Cross Staff Investments
Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AKRE, AAPL, BRK.B, CAT, AMZN, and represent 28.58% of Cross Staff Investments's stock portfolio.
- Added to shares of these 10 stocks: BKNG, MU, FLEX, SNDK, NOBL, HON, HONA, IONQ, SANM, DJCO.
- Started 9 new stock positions in FLEX, MU, SNDK, MS, HON, IONQ, DJCO, HONA, SANM.
- Reduced shares in these 10 stocks: Honeywell International, VTI, TSM, GOOGL, , JNJ, BP, GOOG, PG, HD.
- Sold out of its positions in BP, Honeywell International, CRM, TSM.
- Cross Staff Investments was a net buyer of stock by $2.0M.
- Cross Staff Investments has $178M in assets under management (AUM), dropping by -10.02%.
- Central Index Key (CIK): 0001900406
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Portfolio Holdings for Cross Staff Investments
Cross Staff Investments holds 133 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Akre Focus Etf Akre Focus Etf (AKRE) | 8.7 | $16M | 291k | 53.19 |
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| Apple (AAPL) | 7.5 | $13M | 46k | 289.36 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 4.7 | $8.3M | 17k | 500.39 |
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| Caterpillar (CAT) | 4.1 | $7.2M | 6.8k | 1064.90 |
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| Amazon (AMZN) | 3.6 | $6.4M | 27k | 238.34 |
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| Dimensional Us Marketwide Value Etf Us Core Eqt Mkt (DFUV) | 3.2 | $5.7M | 10k | 550.10 |
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| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 2.8 | $4.9M | -5% | 14k | 357.37 |
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| Blackstone Group Inc Com Cl A (BX) | 2.4 | $4.3M | 37k | 117.67 |
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| ConocoPhillips (COP) | 2.3 | $4.1M | 4.0k | 1039.60 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 2.1 | $3.7M | -4% | 11k | 353.31 |
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| Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB) | 2.1 | $3.7M | +3% | 129k | 28.96 |
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| Microsoft Corporation (MSFT) | 2.1 | $3.6M | 9.8k | 373.00 |
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| NVIDIA Corporation (NVDA) | 1.7 | $3.1M | 16k | 200.09 |
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| Cheniere Energy Com New (LNG) | 1.6 | $2.8M | +2% | 12k | 239.01 |
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| Eli Lilly & Co. (LLY) | 1.6 | $2.8M | 2.3k | 1199.43 |
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| Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) | 1.5 | $2.6M | 25k | 103.96 |
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| Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) | 1.3 | $2.4M | 81k | 29.43 |
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| Visa Inc Class A Com Cl A (V) | 1.3 | $2.3M | 6.7k | 343.09 |
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| Atlas Lithium Corp Com New (ATLX) | 1.2 | $2.1M | 559k | 3.69 |
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| Deere & Company (DE) | 1.1 | $2.0M | 3.1k | 634.33 |
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| Advanced Micro Devices (AMD) | 1.0 | $1.8M | 3.2k | 580.91 |
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| Home Depot (HD) | 1.0 | $1.8M | -6% | 5.1k | 352.68 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.7M | 1.9k | 935.66 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 5.1k | 327.33 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.9 | $1.6M | +2% | 2.4k | 686.81 |
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| Mastercard Inc Class A Cl A (MA) | 0.9 | $1.6M | 3.1k | 513.65 |
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| International Business Machines (IBM) | 0.9 | $1.6M | 5.7k | 281.21 |
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| Interactive Brokers Grouclass A Com Cl A (IBKR) | 0.9 | $1.6M | 18k | 87.04 |
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| Kkr & Co (KKR) | 0.9 | $1.5M | 17k | 91.78 |
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| Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP) | 0.8 | $1.5M | 7.9k | 188.71 |
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| Cisco Systems (CSCO) | 0.8 | $1.5M | -2% | 12k | 117.46 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.4M | -13% | 5.5k | 253.97 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.3M | 9.8k | 136.72 |
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| TransDigm Group Incorporated (TDG) | 0.7 | $1.2M | 912.00 | 1332.04 |
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| Texas Pacific Land Corp (TPL) | 0.7 | $1.2M | 2.7k | 437.58 |
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| Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI) | 0.7 | $1.2M | -29% | 3.2k | 370.01 |
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| Comstock Resources (CRK) | 0.6 | $1.1M | 77k | 14.92 |
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| Northrop Grumman Corporation (NOC) | 0.6 | $1.1M | 2.2k | 509.31 |
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| State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.6 | $1.1M | +26% | 1.5k | 746.77 |
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| Booking Holdings (BKNG) | 0.6 | $1.1M | +2400% | 6.0k | 178.24 |
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| American Tower Reit (AMT) | 0.6 | $1.1M | -2% | 6.4k | 163.58 |
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| Yum! Brands (YUM) | 0.6 | $1.0M | 6.6k | 159.86 |
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| Danaher Corporation (DHR) | 0.6 | $1.0M | 5.4k | 190.47 |
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| Procter & Gamble Company (PG) | 0.6 | $979k | -12% | 6.7k | 146.65 |
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| Illinois Tool Works (ITW) | 0.5 | $973k | 3.6k | 270.47 |
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| AutoZone (AZO) | 0.5 | $959k | 300.00 | 3195.94 |
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| Merck & Co (MRK) | 0.5 | $951k | 7.4k | 128.50 |
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| Pepsi (PEP) | 0.5 | $945k | 7.0k | 135.40 |
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| Broadcom (AVGO) | 0.5 | $937k | -11% | 2.5k | 377.79 |
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| Chubb (CB) | 0.5 | $903k | 2.6k | 340.74 |
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| Constellation Brands Incclass A Cl A (STZ) | 0.5 | $893k | 6.4k | 139.09 |
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| Philip Morris International (PM) | 0.5 | $890k | 4.9k | 180.89 |
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| Chevron Corporation (CVX) | 0.5 | $881k | 5.3k | 165.77 |
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| Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) | 0.5 | $853k | +99% | 15k | 56.16 |
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| Wal-Mart Stores (WMT) | 0.5 | $820k | 7.2k | 113.25 |
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| Dimensional U.s. Equity Market Etf Us Equi Mark Etf (DFUS) | 0.4 | $785k | 9.6k | 81.94 |
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| Coca-Cola Company (KO) | 0.4 | $784k | 9.7k | 81.27 |
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| Brown & Brown (BRO) | 0.4 | $775k | 12k | 64.15 |
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| Berkshire Hathaway Class A Cl A (BRK.A) | 0.4 | $749k | 1.00 | 748850.00 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $745k | -8% | 5.9k | 126.58 |
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| AFLAC Incorporated (AFL) | 0.4 | $727k | 6.2k | 117.25 |
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| Altria (MO) | 0.4 | $713k | 9.9k | 71.95 |
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| Consolidated Edison (ED) | 0.4 | $708k | -7% | 6.4k | 110.63 |
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| Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $688k | +11% | 22k | 31.71 |
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| Markel Corporation (MKL) | 0.4 | $684k | 350.00 | 1953.01 |
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| Fair Isaac Corporation (FICO) | 0.4 | $681k | 570.00 | 1194.78 |
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| Verisign (VRSN) | 0.4 | $672k | 2.7k | 251.51 |
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| Vaneck Cef Municipal Income Etf Cef Muni Income (XMPT) | 0.4 | $670k | 30k | 22.34 |
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| Micron Technology (MU) | 0.4 | $655k | NEW | 567.00 | 1154.29 |
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| 3M Company (MMM) | 0.4 | $630k | 3.9k | 161.91 |
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| Paychex (PAYX) | 0.4 | $624k | -4% | 6.4k | 98.33 |
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| Live Nation Entertainment (LYV) | 0.4 | $623k | 3.4k | 183.11 |
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| Target Corporation (TGT) | 0.3 | $621k | 4.8k | 130.61 |
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| Capital One Financial (COF) | 0.3 | $602k | 3.0k | 200.62 |
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| Xylem (XYL) | 0.3 | $567k | 4.8k | 118.21 |
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| Southern Company (SO) | 0.3 | $559k | 5.8k | 95.71 |
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| O'reilly Automotive (ORLY) | 0.3 | $553k | 6.0k | 92.09 |
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| Moody's Corporation (MCO) | 0.3 | $549k | 1.2k | 452.81 |
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| Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS) | 0.3 | $535k | 6.5k | 82.34 |
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| Sempra Energy (SRE) | 0.3 | $519k | 5.6k | 92.71 |
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| Vanguard Utilities Indexfund Etf Shares Utlities Etf (VPU) | 0.3 | $517k | 2.6k | 195.73 |
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| Flex Ltd F Ord (FLEX) | 0.3 | $486k | NEW | 3.0k | 162.07 |
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| Sandisk Corp (SNDK) | 0.3 | $478k | NEW | 210.00 | 2273.73 |
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| Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) | 0.3 | $466k | 11k | 42.59 |
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| Colgate-Palmolive Company (CL) | 0.2 | $440k | 4.8k | 91.68 |
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| Masco Corporation (MAS) | 0.2 | $423k | 5.2k | 81.37 |
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| L3harris Technologies (LHX) | 0.2 | $416k | 1.4k | 290.59 |
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| Roku Inc Class A Com Cl A (ROKU) | 0.2 | $414k | 3.0k | 138.14 |
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| Ishares Short Maturity Municipal Bond Active Etf Shor Mat Mun Etf (MEAR) | 0.2 | $403k | 8.0k | 50.38 |
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| Servicenow (NOW) | 0.2 | $402k | 4.1k | 99.28 |
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| Phillips 66 (PSX) | 0.2 | $400k | 2.4k | 169.05 |
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| Palantir Technologies Inclass A Cl A (PLTR) | 0.2 | $385k | 3.3k | 116.67 |
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| Corning Incorporated (GLW) | 0.2 | $381k | 1.5k | 255.43 |
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| State Street Spdr S&p Dividend Etf St Str Sp Div (SDY) | 0.2 | $380k | 2.5k | 152.18 |
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| Ishares Short Duration Bond Active Etf Shor Dura Bd Etf (NEAR) | 0.2 | $375k | -22% | 7.4k | 50.66 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $372k | 936.00 | 397.68 |
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| Verizon Communications (VZ) | 0.2 | $369k | +2% | 8.7k | 42.34 |
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| Bristol Myers Squibb (BMY) | 0.2 | $366k | +2% | 6.4k | 57.62 |
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| Mondelez Intl Inc Class A Cl A (MDLZ) | 0.2 | $365k | 6.3k | 57.84 |
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| Honeywell International (HON) | 0.2 | $358k | NEW | 1.6k | 223.90 |
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| Allstate Corporation (ALL) | 0.2 | $357k | 1.5k | 237.94 |
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| HEICO Corporation (HEI) | 0.2 | $356k | 1.0k | 356.19 |
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| Honeywell Aerospace (HONA) | 0.2 | $354k | NEW | 1.6k | 221.08 |
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| Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA) | 0.2 | $353k | 9.8k | 36.13 |
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| Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) | 0.2 | $350k | +6% | 4.7k | 74.90 |
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| Eaton Corp Plc F SHS (ETN) | 0.2 | $349k | 820.00 | 426.12 |
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| Mira Pharmaceuticals (MIRA) | 0.2 | $340k | 359k | 0.95 |
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| Ingersoll Rand (IR) | 0.2 | $328k | 4.0k | 81.99 |
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| Realty Income (O) | 0.2 | $328k | 5.3k | 61.96 |
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| Meta Platforms Inc Class A Cl A (META) | 0.2 | $325k | 577.00 | 563.70 |
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| Pfizer (PFE) | 0.2 | $319k | +2% | 13k | 24.08 |
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| Ionq Inc Pipe (IONQ) | 0.2 | $312k | NEW | 5.9k | 53.26 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $303k | 1.6k | 189.73 |
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| Enbridge (ENB) | 0.2 | $285k | 5.3k | 54.21 |
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| Applovin Corp Class A Com Cl A (APP) | 0.2 | $283k | 550.00 | 515.23 |
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| Ecolab (ECL) | 0.2 | $279k | 1.0k | 278.61 |
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| Nasdaq Omx (NDAQ) | 0.2 | $276k | 3.5k | 78.82 |
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| Tompkins Financial Corporation (TMP) | 0.2 | $268k | 2.8k | 94.52 |
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| Yum China Holdings (YUMC) | 0.2 | $268k | 6.6k | 40.87 |
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| Devon Energy Corporation (DVN) | 0.1 | $264k | 6.4k | 41.32 |
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| At&t (T) | 0.1 | $262k | +2% | 13k | 20.70 |
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| Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG) | 0.1 | $258k | +9% | 1.1k | 236.62 |
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| Sanmina (SANM) | 0.1 | $253k | NEW | 1.0k | 253.08 |
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| St. Joe Company (JOE) | 0.1 | $244k | 3.9k | 62.63 |
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| Norfolk Southern (NSC) | 0.1 | $241k | 765.00 | 314.59 |
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| Daily Journal Corporation (DJCO) | 0.1 | $241k | NEW | 400.00 | 601.19 |
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| Flexshares Us Quality Large Cap Index Fund Us Quality Cap (QLC) | 0.1 | $234k | 2.6k | 89.87 |
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| Amgen (AMGN) | 0.1 | $227k | 626.00 | 362.12 |
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| Verisk Analytics (VRSK) | 0.1 | $215k | 1.2k | 179.53 |
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| Morgan Stanley Com New (MS) | 0.1 | $207k | NEW | 991.00 | 209.04 |
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| Viper Energy Inc New Class A Cl A (VNOM) | 0.1 | $204k | 4.8k | 42.40 |
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| Bluerock Pvt Real Estate (BPRE) | 0.1 | $176k | -4% | 14k | 13.01 |
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| Venture Global Inc Class A Com Cl A (VG) | 0.1 | $111k | 10k | 11.13 |
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Past Filings by Cross Staff Investments
SEC 13F filings are viewable for Cross Staff Investments going back to 2021
- Cross Staff Investments 2026 Q2 filed July 22, 2026
- Cross Staff Investments 2026 Q1 filed April 23, 2026
- 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