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Portfolio (Quarterly) Guide ↗

Cross Staff Investments Inc

· CIK 0001900406
13F Portfolio $182M AUM Filed Feb 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 5,664.0 $1.9M 1.07% NEW $344.07 -7.7%
22 CRK COMSTOCK RES INC Energy 77,002.0 $1.8M 0.98% NEW $23.18 -42.7%
23 MA MASTERCARD INC CLASS CLASS A Financial Services 3,047.0 $1.7M 0.96% NEW $570.80 -13.3%
24 IBM IBM CORP Technology 5,705.0 $1.7M 0.93% NEW $296.21 -13.5%
25 JPM JPMORGAN CHASE & CO Financial Services 5,058.0 $1.6M 0.90% NEW $322.22 -7.2%
26 VTI VANGUARD TOTAL STOCK MARKET ETF 4,456.0 $1.5M 0.82% NEW $335.28 +10.2%
27 VOO VANGUARD S&P 500 ETF 2,320.0 $1.5M 0.80% NEW $627.13 +10.0%
28 DE DEERE & CO Industrials 3,075.0 $1.4M 0.79% NEW $465.57 +13.3%
29 JNJ JOHNSON & JOHNSON Healthcare 6,857.0 $1.4M 0.78% NEW $206.95 +12.2%
30 NOC NORTHROP GRUMMAN CORP Industrials 2,245.0 $1.3M 0.70% NEW $570.21 -3.0%
31 BKNG BOOKING HLDGS INC Consumer Cyclical 238.0 $1.3M 0.70% NEW $5355.33 -96.9%
32 DHR DANAHER CORP Healthcare 5,443.0 $1.2M 0.69% NEW $228.92 -24.4%
33 TDG TRANSDIGM GROUP INC Industrials 912.0 $1.2M 0.67% NEW $1329.85 -6.5%
34 GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 7,826.0 $1.2M 0.67% NEW $154.91 +15.2%
35 XOM EXXON MOBIL CORP Energy 9,790.0 $1.2M 0.65% NEW $120.34 +23.3%
36 AMT AMERICAN TOWER CORP NEW REIT Real Estate 6,590.0 $1.2M 0.64% NEW $175.58 +6.3%
37 IBKR INTERACTIVE BROKERS GROUCLASS CLASS A Financial Services 17,606.0 $1.1M 0.62% NEW $64.31 +25.6%
38 PG PROCTER & GAMBLE CO Consumer Defensive 7,868.0 $1.1M 0.62% NEW $143.31 +3.0%
39 AZO AUTOZONE INC Consumer Cyclical 300.0 $1.0M 0.56% NEW $3391.50 -11.2%
40 PEP PEPSICO INC Consumer Defensive 6,980.0 $1.0M 0.55% NEW $143.52 +3.1%
Page 2 of 7  ·  132 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 21.0%
Consumer Defensive 17.4%
Financial Services 15.8%
Industrials 11.6%
Consumer Cyclical 9.5%
Communication Services 7.6%
Healthcare 6.2%
Energy 5.9%
Basic Materials 1.9%
Utilities 1.8%