Cross Staff Investments Inc Portfolio Stock Holdings
Cross Staff Investments Inc disclosed 133 stock positions valued at approximately $177.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, BERKSHIRE HATHAWAY CLASS B, and CATERPILLAR INC. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 133
- Portfolio Value
- $177.6M
Holdings by Sector
Cross Staff Investments Inc Portfolio Holdings in Q2 2026
126 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.54% | 46,262 | +197 | +0.43% | $13,386,346 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 4.66% | 16,551 | +140 | +0.85% | $8,281,955 |
| CATERPILLAR INC | CAT | Industrials | 4.07% | 6,781 | - | - | $7,221,087 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.61% | 26,938 | - | - | $6,420,403 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | Other | 3.22% | 10,391 | - | - | $5,716,089 |
| ALPHABET INC CLASS A | GOOGL | Communication Services | 2.75% | 13,687 | -858 | -5.90% | $4,891,288 |
| BLACKSTONE INC | BX | Financial Services | 2.44% | 36,853 | -174 | -0.47% | $4,336,503 |
| CONOCOPHILLIPS | COP | Energy | 2.33% | 3,978 | - | - | $4,135,523 |
| ALPHABET INC CLASS C | GOOG | Communication Services | 2.10% | 10,582 | -534 | -4.80% | $3,738,767 |
| SCHWAB U.S. BROAD MARKETETF | SCHB | Other | 2.10% | 128,665 | +4,125 | +3.31% | $3,726,149 |
| MICROSOFT CORP | MSFT | Technology | 2.05% | 9,767 | +19 | +0.19% | $3,643,140 |
| NVIDIA CORP | NVDA | Technology | 1.75% | 15,529 | +8 | +0.05% | $3,107,155 |
| CHENIERE ENERGY INC | LNG | Energy | 1.59% | 11,803 | +302 | +2.63% | $2,820,995 |
| ELI LILLY AND CO | LLY | Healthcare | 1.55% | 2,300 | - | - | $2,758,689 |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | Other | 1.48% | 25,233 | +3 | +0.01% | $2,623,213 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 1.33% | 80,494 | +801 | +1.01% | $2,368,925 |
| VISA INC CLASS A | V | Financial Services | 1.30% | 6,711 | -116 | -1.70% | $2,302,453 |
| ATLAS LITHIUM CORP | ATLX | Basic Materials | 1.16% | 558,718 | - | - | $2,061,669 |
| DEERE & CO | DE | Industrials | 1.10% | 3,075 | - | - | $1,950,565 |
| ADVANCED MICRO DEVICES I | AMD | Technology | 1.03% | 3,154 | - | - | $1,832,190 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.02% | 5,136 | -353 | -6.43% | $1,811,361 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.98% | 1,860 | - | - | $1,740,335 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.94% | 5,084 | +26 | +0.51% | $1,664,146 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.92% | 2,370 | +50 | +2.16% | $1,627,740 |
| MASTERCARD INC CLASS A | MA | Financial Services | 0.91% | 3,141 | +2 | +0.06% | $1,613,382 |
| IBM CORP | IBM | Technology | 0.91% | 5,732 | +27 | +0.47% | $1,611,896 |
| INTERACTIVE BROKERS GROUCLASS A | IBKR | Financial Services | 0.90% | 18,311 | +3 | +0.02% | $1,593,755 |
| KKR & CO INC | KKR | Financial Services | 0.86% | 16,706 | -170 | -1.01% | $1,533,271 |
| GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | GVIP | Other | 0.84% | 7,878 | +40 | +0.51% | $1,486,677 |
| CISCO SYS INC | CSCO | Technology | 0.82% | 12,447 | -381 | -2.97% | $1,462,078 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.78% | 5,477 | -846 | -13.38% | $1,390,994 |
| EXXON MOBIL CORP | XOM | Energy | 0.75% | 9,791 | - | - | $1,338,652 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.68% | 912 | - | - | $1,214,820 |
| TEXAS PACIFIC LAND C | TPL | Energy | 0.68% | 2,746 | +1 | +0.04% | $1,201,604 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | Other | 0.67% | 3,228 | -1,362 | -29.67% | $1,194,394 |
| COMSTOCK RES INC | CRK | Energy | 0.65% | 76,802 | -200 | -0.26% | $1,145,887 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.64% | 2,245 | - | - | $1,143,401 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.62% | 1,477 | +307 | +26.24% | $1,102,979 |
| BOOKING HLDGS INC | BKNG | Consumer Cyclical | 0.60% | 5,950 | +5,712 | +2400.00% | $1,060,528 |
| AMERICAN TOWER CORP NEW REIT | AMT | Real Estate | 0.59% | 6,427 | -175 | -2.65% | $1,051,302 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.59% | 6,560 | - | - | $1,048,682 |
| DANAHER CORP | DHR | Healthcare | 0.58% | 5,447 | +3 | +0.06% | $1,037,463 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.55% | 6,676 | -943 | -12.38% | $979,014 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.55% | 3,596 | - | - | $972,610 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.54% | 300 | - | - | $958,782 |
| MERCK & CO. INC. | MRK | Healthcare | 0.54% | 7,397 | - | - | $950,515 |
| PEPSICO INC | PEP | Consumer Defensive | 0.53% | 6,980 | - | - | $945,092 |
| BROADCOM INC | AVGO | Technology | 0.53% | 2,481 | -325 | -11.58% | $937,308 |
| CHUBB LTD F | CB | Financial Services | 0.51% | 2,649 | - | - | $902,620 |
| CONSTELLATION BRANDS INCCLASS A | STZ | Consumer Defensive | 0.50% | 6,422 | -37 | -0.57% | $893,236 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.50% | 4,920 | -72 | -1.44% | $889,996 |
| CHEVRON CORP NEW | CVX | Energy | 0.50% | 5,313 | - | - | $880,730 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | Other | 0.48% | 15,191 | +7,589 | +99.83% | $853,134 |
| WALMART INC | WMT | Consumer Defensive | 0.46% | 7,236 | +1 | +0.01% | $819,512 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | DFUS | Other | 0.44% | 9,576 | - | - | $784,657 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.44% | 9,650 | +116 | +1.22% | $784,256 |
| BROWN & BROWN INC | BRO | Financial Services | 0.44% | 12,081 | - | - | $774,996 |
| BERKSHIRE HATHAWAY CLASS A | BRK-A | Financial Services | 0.42% | 1 | - | - | $748,850 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.42% | 5,886 | -563 | -8.73% | $745,050 |
| AFLAC INC | AFL | Financial Services | 0.41% | 6,200 | - | - | $726,950 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.40% | 9,911 | -60 | -0.60% | $713,073 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.40% | 6,398 | -500 | -7.25% | $707,836 |
| SCHWAB U.S. DIVIDEND EQUITY ETF | SCHD | Other | 0.39% | 21,693 | +2,218 | +11.39% | $687,885 |
| MARKEL GROUP INC | MKL | Financial Services | 0.38% | 350 | - | - | $683,554 |
| FAIR ISAAC CORP | FICO | Technology | 0.38% | 570 | - | - | $681,025 |
| VERISIGN INC | VRSN | Technology | 0.38% | 2,672 | +1 | +0.04% | $672,045 |
| VANECK CEF MUNICIPAL INCOME ETF | XMPT | Other | 0.38% | 30,000 | - | - | $670,200 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.37% | 567 | +567 | +100.00% | $654,482 |
| 3M CO | MMM | Industrials | 0.35% | 3,888 | - | - | $629,517 |
| PAYCHEX INC | PAYX | Technology | 0.35% | 6,350 | -274 | -4.14% | $624,388 |
| LIVE NATION ENTMT INC | LYV | Communication Services | 0.35% | 3,400 | - | - | $622,574 |
| TARGET CORP EQUITY CLASS EQUITY | TGT | Consumer Defensive | 0.35% | 4,751 | +75 | +1.60% | $620,528 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.34% | 3,000 | - | - | $601,860 |
| XYLEM INC | XYL | Industrials | 0.32% | 4,800 | - | - | $567,408 |
| SOUTHERN CO | SO | Utilities | 0.31% | 5,835 | - | - | $558,468 |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.31% | 6,000 | - | - | $552,540 |
| MOODYS CORP | MCO | Financial Services | 0.31% | 1,213 | +1 | +0.08% | $549,257 |
| DIMENSIONAL U.S. SMALL CAP ETF | DFAS | Other | 0.30% | 6,500 | - | - | $535,210 |
| SEMPRA | SRE | Utilities | 0.29% | 5,600 | - | - | $519,176 |
| VANGUARD UTILITIES INDEXFUND ETF SHARES | VPU | Other | 0.29% | 2,641 | - | - | $516,923 |
| FLEX LTD F | FLEX | Other | 0.27% | 3,000 | +3,000 | +100.00% | $486,210 |
| SANDISK CORP | SNDK | Other | 0.27% | 210 | +210 | +100.00% | $477,483 |
| BROOKFIELD CORP FCLASS A | BN | Financial Services | 0.26% | 10,935 | - | - | $465,722 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.25% | 4,800 | - | - | $440,064 |
| MASCO CORP | MAS | Industrials | 0.24% | 5,200 | - | - | $423,124 |
| L3HARRIS TECHNOLOGIES IN | LHX | Industrials | 0.23% | 1,432 | - | - | $416,125 |
| ROKU INC CLASS A | ROKU | Communication Services | 0.23% | 3,000 | - | - | $414,420 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | Other | 0.23% | 8,000 | - | - | $403,040 |
| SERVICENOW INC | NOW | Technology | 0.23% | 4,050 | - | - | $402,084 |
| PHILLIPS 66 | PSX | Energy | 0.22% | 2,363 | - | - | $399,465 |
| PALANTIR TECHNOLOGIES INCLASS A | PLTR | Technology | 0.22% | 3,300 | - | - | $385,011 |
| CORNING INC | GLW | Technology | 0.21% | 1,492 | - | - | $381,102 |
| STATE STREET SPDR S&P DIVIDEND ETF | SDY | Other | 0.21% | 2,496 | - | - | $379,841 |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | Other | 0.21% | 7,394 | -2,091 | -22.05% | $374,580 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.21% | 936 | - | - | $372,228 |
| VERIZON COMMUNICATIONS I | VZ | Communication Services | 0.21% | 8,722 | +210 | +2.47% | $369,298 |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 0.21% | 6,350 | +146 | +2.35% | $365,872 |
| MONDELEZ INTL INC CLASS A | MDLZ | Consumer Defensive | 0.21% | 6,317 | -84 | -1.31% | $365,362 |
| ALLSTATE CORP | ALL | Financial Services | 0.20% | 1,500 | - | - | $356,910 |
| HEICO CORP NEW | HEI | Industrials | 0.20% | 1,000 | - | - | $356,190 |