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Latest Cross Staff Investments Inc Stock Portfolio

$177Million | No. of Holdings #133

Cross Staff Investments Inc Performance

2026 Q2-10.47%
YTD-2.22%
2025+13.74%

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

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cross Staff Investments Inc reported an equity portfolio of $177.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cross Staff Investments Inc are , AAPL, . The fund has invested 8.7% of it's portfolio in AKRE FOCUS ETF and 7.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS (TSM) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES (VB), ISHARES SHORT DURATION BOND ACTIVE ETF (CCRV) and JOHNSON & JOHNSON (JNJ). Cross Staff Investments Inc opened new stock positions in MICRON TECHNOLOGY INC (MU), FLEX LTD F (FLEX) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (BZQ), STATE STREET SPDR S&P 500 ETF TRUST (SPY) and SCHWAB U.S. DIVIDEND EQUITY ETF (FNDA).
Cross Staff Investments Inc Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$177Million
  as of Jul 22, 2026

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

Our best estimate is that Cross Staff Investments Inc made a return of -10.47% in the last quarter. In trailing 12 months, it's portfolio return was 18.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc654,482
flex ltd f486,210
sandisk corp477,483
honeywell intl inc358,240
honeywell aerospace inc353,728
ionq inc311,571
sanmina corp253,080
daily journal corp240,476
New stocks bought by Cross Staff Investments Inc

Additions

Ticker% Inc.
proshares s&p 500 dividend aristocrats etf99.83
state street spdr s&p 500 etf trust26.24
schwab u.s. dividend equity etf11.39
vanguard dividend appreciation index fund etf shares9.23
invesco s&p 500 low volatility etf6.23
schwab u.s. broad marketetf3.31
at&t inc2.86
cheniere energy inc2.63
Additions to existing portfolio by Cross Staff Investments Inc

Reductions

Ticker% Reduced
vanguard total stock market index fund etf shares-29.67
ishares short duration bond active etf-22.05
johnson & johnson-13.38
procter & gamble co-12.38
broadcom inc-11.58
duke energy corp new-8.73
consolidated edison inc-7.25
home depot inc-6.43
Cross Staff Investments Inc reduced stake in above stock

Sold off

Ticker$ Sold
bp p l c fsponsored adr 1 adr reps 6 ord shs-203,087
honeywell intl inc-723,731
salesforce inc-215,417
taiwan semiconductor m fsponsored adr 1 adr reps 5 ord shs-376,814
Cross Staff Investments Inc got rid off the above stocks

Sector Distribution

Cross Staff Investments Inc has about 31.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Energy
  • Communication Services
  • Consumer Defensive
  • Healthcare
  • Utilities
Sector%
Others31.6
Technology17.3
Financial Services10.4
Industrials9.7
Consumer Cyclical6.8
Energy6.3
Communication Services6
Consumer Defensive5.2
Healthcare4.2
Utilities1.4

Market Cap. Distribution

Cross Staff Investments Inc has about 67.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP40.3
UNALLOCATED31.6
LARGE-CAP26.9

Stocks belong to which Index?

About 63.3% of the stocks held by Cross Staff Investments Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50061.9
Others36.7
RUSSELL 20001.4
Top 5 Winners (%)%
DFAC
dimensional us marketwide value etf
1035.2 %
COP
conocophillips
687.6 %
AMD
advanced micro devices i
185.6 %
GLW
corning inc
87.9 %
CSCO
cisco sys inc
50.6 %
Top 5 Winners ($)$
DFAC
dimensional us marketwide value etf
5.2 M
COP
conocophillips
3.6 M
CAT
caterpillar inc
2.4 M
AAPL
apple inc
1.6 M
AMD
advanced micro devices i
1.2 M
Top 5 Losers (%)%
COST
costco whsl corp new
-90.6 %
NVDA
nvidia corp
-88.5 %
BZQ
proshares s&p 500 dividend aristocrats etf
-40.0 %
venture global inc class a
-29.4 %
CRK
comstock res inc
-29.2 %
Top 5 Losers ($)$
NVDA
nvidia corp
-24.0 M
COST
costco whsl corp new
-16.8 M
BZQ
proshares s&p 500 dividend aristocrats etf
-0.6 M
LNG
cheniere energy inc
-0.5 M
CRK
comstock res inc
-0.5 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 133 stocks in it's portfolio. About 41.4% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Cross Staff Investments Inc last quarter.

$177.62MTotal Value
137Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cross Staff Investments Inc, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Morningstar Wide Moat Etf

Vaneck Morningstar Wide Moat Etf

AFK
Cross Staff Investments Inc's holding in Vaneck Morningstar Wide Moat Etf over time
1.48%25,233
$2.62M
1.48%
increased 0.01 percentadded
AFK
Vaneck Cef Municipal Income Etf

Vaneck Cef Municipal Income Etf

AFK
Cross Staff Investments Inc's holding in Vaneck Cef Municipal Income Etf over time
0.38%30,000
$670.2K
0.38%
unchanged 0 percentunchanged
ASET
Flexshares Us Quality Large Cap Index Fund

Flexshares Us Quality Large Cap Index Fund

ASET
Cross Staff Investments Inc's holding in Flexshares Us Quality Large Cap Index Fund over time
0.13%2,600
$233.7K
0.13%
unchanged 0 percentunchanged
BIL
State Street Spdr S&P Dividend Etf

State Street Spdr S&P Dividend Etf

BIL
Cross Staff Investments Inc's holding in State Street Spdr S&P Dividend Etf over time
0.21%2,496
$379.8K
0.21%
unchanged 0 percentunchanged
BP
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Shs

Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Shs

BP
Cross Staff Investments Inc's holding in Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Shs over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BZQ
Proshares S&P 500 Dividend Aristocrats Etf

Proshares S&P 500 Dividend Aristocrats Etf

BZQ
Cross Staff Investments Inc's holding in Proshares S&P 500 Dividend Aristocrats Etf over time
0.48%15,191
$853.1K
0.48%
increased 99.83 percentadded