Filed: 10/22/2026ACC: 0001900406-26-000005
📋 What this filing means
CROSS STAFF INVESTMENTS INC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $168.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$168.10M
Total AUM (reported)
2.31M
Total Shares
Allocation by class
COM$97.00M57.7%
AKRE FOCUS ETF$15.27M9.1%
CL B NEW$8.30M4.9%
COM NEW$5.64M3.4%
CL A$4.76M2.8%
CAP STK CL A$4.71M2.8%
COM CL A$4.55M2.7%
Portfolio Concentration
Top 3$38.75M23.1%
4–10$33.36M19.8%
11–25$32.54M19.4%
Rest$63.45M37.7%
Top 3 weight
23.1%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.31M
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
2.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:
AKRE FOCUS ETF
SOLEShares289.95K
TypeSH
Market value$15.27M
9.08%
Sole
0.00
Shared
0.00
None
289.95K
APPLE INC
SOLEShares45.59K
TypeSH
Market value$15.18M
9.03%
Sole
0.00
Shared
0.00
None
45.59K
BERKSHIRE HATHAWAY CLASS CLASS B
SOLEShares16.67K
TypeSH
Market value$8.30M
4.94%
Sole
0.00
Shared
0.00
None
16.67K
AMAZON.COM INC
SOLEShares26.94K
TypeSH
Market value$6.71M
3.99%
Sole
0.00
Shared
0.00
None
26.94K
CATERPILLAR INC
SOLEShares6.60K
TypeSH
Market value$5.35M
3.18%
Sole
0.00
Shared
0.00
None
6.60K
MICROSOFT CORP
SOLEShares9.68K
TypeSH
Market value$4.96M
2.95%
Sole
0.00
Shared
0.00
None
9.68K
ALPHABET INC CLASS A
SOLEShares13.69K
TypeSH
Market value$4.71M
2.80%
Sole
0.00
Shared
0.00
None
13.69K
BLACKSTONE INC
SOLEShares37.71K
TypeSH
Market value$4.23M
2.51%
Sole
0.00
Shared
0.00
None
37.71K
SCHWAB U.S. BROAD MARKET ETF
SOLEShares129.15K
TypeSH
Market value$3.79M
2.25%
Sole
0.00
Shared
0.00
None
129.15K
ALPHABET INC CLASS CLASS C
SOLEShares10.59K
TypeSH
Market value$3.61M
2.15%
Sole
0.00
Shared
0.00
None
10.59K
NVIDIA CORP
SOLEShares15.48K
TypeSH
Market value$3.54M
2.10%
Sole
0.00
Shared
0.00
None
15.48K
CHENIERE ENERGY INC
SOLEShares11.80K
TypeSH
Market value$3.18M
1.89%
Sole
0.00
Shared
0.00
None
11.80K
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares26.13K
TypeSH
Market value$2.76M
1.64%
Sole
0.00
Shared
0.00
None
26.13K
ELI LILLY AND CO
SOLEShares2.30K
TypeSH
Market value$2.66M
1.58%
Sole
0.00
Shared
0.00
None
2.30K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares86.75K
TypeSH
Market value$2.60M
1.55%
Sole
0.00
Shared
0.00
None
86.75K
VISA INC CLASS A
SOLEShares6.71K
TypeSH
Market value$2.41M
1.44%
Sole
0.00
Shared
0.00
None
6.71K
DEERE & CO
SOLEShares3.08K
TypeSH
Market value$2.07M
1.23%
Sole
0.00
Shared
0.00
None
3.08K
ADVANCED MICRO DEVICES I
SOLEShares3.15K
TypeSH
Market value$1.93M
1.15%
Sole
0.00
Shared
0.00
None
3.15K
MASTERCARD INC CLASS CLASS A
SOLEShares3.14K
TypeSH
Market value$1.73M
1.03%
Sole
0.00
Shared
0.00
None
3.14K
COSTCO WHSL CORP NEW
SOLEShares1.86K
TypeSH
Market value$1.69M
1.01%
Sole
0.00
Shared
0.00
None
1.86K
JPMORGAN CHASE & CO
SOLEShares5.08K
TypeSH
Market value$1.68M
1.00%
Sole
0.00
Shared
0.00
None
5.08K
VANGUARD S&P 500 ETF
SOLEShares2.37K
TypeSH
Market value$1.66M
0.99%
Sole
0.00
Shared
0.00
None
2.37K
INTERACTIVE BROKERS GROU CLASS CLASS A
SOLEShares18.19K
TypeSH
Market value$1.55M
0.92%
Sole
0.00
Shared
0.00
None
18.19K
EXXONMOBIL HLDGS CORP
SOLEShares9.47K
TypeSH
Market value$1.54M
0.92%
Sole
0.00
Shared
0.00
None
9.47K
KKR & CO INC
SOLEShares16.72K
TypeSH
Market value$1.53M
0.91%
Sole
0.00
Shared
0.00
None
16.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AKRE FOCUS ETFSOLE | AKRE FOCUS ETF | 289.95K | SH | $15.27M 9.08% | 0.00 | 0.00 | 289.95K |
APPLE INCSOLE | COM | 45.59K | SH | $15.18M 9.03% | 0.00 | 0.00 | 45.59K |
BERKSHIRE HATHAWAY CLASS CLASS BSOLE | CL B NEW | 16.67K | SH | $8.30M 4.94% | 0.00 | 0.00 | 16.67K |
AMAZON.COM INCSOLE | COM | 26.94K | SH | $6.71M 3.99% | 0.00 | 0.00 | 26.94K |
CATERPILLAR INCSOLE | COM | 6.60K | SH | $5.35M 3.18% | 0.00 | 0.00 | 6.60K |
MICROSOFT CORPSOLE | COM | 9.68K | SH | $4.96M 2.95% | 0.00 | 0.00 | 9.68K |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 13.69K | SH | $4.71M 2.80% | 0.00 | 0.00 | 13.69K |
BLACKSTONE INCSOLE | COM | 37.71K | SH | $4.23M 2.51% | 0.00 | 0.00 | 37.71K |
SCHWAB U.S. BROAD MARKET ETFSOLE | US BRD MKT ETF | 129.15K | SH | $3.79M 2.25% | 0.00 | 0.00 | 129.15K |
ALPHABET INC CLASS CLASS CSOLE | CAP STK CL C | 10.59K | SH | $3.61M 2.15% | 0.00 | 0.00 | 10.59K |
NVIDIA CORPSOLE | COM | 15.48K | SH | $3.54M 2.10% | 0.00 | 0.00 | 15.48K |
CHENIERE ENERGY INCSOLE | COM NEW | 11.80K | SH | $3.18M 1.89% | 0.00 | 0.00 | 11.80K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MRNGSTR WDE MOAT | 26.13K | SH | $2.76M 1.64% | 0.00 | 0.00 | 26.13K |
ELI LILLY AND COSOLE | COM | 2.30K | SH | $2.66M 1.58% | 0.00 | 0.00 | 2.30K |
SCHWAB U.S. LARGE-CAP ETFSOLE | US LRG CAP ETF | 86.75K | SH | $2.60M 1.55% | 0.00 | 0.00 | 86.75K |
VISA INC CLASS ASOLE | COM CL A | 6.71K | SH | $2.41M 1.44% | 0.00 | 0.00 | 6.71K |
DEERE & COSOLE | COM | 3.08K | SH | $2.07M 1.23% | 0.00 | 0.00 | 3.08K |
ADVANCED MICRO DEVICES ISOLE | COM | 3.15K | SH | $1.93M 1.15% | 0.00 | 0.00 | 3.15K |
MASTERCARD INC CLASS CLASS ASOLE | CL A | 3.14K | SH | $1.73M 1.03% | 0.00 | 0.00 | 3.14K |
COSTCO WHSL CORP NEWSOLE | COM | 1.86K | SH | $1.69M 1.01% | 0.00 | 0.00 | 1.86K |
JPMORGAN CHASE & COSOLE | COM | 5.08K | SH | $1.68M 1.00% | 0.00 | 0.00 | 5.08K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 2.37K | SH | $1.66M 0.99% | 0.00 | 0.00 | 2.37K |
INTERACTIVE BROKERS GROU CLASS CLASS ASOLE | COM CL A | 18.19K | SH | $1.55M 0.92% | 0.00 | 0.00 | 18.19K |
EXXONMOBIL HLDGS CORPSOLE | COM SHS | 9.47K | SH | $1.54M 0.92% | 0.00 | 0.00 | 9.47K |
KKR & CO INCSOLE | COM | 16.72K | SH | $1.53M 0.91% | 0.00 | 0.00 | 16.72K |
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