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CIK: 0001900406
Total reported value
$168.8M
$168.8M
128 檔
26.9%
In Q1 2026, Cross Staff Investments Inc's U.S. equity holdings reached a combined market value of $168.8M, distributed across 128 disclosed stock positions.
Cross Staff Investments Inc executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 9 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AKRE | Akre Focus ETF | ETF-Other | 9.87% | -0.71% | +0.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.48% | +0.45% | +0.74% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.03% | -0.12% | +1.09% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | +0.21% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 3.07% | +1.21% | -4.03% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 2.72% | -0.15% | -1.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.22% | -2.01% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.15% | +2.20% | |
| 9 | LNG | Cheniere Energy Inc | Stock-Energy | 2.09% | -0.42% | +0.89% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | +0.18% | — | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.00% | +0.21% | +0.81% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.11% | — | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.56% | -0.01% | — | |
| 14 | ATLX | Atlas Lithium Inc | Stock-Other | 1.55% | -0.33% | +0.72% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.28% | -8.91% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.04% | +1.83% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.31% | +0.09% | +4.13% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.16% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.08% | -3.09% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.11% | +0.05% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.27% | +0.01% | |
| 22 | CRK | Comstock Resources Inc | Stock-Other | 1.04% | -0.36% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.04% | +3.02% | |
| 24 | KKR | Kkr & Co Inc | Stock-Financials | 1.00% | -0.09% | -2.09% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.17% | -7.79% | |
| 26 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.98% | -0.30% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.04% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.23% | +3.01% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.07% | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | +0.08% | — | |
| 31 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.83% | -0.12% | +6.81% | |
| 32 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.79% | +0.15% | +3.99% | |
| 33 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.73% | +0.15% | +0.15% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | -0.11% | +0.18% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.12% | -3.16% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.18% | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.13% | — | |
| 38 | TDG | Transdigm Group Inc | Stock-Industrials | 0.68% | +0.04% | — | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.66% | -0.05% | +0.02% | |
| 40 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.65% | -0.03% | — | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.65% | -0.08% | — | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.64% | -0.01% | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.23% | -1.01% | |
| 44 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.62% | -0.09% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | -0.02% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.09% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | — | +3.73% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.55% | -0.02% | — | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy Inc | +0.8% | +0.89% | Add |
| 2 | CAT | Caterpillar Inc | +0.6% | -4.03% | Trim |
| 3 | TPL | Texas Pacific Land CORP | +0.4% | +6.81% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | +0.01% | Add |
| 5 | DE | Deere & Co | +0.2% | — | Unchanged |
| 6 | COST | Costco Wholesale CORP | +0.2% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 8 | NOC | Northrop Grumman CORP | +0.2% | — | Unchanged |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +57.05% | Add |
| 10 | VNOM | Viper Energy Inc-cl A | +0.1% | NEW | New buy |
| 11 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 12 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 13 | BP | Bp Plc-spons Adr | +0.1% | NEW | New buy |
| 14 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | +0.1% | -7.79% | Trim |
| 16 | ATLX | Atlas Lithium Inc | +0.1% | +0.72% | Add |
| 17 | COP | Conocophillips | +0.1% | — | Unchanged |
| 18 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 19 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +3.99% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.09% | Add |
| 22 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 23 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 24 | TGT | Target CORP | +0.1% | — | Unchanged |
| 25 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 26 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
| 27 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 28 | STZ | Constellation Brands Inc-a | +0.1% | — | Unchanged |
| 29 | DVN | Devon Energy CORP | +0.1% | — | Unchanged |
| 30 | LHX | L3harris Technologies Inc | +0.1% | — | Unchanged |
| 31 | VG | Venture Global Inc-cl A | +0.1% | — | Unchanged |
| 32 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 33 | ITW | Illinois Tool Works | +0.1% | — | Unchanged |
| 34 | SCHX | Schwab US Large-cap ETF | +0.1% | +4.13% | Add |
| 35 | VZ | Verizon Communications Inc | +0.1% | -4.97% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.21% | Add |
| 37 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 38 | SRE | Sempra | +0.1% | — | Unchanged |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.94% | Trim |
| 40 | MO | Altria Group Inc | +0.1% | -6.60% | Trim |
| 41 | CB | Chubb Limited | +0.1% | — | Unchanged |
| 42 | YUM | Yum! Brands Inc | +0.1% | — | Unchanged |
| 43 | SCHB | Schwab US Broad Market ETF | 0% | +0.81% | Add |
| 44 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 45 | T | At&t Inc | 0% | -3.72% | Trim |
| 46 | LYV | Live Nation Entertainment In | 0% | — | Unchanged |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.01% | Add |
| 48 | NOBL | Proshares S&p 500 Dividend A | 0% | +0.09% | Add |
| 49 | CSCO | Cisco Systems Inc | 0% | -1.01% | Trim |
| 50 | PFE | Pfizer Inc | 0% | +0.01% | Add |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.8M across 128 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AKRE, AAPL, BRK-B) accounted for 26.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VNOM
市值: $225.2K
Top Position Liquidated / Trimmed
MELI
前期市值: $402.9K
During Q1 2026, Cross Staff Investments Inc's top holdings by market value included AKRE (9.9%)、AAPL (7.5%)、BRK-B (5.0%). The largest single position, AKRE, represented 9.9% of total portfolio value.
In Q1 2026, Cross Staff Investments Inc made 59 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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