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Portfolio (Quarterly) Guide ↗

Cross Staff Investments Inc

· CIK 0001900406
13F Portfolio $197M AUM 128 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 18 Added 19 Reduced 9 Exited
Page 2 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 9,791.0 $1.7M 0.84% $169.66 -12.7%
22 CRK COMSTOCK RES INC Energy 77,002.0 $1.6M 0.82% $21.08 -37.4%
23 MA MASTERCARD INC CLASS CLASS A Financial Services 3,139.0 $1.6M 0.79% +92.0 +3.0% $499.62 -0.9%
24 KKR KKR & CO INC Financial Services 16,876.0 $1.6M 0.79% -361.0 -2.1% $92.50 +1.9%
25 JNJ JOHNSON & JOHNSON Healthcare 6,323.0 $1.5M 0.78% -534.0 -7.8% $244.44 -5.1%
26 NOC NORTHROP GRUMMAN CORP Industrials 2,245.0 $1.5M 0.78% $682.24 -19.1%
27 JPM JPMORGAN CHASE & CO Financial Services 5,058.0 $1.5M 0.75% $294.16 +1.5%
28 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 4,590.0 $1.5M 0.75% +134.0 +3.0% $320.81 +15.1%
29 VOO VANGUARD S&P 500 ETF 2,320.0 $1.4M 0.70% $597.55 +15.4%
30 IBM IBM CORP Technology 5,705.0 $1.4M 0.70% $242.39 +4.9%
31 TPL TEXAS PACIFIC LAND C Energy 2,745.0 $1.3M 0.66% +175.0 +6.8% $474.57 -14.1%
32 IBKR INTERACTIVE BROKERS GROUCLASS CLASS A Financial Services 18,308.0 $1.2M 0.62% +702.0 +4.0% $67.07 +20.2%
33 GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 7,838.0 $1.1M 0.58% $145.73 +21.9%
34 AMT AMERICAN TOWER CORP NEW REIT Real Estate 6,602.0 $1.1M 0.58% $172.58 +8.4%
35 PG PROCTER & GAMBLE CO Consumer Defensive 7,619.0 $1.1M 0.56% -249.0 -3.2% $144.43 +2.2%
36 CVX CHEVRON CORP NEW Energy 5,313.0 $1.1M 0.56% $206.91 -11.7%
37 PEP PEPSICO INC Consumer Defensive 6,980.0 $1.1M 0.55% $155.29 -4.6%
38 TDG TRANSDIGM GROUP INC Industrials 912.0 $1.1M 0.54% $1158.96 +7.2%
39 DHR DANAHER CORP Healthcare 5,444.0 $1.0M 0.52% $189.61 -9.0%
40 YUM YUM BRANDS INC Consumer Cyclical 6,560.0 $1.0M 0.52% $155.48 -0.8%
Page 2 of 7  ·  128 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 32.0%
Consumer Defensive 16.9%
Financial Services 11.8%
Industrials 9.5%
Consumer Cyclical 7.3%
Energy 7.1%
Communication Services 6.0%
Healthcare 4.8%
Utilities 1.8%
Basic Materials 1.7%