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Portfolio (Quarterly) Guide ↗

Cross Staff Investments Inc

· CIK 0001900406
13F Portfolio $182M AUM Filed Feb 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HEI HEICO CORP NEW Industrials 1,000.0 $324K 0.18% NEW $323.59 -3.5%
102 PFE PFIZER INC Healthcare 12,936.0 $322K 0.18% NEW $24.90 +5.4%
103 T AT&T INC Communication Services 12,760.0 $317K 0.17% NEW $24.84 +0.5%
104 INGERSOLL RAND INC 4,000.0 $317K 0.17% NEW $79.22
105 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 1,040.0 $316K 0.17% NEW $303.89 +39.1%
106 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 4,392.0 $314K 0.17% NEW $71.42 +3.1%
107 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,560.0 $313K 0.17% NEW $47.74 -8.0%
108 ALL ALLSTATE CORP Financial Services 1,500.0 $312K 0.17% NEW $208.15 +0.5%
109 O REALTY INCOME CORP REIT Real Estate 5,511.0 $311K 0.17% NEW $56.37 +10.4%
110 PSX PHILLIPS 66 Energy 2,363.0 $305K 0.17% NEW $129.04 +36.5%
111 RTX RTX CORP Industrials 1,599.0 $293K 0.16% NEW $183.40 -3.1%
112 SCHA SCHWAB US SMALL CAP ETF 9,774.0 $278K 0.15% NEW $28.48 +19.2%
113 VRSK VERISK ANALYTICS INC CLASS A Industrials 1,200.0 $268K 0.15% NEW $223.69 -22.9%
114 ECL ECOLAB INC Basic Materials 1,000.0 $263K 0.14% NEW $262.52 +1.1%
115 ETN EATON CORP PLC F Industrials 820.0 $261K 0.14% NEW $318.51 +27.2%
116 ENB ENBRIDGE INC F Energy 5,264.0 $252K 0.14% NEW $47.83 +17.7%
117 DVN DEVON ENERGY CORP NEW Energy 6,400.0 $234K 0.13% NEW $36.63 +21.5%
118 JOE ST JOE CO Real Estate 3,900.0 $232K 0.13% NEW $59.37 +6.6%
119 TYL TYLER TECHNOLOGIES INC Technology 500.0 $227K 0.12% NEW $453.95 -33.3%
120 IONQ IONQ INC Technology 5,000.0 $224K 0.12% NEW $44.87 +45.6%
Page 6 of 7  ·  132 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 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%