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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DVN DEVON ENERGY CORP NEW Energy 6,400.0 $322K 0.16% $50.32 -10.9%
102 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 4,396.0 $322K 0.16% $73.14 +0.9%
103 INGERSOLL RAND INC 4,000.0 $320K 0.16% $80.12
104 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,560.0 $320K 0.16% $48.78 -9.7%
105 MAS MASCO CORP Industrials 5,200.0 $314K 0.16% $60.37 +15.4%
106 ALL ALLSTATE CORP Financial Services 1,500.0 $311K 0.16% $207.34 +1.5%
107 RTX RTX CORP Industrials 1,599.0 $308K 0.16% $192.90 -8.2%
108 NDAQ NASDAQ INC Financial Services 3,500.0 $297K 0.15% $84.89 +6.4%
109 ETN EATON CORP PLC F Industrials 820.0 $293K 0.15% $357.67 +12.9%
110 ENB ENBRIDGE INC F Energy 5,264.0 $285K 0.14% $54.14 +4.7%
111 SCHA SCHWAB U.S. SMALL-CAP ETF 9,774.0 $284K 0.14% $29.08 +16.7%
112 ROKU ROKU INC CLASS A Communication Services 3,000.0 $284K 0.14% $94.62 +38.2%
113 HEI HEICO CORP NEW Industrials 1,000.0 $274K 0.14% $274.20 +12.9%
114 ECL ECOLAB INC Basic Materials 1,000.0 $266K 0.14% $266.02 -0.2%
115 JOE ST JOE CO Real Estate 3,900.0 $245K 0.12% $62.80 +1.5%
116 BLUEROCK PRIVATE REAL ES 14,137.0 $235K 0.12% -512.0 -3.5% $16.61
117 VRSK VERISK ANALYTICS INC CLASS A Industrials 1,200.0 $228K 0.12% $189.75 -9.3%
118 VNOM VIPER ENERGY INC NEW CLASS CLASS A Energy 4,792.0 $225K 0.11% NEW $46.99 -3.7%
119 TMP TOMPKINS FINL CORP Financial Services 2,840.0 $224K 0.11% $78.84 +10.5%
120 AMGN AMGEN INC Healthcare 626.0 $220K 0.11% $351.85 -3.5%
Page 6 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%