# Cross Staff Investments Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1900406. Source: https://holderbook.com/funds/1900406-cross-staff-investments-inc/

- Reported value: $177.6M
- Positions: 133
- Weight of the ten largest: 41.4%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $15.5M | 290,646 | 8.7% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $13.4M | 46,262 | 7.5% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.3M | 16,551 | 4.7% | 19 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.2M | 6,781 | 4.1% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.4M | 26,938 | 3.6% | 19 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $5.7M | 10,391 | 3.2% | 17 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.9M | 13,687 | 2.8% | 19 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $4.3M | 36,853 | 2.4% | 19 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $4.1M | 3,978 | 2.3% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.7M | 10,582 | 2.1% | 19 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $3.7M | 128,665 | 2.1% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.6M | 9,767 | 2.1% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.1M | 15,529 | 1.7% | 15 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.8M | 11,803 | 1.6% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.8M | 2,300 | 1.6% | 19 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $2.6M | 25,233 | 1.5% | 19 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $2.4M | 80,494 | 1.3% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.3M | 6,711 | 1.3% | 19 |
| ATLAS LITHIUM CORP | [ATLX](https://holderbook.com/stocks/ATLX/) | $2.1M | 558,718 | 1.2% | 14 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.0M | 3,075 | 1.1% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.8M | 3,154 | 1.0% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.8M | 5,136 | 1.0% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.7M | 1,860 | 1.0% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,084 | 0.9% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.6M | 2,370 | 0.9% | 19 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.6M | 3,141 | 0.9% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.6M | 5,732 | 0.9% | 19 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $1.6M | 18,311 | 0.9% | 10 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $1.5M | 16,706 | 0.9% | 19 |
| GOLDMAN SACHS ETF TR | [GVIP](https://holderbook.com/stocks/GVIP/) | $1.5M | 7,878 | 0.8% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.5M | 12,447 | 0.8% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.4M | 5,477 | 0.8% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.3M | 9,791 | 0.8% | 19 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $1.2M | 912 | 0.7% | 19 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $1.2M | 2,746 | 0.7% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.2M | 3,228 | 0.7% | 19 |
| COMSTOCK RES INC | [CRK](https://holderbook.com/stocks/CRK/) | $1.1M | 76,802 | 0.6% | 19 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $1.1M | 2,245 | 0.6% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.1M | 1,477 | 0.6% | 5 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $1.1M | 5,950 | 0.6% | 19 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $1.1M | 6,427 | 0.6% | 19 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $1.0M | 6,560 | 0.6% | 19 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.0M | 5,447 | 0.6% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $979.0K | 6,676 | 0.6% | 19 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $972.6K | 3,596 | 0.5% | 19 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $958.8K | 300 | 0.5% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $950.5K | 7,397 | 0.5% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $945.1K | 6,980 | 0.5% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $937.3K | 2,481 | 0.5% | 7 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $902.6K | 2,649 | 0.5% | 19 |
| CONSTELLATION BRANDS INC | [STZ](https://holderbook.com/stocks/STZ/) | $893.2K | 6,422 | 0.5% | 19 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $890.0K | 4,920 | 0.5% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $880.7K | 5,313 | 0.5% | 19 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $853.1K | 15,191 | 0.5% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $819.5K | 7,236 | 0.5% | 19 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $784.7K | 9,576 | 0.4% | 19 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $784.3K | 9,650 | 0.4% | 19 |
| BROWN & BROWN INC | [BRO](https://holderbook.com/stocks/BRO/) | $775.0K | 12,081 | 0.4% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.4% | 6 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $745.0K | 5,886 | 0.4% | 19 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $727.0K | 6,200 | 0.4% | 19 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $713.1K | 9,911 | 0.4% | 19 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $707.8K | 6,398 | 0.4% | 19 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $687.9K | 21,693 | 0.4% | 19 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $683.6K | 350 | 0.4% | 19 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $681.0K | 570 | 0.4% | 13 |
| VERISIGN INC | [VRSN](https://holderbook.com/stocks/VRSN/) | $672.0K | 2,672 | 0.4% | 19 |
| VANECK ETF TRUST | [XMPT](https://holderbook.com/stocks/XMPT/) | $670.2K | 30,000 | 0.4% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $654.5K | 567 | 0.4% | 1 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $629.5K | 3,888 | 0.4% | 19 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $624.4K | 6,350 | 0.4% | 19 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $622.6K | 3,400 | 0.4% | 19 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $620.5K | 4,751 | 0.3% | 19 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $601.9K | 3,000 | 0.3% | 19 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $567.4K | 4,800 | 0.3% | 13 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $558.5K | 5,835 | 0.3% | 19 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $552.5K | 6,000 | 0.3% | 19 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $549.3K | 1,213 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $535.2K | 6,500 | 0.3% | 19 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $519.2K | 5,600 | 0.3% | 19 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $516.9K | 2,641 | 0.3% | 19 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $486.2K | 3,000 | 0.3% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $477.5K | 210 | 0.3% | 1 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $465.7K | 10,935 | 0.3% | 15 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $440.1K | 4,800 | 0.2% | 19 |
| MASCO CORP | [MAS](https://holderbook.com/stocks/MAS/) | $423.1K | 5,200 | 0.2% | 19 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $416.1K | 1,432 | 0.2% | 19 |
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $414.4K | 3,000 | 0.2% | 8 |
| ISHARES U S ETF TR | [MEAR](https://holderbook.com/stocks/MEAR/) | $403.0K | 8,000 | 0.2% | 11 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $402.1K | 4,050 | 0.2% | 14 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $399.5K | 2,363 | 0.2% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $385.0K | 3,300 | 0.2% | 5 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $381.1K | 1,492 | 0.2% | 2 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $379.8K | 2,496 | 0.2% | 4 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $374.6K | 7,394 | 0.2% | 19 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $372.2K | 936 | 0.2% | 15 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $369.3K | 8,722 | 0.2% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $365.9K | 6,350 | 0.2% | 19 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $365.4K | 6,317 | 0.2% | 19 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $358.2K | 1,600 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.8% | +14.8% | -7.0% | 86% |
| Q1 2026 | -5.2% | -4.6% | -0.6% | 99% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 107% |
| Q2 2025 | +5.5% | +10.5% | -4.9% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.8% | 93% |
| Q4 2024 | +3.5% | +2.1% | +1.3% | 100% |
| Q3 2024 | +7.6% | +5.4% | +2.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $177.6M | 133 |
| Q1 2026 | $197.4M | 128 |
| Q4 2025 | $181.5M | 132 |
| Q3 2025 | $143.2M | 126 |
| Q2 2025 | $134.6M | 128 |
| Q1 2025 | $132.5M | 122 |
| Q4 2024 | $143.5M | 122 |
| Q3 2024 | $129.6M | 127 |
| Q2 2024 | $120.0M | 120 |
| Q1 2024 | $118.8M | 121 |
| Q4 2023 | $112.9M | 114 |
| Q3 2023 | $102.2M | 108 |