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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | LHX | L3HARRIS TECHNOLOGIES IN | Industrials | 1,432.0 | $494K | 0.25% | — | — | $345.15 | -10.1% |
| 82 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | Technology | 3,300.0 | $483K | 0.24% | — | — | $146.28 | -9.0% |
| 83 | NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | — | 9,485.0 | $482K | 0.24% | — | — | $50.84 | -0.2% |
| 84 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | — | 6,500.0 | $462K | 0.23% | — | — | $71.13 | +10.7% |
| 85 | BN | BROOKFIELD CORP FCLASS A | Financial Services | 10,935.0 | $443K | 0.22% | — | — | $40.47 | +13.0% |
| 86 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 936.0 | $431K | 0.22% | — | — | $460.99 | -9.2% |
| 87 | PSX | PHILLIPS 66 | Energy | 2,363.0 | $430K | 0.22% | — | — | $182.18 | -3.2% |
| 88 | VZ | VERIZON COMMUNICATIONS I | Communication Services | 8,512.0 | $427K | 0.22% | -445.0 | -5.0% | $50.20 | -2.9% |
| 89 | NOW | SERVICENOW INC | Technology | 4,050.0 | $423K | 0.21% | +300.0 | +8.0% | $104.55 | -1.8% |
| 90 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 4,800.0 | $409K | 0.21% | — | — | $85.23 | +7.3% |
| 91 | MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | — | 8,000.0 | $403K | 0.20% | — | — | $50.34 | -0.1% |
| 92 | MIRA | MIRA PHARMACEUTICALS INC | Healthcare | 359,401.0 | $385K | 0.20% | — | — | $1.07 | +5.6% |
| 93 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | Technology | 1,115.0 | $377K | 0.19% | +75.0 | +7.2% | $337.95 | +23.7% |
| 94 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 6,204.0 | $376K | 0.19% | — | — | $60.65 | -4.1% |
| 95 | MDLZ | MONDELEZ INTL INC CLASS A | Consumer Defensive | 6,401.0 | $369K | 0.19% | -338.0 | -5.0% | $57.64 | +7.9% |
| 96 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | — | 2,496.0 | $364K | 0.18% | — | — | $145.94 | +2.9% |
| 97 | PFE | PFIZER INC | Healthcare | 12,937.0 | $363K | 0.18% | — | — | $28.08 | -6.6% |
| 98 | T | AT&T INC | Communication Services | 12,285.0 | $356K | 0.18% | -475.0 | -3.7% | $28.99 | -13.3% |
| 99 | META | META PLATFORMS INC CLASS CLASS A | Communication Services | 577.0 | $330K | 0.17% | — | — | $572.34 | +6.7% |
| 100 | O | REALTY INCOME CORP REIT | Real Estate | 5,331.0 | $326K | 0.17% | -180.0 | -3.3% | $61.18 | +2.3% |
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
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%