StockDrifts LogoStockDrifts

Cross Staff Investments 13F Portfolio

Portfolio Manager
Cross Staff Investments Inc
Performance
+8.96% (2026 Q2)
AUM (13F)
$177.62M
# of Holdings
133
Performance Rank
Allocation (Top 20)
56.83%
Latest filing
Q2 2026

Cross Staff Investments Inc Holdings Map

Top 50 Cross Staff Investments Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AKRE
AKRE FOCUS ETF
8.7%290.6K$15.5M
-0.44%(-1.29K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 289.6K shares2026-Q1: 291.9K shares2026-Q2: 290.6K shares
$65.46(-8.95%)
2026-06-30
AAPL
APPLE INC
7.54%46.3K$13.4M
+0.43%(+197)
2025-Q2: 46.2K shares2025-Q3: 46.3K shares2025-Q4: 45.7K shares2026-Q1: 46.1K shares2026-Q2: 46.3K shares
$170.88(+78.71%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY CLASS B
4.66%16.6K$8.3M
+0.85%(+140)
2025-Q2: 15.8K shares2025-Q3: 16.2K shares2025-Q4: 16.2K shares2026-Q1: 16.4K shares2026-Q2: 16.6K shares
$301.07(+66.52%)
2026-06-30
CAT
CATERPILLAR INC
4.07%6.8K$7.2M
+0.00%(+0)
2025-Q2: 7.1K shares2025-Q3: 7.1K shares2025-Q4: 7.1K shares2026-Q1: 6.8K shares2026-Q2: 6.8K shares
$199.36(+336.14%)
2026-06-30
AMZN
AMAZON.COM INC
3.61%26.9K$6.4M
+0.00%(+0)
2025-Q2: 26.9K shares2025-Q3: 27.2K shares2025-Q4: 26.9K shares2026-Q1: 26.9K shares2026-Q2: 26.9K shares
$166.62(+57.56%)
2026-06-30
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
3.22%10.4K$5.7M
+0.00%(+0)
2025-Q2: 10.4K shares2025-Q3: 10.4K shares2025-Q4: 10.4K shares2026-Q1: 10.4K shares2026-Q2: 10.4K shares
$48.72(+18.13%)
2026-06-30
GOOGL
ALPHABET INC CLASS A
2.75%13.7K$4.9M
-5.90%(-858)
2025-Q2: 14.8K shares2025-Q3: 15.0K shares2025-Q4: 14.8K shares2026-Q1: 14.5K shares2026-Q2: 13.7K shares
$139.23(+147.60%)
2026-06-30
BX
BLACKSTONE INC
2.44%36.9K$4.3M
-0.47%(-174)
2025-Q2: 38.1K shares2025-Q3: 38.3K shares2025-Q4: 37.5K shares2026-Q1: 37.0K shares2026-Q2: 36.9K shares
$125.65(+11.23%)
2026-06-30
COP
CONOCOPHILLIPS
2.33%4.0K$4.1M
+0.00%(+0)
2025-Q2: 4.0K shares2025-Q3: 4.0K shares2025-Q4: 4.0K shares2026-Q1: 4.0K shares2026-Q2: 4.0K shares
$69.97(+80.15%)
2026-06-30
GOOG
ALPHABET INC CLASS C
2.1%10.6K$3.7M
-4.80%(-534)
2025-Q2: 11.4K shares2025-Q3: 11.4K shares2025-Q4: 11.1K shares2026-Q1: 11.1K shares2026-Q2: 10.6K shares
$137.99(+148.31%)
2026-06-30

About Cross Staff Investments Incโ€™s portfolio

Cross Staff Investments Inc reports $177.62M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are AKRE (8.7%), AAPL (7.5%) and BRK.B (4.7%). The top 20 holdings account for 56.83% of reported assets. Its disclosed equity book has returned +63.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AKRE โ€” 11.1% ($15.46M)AAPL โ€” 9.6% ($13.39M)BRK.B โ€” 5.9% ($8.28M)CAT โ€” 5.2% ($7.22M)AMZN โ€” 4.6% ($6.42M)DFUV โ€” 4.1% ($5.72M)GOOGL โ€” 3.5% ($4.89M)BX โ€” 3.1% ($4.34M)COP โ€” 3.0% ($4.14M)GOOG โ€” 2.7% ($3.74M)Other โ€” 47.3% ($65.92M)
53%in top 10
  • AKRE11.1%
  • AAPL9.6%
  • BRK.B5.9%
  • CAT5.2%
  • AMZN4.6%
  • DFUV4.1%
  • GOOGL3.5%
  • BX3.1%
  • COP3.0%
  • GOOG2.7%
  • Other47.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
17
SPYSTATE STREET SPDR S&P 500 ETF TRUST+26.2%
SCHBSCHWAB U.S. BROAD MARKETETF+3.3%
LNGCHENIERE ENERGY INC+2.6%
BRK.BBERKSHIRE HATHAWAY CLASS B+0.9%
+13 more
Trimmed
14
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES-29.7%
GOOGLALPHABET INC CLASS A-5.9%
JNJJOHNSON & JOHNSON-13.4%
GOOGALPHABET INC CLASS C-4.8%
+10 more

Unlock alerts, watchlists & AI chat

Sign up free to track Cross Staff Investments Inc, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Cross Staff Investments Incโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900406). View Cross Staff Investments Incโ€™s 13F filings on SEC

More 13F analyses

View all