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CIK: 0001900406
Total reported value
$168.1M
$168.1M
133 檔
30.2%
During the Q2 2026 filing period, Cross Staff Investments Inc (CIK: 0001900406) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $168.1M across 133 reported positions.
In Q2 2026, Cross Staff Investments Inc displayed an active expansion posture, initiating 9 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AKRE | Akre Focus ETF | ETF-Other | 9.16% | -0.08% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.93% | +1.10% | +0.43% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.91% | +0.03% | +0.85% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 4.28% | -1.10% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.80% | +0.19% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -0.10% | -5.90% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 2.57% | -0.06% | -0.47% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.22% | -0.07% | -4.80% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.21% | +0.04% | +3.31% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.79% | +0.19% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.26% | +0.05% | |
| 12 | LNG | Cheniere Energy Inc | Stock-Energy | 1.67% | +0.22% | +2.63% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | -0.05% | — | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.55% | +0.09% | +0.01% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.40% | +0.15% | +1.01% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.08% | -1.70% | |
| 17 | ATLX | Atlas Lithium Inc | Stock-Other | 1.22% | -0.38% | — | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.16% | +0.07% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.09% | +0.06% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.20% | -6.43% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.02% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.01% | +0.51% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.03% | +2.16% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | +0.07% | +0.06% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | -0.21% | +0.47% | |
| 26 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.94% | -0.02% | +0.02% | |
| 27 | KKR | Kkr & Co Inc | Stock-Financials | 0.91% | — | -1.01% | |
| 28 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.88% | — | +0.51% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | -0.08% | -2.97% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | +0.04% | -13.38% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.79% | EXIT | |
| 32 | TDG | Transdigm Group Inc | Stock-Industrials | 0.72% | -0.10% | — | |
| 33 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.71% | -0.18% | +0.04% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.07% | -29.67% | |
| 35 | CRK | Comstock Resources Inc | Stock-Other | 0.68% | -0.12% | -0.26% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.68% | -0.03% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.07% | +26.24% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | -0.05% | +2400.00% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.62% | +0.01% | -2.65% | |
| 40 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.62% | -0.09% | — | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | +0.10% | +0.06% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.01% | -12.38% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.58% | -0.03% | — | |
| 44 | AZO | Autozone Inc | Stock-Consumer Disc | 0.57% | -0.06% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | +0.08% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.03% | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.02% | -11.58% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.53% | -0.02% | — | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.53% | -0.10% | -0.57% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.53% | +0.02% | -1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.2% | — | Unchanged |
| 2 | AMD | Advanced Micro Devices | +0.7% | — | Unchanged |
| 3 | AAPL | Apple Inc | +0.5% | +0.43% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | NEW | New buy |
| 5 | FLEX | Flex Ltd. | +0.3% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.3% | — | Unchanged |
| 7 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -2.97% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.90% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 11 | SCHB | Schwab US Broad Market ETF | +0.2% | +3.31% | Add |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | ✓ | +0.2% | NEW | New buy | |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -4.80% | Trim |
| 15 | IONQ | Ionq Inc | +0.2% | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +26.24% | Add |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +0.02% | Add |
| 18 | GVIP | Gold Sachs Hedge Ind Vip ETF | +0.2% | +0.51% | Add |
| 19 | SANM | Sanmina CORP | +0.2% | NEW | New buy |
| 20 | DJCO | Daily Journal CORP | +0.1% | NEW | New buy |
| 21 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | +0.05% | Add |
| 23 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 24 | SCHX | Schwab US Large-cap ETF | +0.1% | +1.01% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +0.47% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.16% | Add |
| 27 | ROKU | Roku Inc | +0.1% | — | Unchanged |
| 28 | DE | Deere & Co | +0.1% | — | Unchanged |
| 29 | MAS | Masco CORP | +0.1% | — | Unchanged |
| 30 | V | Visa Inc-class A Shares | 0% | -1.70% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +0.51% | Add |
| 32 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 33 | LYV | Live Nation Entertainment In | 0% | — | Unchanged |
| 34 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +11.39% | Add |
| 36 | HEI | Heico CORP | 0% | — | Unchanged |
| 37 | SCHA | Schwab US Small-cap ETF | 0% | +0.01% | Add |
| 38 | APP | Applovin Corp-class A | 0% | — | Unchanged |
| 39 | DFAS | Dimensional US Small Cap ETF | 0% | — | Unchanged |
| 40 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 41 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 42 | TMP | Tompkins Financial CORP | 0% | — | Unchanged |
| 43 | FICO | Fair Isaac CORP | 0% | — | Unchanged |
| 44 | MMM | 3m Co | 0% | — | Unchanged |
| 45 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 46 | TGT | Target CORP | 0% | +1.60% | Add |
| 47 | ALL | Allstate CORP | 0% | — | Unchanged |
| 48 | VIG | Vanguard Dividend Apprec ETF | 0% | +9.23% | Add |
| 49 | QLC | Flexshares US Quality Lg Cap | 0% | — | Unchanged |
| 50 | AVGO | Broadcom Inc | — | -11.58% | Trim |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.1M across 133 disclosed positions in Q2 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 30.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $654.5K
Top Position Liquidated / Trimmed
HON
前期市值: $723.7K
During Q2 2026, Cross Staff Investments Inc's top holdings by market value included AKRE (9.2%)、AAPL (7.9%)、BRK-B (4.9%). The largest single position, AKRE, represented 9.2% of total portfolio value.
In Q2 2026, Cross Staff Investments Inc made 70 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 24 holdings, and fully liquidating 4 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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