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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 6,200.0 $727K 0.41% $117.25 +3.2%
62 MO ALTRIA GROUP INC Consumer Defensive 9,911.0 $713K 0.40% -60.0 -0.6% $71.95 -11.1%
63 ED CONSOLIDATED EDISON INC Utilities 6,398.0 $708K 0.40% -500.0 -7.2% $110.63 -1.5%
64 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 21,693.0 $688K 0.39% +2K +11.4% $31.71 +8.1%
65 MKL MARKEL GROUP INC Financial Services 350.0 $684K 0.39% $1953.01 -7.9%
66 FICO FAIR ISAAC CORP Technology 570.0 $681K 0.38% $1194.78 -10.9%
67 VRSN VERISIGN INC Technology 2,672.0 $672K 0.38% $251.51 +8.5%
68 XMPT VANECK CEF MUNICIPAL INCOME ETF 30,000.0 $670K 0.38% $22.34 -3.1%
69 MU MICRON TECHNOLOGY INC Technology 567.0 $654K 0.37% NEW $1154.29 -12.3%
70 MMM 3M CO Industrials 3,888.0 $630K 0.35% $161.91 +11.3%
71 PAYX PAYCHEX INC Industrials 6,350.0 $624K 0.35% -274.0 -4.1% $98.33 +20.6%
72 LYV LIVE NATION ENTMT INC Communication Services 3,400.0 $623K 0.35% $183.11 +0.7%
73 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 4,751.0 $621K 0.35% +75.0 +1.6% $130.61 +15.6%
74 COF CAPITAL ONE FINL CORP Financial Services 3,000.0 $602K 0.34% $200.62 +10.4%
75 XYL XYLEM INC Industrials 4,800.0 $567K 0.32% $118.21 -0.6%
76 SO SOUTHERN CO Utilities 5,835.0 $558K 0.31% $95.71 -3.6%
77 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 6,000.0 $553K 0.31% $92.09 -2.0%
78 MCO MOODYS CORP Financial Services 1,213.0 $549K 0.31% $452.81 +5.4%
79 DFAS DIMENSIONAL U.S. SMALL CAP ETF 6,500.0 $535K 0.30% $82.34 +2.2%
80 SRE SEMPRA Utilities 5,600.0 $519K 0.29% $92.71 -7.3%
Page 4 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%