Portfolio (Quarterly)
Guide ↗
Cross Staff Investments Inc
· CIK 0001900406| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 291,935.0 | $15.4M | 7.82% | +2K | +0.8% | $52.85 | +2.3% |
| 2 | AAPL | APPLE INC | Technology | 46,065.0 | $11.7M | 5.92% | +339.0 | +0.7% | $253.79 | +22.5% |
| 3 | — | BERKSHIRE HATHAWAY CLASS B | — | 16,411.0 | $7.9M | 3.98% | +177.0 | +1.1% | $479.20 | — |
| 4 | MSFT | MICROSOFT CORP | Technology | 9,748.0 | $3.6M | 1.83% | +210.0 | +2.2% | $370.19 | +11.5% |
| 5 | LNG | CHENIERE ENERGY INC | Energy | 11,501.0 | $3.3M | 1.65% | +101.0 | +0.9% | $283.75 | -18.6% |
| 6 | SCHB | SCHWAB U.S. BROAD MARKETETF | — | 124,540.0 | $3.1M | 1.58% | +1K | +0.8% | $25.10 | +15.3% |
| 7 | ATLX | ATLAS LITHIUM CORP | Basic Materials | 558,718.0 | $2.4M | 1.23% | +4K | +0.7% | $4.35 | -4.6% |
| 8 | V | VISA INC CLASS CLASS A | Financial Services | 6,827.0 | $2.1M | 1.04% | +123.0 | +1.8% | $302.23 | +8.4% |
| 9 | SCHX | SCHWAB U.S. LARGE-CAP ETF | — | 79,693.0 | $2.0M | 1.03% | +3K | +4.1% | $25.64 | +15.1% |
| 10 | MA | MASTERCARD INC CLASS CLASS A | Financial Services | 3,139.0 | $1.6M | 0.79% | +92.0 | +3.0% | $499.62 | -0.9% |
| 11 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | — | 4,590.0 | $1.5M | 0.75% | +134.0 | +3.0% | $320.81 | +15.1% |
| 12 | TPL | TEXAS PACIFIC LAND C | Energy | 2,745.0 | $1.3M | 0.66% | +175.0 | +6.8% | $474.57 | -14.4% |
| 13 | IBKR | INTERACTIVE BROKERS GROUCLASS CLASS A | Financial Services | 18,308.0 | $1.2M | 0.62% | +702.0 | +4.0% | $67.07 | +20.7% |
| 14 | AVGO | BROADCOM INC | Technology | 2,806.0 | $869K | 0.44% | +101.0 | +3.7% | $309.54 | +36.3% |
| 15 | BRO | BROWN & BROWN INC | Financial Services | 12,081.0 | $788K | 0.40% | +81.0 | +0.7% | $65.21 | -12.9% |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | Financial Services | 1,170.0 | $761K | 0.39% | +425.0 | +57.0% | $650.34 | +15.4% |
| 17 | NOW | SERVICENOW INC | Technology | 4,050.0 | $423K | 0.21% | +300.0 | +8.0% | $104.55 | -2.3% |
| 18 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | Technology | 1,115.0 | $377K | 0.19% | +75.0 | +7.2% | $337.95 | +25.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.0%
Consumer Defensive
16.9%
Financial Services
11.8%
Industrials
9.5%
Consumer Cyclical
7.3%
Energy
7.1%
Communication Services
6.0%
Healthcare
4.8%
Utilities
1.8%
Basic Materials
1.7%