Cross Staff Investments Inc 13F holdings
Cross Staff Investments Inc reported 131 positions with a total reported value of $177.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-22. Top holdings by reported value: AKRE FOCUS ETF (8.7%), AAPL APPLE INC (7.5%), BRK-B BERKSHIRE HATHAWAY CLASS A (5.1%), GOOGL ALPHABET INC CLASS A (4.9%), CAT CATERPILLAR INC (4.1%). Against 2026-03-31 it opened 9 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 131 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AKRE FOCUS ETF | 290,646 | $15.5M | 8.7% |
| AAPL APPLE INC | 46,262 | $13.4M | 7.5% |
| BRK-B BERKSHIRE HATHAWAY CLASS A | 16,552 | $9.0M | 5.1% |
| GOOGL ALPHABET INC CLASS A | 24,269 | $8.6M | 4.9% |
| CAT CATERPILLAR INC | 6,781 | $7.2M | 4.1% |
| AMZN AMAZON.COM INC | 26,938 | $6.4M | 3.6% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 10,391 | $5.7M | 3.2% |
| BX BLACKSTONE INC | 36,853 | $4.3M | 2.4% |
| COP CONOCOPHILLIPS | 3,978 | $4.1M | 2.3% |
| SCHWAB U.S. BROAD MARKETETF | 128,665 | $3.7M | 2.1% |
| MSFT MICROSOFT CORP | 9,767 | $3.6M | 2.1% |
| NVDA NVIDIA CORP | 15,529 | $3.1M | 1.7% |
| LNG CHENIERE ENERGY INC | 11,803 | $2.8M | 1.6% |
| LLY ELI LILLY AND CO | 2,300 | $2.8M | 1.6% |
| VANECK MORNINGSTAR WIDE MOAT ETF | 25,233 | $2.6M | 1.5% |
| SCHWAB U.S. LARGE-CAP ETF | 80,494 | $2.4M | 1.3% |
| V VISA INC CLASS A | 6,711 | $2.3M | 1.3% |
| ATLX ATLAS LITHIUM CORP | 558,718 | $2.1M | 1.2% |
| DE DEERE & CO | 3,075 | $2.0M | 1.1% |
| AMD ADVANCED MICRO DEVICES I | 3,154 | $1.8M | 1.0% |
| HD HOME DEPOT INC | 5,136 | $1.8M | 1.0% |
| COST COSTCO WHSL CORP NEW | 1,860 | $1.7M | 1.0% |
| JPM JPMORGAN CHASE & CO | 5,084 | $1.7M | 0.9% |
| VANGUARD S&P 500 ETF | 2,370 | $1.6M | 0.9% |
| MA MASTERCARD INC CLASS A | 3,141 | $1.6M | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AKRE FOCUS ETF | 290,646 | $15.5M | 8.7% |
| MU MICRON TECHNOLOGY INC | 567 | $654.5K | 0.4% |
| FLEX FLEX LTD F | 3,000 | $486.2K | 0.3% |
| SNDK SANDISK CORP | 210 | $477.5K | 0.3% |
| HONA HONEYWELL AEROSPACE INC | 1,600 | $353.7K | 0.2% |
| IONQ IONQ INC | 5,850 | $311.6K | 0.2% |
| SANM SANMINA CORP | 1,000 | $253.1K | 0.1% |
| DJCO DAILY JOURNAL CORP | 400 | $240.5K | 0.1% |
| MS MORGAN STANLEY | 991 | $207.2K | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BKNG BOOKING HLDGS INC | 238 | 5,950 | +2,400.0% | $1.1M |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 7,602 | 15,191 | +99.8% | $853.1K |
| SPY STATE STREET SPDR S&P 500 ETF TRUST | 1,170 | 1,477 | +26.2% | $1.1M |
| SCHWAB U.S. BROAD MARKETETF | 124,540 | 128,665 | +3.3% | $3.7M |
| BRK-B BERKSHIRE HATHAWAY CLASS A | 16,412 | 16,552 | +0.9% | $9.0M |
| LNG CHENIERE ENERGY INC | 11,501 | 11,803 | +2.6% | $2.8M |
| SCHWAB U.S. DIVIDEND EQUITY ETF | 19,475 | 21,693 | +11.4% | $687.9K |
| AAPL APPLE INC | 46,065 | 46,262 | +0.4% | $13.4M |
| VANGUARD S&P 500 ETF | 2,320 | 2,370 | +2.2% | $1.6M |
| SCHWAB U.S. LARGE-CAP ETF | 79,693 | 80,494 | +1.0% | $2.4M |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 997 | 1,089 | +9.2% | $257.7K |
| IVZ INVESCO S&P 500 LOW VOLATILITY ETF | 4,396 | 4,670 | +6.2% | $349.8K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 4,590 | 3,228 | -29.7% | $1.2M |
| GOOGL ALPHABET INC CLASS A | 25,661 | 24,269 | -5.4% | $8.6M |
| HONEYWELL INTL INC | 3,202 | 1,600 | -50.0% | $358.2K |
| JNJ JOHNSON & JOHNSON | 6,323 | 5,477 | -13.4% | $1.4M |
| PG PROCTER & GAMBLE CO | 7,619 | 6,676 | -12.4% | $979.0K |
| HD HOME DEPOT INC | 5,489 | 5,136 | -6.4% | $1.8M |
| AVGO BROADCOM INC | 2,806 | 2,481 | -11.6% | $937.3K |
| ISHARES SHORT DURATION BOND ACTIVE ETF | 9,485 | 7,394 | -22.0% | $374.6K |
| DUK DUKE ENERGY CORP NEW | 6,449 | 5,886 | -8.7% | $745.0K |
| ED CONSOLIDATED EDISON INC | 6,898 | 6,398 | -7.2% | $707.8K |
| CSCO CISCO SYS INC | 12,828 | 12,447 | -3.0% | $1.5M |
| V VISA INC CLASS A | 6,827 | 6,711 | -1.7% | $2.3M |
CIK 1900406 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
