CSCO β€” CISCO SYS INC

Ownership history in BINGHAM PRIVATE WEALTH, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which BINGHAM PRIVATE WEALTH, LLC reported a position in CISCO SYS INC (CSCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.57% (2025 Q4)
πŸ“Š Avg. % of fund
1.33%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

BINGHAM PRIVATE WEALTH, LLC Γ— CSCO AI Analytics

πŸ“ˆ BINGHAM PRIVATE WEALTH, LLC outperformed the S&P 500 by +7.5% annually on this CSCO position. Average cost basis: $63.59. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+7.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.5% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$63.59
+20.5% vs current ($76.62)

Best entry: $60.25 (2025 Q1)  Β·  Worst: $76.62 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ BINGHAM PRIVATE WEALTH, LLC has been actively increasing its CSCO allocation β€” a bullish signal from insiders.
Currently 1.57% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CSCO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,643 +1,684 +7.7% 1.57% $1.8M $76.62
2025 Q2 ADDED 21,959 +6,468 +41.8% 1.45% $1.5M $68.19
2025 Q1 INITIATED 15,491 β€” β€” 0.98% $917K $60.25

🏒 Other funds also holding CSCO

As of 2025 Q4 β€” sorted by position size

Nexus Investment Management ULC 3Y 7Y 6.76% PRENTISS SMITH & CO INC 3Y 7Y 6.44% MARINER INVESTMENT GROUP LLC 3Y 7Y 6.17% Harbor Island Capital LLC 3Y 7Y 6.08% Orca Wealth Management, LLC 4.68% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 4.58% Sara-Bay Financial 3Y 4.52% Two Point Capital Management, Inc. 3Y 4.35% OAK ASSOCIATES LTD /OH/ 3Y 7Y 4.27% Westchester Capital Management, Inc. 3Y 7Y 4.01%
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