Cross Staff Investments

Cross Staff Investments as of June 30, 2026

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