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Cross Staff Investments Inc Top Holdings and 13F Report (2026)

About Cross Staff Investments Inc

Investment Activity

  • Cross Staff Investments Inc has $168.10 million in total holdings as of September 30, 2026.
  • Cross Staff Investments Inc owns shares of 130 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 2.51% of the portfolio was purchased this quarter.
  • About 2.20% of the portfolio was sold this quarter.
  • This quarter, Cross Staff Investments Inc has purchased 133 new stocks and bought additional shares in 31 stocks.
  • Cross Staff Investments Inc sold shares of 25 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

AKRE FOCUS ETF
$15,271,735
Apple
$15,181,486
Amazon.com
$6,711,603
Caterpillar
$5,349,592

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HLDGS CORP
$1,541,668 Holding
573874104 - Marvell Technology
$343,473 Holding
84615Q103 - SPACE EX TECH SPACEX CLASS A
$301,720 Holding
922475108 - Veeva Systems
$285,450 Holding

Largest Purchases this Quarter

EXXONMOBIL HLDGS CORP
9,473 shares (about $1.54M)
SANDISK CORP
200 shares (about $347.98K)
Marvell Technology
1,300 shares (about $343.47K)
SPACE EX TECH SPACEX CLASS A
2,000 shares (about $301.72K)
Veeva Systems
1,000 shares (about $285.45K)

Largest Sales this Quarter

Apple
675 shares (about $224.79K)
Caterpillar
183 shares (about $148.37K)
Vanguard Total Stock Market ETF
374 shares (about $139.98K)
Microsoft
87 shares (about $44.62K)
AKRE FOCUS ETF
695 shares (about $36.61K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCross Staff Investments Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
AKRE FOCUS ETF
$15,271,735$36,606 ▼-0.2%289,9519.1%AKRE FOCUS ETF
Apple Inc. stock logo
AAPL
Apple
$15,181,486$224,790 ▼-1.5%45,5879.0%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,301,324$59,754 ▲0.7%16,6714.9%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,711,6030.0%26,9384.0%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,349,592$148,375 ▼-2.7%6,5983.2%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$4,964,989$44,623 ▼-0.9%9,6803.0%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,709,980$688 ▲0.0%13,6892.8%Communication Services
Blackstone Inc. stock logo
BX
Blackstone
$4,227,413$96,511 ▲2.3%37,7142.5%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,785,378$14,215 ▲0.4%129,1502.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,609,084$3,407 ▲0.1%10,5922.1%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,536,188$10,277 ▼-0.3%15,4842.1%Technology
CHENIERE ENERGY INC
$3,175,883$538 ▲0.0%11,8051.9%COM NEW
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,761,875$94,504 ▲3.5%26,1271.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,661,3730.0%2,3001.6%Healthcare
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,602,618$187,800 ▲7.8%86,7541.5%ETF
Visa Inc. stock logo
V
Visa
$2,412,733$1,437 ▲0.1%6,7151.4%Finance
Deere & Company stock logo
DE
Deere & Company
$2,065,0160.0%3,0751.2%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,929,4910.0%3,1541.1%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,733,576$1,654 ▲0.1%3,1441.0%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,693,704$910 ▲0.1%1,8611.0%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,681,9400.0%5,0841.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,661,0380.0%2,3701.0%ETF
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$1,554,023$10,079 ▼-0.6%18,1930.9%Finance
EXXONMOBIL HLDGS CORP
$1,541,668$1,541,668 ▲New Holding9,4730.9%COM SHS
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$1,526,338$1,096 ▲0.1%16,7180.9%Finance
Goldman Sachs Hedge Industry VIP ETF stock logo
GVIP
Goldman Sachs Hedge Industry VIP ETF
$1,477,996$137,488 ▲10.3%8,6860.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,461,2140.0%5,1360.9%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,449,9810.0%5,4770.9%Healthcare
Atlas Lithium Corporation stock logo
ATLX
Atlas Lithium
$1,407,9690.0%558,7180.8%Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,324,884$14,745 ▼-1.1%12,3100.8%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,254,701$5,938 ▼-0.5%5,7050.7%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,217,007$90,742 ▲8.1%1,5960.7%ETF
Danaher Corporation stock logo
DHR
Danaher
$1,197,830$8,861 ▼-0.7%5,4070.7%Healthcare
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,085,4130.0%2,2450.6%Industrials
Chevron Corporation stock logo
CVX
Chevron
$1,075,428$9,598 ▼-0.9%5,2660.6%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,074,8580.0%7,3970.6%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,068,195$139,981 ▼-11.6%2,8540.6%ETF
American Tower Corporation stock logo
AMT
American Tower
$1,055,269$3,274 ▲0.3%6,4470.6%Real Estate
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$1,041,461$54,130 ▲5.5%9620.6%Industrials
Booking Holdings Inc. stock logo
BKNG
Booking
$969,3150.0%5,9500.6%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$962,753$7,119 ▼-0.7%6,6270.6%Consumer Staples
Comstock Resources, Inc. stock logo
CRK
Comstock Resources
$943,738$2,464 ▼-0.3%76,6020.6%Energy
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$925,1790.0%3,5960.6%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$919,667$19,080 ▼-2.0%4,8200.5%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$910,558$39,330 ▲4.5%2,5930.5%Technology
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$894,8100.0%2,7460.5%Energy
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$894,3900.0%6,5600.5%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$884,5060.0%6,9800.5%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$861,5870.0%2,6490.5%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$849,0060.0%3000.5%Consumer Discretionary
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$830,6720.0%9,6500.5%Consumer Staples
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$807,536$14,282 ▼-1.7%14,9270.5%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$795,0950.0%9,5760.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$754,030$48,371 ▲6.9%23,1800.4%ETF
VeriSign, Inc. stock logo
VRSN
VeriSign
$753,4710.0%2,6720.4%Technology
WALMART INC
$751,9430.0%7,2360.4%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$747,0050.0%10.4%Finance
Target Corporation stock logo
TGT
Target
$744,4340.0%4,7510.4%Consumer Staples
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$735,7330.0%12,0810.4%Finance
Constellation Brands Inc stock logo
STZ
Constellation Brands
$726,0710.0%6,4220.4%Consumer Staples
SANDISK CORP
$713,355$347,978 ▲95.2%4100.4%COM
PALANTIR TECHNOLOGIES IN CLASS CLASS A
$710,790$93,525 ▲15.2%3,8000.4%CL A
Markel Group Inc. stock logo
MKL
Markel Group
$693,542$94,185 ▲15.7%4050.4%Finance
Aflac Incorporated stock logo
AFL
Aflac
$693,0360.0%6,2000.4%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$671,0630.0%5,8860.4%Utilities
Altria Group, Inc. stock logo
MO
Altria Group
$655,263$12,121 ▼-1.8%9,7310.4%Consumer Staples
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$643,946$10,017 ▼-1.5%6,3000.4%Utilities
3M Company stock logo
MMM
3M
$638,2270.0%3,8880.4%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$603,9170.0%5670.4%Technology
Phillips 66 stock logo
PSX
Phillips 66
$603,2980.0%2,3630.4%Energy
Paychex, Inc. stock logo
PAYX
Paychex
$598,536$26,888 ▼-4.3%6,0770.4%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$579,2100.0%3,0000.3%Finance
VanEck CEF Muni Income ETF stock logo
XMPT
VanEck CEF Muni Income ETF
$576,6000.0%30,0000.3%ETF
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$575,6200.0%3,4000.3%Communication Services
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$571,5050.0%10,3910.3%ETF
Moody's Corporation stock logo
MCO
Moody's
$550,8680.0%1,2130.3%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$542,7410.0%4,0500.3%Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$512,4600.0%6,0000.3%Consumer Discretionary
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$503,2300.0%6,5000.3%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$497,8470.0%3,9780.3%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$491,368$73,198 ▲17.5%6780.3%Communication Services
Xylem Inc. stock logo
XYL
Xylem
$486,0960.0%4,8000.3%Industrials
Southern Company (The) stock logo
SO
Southern
$475,374$8,289 ▼-1.7%5,7350.3%Utilities
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$459,135$7,524 ▲1.7%2,6850.3%ETF
Roku, Inc. stock logo
ROKU
Roku
$456,8400.0%3,0000.3%Communication Services
Sempra Energy stock logo
SRE
Sempra Energy
$436,5760.0%5,6000.3%Utilities
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$409,5360.0%4,8000.2%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$399,537$550 ▼-0.1%8,7100.2%Communication Services
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$395,789$27,124 ▲7.4%7,9380.2%ETF
Brookfield Corporation stock logo
BN
Brookfield
$391,435$7,256 ▼-1.8%10,7360.2%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$389,989$11,722 ▲3.1%13,6740.2%Healthcare
IonQ, Inc. stock logo
IONQ
IonQ
$388,161$131,580 ▲51.3%8,8500.2%Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$383,743$12,479 ▼-3.1%6,1500.2%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$380,6060.0%9360.2%Healthcare
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$375,162$121,088 ▲47.7%1,6080.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$365,6140.0%2,4960.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$352,3620.0%8200.2%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$351,706$13,529 ▼-3.7%6,0830.2%Consumer Staples
Masco Corporation stock logo
MAS
Masco
$350,4800.0%5,2000.2%Industrials
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$343,473$343,473 ▲New Holding1,3000.2%Technology

Showing largest 100 holdings. View all holdings.
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