Joule Financial, LLC

Position in CSCO — Cisco Systems, Inc.

CIK 1929070 Lexington, KY

Position in CSCO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,420,028

+$442,182 QoQ

Shares Held

20,603

-19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.50%

of 13F equity value

Holder Rank

#1,679

of 4,023 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Joule Financial, LLC holds $4,520,115 across 2 Communication Equipment names. CSCO ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSCO	Cisco Systems, Inc. This page	20,603	$2,420,028
2	CIEN	Ciena Corp	4,281	$2,100,087

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,420,028	20,603	-19.2%	Shares	Sole	2026-07-15
2026-03-31	$1,977,846	25,491	+2.6%	Shares	Sole	2026-04-14
2025-12-31	$1,913,271	24,838	-0.0%	Shares	Sole	2026-01-20
2025-09-30	$1,699,621	24,841	+2.0%	Shares	Sole	2025-11-03
2025-06-30	$1,688,917	24,343	+3.8%	Shares	Sole	2025-07-22
2025-03-31	$1,447,531	23,457	+16.3%	Shares	Sole	2025-04-11
2024-12-31	$1,194,123	20,171	-9.8%	Shares	Sole	2025-01-15
2024-09-30	$1,189,626	22,353	+143.3%	Shares	Sole	2024-10-17
2024-06-30	$436,569	9,189	-1.9%	Shares	Sole	2024-10-17
2024-03-31	$467,357	9,364	-11.8%	Shares	Sole	2024-10-17
2023-12-31	$536,623	10,622	-44.3%	Shares	Sole	2024-01-11
2023-09-30	$1,025,095	19,068	+9.7%	Shares	Sole	2023-10-26
2023-06-30	$899,137	17,378	+4.8%	Shares	Sole	2023-07-14
2023-03-31	$866,750	16,579	+3.5%	Shares	Sole	2023-04-13
2022-12-31	$762,859	16,013	+5.1%	Shares	Sole	2023-01-13
2022-09-30	$609,560	15,239	+9.6%	Shares	Sole	2022-10-19
2022-06-30	$592,823	13,903	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.