Cross Staff Investments Inc
Sector Allocation
- Technology27.2%$45.7M
- Other21.4%$36.0M
- Financials16.9%$28.5M
- Industrials7.3%$12.3M
- Consumer Discretionary6.8%$11.4M
- Consumer Staples5.3%$8.9M
- Healthcare5.2%$8.7M
- Energy5.0%$8.5M
- Utilities1.3%$2.2M
- Communication Services1.2%$2.0M
AUM History
13fpro.ai/research/fund/cross-staff-investments-inc-1900406
Conviction and streaks
Concentrating · top 10 = 42.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- AKRE$15.3M
AAPL
$15.2MBRK.B
$8.3MAMZN
$6.7MCAT
$5.3MMSFT
$5.0MGOOGL
$4.7MBX
$4.2M- SCHWAB$3.8M
GOOG
$3.6MNVDA
$3.5MLNG
$3.2M- VANECK$2.8M
LLY
$2.7M- SCHWAB$2.6M
V
$2.4MDE
$2.1MAMD
$1.9MMA
$1.7MCOST
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cross-staff-investments-inc-1900406
Cross Staff Investments Inc 13F holdings — Q3 2026
$168.1M portfolio (-5.4% QoQ) · 130 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
- 1
AKRE FOCUS ETF - AKRE FOCUS ETF
$15.3M
9.1% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $15.2M
9.0% of stocks
-1%This quarter-1.2%Since filed11+ qtrsHeld$8.3M
4.9% of stocks
+0.7%This quarter—Since filed11+ qtrsHeld$6.7M
4.0% of stocks
No changeThis quarter-0.5%Since filed11+ qtrsHeld$5.3M
3.2% of stocks
-3%This quarter-1.7%Since filed11+ qtrsHeld$5.0M
3.0% of stocks
-0.9%This quarter+2.2%Since filed11+ qtrsHeld$4.7M
2.8% of stocks
+0.0%This quarter-2.0%Since filed11+ qtrsHeld$4.2M
2.5% of stocks
+2%This quarter+0.3%Since filed11+ qtrsHeld- 9
SCHWAB U.S. BROAD MARKET ETF - US BRD MKT ETF
$3.8M
2.3% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
2.1% of stocks
+0.1%This quarter-2.0%Since filed11+ qtrsHeld
All holdings — Cross Staff Investments Inc (Q3 2026)
130 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $3.5M | 2.1% | 15K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Cheniere Energy, Inc. | Energy | $3.2M | 1.9% | 12K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANECK MORNINGSTAR WIDE MOAT ETF - MRNGSTR WDE MOATetf/fund | — | $2.8M | 1.6% | 26K | +4% | — | — | 13F |
| 14 | ELI LILLY & Co | Healthcare | $2.7M | 1.6% | 2,300 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SCHWAB U.S. LARGE-CAP ETF - US LRG CAP ETFetf/fund | — | $2.6M | 1.6% | 87K | +8% | — | — | 13F |
| 16 | VISA INC. | Financials | $2.4M | 1.4% | 6,715 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | DEERE & CO | Industrials | $2.1M | 1.2% | 3,075 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ADVANCED MICRO DEVICES INC | Technology | $1.9M | 1.1% | 3,154 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $1.7M | 1.0% | 3,144 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.7M | 1.0% | 1,861 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $1.7M | 1.0% | 5,084 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHSetf/fund | — | $1.7M | 1.0% | 2,370 | — | — | — | 13F |
| 23 | Interactive Brokers Group, Inc. | Financials | $1.6M | 0.9% | 18K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $1.5M | 0.9% | 9,473 | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | KKR & Co. Inc. | Financials | $1.5M | 0.9% | 17K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF - HEDGE IND ETF | — | $1.5M | 0.9% | 8,686 | +10% | |||
| 27 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.9% | 5,136 | — | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.9% | 5,477 | — | |||
| 29 | $ATLX | Atlas Lithium Corp | Materials | $1.4M | 0.8% | 559K | — | |||
| 30 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.8% | 12K | -1% | |||
| 31 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.8% | 5,705 | -0.5% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.7% | 1,596 | +8% | |||
| 33 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.7% | 5,407 | -0.7% | |||
| 34 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.1M | 0.7% | 2,245 | — | |||
| 35 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.6% | 5,266 | -0.9% | |||
| 36 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.6% | 7,397 | — | |||
| 37 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - MRNGSTR TTL STK | — | $1.1M | 0.6% | 2,854 | -12% | |||
| 38 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.1M | 0.6% | 6,447 | +0.3% | |||
| 39 | $TDG | TransDigm Group INC | Industrials | $1.0M | 0.6% | 962 | +5% | |||
| 40 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $969K | 0.6% | 5,950 | — | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $963K | 0.6% | 6,627 | -0.7% | |||
| 42 | $CRK | COMSTOCK RESOURCES INC | Energy | $944K | 0.6% | 77K | -0.3% | |||
| 43 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $925K | 0.6% | 3,596 | — | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $920K | 0.6% | 4,820 | -2% | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $911K | 0.5% | 2,593 | +5% | |||
| 46 | $TPL | Texas Pacific Land Corp | Financials | $895K | 0.5% | 2,746 | — | |||
| 47 | $YUM | YUM BRANDS INC | Consumer Discretionary | $894K | 0.5% | 6,560 | — | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $885K | 0.5% | 6,980 | — | |||
| 49 | $CB | Chubb Ltd | Financials | $862K | 0.5% | 2,649 | — | |||
| 50 | $AZO | AUTOZONE INC | Consumer Discretionary | $849K | 0.5% | 300 | — | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $831K | 0.5% | 9,650 | — | |||
| 52 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - S&P 500 DV ARIST | — | $808K | 0.5% | 15K | -2% | |||
| 53 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - US EQUI MARK ETF | — | $795K | 0.5% | 9,576 | — | |||
| 54 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - US DIVIDEND EQ | — | $754K | 0.5% | 23K | +7% | |||
| 55 | $VRSN | VERISIGN INC/CA | Technology | $753K | 0.5% | 2,672 | — | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $752K | 0.5% | 7,236 | — | |||
| 57 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.4% | 1 | — | |||
| 58 | $TGT | TARGET CORP | Consumer Staples | $744K | 0.4% | 4,751 | — | |||
| 59 | $BRO | BROWN & BROWN, INC. | Financials | $736K | 0.4% | 12K | — | |||
| 60 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $726K | 0.4% | 6,422 | — | |||
| 61 | $SNDK | Sandisk Corp | Technology | $713K | 0.4% | 410 | +95% | |||
| 62 | $PLTR | Palantir Technologies Inc. | Technology | $711K | 0.4% | 3,800 | +15% | |||
| 63 | $MKL | MARKEL GROUP INC. | Financials | $694K | 0.4% | 405 | +16% | |||
| 64 | $AFL | AFLAC INC | Financials | $693K | 0.4% | 6,200 | — | |||
| 65 | $DUK | Duke Energy CORP | Utilities | $671K | 0.4% | 5,886 | — | |||
| 66 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $655K | 0.4% | 9,731 | -2% | |||
| 67 | $ED | CONSOLIDATED EDISON INC | Utilities | $644K | 0.4% | 6,300 | -2% | |||
| 68 | $MMM | 3M CO | Healthcare | $638K | 0.4% | 3,888 | — | |||
| 69 | $MU | MICRON TECHNOLOGY INC | Technology | $604K | 0.4% | 567 | — | |||
| 70 | $PSX | Phillips 66 | Energy | $603K | 0.4% | 2,363 | — | |||
| 71 | $PAYX | PAYCHEX INC | Technology | $599K | 0.4% | 6,077 | -4% | |||
| 72 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $579K | 0.3% | 3,000 | — | |||
| 73 | — | VANECK CEF MUNICIPAL INCOME ETF - CEF MUNI INCOME | — | $577K | 0.3% | 30K | — | |||
| 74 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $576K | 0.3% | 3,400 | — | |||
| 75 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - US MAKTWIDE VALUE | — | $572K | 0.3% | 10K | — | |||
| 76 | $MCO | MOODYS CORP /DE/ | Financials | $551K | 0.3% | 1,213 | — | |||
| 77 | $NOW | ServiceNow, Inc. | Technology | $543K | 0.3% | 4,050 | — | |||
| 78 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $512K | 0.3% | 6,000 | — | |||
| 79 | — | DIMENSIONAL U.S. SMALL CAP ETF - US SMALL CAP ETF | — | $503K | 0.3% | 6,500 | — | |||
| 80 | $COP | CONOCOPHILLIPS | Energy | $498K | 0.3% | 3,978 | — | |||
| 81 | $META | Meta Platforms, Inc. | Technology | $491K | 0.3% | 678 | +18% | |||
| 82 | $XYL | Xylem Inc. | Industrials | $486K | 0.3% | 4,800 | — | |||
| 83 | $SO | SOUTHERN CO | Utilities | $475K | 0.3% | 5,735 | -2% | |||
| 84 | — | VANGUARD UTILITIES INDEX FUND ETF SHARES - UTILITIES ETF | — | $459K | 0.3% | 2,685 | +2% | |||
| 85 | $ROKU | ROKU, INC | Communication Services | $457K | 0.3% | 3,000 | — | |||
| 86 | $SRE | SEMPRA | Utilities | $437K | 0.3% | 5,600 | — | |||
| 87 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $410K | 0.2% | 4,800 | — | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $400K | 0.2% | 8,710 | -0.1% | |||
| 89 | — | ISHARES SHORT DURATION BOND ACTIVE ETF - SHOR DURA BD ETF | — | $396K | 0.2% | 7,938 | +7% | |||
| 90 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $391K | 0.2% | 11K | -2% | |||
| 91 | $PFE | PFIZER INC | Healthcare | $390K | 0.2% | 14K | +3% | |||
| 92 | $IONQ | IonQ, Inc. | Technology | $388K | 0.2% | 8,850 | +51% | |||
| 93 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $384K | 0.2% | 6,150 | -3% | |||
| 94 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $381K | 0.2% | 936 | — | |||
| 95 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - DIV APP ETF | — | $375K | 0.2% | 1,608 | +48% | |||
| 96 | — | STATE STREET SPDR S&P DIVIDEND ETF - ST STR SP DIV | — | $366K | 0.2% | 2,496 | — | |||
| 97 | $ETN | Eaton Corp plc | Industrials | $352K | 0.2% | 820 | — | |||
| 98 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $352K | 0.2% | 6,083 | -4% | |||
| 99 | $MAS | MASCO CORP /DE/ | Industrials | $350K | 0.2% | 5,200 | — | |||
| 100 | $MRVL | Marvell Technology, Inc. | Technology | $343K | 0.2% | 1,300 | New | |||
| 101 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $339K | 0.2% | 1,432 | — | |||
| 102 | $FICO | FAIR ISAAC CORP | Technology | $338K | 0.2% | 570 | — | |||
| 103 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $338K | 0.2% | 1,600 | — | |||
| 104 | $ALL | ALLSTATE CORP | Financials | $333K | 0.2% | 1,500 | — | |||
| 105 | $FLEX | FLEX LTD. | Technology | $330K | 0.2% | 3,000 | — | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $330K | 0.2% | 4,674 | +0.1% | |||
| 107 | $NDAQ | NASDAQ, INC. | Financials | $322K | 0.2% | 3,500 | — | |||
| 108 | $T | AT&T INC. | Communication Services | $319K | 0.2% | 13K | +3% | |||
| 109 | — | SCHWAB U.S. SMALL-CAP ETF - US SML CAP ETF | — | $319K | 0.2% | 9,776 | +0.0% | |||
| 110 | $MIRA | MIRA PHARMACEUTICALS, INC. | Healthcare | $304K | 0.2% | 359K | — | |||
| 111 | $HEI | HEICO CORP | Industrials | $303K | 0.2% | 1,000 | — | |||
| 112 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $302K | 0.2% | 2,000 | New | |||
| 113 | $IR | Ingersoll Rand Inc. | Industrials | $300K | 0.2% | 4,000 | — | |||
| 114 | $O | REALTY INCOME CORP | Real Estate | $287K | 0.2% | 5,286 | — | |||
| 115 | $VEEV | VEEVA SYSTEMS INC | Technology | $285K | 0.2% | 1,000 | New | |||
| 116 | $DVN | DEVON ENERGY CORP/DE | Energy | $285K | 0.2% | 6,200 | -3% | |||
| 117 | $RTX | RTX Corp | Industrials | $280K | 0.2% | 1,506 | -6% | |||
| 118 | $ECL | ECOLAB INC. | Materials | $275K | 0.2% | 1,000 | — | |||
| 119 | $TMP | TOMPKINS FINANCIAL CORP | Financials | $273K | 0.2% | 2,840 | — | |||
| 120 | $AMGN | AMGEN INC | Healthcare | $264K | 0.2% | 626 | — | |||
| 121 | $DJCO | DAILY JOURNAL CORP | Communication Services | $258K | 0.1% | 400 | — | |||
| 122 | $JOE | ST JOE Co | Real Estate | $257K | 0.1% | 3,901 | +0.0% | |||
| 123 | $HONA | Honeywell Aerospace Inc. | Industrials | $248K | 0.1% | 1,600 | — | |||
| 124 | $ENB | ENBRIDGE INC | Energy | $245K | 0.1% | 5,264 | — | |||
| 125 | — | NORTHERN TRUST US QUALITY LARGE CAP ETF - NORTHERN TR US Q | — | $237K | 0.1% | 2,600 | — | |||
| 126 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $236K | 0.1% | 765 | — | |||
| 127 | $GLW | CORNING INC /NY | Materials | $229K | 0.1% | 1,492 | — | |||
| 128 | $SANM | SANMINA CORP | Technology | $215K | 0.1% | 1,000 | — | |||
| 129 | $VRSK | Verisk Analytics, Inc. | Technology | $201K | 0.1% | 1,200 | — | |||
| 130 | $VG | Venture Global, Inc. | Energy | $126K | 0.1% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 31 added to, 26 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (31)
$SNDKSandisk Corp+95%
now $713K · held 2 qtrs, 2 adds in a row
- SCHWAB U.S. LARGE-CAP ETF - US LRG CAP ETF+8%
now $2.6M
- GOLDMAN SACHS HEDGE INDUSTRY VIP ETF - HEDGE IND ETF+10%
now $1.5M
$IONQIonQ, Inc.+51%
now $388K · held 2 qtrs, 2 adds in a row
- VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - DIV APP ETF+48%
now $375K
now $4.2M · held 11+ qtrs
+25 more in the Excel export
Trimmed (26)
now $15.2M · held 11+ qtrs
now $5.3M · held 11+ qtrs
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - MRNGSTR TTL STK-12%
now $1.1M
$XOM.R34088EXXON MOBIL CORP-3%
now $1.5M · held 11+ qtrs
now $5.0M · held 11+ qtrs
- AKRE FOCUS ETF - AKRE FOCUS ETF-0.2%
now $15.3M
+20 more in the Excel export
Holdings by quarter
Every 13F Cross Staff Investments Inc has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cross Staff Investments?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cross Staff Investments's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cross Staff Investments Inc disclosed 130 positions worth $168.1M in its Form 13F-HR for Q3 2026, followed by $AAPL and $BRK.B. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $MRVL. The portfolio is most concentrated in Technology (27.2% of disclosed assets). All figures are sourced directly from Cross Staff Investments Inc’s Form 13F-HR filing with the SEC under CIK 1900406.
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AI-Powered Hedge Fund Analysis: Cross Staff Investments Inc
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Every holding in Cross Staff Investments Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.