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CTAS

CISCO SYS INC

2 managers · $42M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$42M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarkelHold$42M0.32%Insurance float / Long-term value
AKOTrim-35.22%$0M5.4%Quality growth / Concentrated long-term
What managers sayⓘ
2026-09-30Baillie GiffordBullGreat global growth: private investor forumDetail →
2025-04-23Colossus (Invest Like the Best / Business Breakdowns)NeutralEcolab: Clean Machine - [Business Breakdowns, EP.214]Detail →
2024-12-31Giverny CapitalNeutralGiverny Capital Annual Letter to Partners 2024Detail →
2024-07-10Colossus (Invest Like the Best / Business Breakdowns)BullCintas: Rags to Riches - [Business Breakdowns, EP.173]Detail →
Earnings Callsⓘ
Q1 2026September 24, 2026
›
### At a GlanceThe report did not disclose specific data for the quarter, only announcing that the second fiscal quarter earnings will be released in December. No judgment of above or below expectations. No key data. No business progress. Management did not provide guidance or outlook. Signal: Management's tone was neutral, with no mention of any risks or highlights.
Q4 2026July 22, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 10% · latest net margin 17.5% · FCF consistently positive

Revenue$10.3B
Rev. YoY+7.7%
Gross margin50%
Net margin17.5%
Net income$1.81B
Free cash flow$1.76B
Operating cash flow$2.17B
ROE38.7%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.