2026 Q1 Portfolio Activity
In 2026 Q1, Cross Staff Investments Inc maintained a portfolio of 137 distinct positions. The most significant new addition was VIPER ENERGY INC NEW CLASS , now representing 0.11% of the total fund value. They heavily accumulated shares in TEXAS PACIFIC LAND C, increasing the position by 6.8%.
Position History
hover any row below to update
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Total Positions
137
Quarter
2026 Q1
Top Holding
NVDA (13.7%)
Top 10 Concentration
52.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 137
Cross Staff Investments Inc Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 13.71% | 1.59% |
#1
11
Prev: #12
|
7.0 |
—
|
no change | no change |
P
S
|
15,521 | $27,068,267 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 9.39% | 8.84% |
#2
Prev: #2
|
6.3 |
—
|
no change | no change |
P
S
|
1,860 | $18,536,245 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AKRE
PROFESIONALLY M...
|
ETF | 7.82% | 10.45% |
#3
2
Prev: #1
|
4.6 |
—
|
2,305 | 0.8% |
P
S
|
291,935 | $15,428,765 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
APPLE INC
|
Technology | 5.92% | 6.85% |
#4
1
Prev: #3
|
3.4 |
—
|
339 | 0.7% |
P
S
|
46,065 | $11,690,914 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.98% | 4.49% |
#5
1
Prev: #4
|
2.6 |
—
|
177 | 1.1% |
P
S
|
16,411 | $7,864,151 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.84% | 3.43% |
#6
1
Prev: #5
|
2.1 |
—
|
no change | no change |
P
S
|
26,938 | $5,610,377 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.43% | 2.23% |
#7
2
Prev: #9
|
1.5 |
—
|
-285 | -4.0% |
P
S
|
6,781 | $4,804,067 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 2.16% | 3.18% |
#8
2
Prev: #6
|
1.4 |
—
|
-448 | -1.2% |
P
S
|
37,027 | $4,257,790 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC ...
|
Communication Services | 2.12% | 2.56% |
#9
2
Prev: #7
|
1.3 |
—
|
-299 | -2.0% |
P
S
|
14,545 | $4,182,679 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.83% | 2.54% |
#10
2
Prev: #8
|
1.2 |
—
|
210 | 2.2% |
P
S
|
9,748 | $3,608,579 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 1.65% | 1.22% |
#11
6
Prev: #17
|
1.2 |
—
|
101 | 0.9% |
P
S
|
11,501 | $3,263,385 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC ...
|
Communication Services | 1.62% | 1.92% |
#12
2
Prev: #10
|
1.6 |
—
|
no change | no change |
P
S
|
11,116 | $3,188,815 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHB
SCHWAB U.S. BRO...
|
ETF | 1.58% | 1.78% |
#13
2
Prev: #11
|
1.1 |
—
|
1,004 | 0.8% |
P
S
|
124,540 | $3,125,959 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MOAT
VANECK MORNINGS...
|
ETF | 1.24% | 1.44% |
#14
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
25,230 | $2,439,732 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ATLX
ATLAS LITHIUM C...
|
Basic Materials | 1.23% | 1.29% |
#15
1
Prev: #16
|
1.0 |
—
|
4,000 | 0.7% |
P
S
|
558,718 | $2,430,423 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 1.07% | 1.49% |
#16
3
Prev: #13
|
0.9 |
—
|
-225 | -8.9% |
P
S
|
2,300 | $2,115,471 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
V
VISA INC ...
|
Financial Services | 1.05% | 1.30% |
#17
2
Prev: #15
|
0.9 |
—
|
123 | 1.8% |
P
S
|
6,827 | $2,063,304 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 1.04% | 1.13% |
#18
2
Prev: #20
|
0.9 |
—
|
3,160 | 4.1% |
P
S
|
79,693 | $2,043,335 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.91% | 1.07% |
#19
2
Prev: #21
|
0.9 |
—
|
-175 | -3.1% |
P
S
|
5,489 | $1,805,195 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DE
DEERE & CO
|
Industrials | 0.88% | 0.79% |
#20
8
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
3,075 | $1,732,148 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.84% | 0.65% |
#21
14
Prev: #35
|
0.8 |
—
|
1 | 0.0% |
P
S
|
9,791 | $1,661,097 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CRK
COMSTOCK RES IN...
|
Energy | 0.82% | 0.98% |
#22
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
77,002 | $1,623,204 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.79% | 0.96% |
#23
Prev: #23
|
0.8 |
—
|
92 | 3.0% |
P
S
|
3,139 | $1,568,312 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
KKR
KKR & CO INC
|
Financial Services | 0.79% | 1.21% |
#24
5
Prev: #19
|
0.8 |
—
|
-361 | -2.1% |
P
S
|
16,876 | $1,561,057 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.78% | 0.78% |
#25
4
Prev: #29
|
0.8 |
—
|
-534 | -7.8% |
P
S
|
6,323 | $1,545,594 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.78% | 0.71% |
#26
4
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
2,245 | $1,531,629 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.75% | 0.90% |
#27
2
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
5,058 | $1,487,861 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.75% | 0.82% |
#28
2
Prev: #26
|
0.8 |
—
|
134 | 3.0% |
P
S
|
4,590 | $1,472,520 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.70% | 0.80% |
#29
2
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
2,320 | $1,386,316 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IBM
IBM CORP
|
Technology | 0.70% | 0.93% |
#30
6
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
5,705 | $1,382,835 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.66% | 0.41% |
#31
27
Prev: #58
|
2.3 |
—
|
175 | 6.8% |
P
S
|
2,745 | $1,302,689 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.62% | 0.62% |
#32
5
Prev: #37
|
0.7 |
—
|
702 | 4.0% |
P
S
|
18,308 | $1,227,945 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GVIP
GOLDMAN SACHS H...
|
ETF | 0.58% | 0.67% |
#33
1
Prev: #34
|
0.7 |
—
|
12 | 0.2% |
P
S
|
7,838 | $1,142,269 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.58% | 0.64% |
#34
2
Prev: #36
|
0.7 |
—
|
12 | 0.2% |
P
S
|
6,602 | $1,139,342 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.56% | 0.62% |
#35
3
Prev: #38
|
0.7 |
—
|
-249 | -3.2% |
P
S
|
7,619 | $1,100,450 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.56% | 0.45% |
#36
14
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
5,313 | $1,099,319 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.55% | 0.55% |
#37
3
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
6,980 | $1,083,924 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.54% | 0.67% |
#38
5
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
912 | $1,056,972 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DHR
DANAHER CORP
|
Healthcare | 0.52% | 0.69% |
#39
7
Prev: #32
|
0.7 |
—
|
1 | 0.0% |
P
S
|
5,444 | $1,032,253 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
YUM
YUM BRANDS INC
|
Consumer Cyclical | 0.52% | 0.55% |
#40
2
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
6,560 | $1,019,949 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.51% | 0.56% |
#41
2
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
300 | $1,013,334 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BKNG
BOOKING HLDGS I...
|
Consumer Cyclical | 0.51% | 0.70% |
#42
11
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
238 | $1,002,056 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.50% | 0.55% |
#43
2
Prev: #41
|
0.7 |
—
|
-131 | -1.0% |
P
S
|
12,828 | $995,306 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 0.49% | 0.49% |
#44
2
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
6,459 | $968,850 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.47% | 0.49% |
#45
2
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
3,596 | $936,003 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.46% | 0.44% |
#46
5
Prev: #51
|
1.2 |
—
|
no change | no change |
P
S
|
7,235 | $899,224 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MRK
MERCK & CO. INC...
|
Healthcare | 0.45% | 0.43% |
#47
6
Prev: #53
|
1.2 |
—
|
no change | no change |
P
S
|
7,397 | $889,785 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.44% | 0.52% |
#48
3
Prev: #45
|
0.7 |
—
|
101 | 3.7% |
P
S
|
2,806 | $868,563 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CB
CHUBB LTD ...
|
Financial Services | 0.44% | 0.46% |
#49
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
2,649 | $863,389 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.43% | 0.42% |
#50
4
Prev: #54
|
1.2 |
—
|
no change | no change |
P
S
|
6,449 | $844,432 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 137 holdings