DOSSIER · 13F-HR · Q3 2026

Cross Staff Investments Inc

$168M in tracked AUM across 130 positions as of Q3 2026.

CS
CIK 0001900406 · last filed Sep 30, 2026
Total AUM
$168M
as of Q3 2026
Holdings
130
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cross Staff Investments Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AKRE
AKRE FOCUS ETF
$15M291K8.7%
02
AAPL
APPLE INC
$13M46K7.5%
03
BRK/B
BERKSHIRE HATHAWAY CLASS B
$8M17K4.7%
04
CAT
CATERPILLAR INC
$7M7K4.1%
05
AMZN
AMAZON.COM INC
$6M27K3.6%
06
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
$6M10K3.2%
07
GOOGL
ALPHABET INC CLASS A
$5M14K2.8%
08
BX
BLACKSTONE INC
$4M37K2.4%
09
COP
CONOCOPHILLIPS
$4M4K2.3%
10
GOOG
ALPHABET INC CLASS C
$4M11K2.1%

Filing history

2026Q2Jun 30
$178M▼ 10.0%
133 positionsView →
2026Q1Mar 31
$197M▲ 8.7%
128 positionsView →
2025Q4Dec 31
$182M▲ 214.3%
132 positionsView →
2025Q3Sep 30
$58M▼ 57.1%
60 positionsLocked
2025Q2Jun 30
$135M▲ 1.6%
128 positionsLocked
2025Q1Mar 31
$132M▼ 7.7%
122 positionsLocked
2024Q4Dec 31
$144M▲ 10.8%
122 positionsLocked
2024Q3Sep 30
$130M▲ 8.0%
127 positionsLocked
2024Q2Jun 30
$120M▲ 1.0%
120 positionsLocked
2024Q1Mar 31
$119M▲ 5.2%
121 positionsLocked
2023Q4Dec 31
$113M▲ 10.4%
114 positionsLocked
2023Q3Sep 30
$102M▼ 6.2%
108 positionsLocked
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