Latest Cross Staff Investments Inc Stock Portfolio

Cross Staff Investments Inc Performance:

2025 Q4: 10.6%YTD: 13.74%2024: 19.22%

Performance for 2025 Q4 is 10.6%, and YTD is 13.74%, and 2024 is 19.22%.

About Cross Staff Investments Inc and 13F Hedge Fund Stock Holdings

On 2026-02-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cross Staff Investments Inc reported an equity portfolio of $181.5 Millions as of 31 Dec, 2025.

The top stock holdings of Cross Staff Investments Inc are , COST, AAPL. The fund has invested 10.4% of it's portfolio in AKRE FOCUS ETF and 8.8% of portfolio in COSTCO WHSL CORP NEW.

The fund managers got completely rid off NETFLIX INC (NFLX) and AMERICAN REBEL HLDGS INC (AREB) stocks. They significantly reduced their stock positions in BRISTOL MYERS SQUIBB CO (BMY), AT&T INC (T) and HONEYWELL INTL INC (HON). Cross Staff Investments Inc opened new stock positions in AKRE FOCUS ETF, ST JOE CO (JOE) and VANGUARD DIVIDEND APPRECIATION ETF (VIG). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS PACIFIC LAND C (TPL), BROOKFIELD CORP FCLASS A and SCHWAB US BROAD MARKET ETF (FNDA).

Cross Staff Investments Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Cross Staff Investments Inc made a return of 10.6% in the last quarter. In trailing 12 months, it's portfolio return was 13.74%.

Performance
S&P 500

New Buys

Ticker	$ Bought
akre focus etf	18,973,700
st joe co	231,543
bluerock private real es	219,735
vanguard dividend appreciation etf	219,121
tompkins finl corp	205,957
amgen inc	204,896
nexstar media group inc class class a	203,050
liberty media corp del class series a	109,491

New stocks bought by Cross Staff Investments Inc

Additions

Ticker	% Inc.
texas pacific land c	194
brookfield corp fclass a	49.98
schwab us broad market etf	10.78
spdr s&p 500 etf	9.72
vanguard total stock market etf	3.24
schwab us dividend equity etf	2.25
consolidated edison inc	2.22
proshares s&p 500 div aristocrat etf	2.01

Additions to existing portfolio by Cross Staff Investments Inc

Reductions

Ticker	% Reduced
bristol myers squibb co	-10.07
at&t inc	-7.5
honeywell intl inc	-5.75
verizon communications i	-5.37
meta platforms inc class a	-4.94
american tower corp new reit	-3.41
verisk analytics inc class a	-3.23
alphabet inc class class c	-2.84

Cross Staff Investments Inc reduced stake in above stock

Sold off

Ticker	$ Sold
netflix inc	-251,773
american rebel hldgs inc	-13,385

Cross Staff Investments Inc got rid off the above stocks

Sector Distribution

Cross Staff Investments Inc has about 28.5% of it's holdings in Others sector.

Sector	%
Others	28.5
Technology	15.4
Consumer Defensive	12.9
Financial Services	11.2
Industrials	8.8
Consumer Cyclical	7
Communication Services	5.6
Healthcare	4.3
Energy	3.9
Utilities	1.3

Market Cap. Distribution

Cross Staff Investments Inc has about 70.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.9
UNALLOCATED	28.5
LARGE-CAP	26.3
MID-CAP	1.2

Stocks belong to which Index?

About 66.6% of the stocks held by Cross Staff Investments Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.2
Others	33.4
RUSSELL 2000	1.4

Top 5 Winners (%)		%
NSC	norfolk southn corp	861.1 %
COST	costco whsl corp new	831.7 %
LLY	eli lilly and co	40.9 %
AMD	advanced micro devic	32.4 %
GOOG	alphabet inc class class a	28.6 %

Top 5 Winners ($)		$
COST	costco whsl corp new	14.3 M
NSC	norfolk southn corp	2.0 M
GOOG	alphabet inc class class a	1.0 M
AAPL	apple inc	0.8 M
GOOG	alphabet inc class class c	0.8 M

Top 5 Losers (%)		%
TPL	texas pacific land c	-60.1 %
	venture global inc class class a	-51.9 %
	brookfield corp fclass a	-29.2 %
IONQ	ionq inc	-27.0 %
VEEV	veeva sys inc class class a	-25.1 %

Top 5 Losers ($)		$
TPL	texas pacific land c	-1.1 M
BX	blackstone inc	-0.6 M
LNG	cheniere energy inc	-0.5 M
HD	home depot inc	-0.3 M
MSFT	microsoft corp	-0.3 M

Cross Staff Investments Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cross Staff Investments Inc

Cross Staff Investments Inc has 132 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Cross Staff Investments Inc last quarter.

Last Reported on: 27 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.85	45,726	12,431,200	reduced	-1.16

ADBE	adobe inc	0.12	600	209,994	unchanged	0.00

AFK	vaneck morningstar wide moat etf	1.44	25,230	2,612,810	added	0.15

AFK	vaneck cef muni income etf	0.36	30,000	656,400	unchanged	0.00

AFL	aflac inc	0.38	6,200	683,674	unchanged	0.00

ALL	allstate corp	0.17	1,500	312,225	unchanged	0.00

AMD	advanced micro devic	0.37	3,154	675,461	unchanged	0.00

AMGN	amgen inc	0.11	626	204,896	new

AMT	american tower corp new reit	0.64	6,590	1,157,060	reduced	-3.41

AMZN	amazon.com inc	3.42	26,938	6,217,830	reduced	-1.12

AREB	american rebel hldgs inc	0.00	0.00	0.00	sold off	-100

ASET	flexshares us qulty lrg cp indx etf	0.12	2,600	210,574	unchanged	0.00

AVGO	broadcom inc	0.52	2,705	936,187	unchanged	0.00

AZO	autozone inc	0.56	300	1,017,450	unchanged	0.00

BATRA	liberty media corp del class series a	0.06	1,225	109,491	new

BIL	state street spdr s&p div etf	0.19	2,496	347,343	unchanged	0.00

BKNG	booking hldgs inc	0.70	238	1,274,570	unchanged	0.00

BMY	bristol myers squibb co	0.18	6,204	334,629	reduced	-10.07

BR	broadridge finl solution	0.12	1,000	223,170	unchanged	0.00

BRO	brown & brown inc	0.53	12,000	956,400	unchanged	0.00