Sunburst Financial Group, LLC CSCO — CISCO SYS INC

Ownership history in Sunburst Financial Group, LLC  ·  27 quarters on record

AI Ownership Summary

Sunburst Financial Group, LLC reported CISCO SYS INC (CSCO) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.2% in 2026 Q2. The latest visible filing shows CSCO at 0.20% 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 Sunburst Financial Group, LLC'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
2026 Q2

CSCO was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Sunburst Financial Group, LLC fund profile Sunburst Financial Group, LLC full holdings
How Sunburst Financial Group, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,419 -490 -4.5% 0.20% $1.2M 2026-07-08 $113.82
2026 Q1 REDUCED — — — 10,909 -66 -0.6% 0.16% $846K 2026-04-08 $83.39
2025 Q4 ADDED — — — 10,975 +176 +1.6% 0.17% $845K 2026-01-21 $73.02
2025 Q3 REDUCED — — — 10,799 -154 -1.4% 0.16% $739K 2025-10-17 $69.12
2025 Q2 ADDED — — — 10,953 +3 +0.0% 0.17% $760K 2025-08-05 $66.15
2025 Q1 REDUCED 14.1% +13.2% ❌ 10,950 -1,804 -14.1% 0.17% $676K 2025-05-08 $58.15
2024 Q4 REDUCED — — — 12,754 -293 -2.2% 0.19% $755K 2025-01-30 $58.50
2024 Q3 REDUCED — — — 13,047 -265 -2.0% 0.18% $694K 2024-10-25 $53.56
2024 Q2 REDUCED — — — 13,312 -291 -2.1% 0.17% $632K 2024-07-12 $45.18
2024 Q1 ADDED — — — 13,603 +643 +5.0% 0.19% $681K 2024-04-16 $45.31
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q2 — sorted by position size

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 7.82% Crescent Sterling, Ltd. 3Y 4.76% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 3.72% Martin Capital Partners, LLC 3Y 7Y 3.71% Somerset Trust Co 3Y 7Y 3.68% Victrix Investment Advisors 3.45% BONNESS ENTERPRISES INC 3Y 7Y 3.35% ATWOOD & PALMER INC 3Y 7Y 3.17% Cohen Capital Management, Inc. 3Y 7Y 3.16% Carolina Wealth Advisors, LLC 3Y 2.89%

FAQ About Sunburst Financial Group, LLC and CSCO

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

How long has Sunburst Financial Group, LLC reported owning CSCO?

Sunburst Financial Group, LLC reported CSCO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSCO position in Sunburst Financial Group, LLC's portfolio?

The largest reported portfolio weight for CSCO was 0.20% in 2026 Q2.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q2, when Sunburst Financial Group, LLC reported 10,419 shares, equal to 0.20% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CSCO ownership page compare?

The chart compares Sunburst Financial Group, LLC'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.

How well did Sunburst Financial Group, LLC time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, Sunburst Financial Group, LLC correctly timed 11 out of 26 reported position changes (42%). The annualised alpha on CSCO relative to SPY over the holding period was +61.0%.

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