Cross Staff Investments Inc
CIK 1900406 · View on SEC EDGAR ↗
- Portfolio value
- $177.6M
- Positions
- 133
- As of
- June 30, 2026
#6,861 of 9,443 by 13F value · top 72.7%
Portfolio value QoQ: -10.0% 13F does not disclose cash
- Top 10 holdings weight
- 41.43%
- Top 25 holdings weight
- 61.72%
- Positions above 1%
- 22
- Effective number of positions
- 37.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.94% Est. buys $5,593,950 · sells $3,637,422
- New positions
- 9
- Increased
- 33
- Decreased
- 24
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
16.1%
Industrials
10.2%
Financial Services
7.6%
Retail
7.3%
Energy
7.2%
Communication Services
5.6%
Healthcare
4.4%
Financials
2.9%
Consumer Staples
2.6%
Utilities
1.4%
Materials
1.3%
Consumer Discretionary
1.3%
Real Estate
0.9%
Communications
0.8%
Consumer products
0.8%
Telecommunication
0.4%
Other/Unmapped
29.2%
Full portfolio 133 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AKRE | $15,459,461 | 8.70% | 290,646 | $30,696 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $13,386,346 | 7.54% | 46,262 | $1,695,432 | Up ×1 | ||
| BRKB | $8,281,955 | 4.66% | 16,551 | $417,804 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $7,221,087 | 4.07% | 6,781 | $2,417,020 | |||
| AMZN Amazon.com, Inc. - Common Stock | $6,420,403 | 3.61% | 26,938 | $810,026 | |||
| DFUV | $5,716,089 | 3.22% | 10,391 | $5,212,541 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,891,288 | 2.75% | 13,687 | $708,609 | Down ×1 | ||
| BX Blackstone Inc. Common Stock | $4,336,503 | 2.44% | 36,853 | $78,713 | Down ×1 | ||
| COP ConocoPhillips Common Stock | $4,135,523 | 2.33% | 3,978 | $3,610,427 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,738,767 | 2.10% | 10,582 | $549,952 | Down ×1 | ||
| SCHB | $3,726,149 | 2.10% | 128,665 | $600,190 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3,643,140 | 2.05% | 9,767 | $34,561 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,107,155 | 1.75% | 15,529 | $-23,961,112 | Up ×1 | ||
| LNG Cheniere Energy, Inc. Common Stock | $2,820,995 | 1.59% | 11,803 | $-442,390 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,758,689 | 1.55% | 2,300 | $643,218 | |||
| MOAT | $2,623,213 | 1.48% | 25,233 | $183,481 | Up ×1 | ||
| SCHX | $2,368,925 | 1.33% | 80,494 | $325,590 | Up ×1 | ||
| V Visa Inc. | $2,302,453 | 1.30% | 6,711 | $239,149 | Down ×1 | ||
| ATLX Atlas Lithium Corporation - Common Stock | $2,061,669 | 1.16% | 558,718 | $-368,754 | |||
| DE Deere & Company Common Stock | $1,950,565 | 1.10% | 3,075 | $218,417 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,832,190 | 1.03% | 3,154 | $1,190,572 | |||
| HD Home Depot, Inc. (The) Common Stock | $1,811,361 | 1.02% | 5,136 | $6,166 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,740,335 | 0.98% | 1,860 | $-16,795,910 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,664,146 | 0.94% | 5,084 | $176,285 | Up ×1 | ||
| VOO | $1,627,740 | 0.92% | 2,370 | $241,424 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,613,382 | 0.91% | 3,141 | $45,070 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,611,896 | 0.91% | 5,732 | $229,061 | Up ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $1,593,755 | 0.90% | 18,311 | $365,810 | Up ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $1,533,271 | 0.86% | 16,706 | $-27,786 | Down ×1 | ||
| GVIP | $1,486,677 | 0.84% | 7,878 | $344,408 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,462,078 | 0.82% | 12,447 | $466,772 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,390,994 | 0.78% | 5,477 | $-154,600 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,338,652 | 0.75% | 9,791 | $-322,445 | |||
| TDG Transdigm Group Incorporated Common Stock | $1,214,820 | 0.68% | 912 | $157,848 | |||
| TPL Texas Pacific Land Corporation Common Stock | $1,201,604 | 0.68% | 2,746 | $-101,085 | Up ×1 | ||
| VTI | $1,194,394 | 0.67% | 3,228 | $-278,126 | Down ×1 | ||
| CRK Comstock Resources, Inc. Common Stock | $1,145,887 | 0.65% | 76,802 | $-477,317 | Down ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $1,143,401 | 0.64% | 2,245 | $-388,228 | |||
| SPY SPY | $1,102,979 | 0.62% | 1,477 | $342,081 | Up ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1,060,528 | 0.60% | 5,950 | $58,472 | Up ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1,051,302 | 0.59% | 6,427 | $-88,040 | Down ×1 | ||
| YUM Yum! Brands, Inc. | $1,048,682 | 0.59% | 6,560 | $28,733 | |||
| DHR Danaher Corporation Common Stock | $1,037,463 | 0.58% | 5,447 | $5,210 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $979,014 | 0.55% | 6,676 | $-121,436 | Down ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $972,610 | 0.55% | 3,596 | $36,607 | |||
| AZO AutoZone, Inc. Common Stock | $958,782 | 0.54% | 300 | $-54,552 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $950,515 | 0.54% | 7,397 | $60,730 | |||
| PEP PepsiCo, Inc. - Common Stock | $945,092 | 0.53% | 6,980 | $-138,832 | |||
| AVGO Broadcom Inc. - Common Stock | $937,308 | 0.53% | 2,481 | $68,745 | Down ×1 | ||
| CB Chubb Limited Common Stock | $902,620 | 0.51% | 2,649 | $39,231 | |||
| STZ Constellation Brands, Inc. Common Stock | $893,236 | 0.50% | 6,422 | $-75,614 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $889,996 | 0.50% | 4,920 | $64,693 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $880,730 | 0.50% | 5,313 | $-218,589 | |||
| NOBL | $853,134 | 0.48% | 15,191 | $47,225 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $819,512 | 0.46% | 7,236 | $-79,712 | Up ×1 | ||
| DFUS | $784,657 | 0.44% | 9,576 | $105,623 | |||
| KO Coca-Cola Company (The) Common Stock | $784,256 | 0.44% | 9,650 | $59,195 | Up ×1 | ||
| BRO Brown & Brown, Inc. Common Stock | $774,996 | 0.44% | 12,081 | $-12,806 | |||
| BRKA | $748,850 | 0.42% | 1 | $30,710 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $745,050 | 0.42% | 5,886 | $-99,382 | Down ×1 | ||
| AFL AFLAC Incorporated Common Stock | $726,950 | 0.41% | 6,200 | $46,748 | |||
| MO Altria Group, Inc. | $713,073 | 0.40% | 9,911 | $55,109 | Down ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $707,836 | 0.40% | 6,398 | $-72,906 | Down ×1 | ||
| SCHD | $687,885 | 0.39% | 21,693 | $90,392 | Up ×1 | ||
| MKL Markel Group Inc. Common Stock | $683,554 | 0.38% | 350 | $13,629 | |||
| FICO Fair Isaac Corporation Common Stock | $681,025 | 0.38% | 570 | $72,527 | |||
| VRSN VeriSign, Inc. - Common Stock | $672,045 | 0.38% | 2,672 | $8,616 | Up ×1 | ||
| XMPT | $670,200 | 0.38% | 30,000 | $25,200 | |||
| MU Micron Technology, Inc. - Common Stock | $654,482 | 0.37% | 567 | Up ×1 | |||
| MMM 3M Company Common Stock | $629,517 | 0.35% | 3,888 | $64,853 | |||
| PAYX Paychex, Inc. - Common Stock | $624,388 | 0.35% | 6,350 | $14,171 | Down ×1 | ||
| LYV Live Nation Entertainment, Inc. Common Stock | $622,574 | 0.35% | 3,400 | $104,040 | |||
| TGT Target Corporation Common Stock | $620,528 | 0.35% | 4,751 | $53,797 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $601,860 | 0.34% | 3,000 | $54,570 | |||
| XYL Xylem Inc. Common Stock New | $567,408 | 0.32% | 4,800 | $-6,192 | |||
| SO Southern Company (The) Common Stock | $558,468 | 0.31% | 5,835 | $-4,726 | |||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $552,540 | 0.31% | 6,000 | $-1,320 | |||
| MCO Moody's Corporation Common Stock | $549,257 | 0.31% | 1,213 | $20,365 | Up ×1 | ||
| DFAS | $535,210 | 0.30% | 6,500 | $72,865 | |||
| SRE DBA Sempra Common Stock | $519,176 | 0.29% | 5,600 | $-24,976 | |||
| VPU | $516,923 | 0.29% | 2,641 | $-6,365 | |||
| FLEX Flex Ltd. - Ordinary Shares | $486,210 | 0.27% | 3,000 | Up ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $477,483 | 0.27% | 210 | Up ×1 | |||
| BN Brookfield Corporation Class A Limited Voting Shares | $465,722 | 0.26% | 10,935 | $23,183 | |||
| CL Colgate-Palmolive Company Common Stock | $440,064 | 0.25% | 4,800 | $30,960 | |||
| MAS Masco Corporation Common Stock | $423,124 | 0.24% | 5,200 | $109,200 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $416,125 | 0.23% | 1,432 | $-78,130 | |||
| ROKU Roku, Inc. - Class A Common Stock | $414,420 | 0.23% | 3,000 | $130,560 | |||
| MEAR | $403,040 | 0.23% | 8,000 | $320 | |||
| NOW ServiceNow, Inc. Common Stock | $402,084 | 0.23% | 4,050 | $-21,344 | |||
| PSX Phillips 66 Common Stock | $399,465 | 0.22% | 2,363 | $-31,026 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $385,011 | 0.22% | 3,300 | $-97,713 | |||
| GLW Corning Incorporated Common Stock | $381,102 | 0.21% | 1,492 | $178,235 | |||
| SDY | $379,841 | 0.21% | 2,496 | $15,575 | |||
| NEAR | $374,580 | 0.21% | 7,394 | $-107,590 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $372,228 | 0.21% | 936 | $-59,259 | |||
| VZ Verizon Communications Inc. Common Stock | $369,298 | 0.21% | 8,722 | $-58,014 | Up ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $365,872 | 0.21% | 6,350 | $-10,384 | Up ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $365,362 | 0.21% | 6,317 | $-3,579 | Down ×1 | ||
| Unknown issuer (CUSIP: 438516205) | $358,240 | 0.20% | 1,600 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MU | $654,482 | 567 | 0.37% |
| FLEX | $486,210 | 3,000 | 0.27% |
| SNDK | $477,483 | 210 | 0.27% |
| Unknown issuer (CUSIP: 438516205) | $358,240 | 1,600 | 0.20% |
| Unknown issuer (CUSIP: 43849R105) | $353,728 | 1,600 | 0.20% |
| IONQ | $311,571 | 5,850 | 0.18% |
| SANM | $253,080 | 1,000 | 0.14% |
| DJCO | $240,476 | 400 | 0.14% |
| MS | $207,159 | 991 | 0.12% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CAT | Price move only | +0 | +$2.4M |
| AAPL | Bought more | +197 | +$1.7M |
| AMD | Price move only | +0 | +$1.2M |
| AMZN | Price move only | +0 | +$810K |
| GOOGL | Trimmed | -858 | +$709K |
| LLY | Price move only | +0 | +$643K |
| SCHB | Bought more | +4K | +$600K |
| GOOG | Trimmed | -534 | +$550K |
| CRK | Trimmed | -200 | -$477K |
| CSCO | Trimmed | -381 | +$467K |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.