Cross Staff Investments Inc

CIK 1900406 · Ver en SEC EDGAR ↗

Valor de la cartera
$177.6M
#6 861 de 9 443 por valor de 13F · top 72.7%
Posiciones
133
A fecha de
30 de junio de 2026

Valor de cartera interanual: -10.0% El 13F no revela efectivo

Peso de las 10 principales tenencias
41,43%
Peso de las 25 principales tenencias
61,72%
Posiciones superiores al 1%
22
Número efectivo de posiciones
37,7

Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)

Rotación Q2 2026: 1,94% Est. compras $5 593 950 · ventas $3 637 422

Nuevas posiciones
9
Aumentado
33
Disminuido
24
Cerrada
4
En esta página

Desglose por sector

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%
Otro/No mapeado
29,2%

Cartera completa 133 posiciones

Tipo Racha Tendencia 8T
AKRE $15 459 461 8,70% 290 646 $30 696 Bajar ×1
AAPL Apple Inc. - Common Stock $13 386 346 7,54% 46 262 $1 695 432 Subir ×1
BRKB $8 281 955 4,66% 16 551 $417 804 Subir ×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 Bajar ×1
BX Blackstone Inc. Common Stock $4 336 503 2,44% 36 853 $78 713 Bajar ×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 Bajar ×1
SCHB $3 726 149 2,10% 128 665 $600 190 Subir ×1
MSFT Microsoft Corporation - Common Stock $3 643 140 2,05% 9 767 $34 561 Subir ×1
NVDA NVIDIA Corporation - Common Stock $3 107 155 1,75% 15 529 $-23 961 112 Subir ×1
LNG Cheniere Energy, Inc. Common Stock $2 820 995 1,59% 11 803 $-442 390 Subir ×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 Subir ×1
SCHX $2 368 925 1,33% 80 494 $325 590 Subir ×1
V Visa Inc. $2 302 453 1,30% 6 711 $239 149 Bajar ×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 Bajar ×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 Subir ×1
VOO $1 627 740 0,92% 2 370 $241 424 Subir ×1
MA Mastercard Incorporated Common Stock $1 613 382 0,91% 3 141 $45 070 Subir ×1
IBM International Business Machines Corporation Common Stock $1 611 896 0,91% 5 732 $229 061 Subir ×1
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $1 593 755 0,90% 18 311 $365 810 Subir ×1
KKR KKR & Co. Inc. Common Stock $1 533 271 0,86% 16 706 $-27 786 Bajar ×1
GVIP $1 486 677 0,84% 7 878 $344 408 Subir ×1
CSCO Cisco Systems, Inc. - Common Stock $1 462 078 0,82% 12 447 $466 772 Bajar ×1
JNJ Johnson & Johnson Common Stock $1 390 994 0,78% 5 477 $-154 600 Bajar ×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 Subir ×1
VTI $1 194 394 0,67% 3 228 $-278 126 Bajar ×1
CRK Comstock Resources, Inc. Common Stock $1 145 887 0,65% 76 802 $-477 317 Bajar ×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 Subir ×1
BKNG Booking Holdings Inc. - Common Stock $1 060 528 0,60% 5 950 $58 472 Subir ×1
AMT American Tower Corporation (REIT) Common Stock $1 051 302 0,59% 6 427 $-88 040 Bajar ×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 Subir ×1
PG Procter & Gamble Company (The) Common Stock $979 014 0,55% 6 676 $-121 436 Bajar ×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 Bajar ×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 Bajar ×1
PM Philip Morris International Inc Common Stock $889 996 0,50% 4 920 $64 693 Bajar ×1
CVX Chevron Corporation Common Stock $880 730 0,50% 5 313 $-218 589
NOBL $853 134 0,48% 15 191 $47 225 Subir ×1
WMT Walmart Inc. - Common Stock $819 512 0,46% 7 236 $-79 712 Subir ×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 Subir ×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 Bajar ×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 Bajar ×1
ED Consolidated Edison, Inc. Common Stock $707 836 0,40% 6 398 $-72 906 Bajar ×1
SCHD $687 885 0,39% 21 693 $90 392 Subir ×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 Subir ×1
XMPT $670 200 0,38% 30 000 $25 200
MU Micron Technology, Inc. - Common Stock $654 482 0,37% 567 Subir ×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 Bajar ×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 Subir ×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 Subir ×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 Subir ×1
SNDK Sandisk Corporation - Common Stock $477 483 0,27% 210 Subir ×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 Bajar ×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 Subir ×1
BMY Bristol-Myers Squibb Company Common Stock $365 872 0,21% 6 350 $-10 384 Subir ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $365 362 0,21% 6 317 $-3 579 Bajar ×1
Emisor desconocido (CUSIP: 438516205) $358 240 0,20% 1 600 Subir ×1

Mayores apuestas nuevas

Nuevas posiciones abiertas este trimestre, las mayores primero.

Valor Valor Acciones % de la cartera
MU $654 482 567 0,37%
FLEX $486 210 3 000 0,27%
SNDK $477 483 210 0,27%
Emisor desconocido (CUSIP: 438516205) $358 240 1 600 0,20%
Emisor desconocido (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%

Principales movimientos (trimestre a trimestre)

Valor Movimiento Acciones Δ Valor Δ
CAT Solo movimiento de precio +0 +$2.4M
AAPL Compró más +197 +$1.7M
AMD Solo movimiento de precio +0 +$1.2M
AMZN Solo movimiento de precio +0 +$810K
GOOGL Reducido -858 +$709K
LLY Solo movimiento de precio +0 +$643K
SCHB Compró más +4K +$600K
GOOG Reducido -534 +$550K
CRK Reducido -200 -$477K
CSCO Reducido -381 +$467K

4 posiciones ocultas (comprobación de integridad de datos)

Posiciones cerradas

Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas

Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.

ValorTrimestre Acciones anteriores Valor anterior Precio desde la eliminación
HON 30 de junio de 2026 3 202 $723 731 -1,9%
TSM 30 de junio de 2026 1 115 $376 814 -12,0%
CRM 30 de junio de 2026 1 154 $215 417 31,2%
BP 30 de junio de 2026 4 321 $203 087 22,4%