Q2 2026 13F · SEC CIK 1900406

Cross Staff Investments Inc

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.6M
Reported positions: 133
Top holdings a year, 3 yrs: +13.6%
Assets under management: $443.5M

Cross Staff Investments Inc is a wealth manager that reported 133 positions worth $177.6M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Profesionally Managed Portfo (AKRE, 8.7%), Apple Inc (AAPL, 7.5%), Berkshire Hathaway Inc Del (BRK-B, 4.7%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Cross Staff Investments Inc holdings largest 50 of 133 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cross Staff Investments Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AKREProfesionally Managed Portfo	8.7%	7.8%	290,646	-0.4%	$15.5M
AAPLApple Inc	7.5%	5.9%	46,262	+0.4%	$13.4M
BRK-BBerkshire Hathaway Inc Del	4.7%	4.0%	16,551	+0.9%	$8.3M
CATCaterpillar Inc Com	4.1%	2.4%	6,781	+0.0%	$7.2M
AMZNAmazon Com Inc Com	3.6%	2.8%	26,938	+0.0%	$6.4M
DFUVDimensional U.s. Marketwide Val	3.2%	—	10,391	—	$5.7M
GOOGLAlphabet Inc	2.8%	2.1%	13,687	-5.9%	$4.9M
BXBlackstone Inc Com	2.4%	2.2%	36,853	-0.5%	$4.3M
COPConocophillips	2.3%	—	3,978	—	$4.1M
GOOGAlphabet Inc	2.1%	1.6%	10,582	-4.8%	$3.7M
SCHBSchwb US Broad	2.1%	1.6%	128,665	+3.3%	$3.7M
MSFTMicrosoft Corp	2.1%	1.8%	9,767	+0.2%	$3.6M
NVDANvidia Corporation Com	1.7%	13.7%	15,529	+0.1%	$3.1M
LNGCheniere Energy Inc	1.6%	1.7%	11,803	+2.6%	$2.8M
LLYLilly Eli & Co	1.6%	1.1%	2,300	+0.0%	$2.8M
MOATVaneck ETF Trust	1.5%	1.2%	25,233	+0.0%	$2.6M
SCHXSchwab Stratgc Tr	1.3%	1.0%	80,494	+1.0%	$2.4M
VVisa Inc Com Cl A	1.3%	1.0%	6,711	-1.7%	$2.3M
ATLXAtlas Lithium Corp	1.2%	1.2%	558,718	+0.0%	$2.1M
DEDeere & Co Com	1.1%	0.9%	3,075	+0.0%	$2.0M
AMDAdvanced Micro Devices Inc	1.0%	—	3,154	—	$1.8M
HDHome Depot Inc Com	1.0%	0.9%	5,136	-6.4%	$1.8M
COSTCostco Whsl Corp New	1.0%	9.4%	1,860	+0.0%	$1.7M
JPMJpmorgan Chase & Co	0.9%	0.8%	5,084	+0.5%	$1.7M
VOOVanguard S&p 500 ETF	0.9%	0.7%	2,370	+2.2%	$1.6M
MAMastercard Inc.	0.9%	0.8%	3,141	+0.1%	$1.6M
IBMInternational Business Machs	0.9%	0.7%	5,732	+0.5%	$1.6M
IBKRInteractive Brokers Group in	0.9%	0.6%	18,311	+0.0%	$1.6M
KKRKkr & Co Inc Cl A	0.9%	0.8%	16,706	-1.0%	$1.5M
GVIPGoldman Sachs ETF Tr	0.8%	0.6%	7,878	+0.5%	$1.5M
CSCOCisco Sys Inc	0.8%	0.5%	12,447	-3.0%	$1.5M
JNJJohnson & Johnson	0.8%	0.8%	5,477	-13.4%	$1.4M
XOMExxon Mobil Corp	0.8%	0.8%	9,791	+0.0%	$1.3M
TDGTransdigm Group Inc	0.7%	0.5%	912	+0.0%	$1.2M
TPLTexas Pacific Land Corporati	0.7%	0.7%	2,746	+0.0%	$1.2M
VTIVanguard Index Fds	0.7%	0.7%	3,228	-29.7%	$1.2M
CRKComstock Res Inc	0.6%	0.8%	76,802	-0.3%	$1.1M
NOCNorthrop Grumman Corp	0.6%	0.8%	2,245	+0.0%	$1.1M
SPYSpdr S&p 500 ETF Tr	0.6%	—	1,477	—	$1.1M
BKNGBooking Holdings Inc Com	0.6%	0.5%	5,950	+2400.0%	$1.1M
AMTAmerican Tower Corp	0.6%	0.6%	6,427	-2.7%	$1.1M
YUMYum Brands Inc	0.6%	0.5%	6,560	+0.0%	$1.0M
DHRDanaher Corporation	0.6%	0.5%	5,447	+0.1%	$1.0M
PGProcter & Gamble Co Com	0.6%	0.6%	6,676	-12.4%	$979K
ITWIllinois Tool Works Inc.	0.5%	0.5%	3,596	+0.0%	$973K
AZOAutozone Inc	0.5%	0.5%	300	+0.0%	$959K
MRKMerck & Co. Inc	0.5%	0.5%	7,397	+0.0%	$951K
PEPPepsico Inc	0.5%	0.5%	6,980	+0.0%	$945K
AVGOBroadcom Inc	0.5%	0.4%	2,481	-11.6%	$937K
CBChubb Limited Com	0.5%	0.4%	2,649	+0.0%	$903K

What Cross Staff Investments Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2400.0% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.9% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$177.6M	133
Q1 2026	$197.4M	128
Q4 2025	$181.5M	132
Q3 2025	$143.2M	126
Q2 2025	$134.6M	128
Q1 2025	$132.5M	122
Q4 2024	$143.5M	122
Q3 2024	$129.6M	127
Q2 2024	$120.0M	120
Q1 2024	$118.8M	121
Q4 2023	$112.9M	114
Q3 2023	$102.2M	108

Questions about Cross Staff Investments Inc's portfolio

What stocks does Cross Staff Investments Inc own?

Cross Staff Investments Inc's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 133 positions worth $177.6M. The largest are Profesionally Managed Portfo (AKRE) at 8.7%, Apple Inc (AAPL) at 7.5%, Berkshire Hathaway Inc Del (BRK-B) at 4.7%, Caterpillar Inc Com (CAT) at 4.1% and Amazon Com Inc Com (AMZN) at 3.6%.

What did Cross Staff Investments Inc buy last quarter?

In Q2 2026, Cross Staff Investments Inc added Booking Holdings Inc Com (BKNG) (+2400.0% shares), compared with its Q1 2026 filing.

What did Cross Staff Investments Inc sell last quarter?

In Q2 2026, Cross Staff Investments Inc cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Constellation Brands Inc (STZ), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Duke Energy (DUK), Vanguard Index Fds (VTI) (-29.7% shares), Johnson & Johnson (JNJ) (-13.4% shares) and Procter & Gamble Co Com (PG) (-12.4% shares), compared with its Q1 2026 filing.

How has Cross Staff Investments Inc's portfolio performed?

A portfolio copying Cross Staff Investments Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.9% against +20.1%. Over 5 years: +8.9% a year against +13.0%.

When is Cross Staff Investments Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cross Staff Investments Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cross Staff Investments Inc manage?

Cross Staff Investments Inc reported $443.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.6M.