Creative Planning

Position in CSCO — Cisco Systems, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to CSCO Full portfolio

Position in CSCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$237,226,796

+$89,248,003 QoQ

Shares Held

2,019,639

+5.9% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#155

of 4,023 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in CSCO Over Time

Shares Held

Position Value (USD)

Derivatives in CSCO

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$42,823

PutShares

7,000

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 Jun 30, 2026

Creative Planning holds $398,921,076 across 22 Communication Equipment names. CSCO ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	2,019,639	$237,226,796
2	HPE	Hewlett Packard Enterprise Co	580,175	$26,171,693
3	CIEN	Ciena Corp	52,494	$25,751,456
4	LITE	Lumentum Holdings Inc.	28,100	$24,111,485
5	MSI	Motorola Solutions, Inc.	44,461	$18,464,207
6	VIAV	Viavi Solutions Inc.	297,223	$14,192,397
7	NOK	Nokia Corp	848,614	$11,269,593
8	VSAT	Viasat Inc	76,485	$6,869,117

All Filings in CSCO

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,823	7,000	-31.4%	Put	Sole	2026-08-13
2026-06-30	$237,226,796	2,019,639	+5.9%	Shares	Defined	2026-08-13
2026-03-31	$147,978,793	1,907,189	+16.2%	Shares	Defined	2026-05-12
2025-12-31	$1	10,200	0.0%	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	+6.3%	Shares	Sole	2025-11-14
2025-09-30	$1,428	10,200	0.0%	Put	Sole	2025-11-14
2025-06-30	$99,878,822	1,439,591	+3.6%	Shares	Sole	2025-08-08
2025-06-30	$4,183	10,200	0.0%	Put	Sole	2025-08-08
2025-03-31	$85,714,510	1,388,989	+14.6%	Shares	Sole	2025-05-15
2025-03-31	$10,659	10,200	0.0%	Put	Sole	2025-05-15
2024-12-31	$102	10,200	0.0%	Put	Sole	2025-02-14
2024-12-31	$71,740,099	1,211,826	+4.8%	Shares	Defined	2025-02-14
2024-09-30	$60,978,732	1,155,964	+2.5%	Shares	Sole	2024-10-11
2024-06-30	$53,599,051	1,128,164	-3.9%	Shares	Defined	2024-08-15
2024-06-30	$4,080	10,200	+78.9%	Put	Sole	2024-08-15
2024-03-31	$58,582,161	1,173,756	+7.3%	Shares	Defined	2024-05-13
2024-03-31	$5,235	5,700	—	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	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$47,640	1,000	0.0%	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	-6.6%	Shares	Sole	2021-08-04
2021-03-31	$1,000	1,000	-50.0%	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	+7.9%	Shares	Sole	2021-01-29
2020-12-31	$89,500	2,000	0.0%	Call	Sole	2021-01-29
2020-09-30	$26,840,661	681,408	-3.4%	Shares	Sole	2020-11-05
2020-09-30	$78,780	2,000	+100.0%	Call	Sole	2020-11-05
2020-06-30	$32,899,016	705,382	-2.6%	Shares	Sole	2020-07-23
2020-03-31	$39,310	1,000	—	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.