Applied Finance Capital Management, LLC

Position in CSCO — Cisco Systems, Inc.

CIK 1966007 SAN JUAN, PR

Position in CSCO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$41,215,891

+$5,573,296 QoQ

Shares Held

350,893

-23.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#419

of 4,021 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $41,215,891 across 1 Communication Equipment name. CSCO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSCO	Cisco Systems, Inc. This page	350,893	$41,215,891

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,215,891	350,893	-23.6%	Shares	Sole	2026-07-28
2026-03-31	$35,642,595	459,371	-10.3%	Shares	Sole	2026-05-04
2025-12-31	$39,452,301	512,168	+10.6%	Shares	Sole	2026-02-05
2025-09-30	$31,684,412	463,087	-8.9%	Shares	Sole	2025-11-06
2025-06-30	$35,252,602	508,109	-12.6%	Shares	Sole	2025-07-29
2025-03-31	$35,862,704	581,149	-50.6%	Shares	Sole	2025-05-07
2024-12-31	$69,584,449	1,175,413	-5.5%	Shares	Sole	2025-02-13
2024-09-30	$66,167,308	1,243,279	+8.2%	Shares	Sole	2024-11-08
2024-06-30	$54,576,399	1,148,735	+53.7%	Shares	Sole	2024-07-31
2024-03-31	$37,292,602	747,197	+28.9%	Shares	Sole	2024-05-07
2023-12-31	$29,285,383	579,679	+9.7%	Shares	Sole	2024-02-08
2023-09-30	$28,400,709	528,287	+15.3%	Shares	Sole	2023-11-08
2023-06-30	$23,708,044	458,215	-16.5%	Shares	Sole	2023-08-14
2023-03-31	$28,678,821	548,562	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$26,026,208	546,310	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.