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Portfolio (Quarterly) Guide ↗

Cross Staff Investments Inc

· CIK 0001900406
13F Portfolio $178M AUM 133 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 20 Added 21 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 567.0 $654K 0.37% NEW $1154.29 -19.2%
2 FLEX FLEX LTD F Technology 3,000.0 $486K 0.27% NEW $162.07 -31.8%
3 SNDK SANDISK CORP Technology 210.0 $477K 0.27% NEW $2273.73 -34.7%
4 HONEYWELL INTL INC 1,600.0 $358K 0.20% NEW $223.90
5 HONEYWELL AEROSPACE INC 1,600.0 $354K 0.20% NEW $221.08
6 IONQ IONQ INC Technology 5,850.0 $312K 0.17% NEW $53.26 -26.4%
7 SANM SANMINA CORP Technology 1,000.0 $253K 0.14% NEW $253.08 -23.3%
8 DJCO DAILY JOURNAL CORP Technology 400.0 $240K 0.14% NEW $601.19 +3.7%
9 MS MORGAN STANLEY Financial Services 991.0 $207K 0.12% NEW $209.04 +2.7%

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 25.7%
Financial Services 15.2%
Industrials 13.7%
Energy 10.4%
Consumer Cyclical 10.0%
Consumer Defensive 7.6%
Healthcare 6.4%
Communication Services 5.7%
Utilities 2.1%
Basic Materials 1.9%