Ticker | $ Bought |
---|---|
mercadolibre inc | 522,726 |
palantir technologies inclass a | 408,960 |
spdr s&p 500 etf | 258,261 |
taiwan semiconductor m fsponsored adr 1 adr reps 5 ord shs | 235,550 |
ionq inc | 214,850 |
stryker corp | 200,980 |
esab corp | 200,836 |
csx corp | 88,101 |
Ticker | % Inc. |
---|---|
interactive brokers grouclass a | 5,487 |
o reilly automotive inc | 1,400 |
fair isaac corp | 54.05 |
broadcom inc | 49.94 |
meta platforms inc class a | 49.14 |
servicenow inc | 36.36 |
cheniere energy inc | 23.45 |
texas pacific land c | 16.73 |
Ticker | % Reduced |
---|---|
comstock res inc | -81.11 |
adobe inc | -50.00 |
advanced micro devic | -31.91 |
ryvyl inc | -7.84 |
ishares short duratn bndactv etf | -7.06 |
proshares s&p 500 div aristocrat etf | -5.71 |
duke energy corp new | -4.9 |
transdigm group inc | -4.2 |
Ticker | $ Sold |
---|---|
vaneck short high yield muni etf | -195,888 |
viper energy inc class a | -212,790 |
roper technologies inc | -207,456 |
Cross Staff Investments Inc has about 21.5% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 21.5 |
Technology | 18.1 |
Financial Services | 15 |
Industrials | 10 |
Consumer Cyclical | 9.5 |
Consumer Defensive | 7.2 |
Energy | 5.8 |
Communication Services | 5 |
Healthcare | 4.7 |
Utilities | 1.8 |
Real Estate | 1.3 |
Cross Staff Investments Inc has about 76.1% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
LARGE-CAP | 40.7 |
MEGA-CAP | 35.4 |
UNALLOCATED | 21.5 |
MID-CAP | 2.1 |
About 71.6% of the stocks held by Cross Staff Investments Inc either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 69.5 |
Others | 28.4 |
RUSSELL 2000 | 2.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Cross Staff Investments Inc has 128 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. CRK was the most profitable stock for Cross Staff Investments Inc last quarter.
Last Reported on: 24 Jul, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 7.05 | 46,237 | 9,486,420 | added | 3.85 | ||
Historical Trend of APPLE INC Position Held By Cross Staff Investments IncWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
berkshire hathaway class b | 5.72 | 15,848 | 7,698,480 | added | 2.45 | |||
AMZN | amazon.com inc | 4.38 | 26,864 | 5,893,690 | added | 6.29 | ||
BX | blackstone inc | 4.23 | 38,094 | 5,698,040 | added | 0.45 | ||
MSFT | microsoft corp | 3.48 | 9,417 | 4,684,080 | reduced | -1.04 | ||
LNG | cheniere energy inc | 2.05 | 11,329 | 2,758,910 | added | 23.45 | ||
CAT | caterpillar inc | 2.04 | 7,066 | 2,743,090 | unchanged | 0.00 | ||
GOOG | alphabet inc class a | 1.94 | 14,843 | 2,615,770 | reduced | -1.32 | ||
FNDA | schwab us broad market etf | 1.90 | 107,519 | 2,562,170 | added | 1.01 | ||
NVDA | nvidia corp | 1.83 | 15,610 | 2,466,220 | added | 9.47 | ||
V | visa inc class a | 1.80 | 6,809 | 2,417,450 | added | 6.62 | ||
KKR | kkr & co inc | 1.73 | 17,457 | 2,322,310 | added | 1.45 | ||
AFK | vaneck morningstar wide moat etf | 1.69 | 24,220 | 2,271,560 | added | 0.9 | ||
CRK | comstock res inc | 1.60 | 77,993 | 2,158,070 | reduced | -81.11 | ||
atlas lithium corp | 1.55 | 553,618 | 2,092,680 | added | 0.18 | |||
HD | home depot inc | 1.54 | 5,663 | 2,076,320 | reduced | -0.7 | ||
GOOG | alphabet inc class c | 1.51 | 11,441 | 2,029,520 | unchanged | 0.00 | ||
LLY | eli lilly and co | 1.47 | 2,540 | 1,980,080 | unchanged | 0.00 | ||
FNDA | schwab us large cap etf | 1.42 | 78,284 | 1,913,270 | reduced | -0.44 | ||
COST | costco whsl corp new | 1.37 | 1,860 | 1,841,350 | reduced | -2.62 | ||