Cross Staff Investments Inc

CIK 0001900406 · Q1 2026

13F Equity AUM

$197.4M

+8.7% QoQ

Positions

128

-4 QoQ

AUM Rank

#7,458

Top 60%

Skill Alpha (FF)

+1.6%/yr^ns

No Clear Edge

Rank #1,329 · Top 16%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 40.8%Top 10: 52.2%Top 20: 64.5%

NVDA13.7%

COST9.4%

AKRE7.8%

AAPL5.9%

BRK/B4.0%

AMZN2.8%

CAT2.4%

BX2.2%

GOOGL2.1%

MSFT1.8%

Others (118)47.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.0%

Technology25.1%

Consumer Defensive12.8%

Industrials7.1%

Consumer Cyclical5.7%

Energy5.6%

Communication Services4.7%

Healthcare3.7%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 128Median: 0.33%Avg: 0.78%

0–0.5%

85(20.6%)

0.5–1%

25(16.7%)

1–3%

13(21.9%)

3–5%

1(4.0%)

5%+

4(36.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 126Unique: 2vs 20 funds

1.7%Low

128

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.4%

BANK OF AMERICA CORP /DE/

2.6%

2.5%

4.1%

2.9%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

3.5%

GEODE CAPITAL MANAGEMENT, LLC

2.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased26Decreased19Exited9

New Positions

APP0.1%

+550

CRM0.1%

+1K

VNOM0.1%

+5K

GLW0.1%

+1K

BP0.1%

+4K

Increased

ATLX1.2%

+4K(+1%)

SCHX1.0%

+3K(+4%)

AKRE7.8%

+2K(+1%)

SCHB1.6%

+1K(+1%)

IBKR0.6%

+702(+4%)

SPY0.4%

+425(+57%)

AAPL5.9%

+339(+1%)

NOW0.2%

+300(+8%)

MSFT1.8%

+210(+2%)

BRK/B4.0%

+177(+1%)

Decreased

MO0.3%

-705(-7%)

SCHD0.3%

-590(-3%)

JNJ0.8%

-534(-8%)

BPRE0.1%

-512(-4%)

T0.2%

-475(-4%)

BX2.2%

-448(-1%)

BAC0.2%

-445(-5%)

VPU0.3%

-425(-14%)

KKR0.8%

-361(-2%)

MDLZ0.2%

-338(-5%)

Exited

MLB1

-200

-1,000

-1,000

-600

-5,000

-500

-4,500

-1,000

-1,225

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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