Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AKREAkre Focus Etf | $15.5M | 8.7% | |
| AAPLApple Inc | $13.4M | 7.5% | |
| BRK/BBerkshire Hathaway Class B | $8.3M | 4.7% | |
| CATCaterpillar Inc | $7.2M | 4.1% | |
| AMZNAmazon.com Inc | $6.4M | 3.6% | |
| DFUVDimensional Us Marketwide Value Etf | $5.7M | 3.2% | |
| GOOGLAlphabet Inc Class A | $4.9M | 2.8% | −5.9% |
| BXBlackstone Inc | $4.3M | 2.4% | |
| COPConocophillips | $4.1M | 2.3% | |
| GOOGAlphabet Inc Class C | $3.7M | 2.1% | −4.8% |
| SCHBSchwab U.s. Broad Marketetf | $3.7M | 2.1% | +3.3% |
| MSFTMicrosoft Corp | $3.6M | 2.1% | |
| NVDANvidia Corp | $3.1M | 1.7% | |
| LNGCheniere Energy Inc | $2.8M | 1.6% | +2.6% |
| LLYEli Lilly And Co | $2.8M | 1.6% | |
| MOATVaneck Morningstar Wide Moat Etf | $2.6M | 1.5% | |
| SCHXSchwab U.s. Large-cap Etf | $2.4M | 1.3% | +1.0% |
| VVisa Inc Class A | $2.3M | 1.3% | −1.7% |
| ATLXAtlas Lithium Corp | $2.1M | 1.2% | |
| DEDeere & Co | $2.0M | 1.1% | |
| AMDAdvanced Micro Devices I | $1.8M | 1.0% | |
| HDHome Depot Inc | $1.8M | 1.0% | −6.4% |
| COSTCostco Whsl Corp New | $1.7M | 1.0% | |
| JPMJpmorgan Chase & Co | $1.7M | 0.9% | |
| VOOVanguard S&p 500 Etf | $1.6M | 0.9% | +2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2022 | +1269.2% | $3.1M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $7.2M |
| LLYEli Lilly And Co | December 31, 2021 | +334.2% | $2.8M |
| AMDAdvanced Micro Devices I | December 31, 2021 | +303.7% | $1.8M |
| TPLTexas Pacific Land C | December 31, 2021 | +215.4% | $1.2M |
| IBKRInteractive Brokers Grouclass A | March 31, 2024 | +211.7% | $1.6M |
| GOOGLAlphabet Inc Class A | December 31, 2021 | +146.7% | $4.9M |
| GOOGAlphabet Inc Class C | December 31, 2021 | +144.2% | $3.7M |
| LNGCheniere Energy Inc | December 31, 2021 | +135.7% | $2.8M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $1.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $724K
- TSMTaiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Shs was $377K
- CRMSalesforce Inc was $215K
- BPBp P L C Fsponsored Adr 1 Adr Reps 6 Ord Shs was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +3.3% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −0.1% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +3.8% | +7.1% |
| September 30, 2022 | −2.1% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −1.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cross Staff Investments Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1900406&type=13F-HR&dateb=&owner=include&count=40CIK 1900406
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1900406/000190040626000003/Filed July 22, 2026 · accession 0001900406-26-000003