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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 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES I Technology 3,154.0 $1.8M 1.03% $580.91 -12.9%
22 HD HOME DEPOT INC Consumer Cyclical 5,136.0 $1.8M 1.02% -353.0 -6.4% $352.68 -4.2%
23 COST COSTCO WHSL CORP NEW Consumer Defensive 1,860.0 $1.7M 0.98% $935.66 +1.9%
24 JPM JPMORGAN CHASE & CO Financial Services 5,084.0 $1.7M 0.94% +26.0 +0.5% $327.33 +10.3%
25 VOO VANGUARD S&P 500 ETF 2,370.0 $1.6M 0.92% +50.0 +2.2% $686.81 +3.4%
26 MA MASTERCARD INC CLASS A Financial Services 3,141.0 $1.6M 0.91% $513.65 +9.5%
27 IBM IBM CORP Technology 5,732.0 $1.6M 0.91% $281.21 -18.6%
28 IBKR INTERACTIVE BROKERS GROUCLASS A Financial Services 18,311.0 $1.6M 0.90% $87.04 +8.4%
29 KKR KKR & CO INC Financial Services 16,706.0 $1.5M 0.86% -170.0 -1.0% $91.78 +18.6%
30 GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 7,878.0 $1.5M 0.84% +40.0 +0.5% $188.71 -5.4%
31 CSCO CISCO SYS INC Technology 12,447.0 $1.5M 0.82% -381.0 -3.0% $117.46 -3.9%
32 JNJ JOHNSON & JOHNSON Healthcare 5,477.0 $1.4M 0.78% -846.0 -13.4% $253.97 +3.3%
33 XOM EXXON MOBIL CORP Energy 9,791.0 $1.3M 0.75% $136.72 +18.1%
34 TDG TRANSDIGM GROUP INC Industrials 912.0 $1.2M 0.68% $1332.04 -7.1%
35 TPL TEXAS PACIFIC LAND C Energy 2,746.0 $1.2M 0.68% $437.58 -17.5%
36 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 3,228.0 $1.2M 0.67% -1K -29.7% $370.01 +3.3%
37 CRK COMSTOCK RES INC Energy 76,802.0 $1.1M 0.65% $14.92 -9.2%
38 NOC NORTHROP GRUMMAN CORP Industrials 2,245.0 $1.1M 0.64% $509.31 +12.0%
39 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 1,477.0 $1.1M 0.62% +307.0 +26.2% $746.77 +3.5%
40 BKNG BOOKING HLDGS INC Consumer Cyclical 5,950.0 $1.1M 0.60% +6K +2400.0% $178.24 +14.9%
Page 2 of 7  ·  133 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%