Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Akre Focus ETFAKRE FOCUS ETF | AKRE FOCUS ETF | $15.5M | 8.7% |
| Apple Inc.COM | COM | $13.4M | 7.5% |
| Berkshire Hathaway Class BCL B NEW | CL B NEW | $8.28M | 4.7% |
| Caterpillar Inc.COM | COM | $7.22M | 4.1% |
| Amazon.com Inc.COM | COM | $6.42M | 3.6% |
| Dimensional US Marketwide Value ETFUS CORE EQT MKT | US CORE EQT MKT | $5.72M | 3.2% |
| Alphabet Inc. Class ACAP STK CL A | CAP STK CL A | $4.89M | 2.8% |
| Blackstone Inc.COM | COM | $4.34M | 2.4% |
| ConocophillipsCOM | COM | $4.14M | 2.3% |
| Alphabet Inc. Class CCAP STK CL C | CAP STK CL C | $3.74M | 2.1% |
| Schwab U.S. Broad MarketetfUS BRD MKT ETF | US BRD MKT ETF | $3.73M | 2.1% |
| Microsoft Corp.COM | COM | $3.64M | 2.1% |
| Nvidia Corp.COM | COM | $3.11M | 1.7% |
| Cheniere Energy Inc.COM NEW | COM NEW | $2.82M | 1.6% |
| Eli Lilly And COCOM | COM | $2.76M | 1.6% |
| Vaneck Morningstar Wide Moat ETFMRNGSTR WDE MOAT | MRNGSTR WDE MOAT | $2.62M | 1.5% |
| Schwab U.S. Large-cap ETFUS LRG CAP ETF | US LRG CAP ETF | $2.37M | 1.3% |
| Visa Inc. Class ACOM CL A | COM CL A | $2.3M | 1.3% |
| Atlas Lithium Corp.COM NEW | COM NEW | $2.06M | 1.2% |
| Deere & COCOM | COM | $1.95M | 1.1% |
| Advanced Micro Devices ICOM | COM | $1.83M | 1.0% |
| Home Depot Inc.COM | COM | $1.81M | 1.0% |
| Costco Whsl Corp. NewCOM | COM | $1.74M | 1.0% |
| JPMORGAN Chase & COCOM | COM | $1.66M | 0.9% |
| Vanguard S&P 500 ETFS&P 500 ETF SHS | S&P 500 ETF SHS | $1.63M | 0.9% |
| Mastercard Inc. Class ACL A | CL A | $1.61M | 0.9% |
| IBM Corp.COM | COM | $1.61M | 0.9% |
| Interactive Brokers Grouclass ACOM CL A | COM CL A | $1.59M | 0.9% |
| KKR & CO Inc.COM | COM | $1.53M | 0.9% |
| Goldman Sachs Hedge Industry Vip ETFHEDGE IND ETF | HEDGE IND ETF | $1.49M | 0.8% |
| Cisco Sys Inc.COM | COM | $1.46M | 0.8% |
| Johnson & JohnsonCOM | COM | $1.39M | 0.8% |
| Exxon Mobil Corp.COM | COM | $1.34M | 0.8% |
| Transdigm Group Inc.COM | COM | $1.21M | 0.7% |
| Texas Pacific Land CCOM | COM | $1.2M | 0.7% |
| Vanguard Total Stock Market Index Fund ETF SharesTOTAL STK MKT | TOTAL STK MKT | $1.19M | 0.7% |
| Comstock Res Inc.COM | COM | $1.15M | 0.6% |
| Northrop Grumman Corp.COM | COM | $1.14M | 0.6% |
| State Street SPDR S&P 500 ETF TrustTR UNIT | TR UNIT | $1.1M | 0.6% |
| Booking Hldgs Inc.COM | COM | $1.06M | 0.6% |
| American Tower Corp. New REITCOM | COM | $1.05M | 0.6% |
| Yum Brands Inc.COM | COM | $1.05M | 0.6% |
| Danaher Corp.COM | COM | $1.04M | 0.6% |
| Procter & Gamble COCOM | COM | $979K | 0.6% |
| Illinois Tool Wks Inc.COM | COM | $973K | 0.5% |
| Autozone Inc.COM | COM | $959K | 0.5% |
| Merck & Co. Inc..COM | COM | $951K | 0.5% |
| Pepsico Inc.COM | COM | $945K | 0.5% |
| Broadcom Inc.COM | COM | $937K | 0.5% |
| Chubb Ltd FCOM | COM | $903K | 0.5% |
Akre Focus ETFAKRE FOCUS ETF$15.5M
- Class
- AKRE FOCUS ETF
- Share
- 8.7%
Apple Inc.COM$13.4M
- Class
- COM
- Share
- 7.5%
Berkshire Hathaway Class BCL B NEW$8.28M
- Class
- CL B NEW
- Share
- 4.7%
Caterpillar Inc.COM$7.22M
- Class
- COM
- Share
- 4.1%
Amazon.com Inc.COM$6.42M
- Class
- COM
- Share
- 3.6%
Dimensional US Marketwide Value ETFUS CORE EQT MKT$5.72M
- Class
- US CORE EQT MKT
- Share
- 3.2%
Alphabet Inc. Class ACAP STK CL A$4.89M
- Class
- CAP STK CL A
- Share
- 2.8%
Blackstone Inc.COM$4.34M
- Class
- COM
- Share
- 2.4%
ConocophillipsCOM$4.14M
- Class
- COM
- Share
- 2.3%
Alphabet Inc. Class CCAP STK CL C$3.74M
- Class
- CAP STK CL C
- Share
- 2.1%
Schwab U.S. Broad MarketetfUS BRD MKT ETF$3.73M
- Class
- US BRD MKT ETF
- Share
- 2.1%
Microsoft Corp.COM$3.64M
- Class
- COM
- Share
- 2.1%
Nvidia Corp.COM$3.11M
- Class
- COM
- Share
- 1.7%
Cheniere Energy Inc.COM NEW$2.82M
- Class
- COM NEW
- Share
- 1.6%
Eli Lilly And COCOM$2.76M
- Class
- COM
- Share
- 1.6%
Vaneck Morningstar Wide Moat ETFMRNGSTR WDE MOAT$2.62M
- Class
- MRNGSTR WDE MOAT
- Share
- 1.5%
Schwab U.S. Large-cap ETFUS LRG CAP ETF$2.37M
- Class
- US LRG CAP ETF
- Share
- 1.3%
Visa Inc. Class ACOM CL A$2.3M
- Class
- COM CL A
- Share
- 1.3%
Atlas Lithium Corp.COM NEW$2.06M
- Class
- COM NEW
- Share
- 1.2%
Deere & COCOM$1.95M
- Class
- COM
- Share
- 1.1%
Advanced Micro Devices ICOM$1.83M
- Class
- COM
- Share
- 1.0%
Home Depot Inc.COM$1.81M
- Class
- COM
- Share
- 1.0%
Costco Whsl Corp. NewCOM$1.74M
- Class
- COM
- Share
- 1.0%
JPMORGAN Chase & COCOM$1.66M
- Class
- COM
- Share
- 0.9%
Vanguard S&P 500 ETFS&P 500 ETF SHS$1.63M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
Mastercard Inc. Class ACL A$1.61M
- Class
- CL A
- Share
- 0.9%
IBM Corp.COM$1.61M
- Class
- COM
- Share
- 0.9%
Interactive Brokers Grouclass ACOM CL A$1.59M
- Class
- COM CL A
- Share
- 0.9%
KKR & CO Inc.COM$1.53M
- Class
- COM
- Share
- 0.9%
Goldman Sachs Hedge Industry Vip ETFHEDGE IND ETF$1.49M
- Class
- HEDGE IND ETF
- Share
- 0.8%
Cisco Sys Inc.COM$1.46M
- Class
- COM
- Share
- 0.8%
Johnson & JohnsonCOM$1.39M
- Class
- COM
- Share
- 0.8%
Exxon Mobil Corp.COM$1.34M
- Class
- COM
- Share
- 0.8%
Transdigm Group Inc.COM$1.21M
- Class
- COM
- Share
- 0.7%
Texas Pacific Land CCOM$1.2M
- Class
- COM
- Share
- 0.7%
Vanguard Total Stock Market Index Fund ETF SharesTOTAL STK MKT$1.19M
- Class
- TOTAL STK MKT
- Share
- 0.7%
Comstock Res Inc.COM$1.15M
- Class
- COM
- Share
- 0.6%
Northrop Grumman Corp.COM$1.14M
- Class
- COM
- Share
- 0.6%
State Street SPDR S&P 500 ETF TrustTR UNIT$1.1M
- Class
- TR UNIT
- Share
- 0.6%
Booking Hldgs Inc.COM$1.06M
- Class
- COM
- Share
- 0.6%
American Tower Corp. New REITCOM$1.05M
- Class
- COM
- Share
- 0.6%
Yum Brands Inc.COM$1.05M
- Class
- COM
- Share
- 0.6%
Danaher Corp.COM$1.04M
- Class
- COM
- Share
- 0.6%
Procter & Gamble COCOM$979K
- Class
- COM
- Share
- 0.6%
Illinois Tool Wks Inc.COM$973K
- Class
- COM
- Share
- 0.5%
Autozone Inc.COM$959K
- Class
- COM
- Share
- 0.5%
Merck & Co. Inc..COM$951K
- Class
- COM
- Share
- 0.5%
Pepsico Inc.COM$945K
- Class
- COM
- Share
- 0.5%
Broadcom Inc.COM$937K
- Class
- COM
- Share
- 0.5%
Chubb Ltd FCOM$903K
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 133 positions by value, with holdings of the same security combined. The 133 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1900406
- File number
- 028-21620
- Options
- 0 call, 0 put
- In the 25 largest
- 61.7%
- Prior quarter
- $197M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 4
Common questions
What are Cross Staff Investments’ 13F holdings worth?
$178 million across 133 positions for the quarter ended 30 June 2026.
What is Cross Staff Investments’ largest 13F holding?
AKRE FOCUS ETF (AKRE FOCUS ETF) was the largest position at $15.5 million, or 8.7% of reported 13F value, as of 30 June 2026.
How concentrated is Cross Staff Investments’ 13F portfolio?
The ten largest positions accounted for 41.4% of reported value and the twenty-five largest for 61.7%, across 133 positions as of 30 June 2026.
Does Form 13F show everything Cross Staff Investments manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cross Staff Investments file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.