Cross Staff Investments Inc Portfolio Stock Holdings

Cross Staff Investments Inc disclosed 128 stock positions valued at approximately $197.4 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORP, COSTCO WHSL CORP NEW, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.

Report Period
March 31, 2026
No. of Stocks
128
Portfolio Value
$197.4M
Holdings by Sector
Cross Staff Investments Inc Portfolio Holdings in Q1 2026

123 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPNVDATechnology13.71%15,521--$27,068,267
COSTCO WHSL CORP NEWCOSTConsumer Defensive9.39%1,860--$18,536,245
APPLE INCAAPLTechnology5.92%46,065+339+0.74%$11,690,914
BERKSHIRE HATHAWAY CLASS BBRK-BFinancial Services3.98%16,411+177+1.09%$7,864,151
AMAZON.COM INCAMZNConsumer Cyclical2.84%26,938--$5,610,377
CATERPILLAR INCCATIndustrials2.43%6,781-285-4.03%$4,804,067
BLACKSTONE INCBXFinancial Services2.16%37,027-448-1.20%$4,257,790
ALPHABET INC CLASS CLASS AGOOGLCommunication Services2.12%14,545-299-2.01%$4,182,679
MICROSOFT CORPMSFTTechnology1.83%9,748+210+2.20%$3,608,579
CHENIERE ENERGY INCLNGEnergy1.65%11,501+101+0.89%$3,263,385
ALPHABET INC CLASS CLASS CGOOGCommunication Services1.62%11,116--$3,188,815
SCHWAB U.S. BROAD MARKETETFSCHBOther1.58%124,540+1,004+0.81%$3,125,959
VANECK MORNINGSTAR WIDE MOAT ETFMOATOther1.24%25,230--$2,439,732
ATLAS LITHIUM CORPATLXBasic Materials1.23%558,718+4,000+0.72%$2,430,423
ELI LILLY AND COLLYHealthcare1.07%2,300-225-8.91%$2,115,471
VISA INC CLASS CLASS AVFinancial Services1.05%6,827+123+1.83%$2,063,304
SCHWAB U.S. LARGE-CAP ETFSCHXOther1.04%79,693+3,160+4.13%$2,043,335
HOME DEPOT INCHDConsumer Cyclical0.91%5,489-175-3.09%$1,805,195
DEERE & CODEIndustrials0.88%3,075--$1,732,148
EXXON MOBIL CORPXOMEnergy0.84%9,791+1+0.01%$1,661,097
COMSTOCK RES INCCRKEnergy0.82%77,002--$1,623,204
MASTERCARD INC CLASS CLASS AMAFinancial Services0.79%3,139+92+3.02%$1,568,312
KKR & CO INCKKRFinancial Services0.79%16,876-361-2.09%$1,561,057
JOHNSON & JOHNSONJNJHealthcare0.78%6,323-534-7.79%$1,545,594
NORTHROP GRUMMAN CORPNOCIndustrials0.78%2,245--$1,531,629
JPMORGAN CHASE & COJPMFinancial Services0.75%5,058--$1,487,861
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESVTIOther0.75%4,590+134+3.01%$1,472,520
VANGUARD S&P 500 ETFVOOOther0.70%2,320--$1,386,316
IBM CORPIBMTechnology0.70%5,705--$1,382,835
TEXAS PACIFIC LAND CTPLEnergy0.66%2,745+175+6.81%$1,302,689
INTERACTIVE BROKERS GROUCLASS CLASS AIBKRFinancial Services0.62%18,308+702+3.99%$1,227,945
GOLDMAN SACHS HEDGE INDUSTRY VIP ETFGVIPOther0.58%7,838+12+0.15%$1,142,269
AMERICAN TOWER CORP NEW REITAMTReal Estate0.58%6,602+12+0.18%$1,139,342
PROCTER & GAMBLE COPGConsumer Defensive0.56%7,619-249-3.16%$1,100,450
CHEVRON CORP NEWCVXEnergy0.56%5,313--$1,099,319
PEPSICO INCPEPConsumer Defensive0.55%6,980--$1,083,924
TRANSDIGM GROUP INCTDGIndustrials0.54%912--$1,056,972
DANAHER CORPDHRHealthcare0.52%5,444+1+0.02%$1,032,253
YUM BRANDS INCYUMConsumer Cyclical0.52%6,560--$1,019,949
AUTOZONE INCAZOConsumer Cyclical0.51%300--$1,013,334
BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARESBKNGConsumer Cyclical0.51%238--$1,002,056
CISCO SYS INCCSCOTechnology0.50%12,828-131-1.01%$995,306
CONSTELLATION BRANDS INCCLASS CLASS ASTZConsumer Defensive0.49%6,459--$968,850
ILLINOIS TOOL WKS INCITWIndustrials0.47%3,596--$936,003
WALMART INCWMTConsumer Defensive0.46%7,235--$899,224
MERCK & CO. INC.MRKHealthcare0.45%7,397--$889,785
BROADCOM INCAVGOTechnology0.44%2,806+101+3.73%$868,563
CHUBB LTD FCBFinancial Services0.44%2,649--$863,389
DUKE ENERGY CORP NEWDUKUtilities0.43%6,449--$844,432
PHILIP MORRIS INTL INCPMConsumer Defensive0.42%4,992-288-5.45%$825,303
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBLOther0.41%7,602+7+0.09%$805,909
BROWN & BROWN INCBROFinancial Services0.40%12,081+81+0.68%$787,802
CONSOLIDATED EDISON INCEDUtilities0.40%6,898--$780,742
STATE STREET SPDR S&P 500 ETF TRUSTSPYOther0.39%1,170+425+57.05%$760,898
THE COCA-COLA COKOConsumer Defensive0.37%9,534--$725,061
HONEYWELL INTL INCHONIndustrials0.37%3,202--$723,731
BERKSHIRE HATHAWAY INC DCLASS ABRK-AFinancial Services0.36%1--$718,140
AFLAC INCAFLFinancial Services0.34%6,200--$680,202
DIMENSIONAL U.S. EQUITY MARKET ETFDFUSOther0.34%9,576--$679,034
MARKEL GROUP INCMKLFinancial Services0.34%350--$669,925
VERISIGN INCVRSNTechnology0.34%2,671--$663,429
ALTRIA GROUP INCMOConsumer Defensive0.33%9,971-705-6.60%$657,964
VANECK CEF MUNICIPAL INCOME ETFXMPTOther0.33%30,000--$645,000
ADVANCED MICRO DEVICAMDTechnology0.33%3,154--$641,618
PAYCHEX INCPAYXTechnology0.31%6,624+1+0.02%$610,217
FAIR ISAAC CORPFICOTechnology0.31%570--$608,498
SCHWAB U.S. DIVIDEND EQUITY ETFSCHDOther0.30%19,475-590-2.94%$597,493
XYLEM INCXYLIndustrials0.29%4,800--$573,600
TARGET CORP EQUITY CLASS EQUITYTGTConsumer Defensive0.29%4,676--$566,731
3M COMMMIndustrials0.29%3,888-190-4.66%$564,664
SOUTHERN COSOUtilities0.29%5,835--$563,194
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical0.28%6,000--$553,860
CAPITAL ONE FINL CORPCOFFinancial Services0.28%3,000--$547,290
SEMPRASREUtilities0.28%5,600--$544,152
MOODYS CORPMCOFinancial Services0.27%1,212--$528,892
CONOCOPHILLIPSCOPEnergy0.27%3,978--$525,096
VANGUARD UTILITIES INDEXFUND ETF SHARESVPUOther0.27%2,641-425-13.86%$523,288
LIVE NATION ENTMT INCLYVCommunication Services0.26%3,400--$518,534
DIMENSIONAL US MARKETWIDE VALUE ETFDFUVOther0.26%10,391--$503,548
L3HARRIS TECHNOLOGIES INLHXIndustrials0.25%1,432--$494,255
PALANTIR TECHNOLOGIES INCLASS CLASS APLTRTechnology0.24%3,300--$482,724
ISHARES SHORT DURATION BOND ACTIVE ETFNEAROther0.24%9,485--$482,170
DIMENSIONAL U.S. SMALL CAP ETFDFASOther0.23%6,500--$462,345
BROOKFIELD CORP FCLASS ABNFinancial Services0.22%10,935--$442,539
INTUITIVE SURGICAL INCISRGHealthcare0.22%936--$431,487
PHILLIPS 66PSXEnergy0.22%2,363--$430,491
VERIZON COMMUNICATIONS IVZCommunication Services0.22%8,512-445-4.97%$427,312
SERVICENOW INCNOWTechnology0.21%4,050+300+8.00%$423,428
COLGATE PALMOLIVE COCLConsumer Defensive0.21%4,800--$409,104
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAROther0.20%8,000--$402,720
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSTSMTechnology0.19%1,115+75+7.21%$376,814
BRISTOL MYERS SQUIBB COBMYHealthcare0.19%6,204--$376,256
MONDELEZ INTL INC CLASS AMDLZConsumer Defensive0.19%6,401-338-5.02%$368,941
STATE STREET SPDR S&P DIVIDEND ETFSDYOther0.18%2,496--$364,266
PFIZER INCPFEHealthcare0.18%12,937+1+0.01%$363,281
AT&T INCTCommunication Services0.18%12,285-475-3.72%$356,154
META PLATFORMS INC CLASS CLASS AMETACommunication Services0.17%577--$330,239
REALTY INCOME CORP REITOReal Estate0.17%5,331-180-3.27%$326,151
DEVON ENERGY CORP NEWDVNEnergy0.16%6,400--$322,048
INVESCO S&P 500 LOW VOLATILITY ETFSPLVOther0.16%4,396+4+0.09%$321,508
Cross Staff Investments Inc Portfolio Stock Holdings | InsiderSet