Portfolio (Quarterly)
Guide ↗
Cross Staff Investments Inc
· CIK 0001900406| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CSCO | CISCO SYS INC | Technology | 12,959.0 | $998K | 0.55% | NEW | — | $77.03 | +55.5% |
| 42 | YUM | YUM BRANDS INC | Consumer Cyclical | 6,560.0 | $992K | 0.55% | NEW | — | $151.28 | +0.8% |
| 43 | FICO | FAIR ISAAC CORP | Technology | 570.0 | $964K | 0.53% | NEW | — | $1690.62 | -24.9% |
| 44 | BRO | BROWN & BROWN INC | Financial Services | 12,000.0 | $956K | 0.53% | NEW | — | $79.70 | -28.4% |
| 45 | AVGO | BROADCOM INC | Technology | 2,705.0 | $936K | 0.52% | NEW | — | $346.10 | +21.5% |
| 46 | STZ | CONSTELLATION BRANDS INCCLASS CLASS A | Consumer Defensive | 6,459.0 | $891K | 0.49% | NEW | — | $137.96 | +7.7% |
| 47 | ITW | ILLINOIS TOOL WKS INC | Industrials | 3,596.0 | $886K | 0.49% | NEW | — | $246.30 | +2.2% |
| 48 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 5,280.0 | $847K | 0.47% | NEW | — | $160.39 | +13.3% |
| 49 | CB | CHUBB LTD F | Financial Services | 2,649.0 | $827K | 0.46% | NEW | — | $312.12 | +3.1% |
| 50 | CVX | CHEVRON CORP NEW | Energy | 5,313.0 | $810K | 0.45% | NEW | — | $152.42 | +19.9% |
| 51 | WMT | WALMART INC | Consumer Defensive | 7,235.0 | $806K | 0.44% | NEW | — | $111.42 | +6.6% |
| 52 | NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | — | 7,595.0 | $790K | 0.43% | NEW | — | $104.08 | +3.9% |
| 53 | MRK | MERCK & CO INC | Healthcare | 7,397.0 | $779K | 0.43% | NEW | — | $105.26 | +14.7% |
| 54 | DUK | DUKE ENERGY CORP NEW | Utilities | 6,449.0 | $756K | 0.42% | NEW | — | $117.21 | +7.0% |
| 55 | — | BERKSHIRE HATHAWAY INC DCLASS A | — | 1.0 | $755K | 0.42% | NEW | — | $754800.00 | — |
| 56 | MKL | MARKEL GROUP INC | Financial Services | 350.0 | $752K | 0.41% | NEW | — | $2149.65 | -13.5% |
| 57 | PAYX | PAYCHEX INC | Industrials | 6,623.0 | $743K | 0.41% | NEW | — | $112.19 | -16.0% |
| 58 | TPL | TEXAS PACIFIC LAND C | Energy | 2,570.0 | $738K | 0.41% | NEW | — | $287.23 | +41.5% |
| 59 | COF | CAPITAL ONE FINL CORP | Financial Services | 3,000.0 | $727K | 0.40% | NEW | — | $242.36 | -22.0% |
| 60 | DFUS | DIMENSIONAL US EQUITY MARKET ETF | — | 9,576.0 | $710K | 0.39% | NEW | — | $74.17 | +10.3% |
① 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%