CSCO — CISCO SYS INC

Ownership history in Morton Capital Management LLC/CA  ·  10 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported CISCO SYS INC (CSCO) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2023 Q4. The latest visible filing shows CSCO at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Capital Management LLC/CA's position in CISCO SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSCO was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,618 -521 -2.0% 0.30% $2.0M 2026-02-14 (Est.) $76.44
2025 Q3 REDUCED 26,139 -221 -0.8% 0.29% $1.8M 2025-10-24 $69.88
2025 Q2 REDUCED 26,360 -1,034 -3.8% 0.32% $1.8M 2025-07-23 $67.48
2025 Q1 REDUCED 27,394 -817 -2.9% 0.33% $1.7M 2025-04-17 $54.51
2024 Q4 REDUCED 28,211 -2,040 -6.7% 0.31% $1.7M 2025-01-15 $58.24
2024 Q3 REDUCED 30,251 -4,153 -12.1% 0.32% $1.6M 2024-10-09 $51.66
2024 Q2 REDUCED 34,404 -1,311 -3.7% 0.39% $1.6M 2024-07-12 $45.35
2024 Q1 REDUCED 35,715 -1,314 -3.5% 0.48% $1.8M 2024-04-12 $46.02
2023 Q4 REDUCED 37,029 -5,561 -13.1% 0.56% $1.9M 2024-01-18 $47.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q1 — sorted by position size

Sara-Bay Financial 3Y 4.51% Crescent Sterling, Ltd. 3Y 3.51% M. Kraus & Co 3Y 7Y 3.47% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 3.37% Martin Capital Partners, LLC 3Y 7Y 3.34% LAWOOD & CO 3.32% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 3.07% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.85% Palisade Asset Management, LLC 3Y 7Y 2.77% BONNESS ENTERPRISES INC 3Y 7Y 2.73%

FAQ About Morton Capital Management LLC/CA and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Capital Management LLC/CA reported owning CSCO?

Morton Capital Management LLC/CA reported CSCO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSCO position in Morton Capital Management LLC/CA's portfolio?

The largest reported portfolio weight for CSCO was 0.56% in 2023 Q4.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2025 Q4, when Morton Capital Management LLC/CA reported 25,618 shares, equal to 0.30% of portfolio, with an estimated market value of $2.0M.

What does the chart on this CSCO ownership page compare?

The chart compares Morton Capital Management LLC/CA's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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