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Cross Staff Investments Inc

Cross Staff Investments Inc is an institution, managing $143.2M across 126 long positions as of Q3 2025 with AAPL as the largest holding (8% allocation).

Portfolio Value
$143.2M
Positions
126
Top Holding
AAPL at 8.22%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Cross Staff Investments Inc's portfolio (37% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$11.8M
8.22%
+$6.6K
Bought
0.00%
46.3K shares
Insurance - Diversified
Financial Services
$8.2M
5.70%
+$194.1K
Bought
0.00%
16.2K shares
Asset Management
Financial Services
$6.5M
4.57%
+$30.8K
Bought
0.00%
38.3K shares
4
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$6.0M
4.18%
+$83.4K
Bought
0.00%
27.2K shares
Software - Infrastructure
Technology
$5.0M
3.46%
+$73.0K
Bought
0.00%
9.6K shares
Internet Content & Information
Communication Services
$3.7M
2.55%
+$48.9K
Bought
0.00%
15.0K shares
Agricultural - Machinery
Industrials
$3.4M
2.35%
0.00%
7.1K shares
8
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$2.9M
2.03%
0.00%
15.6K shares
ETF
ETF
$2.9M
2.00%
+$102.7K
Bought
111.5K shares
Internet Content & Information
Communication Services
$2.8M
1.95%
0.00%
11.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cross Staff Investments Inc's latest filing

See all changes
Market Value
$143.2M
Prior: $134.6M
Q/Q Change
+6.41%
+$8.6M
Net Flows % of MV
-7.21%
Turnover Ratio
5.11%
New Purchases
3 stocks
$743.2K
Added To
32 stocks
+$1.2M
Sold Out Of
7 stocks
$1.1M
Reduced Holdings
10 stocks
-$11.1M

Increased Positions

PositionShares Δ
New
2
Netflix logo
New
New
+62.44%
+10.0%

Decreased Positions

PositionShares Δ
1
CBIZ logo
CBIZ
CBZ
Sold
Sold
Sold
4
ESAB logo
ESAB
ESAB
Sold
Sold

Analytics

Portfolio insights and performance metrics for Cross Staff Investments Inc

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Sector Allocation

Financial Services: 21.10%Financial ServicesTechnology: 19.40%TechnologyETF: 12.60%ETFIndustrials: 9.60%IndustrialsConsumer Cyclical: 9.30%Consumer CyclicalConsumer Defensive: 6.40%Communication Services: 6.10%Energy: 5.70%Healthcare: 4.70%Basic Materials: 2.10%Utilities: 1.80%Real Estate: 1.10%
Financial Services
21.10%
Technology
19.40%
ETF
12.60%
Industrials
9.60%
Consumer Cyclical
9.30%
Consumer Defensive
6.40%
Communication Services
6.10%
Energy
5.70%
Healthcare
4.70%
Basic Materials
2.10%
Utilities
1.80%
Real Estate
1.10%

Market Cap Distribution

Mega Cap (> $200B): 48.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 34.99%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.08%Micro Cap ($50M - $300M): 1.88%Nano Cap (< $50M): 0.99%N/A (ETF or Unknown): 12.80%N/A (ETF or Unknown)
Mega Cap (> $200B)
48.28%
Large Cap ($10B - $200B)
34.99%
Mid Cap ($2B - $10B)
1.08%
Micro Cap ($50M - $300M)
1.88%
Nano Cap (< $50M)
0.99%
N/A (ETF or Unknown)
12.80%

Portfolio Concentration

Top 10 Holdings %
37.01%
Top 20 Holdings %
52.53%
Top 50 Holdings %
76.44%
Top 100 Holdings %
95.28%

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