Arkolith/Funds/Cross Staff Investments Inc

Cross Staff Investments Inc

CIK 1900406
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Cross Staff Investments Inc holds a diversified book of 133 stocks worth $177.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Akre Focus ETF. Their largest long position is Akre Focus ETF at 9% of the equity book.

Opened
35
bought for the first time
Added to
33
already held, bought more
Trimmed
24
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
41%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

76% mapped to company sectors

ETF / fund or unclassified
24%
Information Technology
23%
Financials
16%
Industrials
9%
Consumer Discretionary
8%
Health Care
5%
Energy
5%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cross Staff Investments Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$558.8B
ROYAL BANK OF CANADA80 / 80$158.9B
UBS Group AG80 / 80$142.5B
WELLS FARGO & COMPANY/MN80 / 80$141.3B
OSAIC HOLDINGS, INC.80 / 80$15.0B
Integrated Wealth Concepts LLC80 / 80$3.2B
FMR LLC79 / 80$761.7B
BANK OF AMERICA CORP /DE/79 / 80$347.4B

Ranked by how many of Cross Staff Investments Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

133 positions
#SecurityValueShares% PortLast moveHistory
1Akre Focus ETF
AKRE FOCUS ETF
$15.5M290.6K
8.7%
−0.4%
Reduced · −1K sh
2Apple Inc
COM
$13.4M46.3K
7.5%
+0.4%
Added · +197 sh
3Berkshire Hathaway Class B
CL B NEW
$8.3M16.6K
4.7%
+0.8%
Added · +140 sh
4Caterpillar Inc
COM
$7.2M6.8K
4.1%
Held
5Amazon.com Inc
COM
$6.4M26.9K
3.6%
Held
6Dimensional US Marketwide Value ETF
US CORE EQT MKT
$5.7M10.4K
3.2%
Held
7Alphabet Inc Class A
CAP STK CL A
$4.9M13.7K
2.8%
−5.9%
Reduced · −858 sh
8Blackstone Inc
COM
$4.3M36.9K
2.4%
−0.5%
Reduced · −174 sh
9ConocoPhillips
COM
$4.1M4.0K
2.3%
Held
10Alphabet Inc Class C
CAP STK CL C
$3.7M10.6K
2.1%
−4.8%
Reduced · −534 sh
11Schwab U.S. Broad Marketetf
US BRD MKT ETF
$3.7M128.7K
2.1%
+3.3%
Added · +4K sh
12Microsoft Corp
COM
$3.6M9.8K
2.1%
+0.2%
Added · +19 sh
13Nvidia Corp
COM
$3.1M15.5K
1.7%
+0.1%
Added · +8 sh
14Cheniere Energy Inc
COM NEW
$2.8M11.8K
1.6%
+2.6%
Added · +302 sh
15Eli Lilly And Co
COM
$2.8M2.3K
1.6%
Held
16Vaneck Morningstar Wide Moat ETF
MRNGSTR WDE MOAT
$2.6M25.2K
1.5%
~0%
Added · +3 sh
17Schwab U.S. Large-Cap ETF
US LRG CAP ETF
$2.4M80.5K
1.3%
+1.0%
Added · +801 sh
18Visa Inc Class A
COM CL A
$2.3M6.7K
1.3%
−1.7%
Reduced · −116 sh
19Atlas Lithium Corp
COM NEW
$2.1M558.7K
1.2%
Held
20Deere & Co
COM
$2.0M3.1K
1.1%
Held
21Advanced Micro Devices I
COM
$1.8M3.2K
1.0%
Held
22Home Depot Inc
COM
$1.8M5.1K
1.0%
−6.4%
Reduced · −353 sh
23Costco WHSL Corp New
COM
$1.7M1.9K
1.0%
Held
24JPMorgan Chase & Co
COM
$1.7M5.1K
0.9%
+0.5%
Added · +26 sh
25Vanguard S&P 500 ETF
S&P 500 ETF SHS
$1.6M2.4K
0.9%
+2.1%
Added · +50 sh
26Mastercard Inc Class A
CL A
$1.6M3.1K
0.9%
+0.1%
Added · +2 sh
27Ibm Corp
COM
$1.6M5.7K
0.9%
+0.5%
Added · +27 sh
28Interactive Brokers Grouclass A
COM CL A
$1.6M18.3K
0.9%
~0%
Added · +3 sh
29KKR & Co Inc
COM
$1.5M16.7K
0.9%
−1.0%
Reduced · −170 sh
30Goldman Sachs Hedge Industry Vip ETF
HEDGE IND ETF
$1.5M7.9K
0.8%
+0.5%
Added · +40 sh
31Cisco Sys Inc
COM
$1.5M12.4K
0.8%
−3.0%
Reduced · −381 sh
32Johnson & Johnson
COM
$1.4M5.5K
0.8%
−13%
Reduced · −846 sh
33Exxon Mobil Corp
COM
$1.3M9.8K
0.8%
Held
34Transdigm Group Inc
COM
$1.2M912
0.7%
Held
35Texas Pacific Land C
COM
$1.2M2.7K
0.7%
~0%
Added · +1 sh
36Vanguard Total Stock Market Index Fund ETF Shares
TOTAL STK MKT
$1.2M3.2K
0.7%
−30%
Reduced · −1K sh
37Comstock Res Inc
COM
$1.1M76.8K
0.6%
−0.3%
Reduced · −200 sh
38Northrop Grumman Corp
COM
$1.1M2.2K
0.6%
Held
39State Street SPDR S&P 500 ETF Trust
TR UNIT
$1.1M1.5K
0.6%
+26%
Added · +307 sh
40Booking Hldgs Inc
COM
$1.1M6.0K
0.6%
25×
Added · +6K sh
41American Tower Corp New REIT
COM
$1.1M6.4K
0.6%
−2.6%
Reduced · −175 sh
42Yum Brands Inc
COM
$1.0M6.6K
0.6%
Held
43Danaher Corp
COM
$1.0M5.4K
0.6%
+0.1%
Added · +3 sh
44Procter & Gamble Co
COM
$979K6.7K
0.6%
−12%
Reduced · −943 sh
45Illinois Tool WKS Inc
COM
$973K3.6K
0.5%
Held
46Autozone Inc
COM
$959K300
0.5%
Held
47Merck & Co. Inc.
COM
$951K7.4K
0.5%
Held
48Pepsico Inc
COM
$945K7.0K
0.5%
Held
49Broadcom Inc
COM
$937K2.5K
0.5%
−12%
Reduced · −325 sh
50Chubb Ltd F
COM
$903K2.6K
0.5%
Held
Showing 50 of 133 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026133$177.6M13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026128$197.4M13F-HR
Q4 2025Dec 31, 2025Feb 27, 2026132$181.5M13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025126$143.2M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025128$134.6M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025122$132.5M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025122$143.5M13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024127$129.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.