Cross Staff Investments Inc
Long book
$197.4M
Q1 2026
Positions
128
Top-10 weight
52%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsCross Staff Investments Inc is a diversified fundamental manager, running a $197.4M US long book across 128 positions.
The portfolio is concentrated: the top 10 names carry 52% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, COSTCO WHOLESALE CORP, AKRE FOCUS ETF, APPLE INC, BERKSHIRE HATHAWAY INC-CL B.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+7.9%
Q3 2024
+3.6%
Q4 2024
-0.6%
Q1 2025
+5.9%
Q2 2025
+6.0%
Q3 2025
+1.9%
Q4 2025
-3.1%
Q1 2026
+8.7%
Sector allocation
Technology 37%
Consumer discretionary 19%
Financials 14%
Industrials 8%
Healthcare 4%
Energy 4%
Utilities 4%
Services media 4%
Long book by quarter
What does Cross Staff own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 15.5K | $27.1M | 13.7% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.9K | $18.5M | 9.4% | Held |
| AAPL APPLE INC | Technology | 46.1K | $11.7M | 5.9% | +0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 16.4K | $7.9M | 4.0% | +1.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 26.9K | $5.6M | 2.8% | Held |
| CAT CATERPILLAR INC | Industrials | 6.8K | $4.8M | 2.4% | -4.0% |
| BX BLACKSTONE INC | Financials | 37.0K | $4.3M | 2.2% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 14.5K | $4.2M | 2.1% | -2.0% |
| MSFT MICROSOFT CORP | Technology | 9.7K | $3.6M | 1.8% | +2.2% |
| LNG CHENIERE ENERGY INC | Utilities | 11.5K | $3.3M | 1.7% | +0.9% |
| GOOG ALPHABET INC-CL C | Technology | 11.1K | $3.2M | 1.6% | Held |
| ATLX ATLAS LITHIUM INC | Materials | 558.7K | $2.4M | 1.2% | +0.7% |
| LLY ELI LILLY & CO | Healthcare | 2.3K | $2.1M | 1.1% | -8.9% |
| V VISA INC-CLASS A SHARES | Services media | 6.8K | $2.1M | 1.0% | +1.8% |
| HD HOME DEPOT INC | Consumer discretionary | 5.5K | $1.8M | 0.9% | -3.1% |
| DE DEERE & CO | Industrials | 3.1K | $1.7M | 0.9% | Held |
| XOM EXXON MOBIL CORP | Energy | 9.8K | $1.7M | 0.8% | 0.0% |
| CRK COMSTOCK RESOURCES INC | Energy | 77.0K | $1.6M | 0.8% | Held |
| MA MASTERCARD INC - A | Services media | 3.1K | $1.6M | 0.8% | +3.0% |
| KKR KKR & CO INC | Financials | 16.9K | $1.6M | 0.8% | -2.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.3K | $1.5M | 0.8% | -7.8% |
| NOC NORTHROP GRUMMAN CORP | Technology | 2.2K | $1.5M | 0.8% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 5.1K | $1.5M | 0.8% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 5.7K | $1.4M | 0.7% | Held |
| TPL TEXAS PACIFIC LAND CORP | Financials | 2.7K | $1.3M | 0.7% | +6.8% |
| IBKR INTERACTIVE BROKERS GRO-CL A | Financials | 18.3K | $1.2M | 0.6% | +4.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 7.6K | $1.1M | 0.6% | -3.2% |
| CVX CHEVRON CORP | Energy | 5.3K | $1.1M | 0.6% | Held |
| PEP PEPSICO INC | Consumer staples | 7.0K | $1.1M | 0.5% | Held |
| TDG TRANSDIGM GROUP INC | Industrials | 912 | $1.1M | 0.5% | Held |
| DHR DANAHER CORP | Technology | 5.4K | $1.0M | 0.5% | 0.0% |
| YUM YUM! BRANDS INC | Consumer discretionary | 6.6K | $1.0M | 0.5% | Held |
| AZO AUTOZONE INC | Consumer discretionary | 300 | $1.0M | 0.5% | Held |
| BKNG BOOKING HOLDINGS INC | Industrials | 238 | $1.0M | 0.5% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 12.8K | $995K | 0.5% | -1.0% |
| STZ CONSTELLATION BRANDS INC-A | Consumer staples | 6.5K | $969K | 0.5% | Held |
| ITW ILLINOIS TOOL WORKS | Industrials | 3.6K | $936K | 0.5% | Held |
| WMT WALMART INC | Consumer discretionary | 7.2K | $899K | 0.5% | Held |
| MRK MERCK & CO. INC. | Healthcare | 7.4K | $890K | 0.5% | Held |
| AVGO BROADCOM INC | Technology | 2.8K | $869K | 0.4% | +3.7% |
| CB CHUBB LTD | Financials | 2.6K | $863K | 0.4% | Held |
| DUK DUKE ENERGY CORP | Utilities | 6.4K | $844K | 0.4% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 5.0K | $825K | 0.4% | -5.5% |
| BRO BROWN & BROWN INC | Financials | 12.1K | $788K | 0.4% | +0.7% |
| ED CONSOLIDATED EDISON INC | Utilities | 6.9K | $781K | 0.4% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 9.5K | $725K | 0.4% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 3.2K | $724K | 0.4% | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.4% | Held |
| AFL AFLAC INC | Financials | 6.2K | $680K | 0.3% | Held |
| MKL MARKEL GROUP INC | Financials | 350 | $670K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 128 | $197.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 27, 2026 | 132 | $181.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 126 | $143.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 128 | $134.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 122 | $132.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 122 | $143.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 127 | $129.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 120 | $120.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 121 | $118.8M | canonical | SEC ↗ |
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