Portfolio (Quarterly)
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Cross Staff Investments Inc
· CIK 0001900406| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ED | CONSOLIDATED EDISON INC | Utilities | 6,898.0 | $685K | 0.38% | NEW | — | $99.32 | +13.1% |
| 62 | AFL | AFLAC INC | Financial Services | 6,200.0 | $684K | 0.38% | NEW | — | $110.27 | +13.1% |
| 63 | AMD | ADVANCED MICRO DEVIC | Technology | 3,154.0 | $675K | 0.37% | NEW | — | $214.16 | +131.5% |
| 64 | KO | THE COCA-COLA CO | Consumer Defensive | 9,534.0 | $667K | 0.37% | NEW | — | $69.91 | +16.7% |
| 65 | XMPT | VANECK CEF MUNI INCOME ETF | — | 30,000.0 | $656K | 0.36% | NEW | — | $21.88 | +0.8% |
| 66 | XYL | XYLEM INC | Industrials | 4,800.0 | $654K | 0.36% | NEW | — | $136.18 | -9.8% |
| 67 | MMM | 3M CO | Industrials | 4,078.0 | $653K | 0.36% | NEW | — | $160.10 | -0.2% |
| 68 | VRSN | VERISIGN INC | Technology | 2,671.0 | $649K | 0.36% | NEW | — | $242.94 | +14.3% |
| 69 | HON | HONEYWELL INTL INC | Industrials | 3,202.0 | $625K | 0.34% | NEW | — | $195.09 | +15.3% |
| 70 | MCO | MOODYS CORP | Financial Services | 1,212.0 | $619K | 0.34% | NEW | — | $510.85 | -0.0% |
| 71 | MO | ALTRIA GROUP INC | Consumer Defensive | 10,676.0 | $616K | 0.34% | NEW | — | $57.66 | +28.7% |
| 72 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | Technology | 3,300.0 | $587K | 0.32% | NEW | — | $177.75 | -25.5% |
| 73 | NOW | SERVICENOW INC | Technology | 3,750.0 | $574K | 0.32% | NEW | — | $153.19 | -32.6% |
| 74 | VPU | VANGUARD UTILITIES ETF | — | 3,066.0 | $567K | 0.31% | NEW | — | $185.04 | +5.5% |
| 75 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 20,065.0 | $550K | 0.30% | NEW | — | $27.43 | +20.0% |
| 76 | ORLY | O REILLY AUTOMOTIVE INC | Consumer Cyclical | 6,000.0 | $547K | 0.30% | NEW | — | $91.21 | -5.7% |
| 77 | MIRA | MIRA PHARMACEUTICALS INC | Healthcare | 359,401.0 | $543K | 0.30% | NEW | — | $1.51 | -36.4% |
| 78 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 936.0 | $530K | 0.29% | NEW | — | $566.36 | -39.0% |
| 79 | SO | SOUTHERN CO | Utilities | 5,835.0 | $509K | 0.28% | NEW | — | $87.20 | +9.3% |
| 80 | SPY | SPDR S&P 500 ETF | Financial Services | 745.0 | $508K | 0.28% | NEW | — | $681.92 | +9.0% |
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%