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Capital Planning Advisors, LLC

Position in CSCO — Cisco Systems, Inc.

CIK 1631941 Roseville, CA

Position in CSCO

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$439,081
-$102,131 QoQ
Shares Held
5,659
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CSCO Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $685,141 across 2 Communication Equipment names. CSCO ranks #1 (64.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSCO
Cisco Systems, Inc.
This page
5,659 $439,081

All Filings in CSCO

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $439,081 5,659
2025-12-31 $541,212 7,026
2025-09-30 $502,134 7,339
2025-06-30 $567,875 8,185
2025-03-31 $511,761 8,293
2024-12-31 $507,344 8,570
2024-09-30 $501,971 9,432
2024-06-30 $450,964 9,492
2024-03-31 $651,924 13,062
2023-12-31 $703,339 13,922
2023-09-30 $732,264 13,621
2023-06-30 $748,729 14,471
2023-03-31 $777,403 14,870
2022-12-31 $993,484 20,854
2022-09-30 $888,360 22,209
2022-06-30 $852,203 19,986
2022-03-31 $1,130,757 20,279
2021-12-31 $1,328,108 20,958
2021-09-30 $1,117,230 20,526
2021-06-30 $1,087,878 20,526
2021-03-31 $827,256 15,998
2020-12-31 $856,604 19,142
2020-09-30 $979,353 24,863
2020-06-30 $2,585,861 55,443
2020-03-31 $2,709,284 68,921