Back to funds

Cross Staff Investments Inc

hedge fundUpdated 14 days ago

Managed by Cross Staff Investments Inc • Latest filing Q3 2026

Portfolio value
$168.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-9.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$181.5M
Q1 2026$197.4M
Q2 2026$177.6M
Q3 2026$168.1M

Top holdings

130 positions as of Q3 2026

View filing
?
1.N/A

AKRE FOCUS ETF

-0.2%
Value
$15.3M
Shares
290.0K
% Port
9.08%
A

APPLE INC

-1.5%
Value
$15.2M
Shares
45.6K
% Port
9.03%
B

BERKSHIRE HATHAWAY CLASS CLASS B

+0.7%
Value
$8.3M
Shares
16.7K
% Port
4.94%
A

AMAZON.COM INC

Unchanged
Value
$6.7M
Shares
26.9K
% Port
3.99%
C

CATERPILLAR INC

-2.7%
Value
$5.3M
Shares
6.6K
% Port
3.18%
M

MICROSOFT CORP

-0.9%
Value
$5M
Shares
9.7K
% Port
2.95%
G

ALPHABET INC CLASS A

+0.0%
Value
$4.7M
Shares
13.7K
% Port
2.80%
B

BLACKSTONE INC

+2.3%
Value
$4.2M
Shares
37.7K
% Port
2.51%
S

SCHWAB U.S. BROAD MARKET ETF

+0.4%
Value
$3.8M
Shares
129.2K
% Port
2.25%
G

ALPHABET INC CLASS CLASS C

+0.1%
Value
$3.6M
Shares
10.6K
% Port
2.15%
N

NVIDIA CORP

-0.3%
Value
$3.5M
Shares
15.5K
% Port
2.10%
C

CHENIERE ENERGY INC

+0.0%
Value
$3.2M
Shares
11.8K
% Port
1.89%
H

VANECK MORNINGSTAR WIDE MOAT ETF

+3.5%
Value
$2.8M
Shares
26.1K
% Port
1.64%
L

ELI LILLY AND CO

Unchanged
Value
$2.7M
Shares
2.3K
% Port
1.58%
S

SCHWAB U.S. LARGE-CAP ETF

+7.8%
Value
$2.6M
Shares
86.8K
% Port
1.55%
V

VISA INC CLASS A

+0.1%
Value
$2.4M
Shares
6.7K
% Port
1.44%
D

DEERE & CO

Unchanged
Value
$2.1M
Shares
3.1K
% Port
1.23%
A

ADVANCED MICRO DEVICES I

Unchanged
Value
$1.9M
Shares
3.2K
% Port
1.15%
M

MASTERCARD INC CLASS CLASS A

+0.1%
Value
$1.7M
Shares
3.1K
% Port
1.03%
C

COSTCO WHSL CORP NEW

+0.1%
Value
$1.7M
Shares
1.9K
% Port
1.01%

Explore