Cross Staff Investments Inc 13F Portfolio

CIK 1900406 Filing since Q4 2021 Q3 2026 filed Oct 22, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 22, 2026.

Portfolio Snapshot

108 positions · Q3 2026

Cross Staff Investments Inc reported 108 positions worth $131.46M for the quarter ended Sep 30, 2026, down 2.9% on the prior quarter. It opened 3 new positions, added to 20, trimmed 23 and exited 4. Its largest holding is Apple Inc. at 11.5% of the portfolio.

Portfolio Value
$131.46M
-2.9% QoQ · +5.4% YoY
Positions
108
3 new · 4 sold out
Top 10 Concentration
45.5%
of portfolio value
Largest Position
AAPL 11.5%
Apple Inc.
Net Buying
+$318.00K
$1.96M bought · $1.64M sold
Turnover
1.2%
of the portfolio traded
Top Sector
Technology
34.4% of value
Track Record
19
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

11 sectors
34.35%
Technology
Technology34.35%
Financial Services21.16%
Industrials11.35%
Consumer Discretionary8.5%
Energy6.46%
Consumer Staples6.23%
Healthcare5.94%
Real Estate1.9%
Utilities1.69%
Basic Materials1.25%
Communication Services1.18%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsConsumer DiscretionaryEnergyConsumer StaplesHealthcareReal EstateUtilitiesBasic MaterialsCommunication Services

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
SNDK Sandisk Corp +200 +95.2% $347.98K 0.543%
MRVL Marvell Technology, Inc. +1,300 – $343.47K 0.261%
SPCX Space Exploration Technologies Corp +2,000 – $301.72K 0.23%
VEEV Veeva Systems Inc +1,000 – $285.45K 0.217%
IONQ IonQ, Inc. +3,000 +51.3% $131.58K 0.295%
BX Blackstone Inc. +861 +2.3% $96.51K 3.22%
MKL Markel Group Inc. +55 +15.7% $94.18K 0.528%
PLTR Palantir Technologies Inc. +500 +15.2% $93.53K 0.541%
META Meta Platforms, Inc. +101 +17.5% $73.20K 0.374%
BRK-B Berkshire Hathaway Inc +120 +0.7% $59.75K 6.31%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
APP AppLovin Corp -550 -100.0% $283.38K Exited
YUMC Yum China Holdings, Inc. -6,560 -100.0% $268.11K Exited
AAPL Apple Inc. -675 -1.5% $224.79K 11.55%
MS Morgan Stanley -991 -100.0% $207.16K Exited
VNOM Viper Energy, Inc. -4,822 -100.0% $204.44K Exited
CAT Caterpillar Inc -183 -2.7% $148.37K 4.07%
XOM ExxonMobil Holdings Corp -318 -3.2% $51.75K 1.17%
MSFT Microsoft Corp -87 -0.9% $44.62K 3.78%
PAYX Paychex Inc -273 -4.3% $26.89K 0.455%
PM Philip Morris International Inc. -100 -2.0% $19.08K 0.7%

New Positions

Q3 2026
Holding Shares Trade Value Weight
MRVL Marvell Technology, Inc. +1,300 $343.47K 0.261%
SPCX Space Exploration Technologies Corp +2,000 $301.72K 0.23%
VEEV Veeva Systems Inc +1,000 $285.45K 0.217%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
APP AppLovin Corp -550 $283.38K 0.209%
YUMC Yum China Holdings, Inc. -6,560 $268.11K 0.198%
MS Morgan Stanley -991 $207.16K 0.153%
VNOM Viper Energy, Inc. -4,822 $204.44K 0.151%
Holdings · Q3 2026

108 Positions

As ofSep 30, 2026
Value$131.46M
Top 1045.5%
Avg position$1.22M
# Activity
93 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 108 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Cross Staff Investments.

About Cross Staff Investments Inc’s 13F Portfolio

What are Cross Staff Investments Inc’s largest holdings?

As of its Q3 2026 13F filing, Cross Staff Investments Inc’s five largest positions were Apple Inc. (AAPL) at 11.5%, Berkshire Hathaway Inc (BRK-B) at 6.3%, Amazon Com Inc (AMZN) at 5.1%, Caterpillar Inc (CAT) at 4.1%, Microsoft Corp (MSFT) at 3.8% of the reported portfolio.

How much is Cross Staff Investments Inc’s portfolio worth?

Cross Staff Investments Inc reported a 13F portfolio worth $131.46M across 108 positions for Q3 2026. That is down 2.9% from the previous quarter.

What did Cross Staff Investments Inc buy in Q3 2026?

Its largest purchases by value were Sandisk Corp ($347.98K), Marvell Technology, Inc. ($343.47K), Space Exploration Technologies Corp ($301.72K). It opened 3 new positions.

What did Cross Staff Investments Inc sell in Q3 2026?

Its largest sales by value were AppLovin Corp ($283.38K), Yum China Holdings, Inc. ($268.11K), Apple Inc. ($224.79K). It exited 4 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Cross Staff Investments Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.