Filed: 7/22/2026ACC: 0001900406-26-000003
📋 What this filing means
CROSS STAFF INVESTMENTS INC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $177.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$177.62M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
COM$102.26M57.6%
AKRE FOCUS ETF$15.46M8.7%
CL B NEW$8.28M4.7%
COM NEW$6.21M3.5%
US CORE EQT MKT$5.72M3.2%
CAP STK CL A$4.89M2.8%
COM CL A$4.71M2.6%
Portfolio Concentration
Top 3$37.13M20.9%
4–10$36.46M20.5%
11–25$36.04M20.3%
Rest$68.00M38.3%
Top 3 weight
20.9%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole133
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings133
Rows:
AKRE FOCUS ETF
SOLEShares290.65K
TypeSH
Market value$15.46M
8.70%
Sole
0.00
Shared
0.00
None
290.65K
APPLE INC
SOLEShares46.26K
TypeSH
Market value$13.39M
7.54%
Sole
0.00
Shared
0.00
None
46.26K
BERKSHIRE HATHAWAY CLASS B
SOLEShares16.55K
TypeSH
Market value$8.28M
4.66%
Sole
0.00
Shared
0.00
None
16.55K
CATERPILLAR INC
SOLEShares6.78K
TypeSH
Market value$7.22M
4.07%
Sole
0.00
Shared
0.00
None
6.78K
AMAZON.COM INC
SOLEShares26.94K
TypeSH
Market value$6.42M
3.61%
Sole
0.00
Shared
0.00
None
26.94K
DIMENSIONAL US MARKETWIDE VALUE ETF
SOLEShares10.39K
TypeSH
Market value$5.72M
3.22%
Sole
0.00
Shared
0.00
None
10.39K
ALPHABET INC CLASS A
SOLEShares13.69K
TypeSH
Market value$4.89M
2.75%
Sole
0.00
Shared
0.00
None
13.69K
BLACKSTONE INC
SOLEShares36.85K
TypeSH
Market value$4.34M
2.44%
Sole
0.00
Shared
0.00
None
36.85K
CONOCOPHILLIPS
SOLEShares3.98K
TypeSH
Market value$4.14M
2.33%
Sole
0.00
Shared
0.00
None
3.98K
ALPHABET INC CLASS C
SOLEShares10.58K
TypeSH
Market value$3.74M
2.10%
Sole
0.00
Shared
0.00
None
10.58K
SCHWAB U.S. BROAD MARKETETF
SOLEShares128.66K
TypeSH
Market value$3.73M
2.10%
Sole
0.00
Shared
0.00
None
128.66K
MICROSOFT CORP
SOLEShares9.77K
TypeSH
Market value$3.64M
2.05%
Sole
0.00
Shared
0.00
None
9.77K
NVIDIA CORP
SOLEShares15.53K
TypeSH
Market value$3.11M
1.75%
Sole
0.00
Shared
0.00
None
15.53K
CHENIERE ENERGY INC
SOLEShares11.80K
TypeSH
Market value$2.82M
1.59%
Sole
0.00
Shared
0.00
None
11.80K
ELI LILLY AND CO
SOLEShares2.30K
TypeSH
Market value$2.76M
1.55%
Sole
0.00
Shared
0.00
None
2.30K
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares25.23K
TypeSH
Market value$2.62M
1.48%
Sole
0.00
Shared
0.00
None
25.23K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares80.49K
TypeSH
Market value$2.37M
1.33%
Sole
0.00
Shared
0.00
None
80.49K
VISA INC CLASS A
SOLEShares6.71K
TypeSH
Market value$2.30M
1.30%
Sole
0.00
Shared
0.00
None
6.71K
ATLAS LITHIUM CORP
SOLEShares558.72K
TypeSH
Market value$2.06M
1.16%
Sole
0.00
Shared
0.00
None
558.72K
DEERE & CO
SOLEShares3.08K
TypeSH
Market value$1.95M
1.10%
Sole
0.00
Shared
0.00
None
3.08K
ADVANCED MICRO DEVICES I
SOLEShares3.15K
TypeSH
Market value$1.83M
1.03%
Sole
0.00
Shared
0.00
None
3.15K
HOME DEPOT INC
SOLEShares5.14K
TypeSH
Market value$1.81M
1.02%
Sole
0.00
Shared
0.00
None
5.14K
COSTCO WHSL CORP NEW
SOLEShares1.86K
TypeSH
Market value$1.74M
0.98%
Sole
0.00
Shared
0.00
None
1.86K
JPMORGAN CHASE & CO
SOLEShares5.08K
TypeSH
Market value$1.66M
0.94%
Sole
0.00
Shared
0.00
None
5.08K
VANGUARD S&P 500 ETF
SOLEShares2.37K
TypeSH
Market value$1.63M
0.92%
Sole
0.00
Shared
0.00
None
2.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AKRE FOCUS ETFSOLE | AKRE FOCUS ETF | 290.65K | SH | $15.46M 8.70% | 0.00 | 0.00 | 290.65K |
APPLE INCSOLE | COM | 46.26K | SH | $13.39M 7.54% | 0.00 | 0.00 | 46.26K |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 16.55K | SH | $8.28M 4.66% | 0.00 | 0.00 | 16.55K |
CATERPILLAR INCSOLE | COM | 6.78K | SH | $7.22M 4.07% | 0.00 | 0.00 | 6.78K |
AMAZON.COM INCSOLE | COM | 26.94K | SH | $6.42M 3.61% | 0.00 | 0.00 | 26.94K |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | US CORE EQT MKT | 10.39K | SH | $5.72M 3.22% | 0.00 | 0.00 | 10.39K |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 13.69K | SH | $4.89M 2.75% | 0.00 | 0.00 | 13.69K |
BLACKSTONE INCSOLE | COM | 36.85K | SH | $4.34M 2.44% | 0.00 | 0.00 | 36.85K |
CONOCOPHILLIPSSOLE | COM | 3.98K | SH | $4.14M 2.33% | 0.00 | 0.00 | 3.98K |
ALPHABET INC CLASS CSOLE | CAP STK CL C | 10.58K | SH | $3.74M 2.10% | 0.00 | 0.00 | 10.58K |
SCHWAB U.S. BROAD MARKETETFSOLE | US BRD MKT ETF | 128.66K | SH | $3.73M 2.10% | 0.00 | 0.00 | 128.66K |
MICROSOFT CORPSOLE | COM | 9.77K | SH | $3.64M 2.05% | 0.00 | 0.00 | 9.77K |
NVIDIA CORPSOLE | COM | 15.53K | SH | $3.11M 1.75% | 0.00 | 0.00 | 15.53K |
CHENIERE ENERGY INCSOLE | COM NEW | 11.80K | SH | $2.82M 1.59% | 0.00 | 0.00 | 11.80K |
ELI LILLY AND COSOLE | COM | 2.30K | SH | $2.76M 1.55% | 0.00 | 0.00 | 2.30K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MRNGSTR WDE MOAT | 25.23K | SH | $2.62M 1.48% | 0.00 | 0.00 | 25.23K |
SCHWAB U.S. LARGE-CAP ETFSOLE | US LRG CAP ETF | 80.49K | SH | $2.37M 1.33% | 0.00 | 0.00 | 80.49K |
VISA INC CLASS ASOLE | COM CL A | 6.71K | SH | $2.30M 1.30% | 0.00 | 0.00 | 6.71K |
ATLAS LITHIUM CORPSOLE | COM NEW | 558.72K | SH | $2.06M 1.16% | 0.00 | 0.00 | 558.72K |
DEERE & COSOLE | COM | 3.08K | SH | $1.95M 1.10% | 0.00 | 0.00 | 3.08K |
ADVANCED MICRO DEVICES ISOLE | COM | 3.15K | SH | $1.83M 1.03% | 0.00 | 0.00 | 3.15K |
HOME DEPOT INCSOLE | COM | 5.14K | SH | $1.81M 1.02% | 0.00 | 0.00 | 5.14K |
COSTCO WHSL CORP NEWSOLE | COM | 1.86K | SH | $1.74M 0.98% | 0.00 | 0.00 | 1.86K |
JPMORGAN CHASE & COSOLE | COM | 5.08K | SH | $1.66M 0.94% | 0.00 | 0.00 | 5.08K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 2.37K | SH | $1.63M 0.92% | 0.00 | 0.00 | 2.37K |
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