Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cross Staff Investments

Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are AKRE, COST, AAPL, BRK.B, AMZN, and represent 34.05% of Cross Staff Investments's stock portfolio.
Added to shares of these 10 stocks: AKRE (+$19M), TPL, NOW, SCHB, JOE, BPRE, VIG, TMP, AMGN, NXST.
Started 8 new stock positions in NXST, JOE, AMGN, BPRE, FWONA, TMP, AKRE, VIG.
Reduced shares in these 10 stocks: NFLX, AAPL, BX, GOOG, AMZN, GOOGL, MA, ATLX, AMT, V.
Sold out of its positions in AREB, NFLX.
Cross Staff Investments was a net buyer of stock by $21M.
Cross Staff Investments has $182M in assets under management (AUM), dropping by 26.75%.
Central Index Key (CIK): 0001900406

Tip: Access up to 7 years of quarterly data

Positions held by Cross Staff Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cross Staff Investments

Cross Staff Investments holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Akre Focus Etf Akre Focus Etf (AKRE)	10.5	$19M	NEW	290k	65.51	View chart
Costco Wholesale Corporation (COST)	8.8	$16M		1.9k	8624.33	View chart
Apple (AAPL)	6.8	$12M		46k	271.86	View chart
Berkshire Hathaway Class Class B Cl B New (BRK.B)	4.5	$8.2M		16k	502.65	View chart
Amazon (AMZN)	3.4	$6.2M		27k	230.82	View chart
Blackstone Group Inc Com Cl A (BX)	3.2	$5.8M	-2%	38k	154.14	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	2.6	$4.6M		15k	313.01	View chart
Microsoft Corporation (MSFT)	2.5	$4.6M		9.5k	483.64	View chart
Caterpillar (CAT)	2.2	$4.0M		7.1k	572.87	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	1.9	$3.5M	-2%	11k	313.80	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	1.8	$3.2M	+10%	124k	26.23	View chart
NVIDIA Corporation (NVDA)	1.6	$2.9M		16k	186.50	View chart
Eli Lilly & Co. (LLY)	1.5	$2.7M		2.5k	1074.68	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	1.4	$2.6M		25k	103.56	View chart
Visa Inc Class Class A Com Cl A (V)	1.3	$2.4M		6.7k	350.69	View chart
Atlas Lithium Corp Com New (ATLX)	1.3	$2.3M		555k	4.23	View chart
Cheniere Energy Com New (LNG)	1.2	$2.2M		11k	194.39	View chart
Norfolk Southern (NSC)	1.2	$2.2M		765.00	2887.19	View chart
Kkr & Co (KKR)	1.2	$2.2M		17k	127.48	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	1.1	$2.1M		77k	26.91	View chart
Home Depot (HD)	1.1	$1.9M		5.7k	344.07	View chart
Comstock Resources (CRK)	1.0	$1.8M		77k	23.18	View chart
Mastercard Inc Class Class A Cl A (MA)	1.0	$1.7M	-2%	3.0k	570.80	View chart
International Business Machines (IBM)	0.9	$1.7M		5.7k	296.21	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.6M		5.1k	322.22	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.8	$1.5M	+3%	4.5k	335.28	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.8	$1.5M		2.3k	627.13	View chart
Deere & Company (DE)	0.8	$1.4M		3.1k	465.57	View chart
Johnson & Johnson (JNJ)	0.8	$1.4M		6.9k	206.95	View chart
Northrop Grumman Corporation (NOC)	0.7	$1.3M		2.2k	570.21	View chart
Booking Holdings (BKNG)	0.7	$1.3M		238.00	5355.33	View chart
Danaher Corporation (DHR)	0.7	$1.2M		5.4k	228.92	View chart
TransDigm Group Incorporated (TDG)	0.7	$1.2M		912.00	1329.85	View chart
Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP)	0.7	$1.2M		7.8k	154.91	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.2M		9.8k	120.34	View chart
American Tower Reit (AMT)	0.6	$1.2M	-3%	6.6k	175.58	View chart
Interactive Brokers Grouclass Class A Com Cl A (IBKR)	0.6	$1.1M		18k	64.31	View chart
Procter & Gamble Company (PG)	0.6	$1.1M		7.9k	143.31	View chart
AutoZone (AZO)	0.6	$1.0M		300.00	3391.50	View chart
Pepsi (PEP)	0.6	$1.0M		7.0k	143.52	View chart
Cisco Systems (CSCO)	0.5	$998k		13k	77.03	View chart
Yum! Brands (YUM)	0.5	$992k		6.6k	151.28	View chart
Fair Isaac Corporation (FICO)	0.5	$964k		570.00	1690.62	View chart
Brown & Brown (BRO)	0.5	$956k		12k	79.70	View chart
Broadcom (AVGO)	0.5	$936k		2.7k	346.10	View chart
Constellation Brands Incclass Class A Cl A (STZ)	0.5	$891k	-2%	6.5k	137.96	View chart
Illinois Tool Works (ITW)	0.5	$886k		3.6k	246.30	View chart
Philip Morris International (PM)	0.5	$847k		5.3k	160.39	View chart
Chubb (CB)	0.5	$827k		2.6k	312.12	View chart
Chevron Corporation (CVX)	0.4	$810k		5.3k	152.42	View chart
Wal-Mart Stores (WMT)	0.4	$806k		7.2k	111.42	View chart
Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL)	0.4	$791k	+2%	7.6k	104.08	View chart
Merck & Co (MRK)	0.4	$779k		7.4k	105.26	View chart
Duke Energy Corp Com New (DUK)	0.4	$756k		6.4k	117.21	View chart
Berkshire Hathaway Inc Dclass A Cl A (BRK.A)	0.4	$755k		1.00	754800.00	View chart
Markel Corporation (MKL)	0.4	$752k		350.00	2149.65	View chart
Paychex (PAYX)	0.4	$743k		6.6k	112.19	View chart
Texas Pacific Land Corp (TPL)	0.4	$738k	+194%	2.6k	287.23	View chart
Capital One Financial (COF)	0.4	$727k		3.0k	242.36	View chart
Dimensional Us Equity Market Etf Us Equity Market (DFUS)	0.4	$710k		9.6k	74.17	View chart
Consolidated Edison (ED)	0.4	$685k	+2%	6.9k	99.32	View chart
AFLAC Incorporated (AFL)	0.4	$684k		6.2k	110.27	View chart
Advanced Micro Devices (AMD)	0.4	$676k		3.2k	214.16	View chart
Coca-Cola Company (KO)	0.4	$667k		9.5k	69.91	View chart
Vaneck Cef Muni Income Etf Cef Muni Income (XMPT)	0.4	$656k		30k	21.88	View chart
Xylem (XYL)	0.4	$654k		4.8k	136.18	View chart
3M Company (MMM)	0.4	$653k		4.1k	160.10	View chart
Verisign (VRSN)	0.4	$649k		2.7k	242.94	View chart
Honeywell International (HON)	0.3	$625k		3.2k	195.09	View chart
Moody's Corporation (MCO)	0.3	$619k		1.2k	510.85	View chart
Altria (MO)	0.3	$616k		11k	57.66	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.3	$587k		3.3k	177.75	View chart
Servicenow (NOW)	0.3	$575k	+400%	3.8k	153.19	View chart
Vanguard Utilities Etf Utilities Etf (VPU)	0.3	$567k		3.1k	185.04	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$550k	+2%	20k	27.43	View chart
O'reilly Automotive (ORLY)	0.3	$547k		6.0k	91.21	View chart
Mira Pharmaceuticals (MIRA)	0.3	$543k		359k	1.51	View chart
Intuitive Surgical Com New (ISRG)	0.3	$530k		936.00	566.36	View chart
Southern Company (SO)	0.3	$509k		5.8k	87.20	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.3	$508k	+9%	745.00	681.92	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.3	$502k	+49%	11k	45.89	View chart
Sempra Energy (SRE)	0.3	$494k		5.6k	88.29	View chart
Ishares Short Duratn Bndactv Etf Short Duration B (NEAR)	0.3	$485k		9.5k	51.10	View chart
Live Nation Entertainment (LYV)	0.3	$485k		3.4k	142.50	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.3	$484k		10k	46.59	View chart
Target Corporation (TGT)	0.3	$457k		4.7k	97.75	View chart
Dimensional U S Small Cap Etf Us Small Cap Etf (DFAS)	0.2	$453k		6.5k	69.67	View chart
L3harris Technologies (LHX)	0.2	$420k		1.4k	293.57	View chart
MercadoLibre (MELI)	0.2	$403k		200.00	2014.26	View chart
Ishs Shrt Matry Muni Bndactv Etf Short Maturity M (MEAR)	0.2	$403k		8.0k	50.32	View chart
Meta Platforms Inc Class A Cl A (META)	0.2	$381k	-4%	577.00	660.09	View chart
Colgate-Palmolive Company (CL)	0.2	$379k		4.8k	79.02	View chart
ConocoPhillips (COP)	0.2	$372k		4.0k	93.61	View chart
Verizon Communications (VZ)	0.2	$365k	-5%	9.0k	40.73	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.2	$363k		6.7k	53.83	View chart
State Street Spdr S&p Div Etf State Street Spd (SDY)	0.2	$347k		2.5k	139.16	View chart
Nasdaq Omx (NDAQ)	0.2	$340k		3.5k	97.13	View chart
Bristol Myers Squibb (BMY)	0.2	$335k	-10%	6.2k	53.94	View chart
Masco Corporation (MAS)	0.2	$330k		5.2k	63.46	View chart
Roku Inc Class A Com Cl A (ROKU)	0.2	$326k		3.0k	108.49	View chart
HEICO Corporation (HEI)	0.2	$324k		1.0k	323.59	View chart
Pfizer (PFE)	0.2	$322k		13k	24.90	View chart
At&t (T)	0.2	$317k	-7%	13k	24.84	View chart
Ingersoll Rand (IR)	0.2	$317k		4.0k	79.22	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.2	$316k		1.0k	303.89	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.2	$314k		4.4k	71.42	View chart
Yum China Holdings (YUMC)	0.2	$313k		6.6k	47.74	View chart
Allstate Corporation (ALL)	0.2	$312k		1.5k	208.15	View chart
Realty Income (O)	0.2	$311k		5.5k	56.37	View chart
Phillips 66 (PSX)	0.2	$305k		2.4k	129.04	View chart
Raytheon Technologies Corp (RTX)	0.2	$293k		1.6k	183.40	View chart
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)	0.2	$278k		9.8k	28.48	View chart
Verisk Analytics (VRSK)	0.1	$268k	-3%	1.2k	223.69	View chart
Ecolab (ECL)	0.1	$263k		1.0k	262.52	View chart
Eaton Corp Plc F SHS (ETN)	0.1	$261k		820.00	318.51	View chart
Enbridge (ENB)	0.1	$252k		5.3k	47.83	View chart
Devon Energy Corporation (DVN)	0.1	$234k		6.4k	36.63	View chart
St. Joe Company (JOE)	0.1	$232k	NEW	3.9k	59.37	View chart
Tyler Technologies (TYL)	0.1	$227k		500.00	453.95	View chart
Ionq Inc Pipe (IONQ)	0.1	$224k		5.0k	44.87	View chart
Veeva Sys Inc Class Class A Cl A Com (VEEV)	0.1	$223k		1.0k	223.23	View chart
Broadridge Financial Solutions (BR)	0.1	$223k		1.0k	223.17	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$220k	NEW	15k	15.00	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.1	$219k	NEW	997.00	219.78	View chart
Flexshares Us Qulty Lrg Cp Indx Etf Us Quality Cap (QLC)	0.1	$211k		2.6k	80.99	View chart
Adobe Systems Incorporated (ADBE)	0.1	$210k		600.00	349.99	View chart
General Mills (GIS)	0.1	$209k		4.5k	46.50	View chart
Tompkins Financial Corporation (TMP)	0.1	$206k	NEW	2.8k	72.52	View chart
Amgen (AMGN)	0.1	$205k	NEW	626.00	327.31	View chart
Nexstar Media Group Inc Class Class A Common Stock (NXST)	0.1	$203k	NEW	1.0k	203.05	View chart
Liberty Media Corp Del Class Series A Com Lbty One S A (FWONA)	0.1	$110k	NEW	1.2k	89.38	View chart
Venture Global Inc Class Class A Com Cl A (VG)	0.0	$68k		10k	6.82	View chart

Past Filings by Cross Staff Investments

SEC 13F filings are viewable for Cross Staff Investments going back to 2021

Cross Staff Investments 2025 Q4 filed Feb. 27, 2026
Cross Staff Investments 2025 Q3 filed Oct. 24, 2025
Cross Staff Investments 2025 Q2 filed July 24, 2025
Cross Staff Investments 2025 Q1 filed April 22, 2025
Cross Staff Investments 2024 Q4 filed Jan. 24, 2025
Cross Staff Investments 2024 Q3 filed Oct. 23, 2024
Cross Staff Investments 2024 Q2 filed Aug. 6, 2024
Cross Staff Investments 2024 Q1 filed May 1, 2024
Cross Staff Investments 2023 Q4 filed Feb. 2, 2024
Cross Staff Investments 2023 Q3 filed Oct. 17, 2023
Cross Staff Investments 2023 Q2 filed Aug. 1, 2023
Cross Staff Investments 2023 Q1 filed April 25, 2023
Cross Staff Investments 2022 Q4 filed Jan. 30, 2023
Cross Staff Investments 2022 Q2 restated filed Oct. 21, 2022
Cross Staff Investments 2022 Q3 filed Oct. 21, 2022
Cross Staff Investments 2022 Q2 filed July 29, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z