Latest Cross Staff Investments Inc Stock Portfolio

Cross Staff Investments Inc Performance:
2025 Q2: -2.46%YTD: -10.65%2024: 27.99%

Performance for 2025 Q2 is -2.46%, and YTD is -10.65%, and 2024 is 27.99%.

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 $134.6 Millions as of 30 Jun, 2025.

The top stock holdings of Cross Staff Investments Inc are AAPL, , AMZN. The fund has invested 7% of it's portfolio in APPLE INC and 5.7% of portfolio in BERKSHIRE HATHAWAY CLASS B.

The fund managers got completely rid off VIPER ENERGY INC CLASS A (VNOM), ROPER TECHNOLOGIES INC (ROP) and VANECK SHORT HIGH YIELD MUNI ETF (AFK) stocks. They significantly reduced their stock positions in COMSTOCK RES INC (CRK), ADOBE INC (ADBE) and ADVANCED MICRO DEVIC (AMD). Cross Staff Investments Inc opened new stock positions in MERCADOLIBRE INC (MELI), PALANTIR TECHNOLOGIES INCLASS A (PLTR) and SPDR S&P 500 ETF (SPY). The fund showed a lot of confidence in some stocks as they added substantially to INTERACTIVE BROKERS GROUCLASS A (IBKR), O REILLY AUTOMOTIVE INC (ORLY) and FAIR ISAAC CORP (FICO).

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

Our best estimate is that Cross Staff Investments Inc made a return of -2.46% in the last quarter. In trailing 12 months, it's portfolio return was 5.66%.
2022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
mercadolibre inc522,726
palantir technologies inclass a408,960
spdr s&p 500 etf258,261
taiwan semiconductor m fsponsored adr 1 adr reps 5 ord shs235,550
ionq inc214,850
stryker corp200,980
esab corp200,836
csx corp88,101

New stocks bought by Cross Staff Investments Inc

Additions to existing portfolio by Cross Staff Investments Inc

Reductions

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

Cross Staff Investments Inc reduced stake in above stock

Sold off

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 got rid off the above stocks

Sector Distribution

Cross Staff Investments Inc has about 21.5% of it's holdings in Others sector.

22%18%15%10%
Sector%
Others21.5
Technology18.1
Financial Services15
Industrials10
Consumer Cyclical9.5
Consumer Defensive7.2
Energy5.8
Communication Services5
Healthcare4.7
Utilities1.8
Real Estate1.3

Market Cap. Distribution

Cross Staff Investments Inc has about 76.1% of it's portfolio invested in the large-cap and mega-cap stocks.

41%36%22%
Category%
LARGE-CAP40.7
MEGA-CAP35.4
UNALLOCATED21.5
MID-CAP2.1

Stocks belong to which Index?

About 71.6% of the stocks held by Cross Staff Investments Inc either belong to S&P 500 or RUSSELL 2000 index.

70%28%
Index%
S&P 50069.5
Others28.4
RUSSELL 20002.1
Top 5 Winners (%)%
AVGO
broadcom inc
46.8 %
NVDA
nvidia corp
43.1 %
MSFT
microsoft corp
32.4 %
ETN
eaton corp plc f
31.3 %
AMD
advanced micro devic
28.3 %
Top 5 Winners ($)$
CRK
comstock res inc
1.6 M
MSFT
microsoft corp
1.2 M
AMZN
amazon.com inc
0.8 M
NVDA
nvidia corp
0.7 M
CAT
caterpillar inc
0.4 M
Top 5 Losers (%)%
ORLY
o reilly automotive inc
-93.5 %
IBKR
interactive brokers grouclass a
-72.0 %
AREB
american rebel hldgs inc
-49.4 %
BMY
bristol myers squibb co
-24.1 %
DVN
devon energy corp new
-14.9 %
Top 5 Losers ($)$
ORLY
o reilly automotive inc
-7.7 M
IBKR
interactive brokers grouclass a
-2.5 M
AAPL
apple inc
-0.7 M
BRO
brown & brown inc
-0.2 M
STZ
constellation brands incclass a
-0.1 M

Cross Staff Investments Inc Holdings Map

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

AAPLAMZNBXMSFTLNGCATGOOGFNDANVDAVKKRAFKCRKHDGOOGLLYFNDACOSTMAIBMDEJPMAMTTDGBKNGBROVBVBPGNOCAZODHRSTZGBILJN..FI..XO..PAYXIBKRYUMPMPE..TP..CS..ITWVRSNNOWCB

Current Stock Holdings of Cross Staff Investments Inc

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, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of APPLE INC Position Held By Cross Staff Investments Inc

What % of Portfolio is AAPL?:

No data available

Number of AAPL shares held:

No data available

Change in No. of Shares Held:

No data available