Holders — by stockHoldings — by fund
Cross Staff Investments Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001900406
$177.6M
disclosed book value
133
positions
8.7%
largest position share
Positions, as of 2026-06-30
top 100 of 133 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AKREAKRE FOCUS ETF | 290,646 | $15.5M | 8.7% |
| 2 | AAPLAPPLE INC | 46,262 | $13.4M | 7.5% |
| 3 | BRK/BBERKSHIRE HATHAWAY CLASS B | 16,551 | $8.3M | 4.7% |
| 4 | CATCATERPILLAR INC | 6,781 | $7.2M | 4.1% |
| 5 | AMZNAMAZON.COM INC | 26,938 | $6.4M | 3.6% |
| 6 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 10,391 | $5.7M | 3.2% |
| 7 | GOOGLALPHABET INC CLASS A | 13,687 | $4.9M | 2.8% |
| 8 | BXBLACKSTONE INC | 36,853 | $4.3M | 2.4% |
| 9 | COPCONOCOPHILLIPS | 3,978 | $4.1M | 2.3% |
| 10 | GOOGALPHABET INC CLASS C | 10,582 | $3.7M | 2.1% |
| 11 | SCHBSCHWAB U.S. BROAD MARKETETF | 128,665 | $3.7M | 2.1% |
| 12 | MSFTMICROSOFT CORP | 9,767 | $3.6M | 2.1% |
| 13 | NVDANVIDIA CORP | 15,529 | $3.1M | 1.7% |
| 14 | LNGCHENIERE ENERGY INC | 11,803 | $2.8M | 1.6% |
| 15 | LLYELI LILLY AND CO | 2,300 | $2.8M | 1.6% |
| 16 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 25,233 | $2.6M | 1.5% |
| 17 | SCHXSCHWAB U.S. LARGE-CAP ETF | 80,494 | $2.4M | 1.3% |
| 18 | VVISA INC CLASS A | 6,711 | $2.3M | 1.3% |
| 19 | ATLXATLAS LITHIUM CORP | 558,718 | $2.1M | 1.2% |
| 20 | DEDEERE & CO | 3,075 | $2.0M | 1.1% |
| 21 | AMDADVANCED MICRO DEVICES I | 3,154 | $1.8M | 1% |
| 22 | HDHOME DEPOT INC | 5,136 | $1.8M | 1% |
| 23 | COSTCOSTCO WHSL CORP NEW | 1,860 | $1.7M | 1% |
| 24 | JPMJPMORGAN CHASE & CO | 5,084 | $1.7M | 0.9% |
| 25 | VOOVANGUARD S&P 500 ETF | 2,370 | $1.6M | 0.9% |
| 26 | MAMASTERCARD INC CLASS A | 3,141 | $1.6M | 0.9% |
| 27 | IBMIBM CORP | 5,732 | $1.6M | 0.9% |
| 28 | IBKRINTERACTIVE BROKERS GROUCLASS A | 18,311 | $1.6M | 0.9% |
| 29 | KKRKKR & CO INC | 16,706 | $1.5M | 0.9% |
| 30 | GVIPGOLDMAN SACHS HEDGE INDUSTRY VIP ETF | 7,878 | $1.5M | 0.8% |
| 31 | CSCOCISCO SYS INC | 12,447 | $1.5M | 0.8% |
| 32 | JNJJOHNSON & JOHNSON | 5,477 | $1.4M | 0.8% |
| 33 | XOMEXXON MOBIL CORP | 9,791 | $1.3M | 0.8% |
| 34 | TDGTRANSDIGM GROUP INC | 912 | $1.2M | 0.7% |
| 35 | TPLTEXAS PACIFIC LAND C | 2,746 | $1.2M | 0.7% |
| 36 | VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3,228 | $1.2M | 0.7% |
| 37 | CRKCOMSTOCK RES INC | 76,802 | $1.1M | 0.6% |
| 38 | NOCNORTHROP GRUMMAN CORP | 2,245 | $1.1M | 0.6% |
| 39 | SPYSTATE STREET SPDR S&P 500 ETF TRUST | 1,477 | $1.1M | 0.6% |
| 40 | BKNGBOOKING HLDGS INC | 5,950 | $1.1M | 0.6% |
| 41 | AMTAMERICAN TOWER CORP NEW REIT | 6,427 | $1.1M | 0.6% |
| 42 | YUMYUM BRANDS INC | 6,560 | $1.0M | 0.6% |
| 43 | DHRDANAHER CORP | 5,447 | $1.0M | 0.6% |
| 44 | PGPROCTER & GAMBLE CO | 6,676 | $979,014 | 0.6% |
| 45 | ITWILLINOIS TOOL WKS INC | 3,596 | $972,610 | 0.5% |
| 46 | AZOAUTOZONE INC | 300 | $958,782 | 0.5% |
| 47 | MRKMERCK & CO. INC. | 7,397 | $950,515 | 0.5% |
| 48 | PEPPEPSICO INC | 6,980 | $945,092 | 0.5% |
| 49 | AVGOBROADCOM INC | 2,481 | $937,308 | 0.5% |
| 50 | CBCHUBB LTD F | 2,649 | $902,620 | 0.5% |
| 51 | STZCONSTELLATION BRANDS INCCLASS A | 6,422 | $893,236 | 0.5% |
| 52 | PMPHILIP MORRIS INTL INC | 4,920 | $889,996 | 0.5% |
| 53 | CVXCHEVRON CORP NEW | 5,313 | $880,730 | 0.5% |
| 54 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 15,191 | $853,134 | 0.5% |
| 55 | WMTWALMART INC | 7,236 | $819,512 | 0.5% |
| 56 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 9,576 | $784,657 | 0.4% |
| 57 | KOTHE COCA-COLA CO | 9,650 | $784,256 | 0.4% |
| 58 | BROBROWN & BROWN INC | 12,081 | $774,996 | 0.4% |
| 59 | BRK/ABERKSHIRE HATHAWAY CLASS A | 1 | $748,850 | 0.4% |
| 60 | DUKDUKE ENERGY CORP NEW | 5,886 | $745,050 | 0.4% |
| 61 | AFLAFLAC INC | 6,200 | $726,950 | 0.4% |
| 62 | MOALTRIA GROUP INC | 9,911 | $713,073 | 0.4% |
| 63 | EDCONSOLIDATED EDISON INC | 6,398 | $707,836 | 0.4% |
| 64 | SCHDSCHWAB U.S. DIVIDEND EQUITY ETF | 21,693 | $687,885 | 0.4% |
| 65 | MKLMARKEL GROUP INC | 350 | $683,554 | 0.4% |
| 66 | FICOFAIR ISAAC CORP | 570 | $681,025 | 0.4% |
| 67 | VRSNVERISIGN INC | 2,672 | $672,045 | 0.4% |
| 68 | XMPTVANECK CEF MUNICIPAL INCOME ETF | 30,000 | $670,200 | 0.4% |
| 69 | MUMICRON TECHNOLOGY INC | 567 | $654,482 | 0.4% |
| 70 | MMM3M CO | 3,888 | $629,517 | 0.4% |
| 71 | PAYXPAYCHEX INC | 6,350 | $624,388 | 0.4% |
| 72 | LYVLIVE NATION ENTMT INC | 3,400 | $622,574 | 0.4% |
| 73 | TGTTARGET CORP EQUITY CLASS EQUITY | 4,751 | $620,528 | 0.3% |
| 74 | COFCAPITAL ONE FINL CORP | 3,000 | $601,860 | 0.3% |
| 75 | XYLXYLEM INC | 4,800 | $567,408 | 0.3% |
| 76 | SOSOUTHERN CO | 5,835 | $558,468 | 0.3% |
| 77 | ORLYO REILLY AUTOMOTIVE INC | 6,000 | $552,540 | 0.3% |
| 78 | MCOMOODYS CORP | 1,213 | $549,257 | 0.3% |
| 79 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 6,500 | $535,210 | 0.3% |
| 80 | SRESEMPRA | 5,600 | $519,176 | 0.3% |
| 81 | VPUVANGUARD UTILITIES INDEXFUND ETF SHARES | 2,641 | $516,923 | 0.3% |
| 82 | FLEXFLEX LTD F | 3,000 | $486,210 | 0.3% |
| 83 | SNDKSANDISK CORP | 210 | $477,483 | 0.3% |
| 84 | BNBROOKFIELD CORP FCLASS A | 10,935 | $465,722 | 0.3% |
| 85 | CLCOLGATE PALMOLIVE CO | 4,800 | $440,064 | 0.2% |
| 86 | MASMASCO CORP | 5,200 | $423,124 | 0.2% |
| 87 | LHXL3HARRIS TECHNOLOGIES IN | 1,432 | $416,125 | 0.2% |
| 88 | ROKUROKU INC CLASS A | 3,000 | $414,420 | 0.2% |
| 89 | MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 8,000 | $403,040 | 0.2% |
| 90 | NOWSERVICENOW INC | 4,050 | $402,084 | 0.2% |
| 91 | PSXPHILLIPS 66 | 2,363 | $399,465 | 0.2% |
| 92 | PLTRPALANTIR TECHNOLOGIES INCLASS A | 3,300 | $385,011 | 0.2% |
| 93 | GLWCORNING INC | 1,492 | $381,102 | 0.2% |
| 94 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 2,496 | $379,841 | 0.2% |
| 95 | NEARISHARES SHORT DURATION BOND ACTIVE ETF | 7,394 | $374,580 | 0.2% |
| 96 | ISRGINTUITIVE SURGICAL INC | 936 | $372,228 | 0.2% |
| 97 | VZVERIZON COMMUNICATIONS I | 8,722 | $369,298 | 0.2% |
| 98 | BMYBRISTOL MYERS SQUIBB CO | 6,350 | $365,872 | 0.2% |
| 99 | MDLZMONDELEZ INTL INC CLASS A | 6,317 | $365,362 | 0.2% |
| 100 | HONHONEYWELL INTL INC | 1,600 | $358,240 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.