Cross Staff Investments
Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, BX, AMZN, MSFT, and represent 26.12% of Cross Staff Investments's stock portfolio.
- Added to shares of these 10 stocks: SDY, NFLX, NSC, QLC, BRK.B, SPY, VG, SCHB, MOAT, AMT.
- Started 5 new stock positions in QLC, SDY, NSC, NFLX, VG.
- Reduced shares in these 10 stocks: IBKR (-$11M), CBZ, FI, SYK, ESAB, TMP, CSX, NEAR, SPLV, SCHX.
- Sold out of its positions in CBZ, CSX, ESAB, FI, RVYL, SYK, TMP.
- Cross Staff Investments was a net seller of stock by $-9.9M.
- Cross Staff Investments has $143M in assets under management (AUM), dropping by 6.41%.
- Central Index Key (CIK): 0001900406
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Portfolio Holdings for Cross Staff Investments
Cross Staff Investments holds 126 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $12M | 46k | 254.63 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 5.7 | $8.2M | +2% | 16k | 502.74 |
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| Blackstone Group Inc Com Cl A (BX) | 4.6 | $6.5M | 38k | 170.85 |
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| Amazon (AMZN) | 4.2 | $6.0M | 27k | 219.57 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.0M | 9.6k | 517.93 |
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| Alphabet Inc Class Class A Cap Stk Cl A (GOOGL) | 2.6 | $3.7M | 15k | 243.10 |
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| Caterpillar (CAT) | 2.4 | $3.4M | 7.1k | 477.15 |
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| NVIDIA Corporation (NVDA) | 2.0 | $2.9M | 16k | 186.58 |
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| Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) | 2.0 | $2.9M | +3% | 112k | 25.71 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 1.9 | $2.8M | 11k | 243.55 |
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| Cheniere Energy Com New (LNG) | 1.9 | $2.7M | 12k | 234.98 |
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| Atlas Lithium Corp Com New (ATLX) | 1.9 | $2.7M | +2% | 566k | 4.76 |
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| Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) | 1.7 | $2.5M | +4% | 25k | 99.11 |
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| Visa Inc Class A Com Cl A (V) | 1.6 | $2.3M | 6.8k | 341.39 |
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| Home Depot (HD) | 1.6 | $2.3M | 5.7k | 405.21 |
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| Kkr & Co (KKR) | 1.6 | $2.3M | 18k | 129.95 |
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| Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) | 1.4 | $2.0M | -2% | 76k | 26.34 |
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| Eli Lilly & Co. (LLY) | 1.3 | $1.9M | 2.5k | 763.00 |
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| Mastercard Inc Class A Cl A (MA) | 1.2 | $1.8M | 3.1k | 568.73 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 1.9k | 925.70 |
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| International Business Machines (IBM) | 1.1 | $1.6M | 5.7k | 282.16 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.6M | 5.1k | 315.44 |
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| Comstock Resources (CRK) | 1.1 | $1.5M | 78k | 19.83 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 1.0 | $1.4M | 2.3k | 612.38 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 1.0 | $1.4M | 4.3k | 328.19 |
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| Deere & Company (DE) | 1.0 | $1.4M | 3.1k | 457.26 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $1.4M | 2.2k | 609.32 |
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| American Tower Reit (AMT) | 0.9 | $1.3M | +6% | 6.8k | 192.31 |
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| AutoZone (AZO) | 0.9 | $1.3M | 300.00 | 4290.24 |
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| Booking Holdings (BKNG) | 0.9 | $1.3M | 238.00 | 5399.27 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.3M | 6.9k | 185.42 |
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| Procter & Gamble Company (PG) | 0.9 | $1.2M | 8.0k | 153.64 |
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| Interactive Brokers Grouclass A Com Cl A (IBKR) | 0.8 | $1.2M | -89% | 18k | 68.81 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $1.2M | 912.00 | 1318.02 |
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| Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP) | 0.8 | $1.2M | 7.8k | 153.25 |
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| Brown & Brown (BRO) | 0.8 | $1.1M | 12k | 93.79 |
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| Danaher Corporation (DHR) | 0.8 | $1.1M | 5.5k | 198.24 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.1M | 9.7k | 112.75 |
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| Yum! Brands (YUM) | 0.7 | $997k | 6.6k | 152.00 |
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| Pepsi (PEP) | 0.7 | $980k | 7.0k | 140.44 |
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| Illinois Tool Works (ITW) | 0.7 | $938k | 3.6k | 260.76 |
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| Broadcom (AVGO) | 0.6 | $892k | 2.7k | 329.88 |
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| Constellation Brands Incclass A Cl A (STZ) | 0.6 | $890k | 6.6k | 134.67 |
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| Cisco Systems (CSCO) | 0.6 | $886k | 13k | 68.42 |
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| Philip Morris International (PM) | 0.6 | $856k | 5.3k | 162.19 |
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| Fair Isaac Corporation (FICO) | 0.6 | $853k | 570.00 | 1496.53 |
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| Paychex (PAYX) | 0.6 | $852k | 6.7k | 126.76 |
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| Chevron Corporation (CVX) | 0.6 | $825k | 5.3k | 155.30 |
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| Texas Pacific Land Corp (TPL) | 0.6 | $814k | 872.00 | 933.53 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $798k | 6.4k | 123.75 |
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| Proshares S&p 500 Div Aristocrat Etf S&p 500dv Arist (NOBL) | 0.5 | $767k | +8% | 7.4k | 103.07 |
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| Berkshire Hathaway Inc Dclass A Cl A (BRK.A) | 0.5 | $754k | 1.00 | 754200.00 |
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| Chubb (CB) | 0.5 | $748k | 2.6k | 282.25 |
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| Verisign (VRSN) | 0.5 | $747k | 2.7k | 279.52 |
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| Wal-Mart Stores (WMT) | 0.5 | $746k | 7.2k | 103.07 |
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| Xylem (XYL) | 0.5 | $708k | 4.8k | 147.50 |
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| Altria (MO) | 0.5 | $705k | 11k | 66.06 |
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| Dimensional Us Equity Market Etf Us Equity Market (DFUS) | 0.5 | $694k | 9.6k | 72.44 |
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| AFLAC Incorporated (AFL) | 0.5 | $693k | 6.2k | 111.70 |
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| Servicenow (NOW) | 0.5 | $690k | 750.00 | 920.28 |
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| Consolidated Edison (ED) | 0.5 | $678k | 6.7k | 100.52 |
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| Honeywell International (HON) | 0.5 | $674k | 3.2k | 210.50 |
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| Markel Corporation (MKL) | 0.5 | $669k | -2% | 350.00 | 1911.36 |
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| Vaneck Cef Muni Income Etf Cef Muni Income (XMPT) | 0.5 | $657k | 30k | 21.89 |
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| O'reilly Automotive (ORLY) | 0.5 | $647k | 6.0k | 107.81 |
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| Coca-Cola Company (KO) | 0.4 | $640k | 9.6k | 66.32 |
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| Capital One Financial (COF) | 0.4 | $638k | 3.0k | 212.58 |
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| 3M Company (MMM) | 0.4 | $633k | 4.1k | 155.18 |
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| Merck & Co (MRK) | 0.4 | $621k | 7.4k | 83.93 |
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| Palantir Technologies Inclass A Cl A (PLTR) | 0.4 | $602k | +10% | 3.3k | 182.42 |
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| Vanguard Utilities Etf Utilities Etf (VPU) | 0.4 | $581k | +3% | 3.1k | 189.41 |
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| Moody's Corporation (MCO) | 0.4 | $578k | +4% | 1.2k | 476.48 |
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| Live Nation Entertainment (LYV) | 0.4 | $556k | 3.4k | 163.40 |
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| Southern Company (SO) | 0.4 | $553k | 5.8k | 94.77 |
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| Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $536k | 20k | 27.30 |
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| Advanced Micro Devices (AMD) | 0.4 | $510k | 3.2k | 161.79 |
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| Sempra Energy (SRE) | 0.4 | $504k | 5.6k | 89.98 |
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| Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) | 0.3 | $500k | 7.3k | 68.58 |
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| Mira Pharmaceuticals (MIRA) | 0.3 | $489k | 359k | 1.36 |
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| Ishares Short Duratn Bndactv Etf Short Duration B (NEAR) | 0.3 | $486k | -11% | 9.5k | 51.28 |
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| MercadoLibre (MELI) | 0.3 | $467k | 200.00 | 2336.94 |
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| Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV) | 0.3 | $464k | 10k | 44.69 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 0.3 | $452k | +62% | 679.00 | 666.18 |
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| Meta Platforms Inc Class A Cl A (META) | 0.3 | $446k | 607.00 | 734.38 |
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| Dimensional U S Small Cap Etf Us Small Cap Etf (DFAS) | 0.3 | $445k | 6.5k | 68.46 |
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| L3harris Technologies (LHX) | 0.3 | $437k | 1.4k | 305.41 |
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| Mondelez Intl Inc Class A Cl A (MDLZ) | 0.3 | $421k | 6.7k | 62.47 |
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| Target Corporation (TGT) | 0.3 | $419k | 4.7k | 89.70 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $419k | 936.00 | 447.23 |
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| Verizon Communications (VZ) | 0.3 | $416k | 9.5k | 43.95 |
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| Ishs Shrt Matry Muni Bndactv Etf Short Maturity M (MEAR) | 0.3 | $404k | 8.0k | 50.51 |
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| At&t (T) | 0.3 | $390k | 14k | 28.24 |
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| Colgate-Palmolive Company (CL) | 0.3 | $384k | 4.8k | 79.94 |
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| ConocoPhillips (COP) | 0.3 | $376k | 4.0k | 94.59 |
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| Masco Corporation (MAS) | 0.3 | $366k | 5.2k | 70.39 |
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| Spdr S&p Dividend Etf S&p Divid Etf (SDY) | 0.2 | $350k | NEW | 2.5k | 140.05 |
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| Realty Income (O) | 0.2 | $335k | 5.5k | 60.79 |
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| Ingersoll Rand (IR) | 0.2 | $331k | 4.0k | 82.62 |
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| Pfizer (PFE) | 0.2 | $330k | 13k | 25.48 |
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| HEICO Corporation (HEI) | 0.2 | $323k | 1.0k | 322.82 |
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| Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) | 0.2 | $322k | -14% | 4.4k | 73.48 |
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| Allstate Corporation (ALL) | 0.2 | $322k | 1.5k | 214.65 |
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| Phillips 66 (PSX) | 0.2 | $321k | 2.4k | 136.02 |
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| Verisk Analytics (VRSK) | 0.2 | $312k | 1.2k | 251.51 |
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| Bristol Myers Squibb (BMY) | 0.2 | $311k | 6.9k | 45.10 |
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| Nasdaq Omx (NDAQ) | 0.2 | $310k | 3.5k | 88.45 |
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| Ionq Inc Pipe (IONQ) | 0.2 | $308k | 5.0k | 61.50 |
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| Eaton Corp Plc F SHS (ETN) | 0.2 | $307k | 820.00 | 374.25 |
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| Roku Inc Class A Com Cl A (ROKU) | 0.2 | $300k | 3.0k | 100.13 |
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| Veeva Sys Inc Class A Cl A Com (VEEV) | 0.2 | $298k | 1.0k | 297.91 |
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| Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM) | 0.2 | $291k | 1.0k | 279.29 |
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| Yum China Holdings (YUMC) | 0.2 | $282k | 6.6k | 42.92 |
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| Ecolab (ECL) | 0.2 | $274k | 1.0k | 273.86 |
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| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.2 | $273k | 9.8k | 27.90 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $268k | 1.6k | 167.33 |
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| Enbridge (ENB) | 0.2 | $266k | 5.3k | 50.46 |
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| Tyler Technologies (TYL) | 0.2 | $262k | 500.00 | 523.16 |
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| Netflix (NFLX) | 0.2 | $252k | NEW | 210.00 | 1198.92 |
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| Broadridge Financial Solutions (BR) | 0.2 | $238k | 1.0k | 238.17 |
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| Norfolk Southern (NSC) | 0.2 | $230k | NEW | 765.00 | 300.41 |
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| General Mills (GIS) | 0.2 | $227k | 4.5k | 50.42 |
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| Devon Energy Corporation (DVN) | 0.2 | $224k | 6.4k | 35.06 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $212k | 600.00 | 352.75 |
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| Flexshares Us Qulty Lrg Cp Indx Etf Us Quality Cap (QLC) | 0.1 | $203k | NEW | 2.6k | 77.97 |
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| Venture Global Inc Class A Com Cl A (VG) | 0.1 | $142k | NEW | 10k | 14.19 |
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| American Rebel Hldgs Com New (AREB) | 0.0 | $13k | 14k | 0.95 |
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Past Filings by Cross Staff Investments
SEC 13F filings are viewable for Cross Staff Investments going back to 2021
- Cross Staff Investments 2025 Q3 filed Oct. 24, 2025
- Cross Staff Investments 2025 Q2 filed July 24, 2025
- Cross Staff Investments 2025 Q1 filed April 22, 2025
- Cross Staff Investments 2024 Q4 filed Jan. 24, 2025
- Cross Staff Investments 2024 Q3 filed Oct. 23, 2024
- Cross Staff Investments 2024 Q2 filed Aug. 6, 2024
- Cross Staff Investments 2024 Q1 filed May 1, 2024
- Cross Staff Investments 2023 Q4 filed Feb. 2, 2024
- Cross Staff Investments 2023 Q3 filed Oct. 17, 2023
- Cross Staff Investments 2023 Q2 filed Aug. 1, 2023
- Cross Staff Investments 2023 Q1 filed April 25, 2023
- Cross Staff Investments 2022 Q4 filed Jan. 30, 2023
- Cross Staff Investments 2022 Q2 restated filed Oct. 21, 2022
- Cross Staff Investments 2022 Q3 filed Oct. 21, 2022
- Cross Staff Investments 2022 Q2 filed July 29, 2022
- Cross Staff Investments 2022 Q1 filed April 19, 2022