Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cross Staff Investments Inc (CIK 1900406) reported $177.6M across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AKRE ($15.5M, 8.70%), AAPL ($13.4M, 7.54%), BRK/B ($8.3M, 4.66%), CAT ($7.2M, 4.07%), AMZN ($6.4M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AKRE | AKRE FOCUS ETF | $15.5M | 8.70% | 290,646 | Trimmed |
| 2 | AAPL | APPLE INC | $13.4M | 7.54% | 46,262 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $8.3M | 4.66% | 16,551 | Added |
| 4 | CAT | CATERPILLAR INC | $7.2M | 4.07% | 6,781 | Hold |
| 5 | AMZN | AMAZON.COM INC | $6.4M | 3.61% | 26,938 | Hold |
| 6 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $5.7M | 3.22% | 10,391 | Hold |
| 7 | GOOGL | ALPHABET INC CLASS A | $4.9M | 2.75% | 13,687 | Trimmed |
| 8 | BX | BLACKSTONE INC | $4.3M | 2.44% | 36,853 | Trimmed |
| 9 | COP | CONOCOPHILLIPS | $4.1M | 2.33% | 3,978 | Hold |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | $3.7M | 2.10% | 128,665 | Added |
| 11 | GOOG | ALPHABET INC CLASS C | $3.7M | 2.10% | 10,582 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.6M | 2.05% | 9,767 | Added |
| 13 | NVDA | NVIDIA CORP | $3.1M | 1.75% | 15,529 | Added |
| 14 | LNG | CHENIERE ENERGY INC | $2.8M | 1.59% | 11,803 | Added |
| 15 | LLY | ELI LILLY AND CO | $2.8M | 1.55% | 2,300 | Hold |
| 16 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.6M | 1.48% | 25,233 | Added |
| 17 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.4M | 1.33% | 80,494 | Added |
| 18 | V | VISA INC CLASS A | $2.3M | 1.30% | 6,711 | Trimmed |
| 19 | ATLX | ATLAS LITHIUM CORP | $2.1M | 1.16% | 558,718 | Hold |
| 20 | DE | DEERE & CO | $2.0M | 1.10% | 3,075 | Hold |
| 21 | AMD | ADVANCED MICRO DEVICES I | $1.8M | 1.03% | 3,154 | Hold |
| 22 | HD | HOME DEPOT INC | $1.8M | 1.02% | 5,136 | Trimmed |
| 23 | COST | COSTCO WHSL CORP NEW | $1.7M | 0.98% | 1,860 | Hold |
| 24 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.94% | 5,084 | Added |
| 25 | VOO | VANGUARD S&P 500 ETF | $1.6M | 0.92% | 2,370 | Added |
Source: SEC Form 13F filings · as of 2026-06-30