According to an SEC filing dated February 27, 2026, Cross Staff Investments Inc established a caller presumption successful Professionally Managed Portfolios - Akre Focus ETF (NYSE:AKRE) by purchasing 289,630 shares. The estimated worth of the acquisition was $18.97 million.
This was a caller presumption successful AKRE, representing 10.45% of the fund’s 13F reportable AUM arsenic of December 31, 2025
Top 5 holdings aft the filing:
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NYSE:AKRE: $18.97 cardinal (10.45% of AUM)
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NASDAQ:COST: $16.04 cardinal (8.8% of AUM)
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NASDAQ:AAPL: $12.43 cardinal (6.8% of AUM)
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NYSE:BRK.B: $8.16 cardinal (4.5% of AUM)
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NASDAQ:AMZN: $6.23 cardinal (3.4% of AUM)
As of Feb. 28, 2026, shares were priced astatine $56.14, down 20.61% implicit the past twelvemonth and underperforming the S&P 500 by 37.97 percent points.
| Price (as of marketplace adjacent Feb. 27, 2026) | $56.14 |
| AUM | $8.42 billion |
| Industry | Asset Management |
Akre Focus ETF offers a diversified portfolio of U.S. equities, including communal and preferred stocks, arsenic good arsenic equity-like instruments specified arsenic REITs, concern interests, and convertible securities.
It operates by identifying companies with precocious returns connected capital, beardown absorption teams, and reinvestment opportunities, aiming to get these astatine tenable valuations and actively managing positions based connected valuation and concern thesis.
AKRE employs a disciplined, quality-focused concern strategy, concentrating connected U.S. companies with beardown shareholder returns and proven management. The fund's flexible mandate allows for selective investments crossed marketplace capitalizations and information types, supporting some maturation and hazard absorption objectives.
The ETF's competitory borderline lies successful its rigorous enactment process and willingness to allocate superior dynamically, selling positions erstwhile valuations go excessive oregon superior opportunities arise. This attack is designed to present sustained worth for investors seeking semipermanent superior appreciation.
Akre Focus ETF is an actively-managed money that aims for above-average returns implicit clip by hand-selecting companies with precocious imaginable for accordant growth.
The money is somewhat diversified, arsenic it requires that nary much than 25% of assets beryllium allocated to a azygous banal and that nary much than 35% beryllium devoted to planetary stocks. But with nether 20 holdings, it’s overmuch much concentrated than galore different ETFs.
While it’s outperformed the S&P 500 for overmuch of its past since its motorboat successful 2009, it’s faltered successful caller years, with its terms sinking by much than 20% implicit the past 12 months. While that could marque it a much affordable clip to banal up, accrued volatility is simply a hazard investors should see earlier buying.

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