Nancy Kay

Cross Staff Investments Inc

Assets Managed

$177.623M

Holdings

133

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

-10.02%(2Q avg: -0.64%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cross Staff Investments Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Cross Staff Investments Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 177.623M in assets, with a quarterly growth rate of -10.02% and a 2-quarter average growth rate of -0.64%. The portfolio is managed by Nancy Kay, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AKRE Akre Focus Etf Recent Activity Decreased -0.44%	8.71%	$15.459M 290,646 shares@ $53.2 avg price	Decreased -0.44%
AAPL Apple Inc Recent Activity Increased 0.43%	7.54%	$13.386M 46,262 shares@ $289.36 avg price	Increased 0.43%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 0.86%	4.67%	$8.282M 16,551 shares@ $500.4 avg price	Increased 0.86%
CAT Caterpillar Inc Recent Activity	4.07%	$7.221M 6,781 shares@ $1064.91 avg price
AMZN Amazon.com Inc Recent Activity	3.62%	$6.42M 26,938 shares@ $238.35 avg price
DFUV Dimensional Us Marketwide Va Recent Activity	3.22%	$5.716M 10,391 shares@ $550.1 avg price
GOOGL Alphabet Inc-cl A Recent Activity Decreased -5.89%	2.76%	$4.891M 13,687 shares@ $357.37 avg price	Decreased -5.89%
BX Blackstone Inc Recent Activity Decreased -0.46%	2.45%	$4.337M 36,853 shares@ $117.68 avg price	Decreased -0.46%
COP Conocophillips Recent Activity	2.33%	$4.136M 3,978 shares@ $1039.6 avg price
GOOG Alphabet Inc-cl C Recent Activity Decreased -4.8%	2.11%	$3.739M 10,582 shares@ $353.32 avg price	Decreased -4.8%

1-10 of 133