Q3 2026 13F · SEC CIK 1900406

Cross Staff Investments Inc

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $168.1M
Reported positions: 130
Top holdings a year, 3 yrs: +13.6%
Assets under management: $443.5M

Cross Staff Investments Inc is a wealth manager that reported 130 positions worth $168.1M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Profesionally Managed Portfo (AKRE, 9.1%), Apple Inc (AAPL, 9.0%), Berkshire Hathaway Inc Del (BRK-B, 4.9%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Cross Staff Investments Inc holdings largest 50 of 130 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cross Staff Investments Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AKREProfesionally Managed Portfo	9.1%	8.7%	289,951	-0.2%	$15.3M
AAPLApple Inc	9.0%	7.5%	45,587	-1.5%	$15.2M
BRK-BBerkshire Hathaway Inc Del	4.9%	4.7%	16,671	+0.7%	$8.3M
AMZNAmazon Com Inc	4.0%	3.6%	26,938	+0.0%	$6.7M
CATCaterpillar Inc	3.2%	4.1%	6,598	-2.7%	$5.3M
MSFTMicrosoft Corp	3.0%	2.1%	9,680	-0.9%	$5.0M
GOOGLAlphabet Inc	2.8%	2.8%	13,689	+0.0%	$4.7M
BXBlackstone Inc	2.5%	2.4%	37,714	+2.3%	$4.2M
SCHBSchwab Strategic Tr	2.3%	2.1%	129,150	+0.4%	$3.8M
GOOGAlphabet Inc	2.1%	2.1%	10,592	+0.1%	$3.6M
NVDANvidia Corporation	2.1%	1.7%	15,484	-0.3%	$3.5M
LNGCheniere Energy Inc	1.9%	1.6%	11,805	+0.0%	$3.2M
MOATVaneck Morningstar Wide Moat ETF	1.6%	1.5%	26,127	+3.5%	$2.8M
LLYEli Lilly & Co	1.6%	1.6%	2,300	+0.0%	$2.7M
SCHXSchwab Strategic Tr	1.5%	1.3%	86,754	+7.8%	$2.6M
VVisa Inc	1.4%	1.3%	6,715	+0.1%	$2.4M
DEDeere & Co	1.2%	1.1%	3,075	+0.0%	$2.1M
AMDAdvanced Micro Devices Inc	1.1%	1.0%	3,154	+0.0%	$1.9M
MAMastercard Incorporated	1.0%	0.9%	3,144	+0.1%	$1.7M
COSTCostco Wholesale Corporation	1.0%	1.0%	1,861	+0.1%	$1.7M
JPMJpmorgan Chase & Co	1.0%	0.9%	5,084	+0.0%	$1.7M
VOOVanguard Index Fds	1.0%	0.9%	2,370	+0.0%	$1.7M
IBKRInteractive Brokers Group in	0.9%	0.9%	18,193	-0.6%	$1.6M
XOMExxonmobil Holdings Corp	0.9%	—	9,473	—	$1.5M
KKRKkr & Co Inc	0.9%	0.9%	16,718	+0.1%	$1.5M
GVIPGoldman Sachs ETF Tr	0.9%	0.8%	8,686	+10.3%	$1.5M
HDHome Depot Inc	0.9%	1.0%	5,136	+0.0%	$1.5M
JNJJohnson & Johnson	0.9%	0.8%	5,477	+0.0%	$1.4M
ATLXAtlas Lithium Corp	0.8%	1.2%	558,718	+0.0%	$1.4M
CSCOCisco Sys Inc	0.8%	0.8%	12,310	-1.1%	$1.3M
IBMInternational Business Machs	0.7%	0.9%	5,705	-0.5%	$1.3M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.6%	1,596	+8.1%	$1.2M
DHRDanaher Corp Del	0.7%	0.6%	5,407	-0.7%	$1.2M
NOCNorthrop Grumman Corp	0.6%	0.6%	2,245	+0.0%	$1.1M
CVXChevron Corporation	0.6%	—	5,266	—	$1.1M
MRKMerck & Co Inc	0.6%	0.5%	7,397	+0.0%	$1.1M
VTIVanguard Index Fds	0.6%	0.7%	2,854	-11.6%	$1.1M
AMTAmerican Tower Corp	0.6%	0.6%	6,447	+0.3%	$1.1M
TDGTransdigm Group Inc	0.6%	0.7%	962	+5.5%	$1.0M
BKNGBooking Holdings Inc	0.6%	0.6%	5,950	+0.0%	$969K
PGProcter & Gamble Co	0.6%	0.6%	6,627	-0.7%	$963K
CRKComstock Res Inc	0.6%	0.6%	76,602	-0.3%	$944K
ITWIllinois Tool Wks Inc	0.6%	0.5%	3,596	+0.0%	$925K
PMPhilip Morris Intl Inc	0.5%	—	4,820	—	$920K
AVGOBroadcom Inc	0.5%	0.5%	2,593	+4.5%	$911K
TPLTexas Pacific Land Corporati	0.5%	0.7%	2,746	+0.0%	$895K
YUMYum Brands Inc	0.5%	0.6%	6,560	+0.0%	$894K
PEPPepsico Inc	0.5%	0.5%	6,980	+0.0%	$885K
CBChubb Limited	0.5%	0.5%	2,649	+0.0%	$862K
AZOAutozone Inc	0.5%	0.5%	300	+0.0%	$849K

What Cross Staff Investments Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GVIP Goldman Sachs ETF Tr+10.3% shares
SPY State Str Spdr S&p 500 ETF T+8.1% shares
SCHX Schwab Strategic Tr+7.8% shares
TDG Transdigm Group Inc+5.5% shares

Reduced

VTI Vanguard Index Fds-11.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.9% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$168.1M	130
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

Questions about Cross Staff Investments Inc's portfolio

What stocks does Cross Staff Investments Inc own?

Cross Staff Investments Inc's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 130 positions worth $168.1M. The largest are Profesionally Managed Portfo (AKRE) at 9.1%, Apple Inc (AAPL) at 9.0%, Berkshire Hathaway Inc Del (BRK-B) at 4.9%, Amazon Com Inc (AMZN) at 4.0% and Caterpillar Inc (CAT) at 3.2%.

What did Cross Staff Investments Inc buy last quarter?

In Q3 2026, Cross Staff Investments Inc added Goldman Sachs ETF Tr (GVIP) (+10.3% shares), State Str Spdr S&p 500 ETF T (SPY) (+8.1% shares) and Schwab Strategic Tr (SCHX) (+7.8% shares), compared with its Q2 2026 filing.

What did Cross Staff Investments Inc sell last quarter?

In Q3 2026, Cross Staff Investments Inc cut from its top 50 Dimensional ETF Trust (DFUV), cut from its top 50 Conocophillips (COP), cut from its top 50 Exxon Mobil Corp (XOM) and Vanguard Index Fds (VTI) (-11.6% shares), compared with its Q2 2026 filing.

How has Cross Staff Investments Inc's portfolio performed?

A portfolio copying Cross Staff Investments Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.9% against +20.1%. Over 5 years: +8.9% a year against +13.0%.

When is Cross Staff Investments Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cross Staff Investments Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cross Staff Investments Inc manage?

Cross Staff Investments Inc reported $443.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $168.1M.