Latest Cross Staff Investments Inc Stock Portfolio

Cross Staff Investments Inc Performance:

2025 Q3: 5.04%YTD: 0.93%2024: 27.54%

Performance for 2025 Q3 is 5.04%, and YTD is 0.93%, and 2024 is 27.54%.

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

In it's latest 13F Holdings report, Cross Staff Investments Inc reported an equity portfolio of $143.2 Millions as of 30 Sep, 2025.

The top stock holdings of Cross Staff Investments Inc are AAPL, , BX. The fund has invested 8.2% of it's portfolio in APPLE INC and 5.7% of portfolio in BERKSHIRE HATHAWAY CLASS B.

The fund managers got completely rid off CBIZ INC (CBZ), FISERV INC and STRYKER CORP (SYK) stocks. They significantly reduced their stock positions in INTERACTIVE BROKERS GROUCLASS A (IBKR), INVESCO S&P 500 LOW VOLATILITY ETF (CGW) and ISHARES SHORT DURATN BNDACTV ETF (CCRV). Cross Staff Investments Inc opened new stock positions in SPDR S&P DIVIDEND ETF (BIL), NETFLIX INC (NFLX) and NORFOLK SOUTHN CORP (NSC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF (SPY), PALANTIR TECHNOLOGIES INCLASS A (PLTR) and PROSHARES S&P 500 DIV ARISTOCRAT ETF (BZQ).

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

Our best estimate is that Cross Staff Investments Inc made a return of 5.04% in the last quarter. In trailing 12 months, it's portfolio return was 12.02%.

New Buys

Ticker	$ Bought
spdr s&p dividend etf	349,565
netflix inc	251,773
norfolk southn corp	229,814
flexshares us qulty lrg cp indx etf	202,710
venture global inc class a	141,900

New stocks bought by Cross Staff Investments Inc

Additions

Ticker	% Inc.
spdr s&p 500 etf	62.44
palantir technologies inclass a	10.00
proshares s&p 500 div aristocrat etf	8.67
american tower corp new reit	6.93
moodys corp	4.3
vaneck morningstar wide moat etf	4.02
schwab us broad market etf	3.72
vanguard utilities etf	3.37

Additions to existing portfolio by Cross Staff Investments Inc

Reductions

Ticker	% Reduced
interactive brokers grouclass a	-90.00
invesco s&p 500 low volatility etf	-14.53
ishares short duratn bndactv etf	-11.09
markel group inc	-2.78
schwab us large cap etf	-2.53
jpmorgan chase & co	-1.54
eli lilly and co	-0.59
comstock res inc	-0.41

Cross Staff Investments Inc reduced stake in above stock

Sold off

Ticker	$ Sold
ryvyl inc	-20,989
tompkins finl corp	-200,109
cbiz inc	-215,130
csx corp	-88,101
esab corp	-200,836
fiserv inc	-206,892
stryker corp	-200,980

Cross Staff Investments Inc got rid off the above stocks

Sector Distribution

Cross Staff Investments Inc has about 22.3% of it's holdings in Others sector.

Sector	%
Others	22.3
Technology	19.2
Financial Services	14.5
Industrials	9.6
Consumer Cyclical	9.3
Consumer Defensive	6.4
Communication Services	6.1
Energy	5.1
Healthcare	4.4
Utilities	1.8
Real Estate	1.1

Market Cap. Distribution

Cross Staff Investments Inc has about 76.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	38.9
MEGA-CAP	37.3
UNALLOCATED	22.3
MID-CAP	1.3

Stocks belong to which Index?

About 71.2% of the stocks held by Cross Staff Investments Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.9
Others	28.8
RUSSELL 2000	1.3

Top 5 Winners (%)		%
IBKR	interactive brokers grouclass a	136.0 %
IONQ	ionq inc	43.1 %
GOOG	alphabet inc class c	37.3 %
GOOG	alphabet inc class class a	37.3 %
PLTR	palantir technologies inclass a	29.8 %

Top 5 Winners ($)		$
AAPL	apple inc	2.3 M
IBKR	interactive brokers grouclass a	1.3 M
GOOG	alphabet inc class class a	1.0 M
BX	blackstone inc	0.8 M
GOOG	alphabet inc class c	0.8 M

Top 5 Losers (%)		%
CRK	comstock res inc	-28.3 %
AREB	american rebel hldgs inc	-24.3 %
VRSK	verisk analytics inc class a	-19.3 %
FICO	fair isaac corp	-18.1 %
ISRG	intuitive surgical inc	-17.7 %

Top 5 Losers ($)		$
CRK	comstock res inc	-0.6 M
BRO	brown & brown inc	-0.2 M
FICO	fair isaac corp	-0.2 M
STZ	constellation brands incclass a	-0.2 M
TDG	transdigm group inc	-0.2 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 126 stocks in it's portfolio. About 37% of the portfolio is in top 10 stocks. CRK proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cross Staff Investments Inc last quarter.

Last Reported on: 24 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.22	46,263	11,780,000	added	0.06

ADBE	adobe inc	0.15	600	211,650	unchanged	0.00

AFK	vaneck morningstar wide moat etf	1.74	25,193	2,496,840	added	4.02

AFK	vaneck cef muni income etf	0.46	30,000	656,700	unchanged	0.00

AFL	aflac inc	0.48	6,200	692,540	unchanged	0.00

ALL	allstate corp	0.22	1,500	321,975	unchanged	0.00

AMD	advanced micro devic	0.36	3,154	510,286	unchanged	0.00

AMT	american tower corp new reit	0.92	6,823	1,312,120	added	6.93

AMZN	amazon.com inc	4.18	27,244	5,981,960	added	1.41

AREB	american rebel hldgs inc	0.01	701	13,385	unchanged	0.00

ASET	flexshares us qulty lrg cp indx etf	0.14	2,600	202,710	new

AVGO	broadcom inc	0.62	2,705	892,331	unchanged	0.00

AZO	autozone inc	0.90	300	1,287,070	unchanged	0.00

BIL	spdr s&p dividend etf	0.24	2,496	349,565	new

BKNG	booking hldgs inc	0.90	238	1,285,030	unchanged	0.00

BMY	bristol myers squibb co	0.22	6,899	311,136	added	0.16

BR	broadridge finl solution	0.17	1,000	238,170	unchanged	0.00

BRO	brown & brown inc	0.79	12,000	1,125,480	unchanged	0.00

BX	blackstone inc	4.57	38,274	6,539,160	added	0.47

BZQ	proshares s&p 500 div aristocrat etf	0.54	7,445	767,335	added	8.67