802
2024-05-06 2024-03-31 13F Cisco Systems COM 17275R102 106,610 -46 -0.04 5,321 -1.26 0.5992
2024-02-06 2023-12-31 13F Cisco Systems COM 17275R102 106,656 -239 -0.22 5,388 -6.23 0.6742
2023-11-07 2023-09-30 13F Cisco Systems COM 17275R102 106,895 -8,856 -7.65 5,747 -4.04 0.8060
2023-08-08 2023-06-30 13F Cisco Systems COM 17275R102 115,751 2,941 2.61 5,989 1.54 0.7760
2023-04-18 2023-03-31 13F Cisco Systems COM 17275R102 112,810 112,810 5,897 0.7788
2022-08-01 2022-06-30 13F Cisco Systems COM 17275R102 0 -11,301 -100.00 0 -100.00
2022-05-04 2022-03-31 13F Cisco Systems COM 17275R102 11,301 0 0.00 630 -12.01 0.0807
2022-02-03 2021-12-31 13F Cisco Systems COM 17275R102 11,301 -128 -1.12 716 15.11 0.0839
2021-11-15 2021-09-30 13F Cisco Systems COM 17275R102 11,429 0 0.00 622 2.64 0.0763
2021-08-13 2021-06-30 13F Cisco Systems COM 17275R102 11,429 -249 -2.13 606 0.33 0.0744
2021-05-17 2021-03-31 13F Cisco Systems COM 17275R102 11,678 11,678 604 0.0762
2020-11-14 2020-09-30 13F Cisco Systems COM 17275R102 0 -115,667 -100.00 0 -100.00
2020-08-14 2020-06-30 13F Cisco Systems COM 17275R102 115,667 -2,883 -2.43 5,395 15.77 0.8034
2020-05-15 2020-03-31 13F Cisco Systems COM 17275R102 118,550 118,550 4,660 0.8397
2019-11-14 2019-09-30 13F Cisco Systems COM 17275R102 0 -171,829 -100.00 0 -100.00
2019-08-14 2019-06-30 13F Cisco Systems COM 17275R102 171,829 155,721 966.73 9,404 980.92 1.2127
2019-05-15 2019-03-31 13F Cisco Systems COM 17275R102 16,108 16,108 870 0.1170
2017-08-14 2017-06-30 13F Cisco Systems COM 17275R102 0 -118,737 -100.00 0 -100.00
2017-05-15 2017-03-31 13F Cisco Systems COM 17275R102 118,737 -2,641 -2.18 4,013 9.41 0.4324
2017-02-14 2016-12-31 13F Cisco Systems COM 17275R102 121,378 -9,258 -7.09 3,668 -11.49 0.4103
2016-11-14 2016-09-30 13F Cisco Systems COM 17275R102 130,636 130,636 290.04 4,144 427.90 0.4355
2014-02-14 2013-12-31 13F Cisco Systems COM 17275R102 0 -33,493 -100.00 0 -100.00
2013-11-14 2013-09-30 13F Cisco Systems COM 17275R102 33,493 -4,009 -10.69 785 -14.02 0.0726
2013-08-14 2013-06-30 13F Cisco Systems COM 17275R102 37,502 37,502 913 0.0846
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.