Cross Staff Investments Inc

CIK 1900406 · Ver em SEC EDGAR ↗

Valor do portfólio QoQ: -5.4% 13F não divulga caixa

Peso das 10 principais posições42,90%

Peso das 25 principais posições62,25%

Posições acima de 1%21

Número efetivo de posições34,3

Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)

Giro Q3 2026: 2,14% Est. compras $4.227.225 · vendas $3.694.803

Novas posições4

Aumentou31

Diminuído25

Fechado7

Valor do portfólio $168.1M #7.156 de 9.339 por valor 13F · top 76.6%

Posições 130

Em 30 de Setembro de 2026

Distribuição setorial

Technology 19,3%

Financials 16,3%

Industrials 9,1%

Retail 7,6%

Communication Services 7,1%

Healthcare 5,0%

Energy 4,7%

Consumer Staples 2,6%

Utilities 1,3%

Consumer Discretionary 1,1%

Materials 1,0%

Real Estate 1,0%

Consumer products 0,8%

Outros/Não mapeado 23,2%

Portfólio completo 130 posições

Pesquisar posições por ticker ou nome da empresa

					Sequência
AKRE Professionally Managed Portfolios	$15.271.735	9,08%	289.951	$-187.726	Baixa ×2
AAPL Apple Inc. - Common Stock	$15.181.486	9,03%	45.587	$1.795.140	Baixa ×1
BRK-B (registrado como BRKB) Berkshire Hathaway Inc. Class B	$8.301.324	4,94%	16.671	$19.369	Alta ×2
AMZN Amazon.com, Inc. - Common Stock	$6.711.603	3,99%	26.938	$291.200
CAT Caterpillar, Inc. Common Stock	$5.349.592	3,18%	6.598	$-1.871.495	Baixa ×1
MSFT Microsoft Corporation - Common Stock	$4.964.989	2,95%	9.680	$1.321.849	Baixa ×1
GOOGL Alphabet Inc. - Class A Common Stock	$4.709.980	2,80%	13.689	$-181.308	Alta ×1
BX Blackstone Inc. Common Stock	$4.227.413	2,51%	37.714	$-109.090	Alta ×1
SCHB SCHWAB STRATEGIC TRUST	$3.785.378	2,25%	129.150	$59.229	Alta ×2
GOOG Alphabet Inc. - Class C Capital Stock	$3.609.084	2,15%	10.592	$-129.683	Alta ×1
NVDA NVIDIA Corporation - Common Stock	$3.536.188	2,10%	15.484	$429.033	Baixa ×1
LNG Cheniere Energy, Inc. Common Stock	$3.175.883	1,89%	11.805	$354.888	Alta ×2
MOAT VanEck ETF Trust	$2.761.875	1,64%	26.127	$138.662	Alta ×2
LLY Eli Lilly and Company Common Stock	$2.661.373	1,58%	2.300	$-97.316
SCHX SCHWAB STRATEGIC TRUST	$2.602.618	1,55%	86.754	$233.693	Alta ×2
V Visa Inc.	$2.412.733	1,44%	6.715	$110.280	Alta ×1
DE Deere & Company Common Stock	$2.065.016	1,23%	3.075	$114.451
AMD Advanced Micro Devices, Inc. - Common Stock	$1.929.491	1,15%	3.154	$97.301
MA Mastercard Incorporated Common Stock	$1.733.576	1,03%	3.144	$120.194	Alta ×2
COST Costco Wholesale Corporation - Common Stock	$1.693.704	1,01%	1.861	$-46.631	Alta ×1
JPM JP Morgan Chase & Co. Common Stock	$1.681.940	1,00%	5.084	$17.794
VOO Vanguard S&P 500 ETF	$1.661.038	0,99%	2.370	$33.298
IBKR Interactive Brokers Group, Inc. - Class A Common Stock	$1.554.023	0,92%	18.193	$-39.732	Baixa ×1
Emissor desconhecido (CUSIP: 30233Q108)	$1.541.668	0,92%	9.473		Alta ×1
KKR KKR & Co. Inc. Common Stock	$1.526.338	0,91%	16.718	$-6.933	Alta ×1
GVIP Goldman Sachs ETF Trust	$1.477.996	0,88%	8.686	$-8.681	Alta ×2
HD Home Depot, Inc. (The) Common Stock	$1.461.214	0,87%	5.136	$-350.147
JNJ Johnson & Johnson Common Stock	$1.449.981	0,86%	5.477	$58.987
ATLX Atlas Lithium Corporation - Common Stock	$1.407.969	0,84%	558.718	$-653.700
CSCO Cisco Systems, Inc. - Common Stock	$1.324.884	0,79%	12.310	$-137.194	Baixa ×2
IBM International Business Machines Corporation Common Stock	$1.254.701	0,75%	5.705	$-357.195	Baixa ×1
SPY SPY	$1.217.007	0,72%	1.596	$114.028	Alta ×2
DHR Danaher Corporation Common Stock	$1.197.830	0,71%	5.407	$160.367	Baixa ×1
NOC Northrop Grumman Corporation Common Stock	$1.085.413	0,65%	2.245	$-57.988
CVX Chevron Corporation Common Stock	$1.075.428	0,64%	5.266	$194.698	Baixa ×1
MRK Merck & Company, Inc. Common Stock (new)	$1.074.858	0,64%	7.397	$124.343
VTI Vanguard Morningstar Total Stock Market ETF	$1.068.195	0,64%	2.854	$-126.199	Baixa ×2
AMT American Tower Corporation (REIT) Common Stock	$1.055.269	0,63%	6.447	$3.967	Alta ×1
TDG Transdigm Group Incorporated Common Stock	$1.041.461	0,62%	962	$-173.359	Alta ×1
BKNG Booking Holdings Inc. - Common Stock	$969.315	0,58%	5.950	$-91.213
PG Procter & Gamble Company (The) Common Stock	$962.753	0,57%	6.627	$-16.261	Baixa ×2
CRK Comstock Resources, Inc. Common Stock	$943.738	0,56%	76.602	$-202.149	Baixa ×2
ITW Illinois Tool Works Inc. Common Stock	$925.179	0,55%	3.596	$-47.431
PM Philip Morris International Inc Common Stock	$919.667	0,55%	4.820	$29.671	Baixa ×2
AVGO Broadcom Inc. - Common Stock	$910.558	0,54%	2.593	$-26.750	Alta ×1
TPL Texas Pacific Land Corporation Common Stock	$894.810	0,53%	2.746	$-306.794
YUM Yum! Brands, Inc.	$894.390	0,53%	6.560	$-154.292
PEP PepsiCo, Inc. - Common Stock	$884.506	0,53%	6.980	$-60.586
CB Chubb Limited Common Stock	$861.587	0,51%	2.649	$-41.033
AZO AutoZone, Inc. Common Stock	$849.006	0,51%	300	$-109.776
KO Coca-Cola Company (The) Common Stock	$830.672	0,49%	9.650	$46.416
NOBL ProShares Trust	$807.536	0,48%	14.927	$-45.598	Baixa ×1
DFUS Dimensional ETF Trust	$795.095	0,47%	9.576	$10.438
SCHD SCHWAB STRATEGIC TRUST	$754.030	0,45%	23.180	$66.145	Alta ×2
VRSN VeriSign, Inc. - Common Stock	$753.471	0,45%	2.672	$81.426
WMT Walmart Inc. - Common Stock	$751.943	0,45%	7.236	$-67.569
BRK-A (registrado como BRKA) Berkshire Hathaway Inc. Class A	$747.005	0,44%	1	$-1.845
TGT Target Corporation Common Stock	$744.434	0,44%	4.751	$123.906
BRO Brown & Brown, Inc. Common Stock	$735.733	0,44%	12.081	$-39.263
STZ Constellation Brands, Inc. Common Stock	$726.071	0,43%	6.422	$-167.165
SNDK Sandisk Corporation - Common Stock	$713.355	0,42%	410	$235.872	Alta ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$710.790	0,42%	3.800	$325.779	Alta ×1
MKL Markel Group Inc. Common Stock	$693.542	0,41%	405	$9.988	Alta ×1
AFL AFLAC Incorporated Common Stock	$693.036	0,41%	6.200	$-33.914
DUK Duke Energy Corporation (Holding Company) Common Stock	$671.063	0,40%	5.886	$-73.987
MO Altria Group, Inc.	$655.263	0,39%	9.731	$-57.810	Baixa ×2
ED Consolidated Edison, Inc. Common Stock	$643.946	0,38%	6.300	$-63.890	Baixa ×2
MMM 3M Company Common Stock	$638.227	0,38%	3.888	$8.710
MU Micron Technology, Inc. - Common Stock	$603.917	0,36%	567	$-50.565
PSX Phillips 66 Common Stock	$603.298	0,36%	2.363	$203.833
PAYX Paychex, Inc. - Common Stock	$598.536	0,36%	6.077	$-25.852	Baixa ×2
COF Capital One Financial Corporation Common Stock	$579.210	0,34%	3.000	$-22.650
XMPT VanEck ETF Trust	$576.600	0,34%	30.000	$-93.600
LYV Live Nation Entertainment, Inc. Common Stock	$575.620	0,34%	3.400	$-46.954
DFUV Dimensional ETF Trust	$571.505	0,34%	10.391	$-5.144.584
MCO Moody's Corporation Common Stock	$550.868	0,33%	1.213	$1.611
NOW ServiceNow, Inc. Common Stock	$542.741	0,32%	4.050	$140.657
ORLY O'Reilly Automotive, Inc. - Common Stock	$512.460	0,30%	6.000	$-40.080
DFAS Dimensional ETF Trust	$503.230	0,30%	6.500	$-31.980
COP ConocoPhillips Common Stock	$497.847	0,30%	3.978	$-3.637.676
META Meta Platforms, Inc. - Class A Common Stock	$491.368	0,29%	678	$166.113	Alta ×1
XYL Xylem Inc. Common Stock New	$486.096	0,29%	4.800	$-81.312
SO Southern Company (The) Common Stock	$475.374	0,28%	5.735	$-83.094	Baixa ×1
VPU Vanguard Utilities ETF	$459.135	0,27%	2.685	$-57.788	Alta ×1
ROKU Roku, Inc. - Class A Common Stock	$456.840	0,27%	3.000	$42.420
SRE DBA Sempra Common Stock	$436.576	0,26%	5.600	$-82.600
CL Colgate-Palmolive Company Common Stock	$409.536	0,24%	4.800	$-30.528
VZ Verizon Communications Inc. Common Stock	$399.537	0,24%	8.710	$30.239	Baixa ×1
NEAR iShares U.S. ETF Trust	$395.789	0,24%	7.938	$21.209	Alta ×1
BN Brookfield Corporation Class A Limited Voting Shares	$391.435	0,23%	10.736	$-74.287	Baixa ×1
PFE Pfizer, Inc. Common Stock	$389.989	0,23%	13.674	$70.608	Alta ×2
IONQ IonQ, Inc. Common Stock	$388.161	0,23%	8.850	$76.590	Alta ×1
BMY Bristol-Myers Squibb Company Common Stock	$383.743	0,23%	6.150	$17.871	Baixa ×1
ISRG Intuitive Surgical, Inc. - Common Stock	$380.606	0,23%	936	$8.378
VIG Vanguard Div Appreciation ETF	$375.162	0,22%	1.608	$117.483	Alta ×2
SDY SPDR SERIES TRUST	$365.614	0,22%	2.496	$-14.227
ETN Eaton Corporation, PLC Ordinary Shares	$352.362	0,21%	820	$2.944
MDLZ Mondelez International, Inc. - Class A Common Stock	$351.706	0,21%	6.083	$-13.656	Baixa ×2
MAS Masco Corporation Common Stock	$350.480	0,21%	5.200	$-72.644
MRVL Marvell Technology, Inc. - Common Stock	$343.473	0,20%	1.300		Alta ×1
Sem correspondências

Maiores novas apostas

Novas posições abertas neste trimestre, maiores primeiro.

Título	Valor	Ações	% do portfólio
Emissor desconhecido (CUSIP: 30233Q108)	$1.541.668	9.473	0,92%
MRVL	$343.473	1.300	0,20%
Emissor desconhecido (CUSIP: 84615Q103)	$301.720	2.000	0,18%
VEEV	$285.450	1.000	0,17%

Maiores variações (QoQ)

Título	Movimento	Ações Δ	Valor Δ
CAT	Reduziu	-183	-$1.9M
AAPL	Reduziu	-675	+$1.8M
MSFT	Reduziu	-87	+$1.3M
ATLX	Apenas movimento de preço	+0	-$654K
NVDA	Reduziu	-45	+$429K
IBM	Reduziu	-27	-$357K
LNG	Comprou mais	+2	+$355K
HD	Apenas movimento de preço	+0	-$350K
FICO	Apenas movimento de preço	+0	-$343K
PLTR	Comprou mais	+500	+$326K

2 positions hidden — reported move looks larger than the position itself (data completeness check)

Posições encerradas

Inclui eventos corporativos (fusões, deslistagens) — nem todas as saídas são vendas

Posições fechadas refletem mudanças no reporte 13F; para gestores de índice, estas são frequentemente mecânicas (deslistagem, fusões e aquisições, rebalanceamento de índice), não decisões ativas.

Título	Trimestre	Ações antes	Valor antes	Preço desde a saída
XOM	30 de Setembro de 2026	9.791	$1.338.652	10,8%
HON	30 de Junho de 2026	3.202	$723.731	-3,0%
MEAR	30 de Setembro de 2026	8.000	$403.040	0,1%
TSM	30 de Junho de 2026	1.115	$376.814	-8,5%
APP	30 de Setembro de 2026	550	$283.377	-11,3%
YUMC	30 de Setembro de 2026	6.560	$268.107	10,5%
CRM	30 de Junho de 2026	1.154	$215.417	55,3%
MS	30 de Setembro de 2026	991	$207.159	-0,3%
VNOM	30 de Setembro de 2026	4.822	$204.437	16,5%
BP	30 de Junho de 2026	4.321	$203.087	33,9%
BPRE	30 de Setembro de 2026	13.498	$175.609	-0,1%