Fund Universe

Cross Staff Investments Inc

CIK 0001900406 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.105
AUM ($M)
178
Positions
133
Turnover
0.22
Top-10 wt
41%
Herfindahl
0.027
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 137 positions · portfolio value $178M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AKRE funds › AKRE FOCUS ETF TRIM 8.7% +0.9% 15.5 290,646 -1,289 3
AAPL funds › APPLE INC ADD 7.5% +1.6% 13.4 46,262 +197 5
BRKB funds › BERKSHIRE HATHAWAY CLASS B ADD 4.7% +0.7% 8.3 16,551 +140 5
CAT funds › CATERPILLAR INC HOLD 4.1% +1.6% 7.2 6,781 +0 5
AMZN funds › AMAZON.COM INC HOLD 3.6% +0.8% 6.4 26,938 +0 5
DFUV funds › DIMENSIONAL US MARKETWIDE VALUE ETF HOLD 3.2% +3.0% 5.7 10,391 +0 5
GOOGL funds › ALPHABET INC CLASS A TRIM 2.8% +0.6% 4.9 13,687 -858 5
BX funds › BLACKSTONE INC TRIM 2.4% +0.3% 4.3 36,853 -174 5
COP funds › CONOCOPHILLIPS HOLD 2.3% +2.1% 4.1 3,978 +0 5
GOOG funds › ALPHABET INC CLASS C TRIM 2.1% +0.5% 3.7 10,582 -534 5
SCHB funds › SCHWAB U.S. BROAD MARKETETF ADD 2.1% +0.5% 3.7 128,665 +4,125 5
MSFT funds › MICROSOFT CORP ADD 2.1% +0.2% 3.6 9,767 +19 5
NVDA funds › NVIDIA CORP ADD 1.7% -12.0% 3.1 15,529 +8 5
LNG funds › CHENIERE ENERGY INC ADD 1.6% -0.1% 2.8 11,803 +302 5
LLY funds › ELI LILLY AND CO HOLD 1.6% +0.5% 2.8 2,300 +0 5
MOAT funds › VANECK MORNINGSTAR WIDE MOAT ETF ADD 1.5% +0.2% 2.6 25,233 +3 5
SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD 1.3% +0.3% 2.4 80,494 +801 5
V funds › VISA INC CLASS A TRIM 1.3% +0.3% 2.3 6,711 -116 5
ATLX funds › ATLAS LITHIUM CORP HOLD 1.2% -0.1% 2.1 558,718 +0 5
DE funds › DEERE & CO HOLD 1.1% +0.2% 2.0 3,075 +0 5
AMD funds › ADVANCED MICRO DEVICES I HOLD 1.0% +0.7% 1.8 3,154 +0 5
HD funds › HOME DEPOT INC TRIM 1.0% +0.1% 1.8 5,136 -353 5
COST funds › COSTCO WHSL CORP NEW HOLD 1.0% -8.4% 1.7 1,860 +0 5
JPM funds › JPMORGAN CHASE & CO ADD 0.9% +0.2% 1.7 5,084 +26 5
VOO funds › VANGUARD S&P 500 ETF ADD 0.9% +0.2% 1.6 2,370 +50 5
MA funds › MASTERCARD INC CLASS A ADD 0.9% +0.1% 1.6 3,141 +2 5
IBM funds › IBM CORP ADD 0.9% +0.2% 1.6 5,732 +27 5
IBKR funds › INTERACTIVE BROKERS GROUCLASS A ADD 0.9% +0.3% 1.6 18,311 +3 5
KKR funds › KKR & CO INC TRIM 0.9% +0.1% 1.5 16,706 -170 5
GVIP funds › GOLDMAN SACHS HEDGE INDUSTRY VIP ETF ADD 0.8% +0.3% 1.5 7,878 +40 5
CSCO funds › CISCO SYS INC TRIM 0.8% +0.3% 1.5 12,447 -381 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.8% +0.0% 1.4 5,477 -846 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.8% -0.1% 1.3 9,791 +0 5
TDG funds › TRANSDIGM GROUP INC HOLD 0.7% +0.1% 1.2 912 +0 5
TPL funds › TEXAS PACIFIC LAND C ADD 0.7% +0.0% 1.2 2,746 +1 5
VTI funds › VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES TRIM 0.7% -0.1% 1.2 3,228 -1,362 5
CRK funds › COMSTOCK RES INC TRIM 0.6% -0.2% 1.1 76,802 -200 5
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.6% -0.1% 1.1 2,245 +0 5
SPY funds › STATE STREET SPDR S&P 500 ETF TRUST ADD 0.6% +0.2% 1.1 1,477 +307 5
BKNG funds › BOOKING HLDGS INC ADD 0.6% +0.1% 1.1 5,950 +5,712 5
AMT funds › AMERICAN TOWER CORP NEW REIT TRIM 0.6% +0.0% 1.1 6,427 -175 5
YUM funds › YUM BRANDS INC HOLD 0.6% +0.1% 1.0 6,560 +0 5
DHR funds › DANAHER CORP ADD 0.6% +0.1% 1.0 5,447 +3 5
PG funds › PROCTER & GAMBLE CO TRIM 0.6% -0.0% 1.0 6,676 -943 5
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.5% +0.1% 1.0 3,596 +0 5
AZO funds › AUTOZONE INC HOLD 0.5% +0.0% 1.0 300 +0 5
MRK funds › MERCK & CO. INC. HOLD 0.5% +0.1% 1.0 7,397 +0 5
PEP funds › PEPSICO INC HOLD 0.5% -0.0% 0.9 6,980 +0 5
AVGO funds › BROADCOM INC TRIM 0.5% +0.1% 0.9 2,481 -325 5
CB funds › CHUBB LTD F HOLD 0.5% +0.1% 0.9 2,649 +0 5
STZ funds › CONSTELLATION BRANDS INCCLASS A TRIM 0.5% +0.0% 0.9 6,422 -37 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.5% +0.1% 0.9 4,920 -72 5
CVX funds › CHEVRON CORP NEW HOLD 0.5% -0.1% 0.9 5,313 +0 5
NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD 0.5% +0.1% 0.9 15,191 +7,589 5
WMT funds › WALMART INC ADD 0.5% +0.0% 0.8 7,236 +1 5
DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF HOLD 0.4% +0.1% 0.8 9,576 +0 5
KO funds › THE COCA-COLA CO ADD 0.4% +0.1% 0.8 9,650 +116 5
BRO funds › BROWN & BROWN INC HOLD 0.4% +0.0% 0.8 12,081 +0 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY CLASS A HOLD 0.4% +0.1% 0.7 1 +0 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.4% -0.0% 0.7 5,886 -563 5
AFL funds › AFLAC INC HOLD Common Stock 0.4% +0.1% 0.7 6,200 +0 5
MO funds › ALTRIA GROUP INC TRIM 0.4% +0.1% 0.7 9,911 -60 5
ED funds › CONSOLIDATED EDISON INC TRIM 0.4% +0.0% 0.7 6,398 -500 5
SCHD funds › SCHWAB U.S. DIVIDEND EQUITY ETF ADD 0.4% +0.1% 0.7 21,693 +2,218 5
MKL funds › MARKEL GROUP INC HOLD 0.4% +0.0% 0.7 350 +0 5
FICO funds › FAIR ISAAC CORP HOLD 0.4% +0.1% 0.7 570 +0 5
VRSN funds › VERISIGN INC ADD 0.4% +0.0% 0.7 2,672 +1 5
XMPT funds › VANECK CEF MUNICIPAL INCOME ETF HOLD 0.4% +0.1% 0.7 30,000 +0 5
MU funds › MICRON TECHNOLOGY INC NEW 0.4% +0.4% 0.7 567 +567 1
MMM funds › 3M CO HOLD 0.4% +0.1% 0.6 3,888 +0 5
PAYX funds › PAYCHEX INC TRIM 0.4% +0.0% 0.6 6,350 -274 5
LYV funds › LIVE NATION ENTMT INC HOLD 0.4% +0.1% 0.6 3,400 +0 5
TGT funds › TARGET CORP EQUITY CLASS EQUITY ADD 0.3% +0.1% 0.6 4,751 +75 5
COF funds › CAPITAL ONE FINL CORP HOLD 0.3% +0.1% 0.6 3,000 +0 5
XYL funds › XYLEM INC HOLD 0.3% +0.0% 0.6 4,800 +0 5
SO funds › SOUTHERN CO HOLD 0.3% +0.0% 0.6 5,835 +0 5
ORLY funds › O REILLY AUTOMOTIVE INC HOLD 0.3% +0.0% 0.6 6,000 +0 5
MCO funds › MOODYS CORP ADD 0.3% +0.0% 0.5 1,213 +1 5
DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF HOLD 0.3% +0.1% 0.5 6,500 +0 5
SRE funds › SEMPRA HOLD 0.3% +0.0% 0.5 5,600 +0 5
VPU funds › VANGUARD UTILITIES INDEXFUND ETF SHARES HOLD 0.3% +0.0% 0.5 2,641 +0 5
FLEX funds › FLEX LTD F NEW 0.3% +0.3% 0.5 3,000 +3,000 1
SNDK funds › SANDISK CORP NEW 0.3% +0.3% 0.5 210 +210 1
BN funds › BROOKFIELD CORP FCLASS A HOLD 0.3% +0.0% 0.5 10,935 +0 5
CL funds › COLGATE PALMOLIVE CO HOLD 0.2% +0.0% 0.4 4,800 +0 5
MAS funds › MASCO CORP HOLD 0.2% +0.1% 0.4 5,200 +0 5
LHX funds › L3HARRIS TECHNOLOGIES IN HOLD 0.2% -0.0% 0.4 1,432 +0 5
ROKU funds › ROKU INC CLASS A HOLD 0.2% +0.1% 0.4 3,000 +0 5
MEAR funds › ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF HOLD 0.2% +0.0% 0.4 8,000 +0 5
NOW funds › SERVICENOW INC HOLD 0.2% +0.0% 0.4 4,050 +0 5
PSX funds › PHILLIPS 66 HOLD 0.2% +0.0% 0.4 2,363 +0 5
PLTR funds › PALANTIR TECHNOLOGIES INCLASS A HOLD 0.2% -0.0% 0.4 3,300 +0 5
GLW funds › CORNING INC HOLD 0.2% +0.1% 0.4 1,492 +0 2
SDY funds › STATE STREET SPDR S&P DIVIDEND ETF HOLD 0.2% +0.0% 0.4 2,496 +0 4
NEAR funds › ISHARES SHORT DURATION BOND ACTIVE ETF TRIM 0.2% -0.0% 0.4 7,394 -2,091 5
ISRG funds › INTUITIVE SURGICAL INC HOLD 0.2% -0.0% 0.4 936 +0 5
VZ funds › VERIZON COMMUNICATIONS I ADD 0.2% -0.0% 0.4 8,722 +210 5
BMY funds › BRISTOL MYERS SQUIBB CO ADD 0.2% +0.0% 0.4 6,350 +146 5
MDLZ funds › MONDELEZ INTL INC CLASS A TRIM 0.2% +0.0% 0.4 6,317 -84 5
HON funds › HONEYWELL INTL INC NEW 0.2% +0.2% 0.4 1,600 +1,600 1
ALL funds › ALLSTATE CORP HOLD 0.2% +0.0% 0.4 1,500 +0 5
HEI funds › HEICO CORP NEW HOLD 0.2% +0.1% 0.4 1,000 +0 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.2% +0.2% 0.4 1,600 +1,600 1
SCHA funds › SCHWAB U.S. SMALL-CAP ETF ADD 0.2% +0.1% 0.4 9,775 +1 5
SPLV funds › INVESCO S&P 500 LOW VOLATILITY ETF ADD 0.2% +0.0% 0.3 4,670 +274 5
ETN funds › EATON CORP PLC F HOLD 0.2% +0.0% 0.3 820 +0 5
MIRA funds › MIRA PHARMACEUTICALS INC HOLD 0.2% -0.0% 0.3 359,401 +0 5
IR funds › INGERSOLL RAND INC HOLD 0.2% +0.0% 0.3 4,000 +0 5
O funds › REALTY INCOME CORP REIT TRIM 0.2% +0.0% 0.3 5,286 -45 5
META funds › META PLATFORMS INC CLASS A HOLD 0.2% +0.0% 0.3 577 +0 5
PFE funds › PFIZER INC ADD 0.2% -0.0% 0.3 13,263 +326 5
IONQ funds › IONQ INC NEW 0.2% +0.2% 0.3 5,850 +5,850 1
RTX funds › RTX CORP HOLD 0.2% +0.0% 0.3 1,599 +0 5
ENB funds › ENBRIDGE INC F HOLD 0.2% +0.0% 0.3 5,264 +0 5
APP funds › APPLOVIN CORP CLASS A HOLD 0.2% +0.0% 0.3 550 +0 2
ECL funds › ECOLAB INC HOLD 0.2% +0.0% 0.3 1,000 +0 5
NDAQ funds › NASDAQ INC HOLD 0.2% +0.0% 0.3 3,500 +0 5
TMP funds › TOMPKINS FINL CORP HOLD 0.2% +0.0% 0.3 2,840 +0 3
YUMC funds › YUM CHINA HLDGS INC HOLD 0.2% -0.0% 0.3 6,560 +0 5
DVN funds › DEVON ENERGY CORP NEW HOLD 0.1% -0.0% 0.3 6,400 +0 5
T funds › AT&T INC ADD 0.1% -0.0% 0.3 12,636 +351 5
VIG funds › VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES ADD 0.1% +0.0% 0.3 1,089 +92 3
SANM funds › SANMINA CORP NEW 0.1% +0.1% 0.3 1,000 +1,000 1
JOE funds › ST JOE CO HOLD 0.1% +0.0% 0.2 3,900 +0 3
NSC funds › NORFOLK SOUTHN CORP HOLD 0.1% +0.0% 0.2 765 +0 4
DJCO funds › DAILY JOURNAL CORP NEW 0.1% +0.1% 0.2 400 +400 1
QLC funds › FLEXSHARES US QUALITY LARGE CAP INDEX FUND HOLD 0.1% +0.0% 0.2 2,600 +0 4
AMGN funds › AMGEN INC HOLD 0.1% +0.0% 0.2 626 +0 3
VRSK funds › VERISK ANALYTICS INC CLASS A HOLD 0.1% +0.0% 0.2 1,200 +0 5
MS funds › MORGAN STANLEY NEW 0.1% +0.1% 0.2 991 +991 1
VNOM funds › VIPER ENERGY INC NEW CLASS A ADD 0.1% +0.0% 0.2 4,822 +30 2
BPRE funds › BLUEROCK PRIVATE REAL ES TRIM 0.1% -0.0% 0.2 13,498 -639 3
VG funds › VENTURE GLOBAL INC CLASS A HOLD 0.1% -0.0% 0.1 10,000 +0 4
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.4% 0.0 0 -3,202 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.1% 0.0 0 -1,154 0
BP funds › BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS EXIT 0.0% -0.1% 0.0 0 -4,321 0
TSM funds › TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS EXIT 0.0% -0.2% 0.0 0 -1,115 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 178 133 0.22 41% 0.027 0.105 in
2026Q1 197 128 0.15 52% 0.045 0.276 in
2025Q4 182 132 0.20 46% 0.034 0.130 in
2025Q3 143 126 0.06 37% 0.023 0.230 in
2025Q2 135 128 0.09 35% 0.021 0.190 entered
2025Q1 132 122 0.00 38% 0.024 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status