Creative Planning

Position in CSCO — Cisco Systems, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to CSCO Full portfolio

Position in CSCO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$147,978,793

+$21,569,020 QoQ

Shares Held

1,907,189

+16.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5349755399304736.ToString("F0")% Shared 0.ToString("F0")% None 99.46502446006953.ToString("F0")%

Common Shares in CSCO Over Time

Shares Held

Position Value (USD)

Derivatives in CSCO

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$785,706

PutShares

10,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Communication Equipment

Technology · as of Mar 31, 2026

Creative Planning holds $261,722,364 across 22 Communication Equipment names. CSCO ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	1,907,189	$147,978,793
2	MSI	Motorola Solutions, Inc.	49,361	$21,421,193
3	CIEN	Ciena Corp	49,024	$19,032,587
4	LITE	Lumentum Holdings Inc.	23,781	$16,712,335
5	HPE	Hewlett Packard Enterprise Co	506,816	$12,067,288
6	VIAV	Viavi Solutions Inc.	274,123	$9,122,813
7	NOK	Nokia Corp	783,061	$6,295,809
8	ASTS	AST SpaceMobile, Inc.	64,490	$5,344,286

All Filings in CSCO

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$147,978,793	1,907,189	+18597.9%	Shares	Defined	2026-05-12
2025-12-31	$785,706	10,200	-99.4%	Put	Sole	2026-02-17
2025-12-31	$126,409,773	1,641,046	+7.2%	Shares	Sole	2026-02-17
2025-09-30	$104,743,151	1,530,885	+14908.7%	Shares	Sole	2025-11-14
2025-09-30	$697,884	10,200	-99.3%	Put	Sole	2025-11-14
2025-06-30	$99,878,822	1,439,591	+14013.6%	Shares	Sole	2025-08-08
2025-06-30	$707,676	10,200	-99.3%	Put	Sole	2025-08-08
2025-03-31	$85,714,510	1,388,989	+13517.5%	Shares	Sole	2025-05-15
2025-03-31	$629,442	10,200	0.0%	Put	Sole	2025-05-15
2024-12-31	$603,840	10,200	-99.2%	Put	Sole	2025-02-14
2024-12-31	$71,740,099	1,211,826	+4.8%	Shares	Defined	2025-02-14
2024-09-30	$61,520,403	1,155,964	+2.5%	Shares	Sole	2024-10-11
2024-06-30	$53,599,051	1,128,164	+10960.4%	Shares	Defined	2024-08-15
2024-06-30	$484,602	10,200	-99.1%	Put	Sole	2024-08-15
2024-03-31	$58,582,161	1,173,756	+20492.2%	Shares	Defined	2024-05-13
2024-03-31	$284,487	5,700	-99.5%	Put	Sole	2024-05-13
2023-12-31	$55,271,708	1,094,056	-3.9%	Shares	Defined	2024-02-14
2023-09-30	$61,175,277	1,137,933	+9.2%	Shares	Defined	2023-11-16
2023-06-30	$53,903,042	1,041,806	+3.4%	Shares	Sole	2023-07-21
2023-03-31	$52,659,291	1,007,255	+100625.5%	Shares	Sole	2023-05-15
2022-12-31	$47,640	1,000	-99.9%	Call	Sole	2023-02-10
2022-12-31	$46,882,428	984,098	+1.3%	Shares	Sole	2023-02-10
2022-09-30	$38,875,200	971,880	-1.3%	Shares	Sole	2022-11-03
2022-06-30	$41,993,662	984,842	+14.7%	Shares	Sole	2022-08-15
2022-03-31	$47,884,736	858,765	+27.6%	Shares	Sole	2022-05-16
2021-12-31	$42,648,580	673,009	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$37,173,186	682,954	+3.6%	Shares	Sole	2021-11-10
2021-06-30	$34,924,721	658,957	+65795.7%	Shares	Sole	2021-08-04
2021-03-31	$51,710	1,000	-99.9%	Call	Sole	2021-04-30
2021-03-31	$36,465,478	705,192	-4.1%	Shares	Sole	2021-04-30
2020-12-31	$32,893,935	735,060	+36653.0%	Shares	Sole	2021-01-29
2020-12-31	$89,500	2,000	-99.7%	Call	Sole	2021-01-29
2020-09-30	$26,840,661	681,408	+33970.4%	Shares	Sole	2020-11-05
2020-09-30	$78,780	2,000	-99.7%	Call	Sole	2020-11-05
2020-06-30	$32,899,016	705,382	+70438.2%	Shares	Sole	2020-07-23
2020-03-31	$39,310	1,000	-99.9%	Call	Sole	2020-05-05
2020-03-31	$28,463,820	724,086	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.