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Cross Staff Investments

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

Top 5 stock holdings are NVDA, COST, AKRE, AAPL, BRK.B, and represent 40.82% of Cross Staff Investments's stock portfolio.
Added to shares of these 10 stocks: SPY, VNOM, APP, CRM, BP, GLW, AKRE, AAPL, BRK.B, TPL.
Started 5 new stock positions in BP, APP, GLW, VNOM, CRM.
Reduced shares in these 10 stocks: MELI, TYL, IONQ, VEEV, , , GIS, LLY, , CAT.
Sold out of its positions in ADBE, BR, GIS, IONQ, FWONA, MELI, NXST, TYL, VEEV.
Cross Staff Investments was a net seller of stock by $-926k.
Cross Staff Investments has $197M in assets under management (AUM), dropping by 8.74%.
Central Index Key (CIK): 0001900406

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Portfolio Holdings for Cross Staff Investments

Cross Staff Investments holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	13.7	$27M		16k	1743.98	View chart
Costco Wholesale Corporation (COST)	9.4	$19M		1.9k	9965.72	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	7.8	$15M		292k	52.85	View chart
Apple (AAPL)	5.9	$12M		46k	253.79	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	4.0	$7.9M		16k	479.20	View chart
Amazon (AMZN)	2.8	$5.6M		27k	208.27	View chart
Caterpillar (CAT)	2.4	$4.8M	-4%	6.8k	708.46	View chart
Blackstone Group Inc Com Cl A (BX)	2.2	$4.3M		37k	114.99	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	2.1	$4.2M	-2%	15k	287.57	View chart
Microsoft Corporation (MSFT)	1.8	$3.6M	+2%	9.7k	370.19	View chart
Cheniere Energy Com New (LNG)	1.7	$3.3M		12k	283.75	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	1.6	$3.2M		11k	286.87	View chart
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB)	1.6	$3.1M		125k	25.10	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	1.2	$2.4M		25k	96.70	View chart
Atlas Lithium Corp Com New (ATLX)	1.2	$2.4M		559k	4.35	View chart
Eli Lilly & Co. (LLY)	1.1	$2.1M	-8%	2.3k	919.77	View chart
Visa Inc Class Class A Com Cl A (V)	1.0	$2.1M		6.8k	302.23	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	1.0	$2.0M	+4%	80k	25.64	View chart
Home Depot (HD)	0.9	$1.8M	-3%	5.5k	328.88	View chart
Deere & Company (DE)	0.9	$1.7M		3.1k	563.30	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.7M		9.8k	169.66	View chart
Comstock Resources (CRK)	0.8	$1.6M		77k	21.08	View chart
Mastercard Inc Class Class A Cl A (MA)	0.8	$1.6M	+3%	3.1k	499.62	View chart
Kkr & Co (KKR)	0.8	$1.6M	-2%	17k	92.50	View chart
Johnson & Johnson (JNJ)	0.8	$1.5M	-7%	6.3k	244.44	View chart
Northrop Grumman Corporation (NOC)	0.8	$1.5M		2.2k	682.24	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.5M		5.1k	294.16	View chart
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI)	0.7	$1.5M	+3%	4.6k	320.81	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.7	$1.4M		2.3k	597.55	View chart
International Business Machines (IBM)	0.7	$1.4M		5.7k	242.39	View chart
Texas Pacific Land Corp (TPL)	0.7	$1.3M	+6%	2.7k	474.57	View chart
Interactive Brokers Grouclass Class A Com Cl A (IBKR)	0.6	$1.2M	+3%	18k	67.07	View chart
Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP)	0.6	$1.1M		7.8k	145.73	View chart
American Tower Reit (AMT)	0.6	$1.1M		6.6k	172.58	View chart
Procter & Gamble Company (PG)	0.6	$1.1M	-3%	7.6k	144.44	View chart
Chevron Corporation (CVX)	0.6	$1.1M		5.3k	206.91	View chart
Pepsi (PEP)	0.5	$1.1M		7.0k	155.29	View chart
TransDigm Group Incorporated (TDG)	0.5	$1.1M		912.00	1158.96	View chart
Danaher Corporation (DHR)	0.5	$1.0M		5.4k	189.61	View chart
Yum! Brands (YUM)	0.5	$1.0M		6.6k	155.48	View chart
AutoZone (AZO)	0.5	$1.0M		300.00	3377.78	View chart
Booking Holdings (BKNG)	0.5	$1.0M		238.00	4210.32	View chart
Cisco Systems (CSCO)	0.5	$995k		13k	77.59	View chart
Constellation Brands Incclass Class A Cl A (STZ)	0.5	$969k		6.5k	150.00	View chart
Illinois Tool Works (ITW)	0.5	$936k		3.6k	260.29	View chart
Wal-Mart Stores (WMT)	0.5	$899k		7.2k	124.29	View chart
Merck & Co (MRK)	0.5	$890k		7.4k	120.29	View chart
Broadcom (AVGO)	0.4	$869k	+3%	2.8k	309.54	View chart
Chubb (CB)	0.4	$863k		2.6k	325.93	View chart
Duke Energy Corp Com New (DUK)	0.4	$844k		6.4k	130.94	View chart
Philip Morris International (PM)	0.4	$825k	-5%	5.0k	165.33	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500dv Arist (NOBL)	0.4	$806k		7.6k	106.01	View chart
Brown & Brown (BRO)	0.4	$788k		12k	65.21	View chart
Consolidated Edison (ED)	0.4	$781k		6.9k	113.18	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.4	$761k	+57%	1.2k	650.34	View chart
Coca-Cola Company (KO)	0.4	$725k		9.5k	76.05	View chart
Honeywell International (HON)	0.4	$724k		3.2k	226.02	View chart
Berkshire Hathaway Inc Dclass A Cl A (BRK.A)	0.4	$718k		1.00	718140.00	View chart
AFLAC Incorporated (AFL)	0.3	$680k		6.2k	109.71	View chart
Dimensional U.s. Equity Market Etf Us Equity Market (DFUS)	0.3	$679k		9.6k	70.91	View chart
Markel Corporation (MKL)	0.3	$670k		350.00	1914.07	View chart
Verisign (VRSN)	0.3	$663k		2.7k	248.38	View chart
Altria (MO)	0.3	$658k	-6%	10k	65.99	View chart
Vaneck Cef Municipal Income Etf Cef Muni Income (XMPT)	0.3	$645k		30k	21.50	View chart
Advanced Micro Devices (AMD)	0.3	$642k		3.2k	203.43	View chart
Paychex (PAYX)	0.3	$610k		6.6k	92.12	View chart
Fair Isaac Corporation (FICO)	0.3	$609k		570.00	1067.54	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$598k	-2%	20k	30.68	View chart
Xylem (XYL)	0.3	$574k		4.8k	119.50	View chart
Target Corporation (TGT)	0.3	$567k		4.7k	121.20	View chart
3M Company (MMM)	0.3	$565k	-4%	3.9k	145.23	View chart
Southern Company (SO)	0.3	$563k		5.8k	96.52	View chart
O'reilly Automotive (ORLY)	0.3	$554k		6.0k	92.31	View chart
Capital One Financial (COF)	0.3	$547k		3.0k	182.43	View chart
Sempra Energy (SRE)	0.3	$544k		5.6k	97.17	View chart
Moody's Corporation (MCO)	0.3	$529k		1.2k	436.38	View chart
ConocoPhillips (COP)	0.3	$525k		4.0k	132.00	View chart
Vanguard Utilities Indexfund Etf Shares Utilities Etf (VPU)	0.3	$523k	-13%	2.6k	198.14	View chart
Live Nation Entertainment (LYV)	0.3	$519k		3.4k	152.51	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.3	$504k		10k	48.46	View chart
L3harris Technologies (LHX)	0.3	$494k		1.4k	345.15	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.2	$483k		3.3k	146.28	View chart
Ishares Short Duration Bond Active Etf Short Duration B (NEAR)	0.2	$482k		9.5k	50.84	View chart
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)	0.2	$462k		6.5k	71.13	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.2	$443k		11k	40.47	View chart
Intuitive Surgical Com New (ISRG)	0.2	$432k		936.00	460.99	View chart
Phillips 66 (PSX)	0.2	$431k		2.4k	182.18	View chart
Verizon Communications (VZ)	0.2	$427k	-4%	8.5k	50.20	View chart
Servicenow (NOW)	0.2	$423k	+8%	4.1k	104.55	View chart
Colgate-Palmolive Company (CL)	0.2	$409k		4.8k	85.23	View chart
Ishares Short Maturity Municipal Bond Active Etf Short Maturity M (MEAR)	0.2	$403k		8.0k	50.34	View chart
Mira Pharmaceuticals (MIRA)	0.2	$385k		359k	1.07	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.2	$377k	+7%	1.1k	337.95	View chart
Bristol Myers Squibb (BMY)	0.2	$376k		6.2k	60.65	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.2	$369k	-5%	6.4k	57.64	View chart
State Street Spdr S&p Dividend Etf State Street Spd (SDY)	0.2	$364k		2.5k	145.94	View chart
Pfizer (PFE)	0.2	$363k		13k	28.08	View chart
At&t (T)	0.2	$356k	-3%	12k	28.99	View chart
Meta Platforms Inc Class Class A Cl A (META)	0.2	$330k		577.00	572.34	View chart
Realty Income (O)	0.2	$326k	-3%	5.3k	61.18	View chart
Devon Energy Corporation (DVN)	0.2	$322k		6.4k	50.32	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.2	$322k		4.4k	73.14	View chart
Ingersoll Rand (IR)	0.2	$321k		4.0k	80.12	View chart
Yum China Holdings (YUMC)	0.2	$320k		6.6k	48.78	View chart
Masco Corporation (MAS)	0.2	$314k		5.2k	60.37	View chart
Allstate Corporation (ALL)	0.2	$311k		1.5k	207.34	View chart
Raytheon Technologies Corp (RTX)	0.2	$308k		1.6k	192.90	View chart
Nasdaq Omx (NDAQ)	0.2	$297k		3.5k	84.89	View chart
Eaton Corp Plc F SHS (ETN)	0.1	$293k		820.00	357.67	View chart
Enbridge (ENB)	0.1	$285k		5.3k	54.14	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.1	$284k		9.8k	29.08	View chart
Roku Inc Class A Com Cl A (ROKU)	0.1	$284k		3.0k	94.62	View chart
HEICO Corporation (HEI)	0.1	$274k		1.0k	274.20	View chart
Ecolab (ECL)	0.1	$266k		1.0k	266.02	View chart
St. Joe Company (JOE)	0.1	$245k		3.9k	62.80	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$235k	-3%	14k	16.61	View chart
Verisk Analytics (VRSK)	0.1	$228k		1.2k	189.75	View chart
Viper Energy Inc New Class Class A Cl A (VNOM)	0.1	$225k	NEW	4.8k	46.99	View chart
Tompkins Financial Corporation (TMP)	0.1	$224k		2.8k	78.84	View chart
Amgen (AMGN)	0.1	$220k		626.00	351.85	View chart
Norfolk Southern (NSC)	0.1	$220k		765.00	287.00	View chart
Applovin Corp Class Class A Com Cl A (APP)	0.1	$219k	NEW	550.00	398.00	View chart
salesforce (CRM)	0.1	$215k	NEW	1.2k	186.67	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG)	0.1	$214k		997.00	215.06	View chart
Flexshares Us Quality Large Cap Index Fund Us Quality Cap (QLC)	0.1	$203k		2.6k	78.16	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.1	$203k	NEW	4.3k	47.00	View chart
Corning Incorporated (GLW)	0.1	$203k	NEW	1.5k	135.97	View chart
Venture Global Inc Class Class A Com Cl A (VG)	0.1	$158k		10k	15.76	View chart

Past Filings by Cross Staff Investments

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

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
Cross Staff Investments 2022 Q3 filed Oct. 21, 2022

View all past filings

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