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Portfolio (Quarterly) Guide ↗

Cross Staff Investments Inc

· CIK 0001900406
13F Portfolio $178M AUM 133 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 20 Added 21 Reduced 4 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC CLASS A Communication Services 13,687.0 $4.9M 2.75% -858.0 -5.9% $357.37 -3.7%
2 GOOG ALPHABET INC CLASS C Communication Services 10,582.0 $3.7M 2.10% -534.0 -4.8% $353.31 -3.4%
3 V VISA INC CLASS A Financial Services 6,711.0 $2.3M 1.30% -116.0 -1.7% $343.09 +4.6%
4 HD HOME DEPOT INC Consumer Cyclical 5,136.0 $1.8M 1.02% -353.0 -6.4% $352.68 -4.2%
5 KKR KKR & CO INC Financial Services 16,706.0 $1.5M 0.86% -170.0 -1.0% $91.78 +18.6%
6 CSCO CISCO SYS INC Technology 12,447.0 $1.5M 0.82% -381.0 -3.0% $117.46 -3.9%
7 JNJ JOHNSON & JOHNSON Healthcare 5,477.0 $1.4M 0.78% -846.0 -13.4% $253.97 +3.3%
8 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 3,228.0 $1.2M 0.67% -1K -29.7% $370.01 +3.3%
9 AMT AMERICAN TOWER CORP NEW REIT Real Estate 6,427.0 $1.1M 0.59% -175.0 -2.6% $163.58 +5.3%
10 PG PROCTER & GAMBLE CO Consumer Defensive 6,676.0 $979K 0.55% -943.0 -12.4% $146.65 -2.4%
11 AVGO BROADCOM INC Technology 2,481.0 $937K 0.53% -325.0 -11.6% $377.79 +3.9%
12 STZ CONSTELLATION BRANDS INCCLASS A Consumer Defensive 6,422.0 $893K 0.50% -37.0 -0.6% $139.09 -6.1%
13 PM PHILIP MORRIS INTL INC Consumer Defensive 4,920.0 $890K 0.50% -72.0 -1.4% $180.89 +2.0%
14 DUK DUKE ENERGY CORP NEW Utilities 5,886.0 $745K 0.42% -563.0 -8.7% $126.58 -2.4%
15 MO ALTRIA GROUP INC Consumer Defensive 9,911.0 $713K 0.40% -60.0 -0.6% $71.95 -11.1%
16 ED CONSOLIDATED EDISON INC Utilities 6,398.0 $708K 0.40% -500.0 -7.2% $110.63 -1.5%
17 PAYX PAYCHEX INC Industrials 6,350.0 $624K 0.35% -274.0 -4.1% $98.33 +20.6%
18 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 7,394.0 $375K 0.21% -2K -22.1% $50.66 -0.2%
19 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 6,317.0 $365K 0.21% -84.0 -1.3% $57.84 +7.5%
20 O REALTY INCOME CORP REIT Real Estate 5,286.0 $328K 0.18% -45.0 -0.8% $61.96 +0.7%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Financial Services 15.8%
Industrials 13.1%
Energy 10.0%
Consumer Cyclical 9.6%
Communication Services 8.4%
Consumer Defensive 7.3%
Healthcare 6.1%
Utilities 2.0%
Basic Materials 1.8%