SEC 13F Intelligence

Two Point Capital Management, Inc. / CSCO

Two Point Capital Management, Inc.’s Cisco Sys Inc Position

Does Two Point Capital Management, Inc. own Cisco Sys Inc (CSCO)? Yes — 137.5K shares worth $11M (+4.66% of its 13F portfolio) as of Q1 2026, down from 139.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
137.5K
% of Portfolio
+4.66%
Quarters Held
8
currently held

Position History CSCO

Reported value by quarter
Q4 ’23: $9MQ4 ’23Q2 ’24: $8MQ2 ’24Q3 ’24: $9MQ3 ’24Q4 ’24: $10MQ4 ’24Q2 ’25: $10MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.5K$11M+4.66%
Q4 2025139.5K$11M+4.35%
Q3 2025140.6K$10M+3.87%
Q2 2025142.9K$10M+4.22%
Q4 2024170.5K$10M+3.72%
Q3 2024172.9K$9M+3.36%
Q2 2024174.3K$8M+3.33%
Q4 2023173.1K$9M+3.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Point Capital Management, Inc.’s full portfolio or all institutional holders of CSCO.