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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 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKL MARKEL GROUP INC Financial Services 350.0 $670K 0.34% $1914.07 -2.9%
62 VRSN VERISIGN INC Technology 2,671.0 $663K 0.34% $248.38 +19.8%
63 MO ALTRIA GROUP INC Consumer Defensive 9,971.0 $658K 0.33% -705.0 -6.6% $65.99 +9.7%
64 XMPT VANECK CEF MUNICIPAL INCOME ETF 30,000.0 $645K 0.33% $21.50 +1.5%
65 AMD ADVANCED MICRO DEVIC Technology 3,154.0 $642K 0.33% $203.43 +143.3%
66 PAYX PAYCHEX INC Industrials 6,624.0 $610K 0.31% $92.12 +2.3%
67 FICO FAIR ISAAC CORP Technology 570.0 $608K 0.31% $1067.54 +19.2%
68 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 19,475.0 $597K 0.30% -590.0 -2.9% $30.68 +6.2%
69 XYL XYLEM INC Industrials 4,800.0 $574K 0.29% $119.50 -7.5%
70 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 4,676.0 $567K 0.29% $121.20 +6.4%
71 MMM 3M CO Industrials 3,888.0 $565K 0.29% -190.0 -4.7% $145.23 +7.4%
72 SO SOUTHERN CO Utilities 5,835.0 $563K 0.28% $96.52 -2.8%
73 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 6,000.0 $554K 0.28% $92.31 -3.9%
74 COF CAPITAL ONE FINL CORP Financial Services 3,000.0 $547K 0.28% $182.43 +3.7%
75 SRE SEMPRA Utilities 5,600.0 $544K 0.28% $97.17 -6.1%
76 MCO MOODYS CORP Financial Services 1,212.0 $529K 0.27% $436.38 +3.1%
77 COP CONOCOPHILLIPS Energy 3,978.0 $525K 0.27% $132.00 -12.2%
78 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 2,641.0 $523K 0.27% -425.0 -13.9% $198.14 -1.2%
79 LYV LIVE NATION ENTMT INC Communication Services 3,400.0 $519K 0.26% $152.51 +10.0%
80 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 10,391.0 $504K 0.26% $48.46 +10.6%
Page 4 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%