Cross Staff Investments Inc
134 holdingsFiling period: 2026-06-30Current AUM: $183.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AKRE | AKRE FOCUS ETF | 290.6K | $15.5M | $16.6M | 9.02% | -1,289 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 46.3K | $13.4M | $15.3M | 8.35% | +197 | 2026-06-30 |
| 3 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 16.6K | $8.3M | $8.3M | 4.51% | +140 | 2026-06-30 |
| 4 | CAT | CATERPILLAR INC | 6.8K | $7.2M | $5.3M | 2.89% | -- | 2026-06-30 |
| 5 | AMZN | AMAZON.COM INC | 26.9K | $6.4M | $6.7M | 3.65% | -- | 2026-06-30 |
| 6 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 10.4K | $5.7M | $5.9M | 3.21% | -- | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC CLASS A | 13.7K | $4.9M | $4.7M | 2.57% | -858 | 2026-06-30 |
| 8 | BX | BLACKSTONE INC | 36.9K | $4.3M | $4.7M | 2.54% | -174 | 2026-06-30 |
| 9 | COP | CONOCOPHILLIPS | 4.0K | $4.1M | $5.6M | 3.06% | -- | 2026-06-30 |
| 10 | GOOG | ALPHABET INC CLASS C | 10.6K | $3.7M | $3.6M | 1.97% | -534 | 2026-06-30 |
| 11 | SCHB | SCHWAB U.S. BROAD MARKETETF | 128.7K | $3.7M | $3.8M | 2.05% | +4.1K | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 9.8K | $3.6M | $4.9M | 2.64% | +19 | 2026-06-30 |
| 13 | NVDA | NVIDIA CORP | 15.5K | $3.1M | $3.3M | 1.79% | +8 | 2026-06-30 |
| 14 | LNG | CHENIERE ENERGY INC | 11.8K | $2.8M | $3.2M | 1.74% | +302 | 2026-06-30 |
| 15 | LLY | ELI LILLY AND CO | 2.3K | $2.8M | $2.6M | 1.42% | -- | 2026-06-30 |
| 16 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 25.2K | $2.6M | $2.8M | 1.50% | +3 | 2026-06-30 |
| 17 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 80.5K | $2.4M | $2.4M | 1.31% | +801 | 2026-06-30 |
| 18 | V | VISA INC CLASS A | 6.7K | $2.3M | $2.5M | 1.37% | -116 | 2026-06-30 |
| 19 | ATLX | ATLAS LITHIUM CORP | 558.7K | $2.1M | $1.7M | 0.90% | -- | 2026-06-30 |
| 20 | DE | DEERE & CO | 3.1K | $1.9M | $2.1M | 1.15% | -- | 2026-06-30 |
| 21 | AMD | ADVANCED MICRO DEVICES I | 3.2K | $1.8M | $1.6M | 0.87% | -- | 2026-06-30 |
| 22 | HD | HOME DEPOT INC | 5.1K | $1.8M | $1.6M | 0.85% | -353 | 2026-06-30 |
| 23 | COST | COSTCO WHSL CORP NEW | 1.9K | $1.7M | $1.7M | 0.91% | -- | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 5.1K | $1.7M | $1.8M | 0.98% | +26 | 2026-06-30 |
| 25 | VOO | VANGUARD S&P 500 ETF | 2.4K | $1.6M | $1.6M | 0.90% | +50 | 2026-06-30 |
← Scroll →
Page 1 of 6