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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALL ALLSTATE CORP Financial Services 1,500.0 $357K 0.20% $237.94 +8.5%
102 HEI HEICO CORP NEW Industrials 1,000.0 $356K 0.20% $356.19 +4.2%
103 HONEYWELL AEROSPACE INC 1,600.0 $354K 0.20% NEW $221.08
104 SCHA SCHWAB U.S. SMALL-CAP ETF 9,775.0 $353K 0.20% $36.13 -0.9%
105 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 4,670.0 $350K 0.20% +274.0 +6.2% $74.90 +1.1%
106 ETN EATON CORP PLC F Industrials 820.0 $349K 0.20% $426.12 +6.9%
107 MIRA MIRA PHARMACEUTICALS INC Healthcare 359,401.0 $340K 0.19% $0.95 -16.5%
108 INGERSOLL RAND INC 4,000.0 $328K 0.18% $81.99
109 O REALTY INCOME CORP REIT Real Estate 5,286.0 $328K 0.18% -45.0 -0.8% $61.96 +0.7%
110 META META PLATFORMS INC CLASS A Communication Services 577.0 $325K 0.18% $563.70 +0.9%
111 PFE PFIZER INC Healthcare 13,263.0 $319K 0.18% +326.0 +2.5% $24.08 +11.6%
112 IONQ IONQ INC Technology 5,850.0 $312K 0.17% NEW $53.26 -12.1%
113 RTX RTX CORP Industrials 1,599.0 $303K 0.17% $189.73 +16.8%
114 ENB ENBRIDGE INC F Energy 5,264.0 $285K 0.16% $54.21 -6.7%
115 APP APPLOVIN CORP CLASS A Technology 550.0 $283K 0.16% $515.23 -39.4%
116 ECL ECOLAB INC Basic Materials 1,000.0 $279K 0.16% $278.61 -1.0%
117 NDAQ NASDAQ INC Financial Services 3,500.0 $276K 0.15% $78.82 +22.7%
118 TMP TOMPKINS FINL CORP Financial Services 2,840.0 $268K 0.15% $94.52 +6.1%
119 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,560.0 $268K 0.15% $40.87 +15.3%
120 DVN DEVON ENERGY CORP NEW Energy 6,400.0 $264K 0.15% $41.32 +15.1%
Page 6 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%