Cross Staff Investments Inc — 13F Holdings & Portfolio
CIK 1900406 · latest 13F-HR filed 2026-04-23
Cross Staff Investments Inc manages $197.4M in 13F-reported U.S. long-equity assets across 128 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (13.71%), COST (9.39%), AKRE (7.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 9, added to 45, and trimmed 42.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$197.4M
Long-equity book
128
Distinct positions
2026-03-31
Filed 2026-04-23
+5 / −9 / ↑45 / ↓42
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORP$24.2M +835.1%
- COSTCO WHSL CORP NEW$2.5M +15.6%
- CHENIERE ENERGY INC$1.0M +47.3%
- CATERPILLAR INC$756.2K +18.7%
- TEXAS PACIFIC LAND C$564.5K +76.5%
Top Trims
- PROFESIONALLY MANAGED PORTFO-$3.5M -18.7%
- NORFOLK SOUTHN CORP-$2.0M -90.1%
- BLACKSTONE INC-$1.5M -26.3%
- MICROSOFT CORP-$1.0M -21.8%
- APPLE INC-$740.3K -6.0%
New Positions
- VIPER ENERGY INC NEW CLASS CLASS A$225.2K
- APPLOVIN CORP CLASS CLASS A$218.9K
- SALESFORCE INC$215.4K
- BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS$203.1K
- CORNING INC$202.9K
Exited Positions
- MERCADOLIBRE INC$402.9K
- TYLER TECHNOLOGIES INC$227.0K
- IONQ INC$224.3K
- VEEVA SYS INC CLASS CLASS A$223.2K
- BROADRIDGE FINL SOLUTION$223.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 67066G104 | $27.1M | 13.71% | 15,521 | SH |
| 2 | COSTCO WHSL CORP NEW | COST | 22160K105 | $18.5M | 9.39% | 1,860 | SH |
| 3 | PROFESIONALLY MANAGED PORTFO | AKRE | 74316P579 | $15.4M | 7.82% | 291,935 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $11.7M | 5.92% | 46,065 | SH |
| 5 | BERKSHIRE HATHAWAY CLASS B | BRK.B | 084670702 | $7.9M | 3.98% | 16,411 | SH |
| 6 | AMAZON.COM INC | AMZN | 023135106 | $5.6M | 2.84% | 26,938 | SH |
| 7 | CATERPILLAR INC | CAT | 149123101 | $4.8M | 2.43% | 6,781 | SH |
| 8 | BLACKSTONE INC | BX | 09260D107 | $4.3M | 2.16% | 37,027 | SH |
| 9 | ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $4.2M | 2.12% | 14,545 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $3.6M | 1.83% | 9,748 | SH |
| 11 | CHENIERE ENERGY INC | LNG | 16411R208 | $3.3M | 1.65% | 11,501 | SH |
| 12 | ALPHABET INC CLASS CLASS C | GOOG | 02079K107 | $3.2M | 1.62% | 11,116 | SH |
| 13 | SCHWAB U.S. BROAD MARKETETF | SCHB | 808524102 | $3.1M | 1.58% | 124,540 | SH |
| 14 | VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | 92189F643 | $2.4M | 1.24% | 25,230 | SH |
| 15 | ATLAS LITHIUM CORP | ATLX | 105861306 | $2.4M | 1.23% | 558,718 | SH |
| 16 | ELI LILLY AND CO | LLY | 532457108 | $2.1M | 1.07% | 2,300 | SH |
| 17 | VISA INC CLASS CLASS A | V | 92826C839 | $2.1M | 1.05% | 6,827 | SH |
| 18 | SCHWAB U.S. LARGE-CAP ETF | SCHX | 808524201 | $2.0M | 1.04% | 79,693 | SH |
| 19 | HOME DEPOT INC | HD | 437076102 | $1.8M | 0.91% | 5,489 | SH |
| 20 | DEERE & CO | DE | 244199105 | $1.7M | 0.88% | 3,075 | SH |
| 21 | EXXON MOBIL CORP | XOM | 30231G102 | $1.7M | 0.84% | 9,791 | SH |
| 22 | COMSTOCK RES INC | CRK | 205768302 | $1.6M | 0.82% | 77,002 | SH |
| 23 | MASTERCARD INC CLASS CLASS A | MA | 57636Q104 | $1.6M | 0.79% | 3,139 | SH |
| 24 | KKR & CO INC | KKR | 48251W104 | $1.6M | 0.79% | 16,876 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.5M | 0.78% | 6,323 | SH |
| 26 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $1.5M | 0.78% | 2,245 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.5M | 0.75% | 5,058 | SH |
| 28 | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | 922908769 | $1.5M | 0.75% | 4,590 | SH |
| 29 | VANGUARD S&P 500 ETF | VOO | 922908363 | $1.4M | 0.70% | 2,320 | SH |
| 30 | IBM CORP | IBM | 459200101 | $1.4M | 0.70% | 5,705 | SH |
| 31 | TEXAS PACIFIC LAND C | TPL | 88262P102 | $1.3M | 0.66% | 2,745 | SH |
| 32 | INTERACTIVE BROKERS GROUCLASS CLASS A | IBKR | 45841N107 | $1.2M | 0.62% | 18,308 | SH |
| 33 | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | GVIP | 381430545 | $1.1M | 0.58% | 7,838 | SH |
| 34 | AMERICAN TOWER CORP NEW REIT | AMT | 03027X100 | $1.1M | 0.58% | 6,602 | SH |
| 35 | PROCTER & GAMBLE CO | PG | 742718109 | $1.1M | 0.56% | 7,619 | SH |
| 36 | CHEVRON CORP NEW | CVX | 166764100 | $1.1M | 0.56% | 5,313 | SH |
| 37 | PEPSICO INC | PEP | 713448108 | $1.1M | 0.55% | 6,980 | SH |
| 38 | TRANSDIGM GROUP INC | TDG | 893641100 | $1.1M | 0.54% | 912 | SH |
| 39 | DANAHER CORP | DHR | 235851102 | $1.0M | 0.52% | 5,444 | SH |
| 40 | YUM BRANDS INC | YUM | 988498101 | $1.0M | 0.52% | 6,560 | SH |
| 41 | AUTOZONE INC | AZO | 053332102 | $1.0M | 0.51% | 300 | SH |
| 42 | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | BKNG | 09857L108 | $1.0M | 0.51% | 238 | SH |
| 43 | CISCO SYS INC | CSCO | 17275R102 | $995.3K | 0.50% | 12,828 | SH |
| 44 | CONSTELLATION BRANDS INCCLASS CLASS A | STZ | 21036P108 | $968.9K | 0.49% | 6,459 | SH |
| 45 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $936.0K | 0.47% | 3,596 | SH |
| 46 | WALMART INC | WMT | 931142103 | $899.2K | 0.46% | 7,235 | SH |
| 47 | MERCK & CO. INC. | MRK | 58933Y105 | $889.8K | 0.45% | 7,397 | SH |
| 48 | BROADCOM INC | AVGO | 11135F101 | $868.6K | 0.44% | 2,806 | SH |
| 49 | CHUBB LTD F | CB | H1467J104 | $863.4K | 0.44% | 2,649 | SH |
| 50 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $844.4K | 0.43% | 6,449 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $197.4M | 128 | 0001900406-26-000002 |
| 2025-12-31 | 2026-02-27 | $181.5M | 132 | 0001900406-26-000001 |