Signals

← Signals

☆CSCO

186 in-universe funds with a nonzero position in CSCO within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-16 Insider Subaiya Thimaya K. (EVP, Operations) acquired via award
2026-09-16 Insider Patel Jeetendra I (President and CPO) acquired via award
2026-09-16 Insider Fink Nichlas A (SVP, Chief Accounting Officer) acquired via award
2026-09-16 Insider Robbins Charles (Chair and CEO) acquired via award
2026-09-16 Insider Tuszik Oliver (EVP, Global Sales) acquired via award
2026-09-16 Insider Patterson Mark (EVP and CFO) acquired via award
2026-09-16 Insider Stahlkopf Deborah L (EVP and Chief Legal Officer) acquired via award
2026-09-15 Insider Tessel Marianna acquired via award ($30,159)
2026-09-15 Insider JOHNSON KRISTINA M acquired via award ($45,899)
2026-09-15 Insider Weil Kevin acquired via award ($30,159)
2026-08-12 8-K Item(s) 2.02, 9.01
2026-05-13 8-K Item(s) 2.02, 2.05, 9.01 -- negative
2026-05-01 8-K Item(s) 5.02
2026-04-06 8-K Item(s) 5.02
2026-02-11 8-K Item(s) 2.02, 9.01
2025-12-17 8-K Item(s) 5.02, 5.07, 9.01
2025-11-12 8-K Item(s) 2.02, 9.01
2025-10-17 8-K Item(s) 5.02
2025-08-25 8-K Item(s) 5.03, 9.01
2025-08-13 8-K Item(s) 2.02, 9.01

Flow ranking

Rank#200
Score / z0.011 / 0.05
Consensus62.02 over 121 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+14% / 2.4d ⚡

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance-100.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Subaiya Thimaya K. A —
2026-09-16 Patel Jeetendra I A —
2026-09-16 Fink Nichlas A A —
2026-09-16 Robbins Charles A —
2026-09-16 Tuszik Oliver A —
2026-09-16 Patterson Mark A —
2026-09-16 Stahlkopf Deborah L A —
2026-09-15 Tessel Marianna A $30,159
2026-09-15 JOHNSON KRISTINA M A $45,899
2026-09-15 Weil Kevin A $30,159
Showing the 10 most recent.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-12 8-K 2.02, 9.01
2026-05-13 8-K 2.02, 2.05, 9.01
2026-05-01 8-K 5.02
2026-04-06 8-K 5.02
2026-02-11 8-K 2.02, 9.01
2025-12-17 8-K 5.02, 5.07, 9.01
2025-11-12 8-K 2.02, 9.01
2025-10-17 8-K 5.02
2025-08-25 8-K 5.03, 9.01
2025-08-13 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalImproving
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 4,453.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,932.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2,195.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 986.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 832.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 619.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 519.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 469.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 390.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 277.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 269.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 249.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 217.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 194.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 161.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 122.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 103.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 82.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 79.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 59.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 44.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 36.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 26.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 22.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 22.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 19.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 17.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 16.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 16.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNITED BANK CIK 0001286478 0.652 130 15.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 13.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 9.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Street Capital Management, LLC CIK 0001595533 0.343 31 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 7.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 4.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farmers National Bank CIK 0001632966 0.440 180 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 2.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHE, LLC CIK 0001910179 0.736 57 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ANB BANK CIK 0002067126 0.446 127 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.3 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CSCO). Qtrs Held counts distinct quarters this fund has actually held CSCO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSCO position size. Δ columns are the percentage-point change in CSCO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status