Cross Staff Investments
Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XOM, CRK, BRK.B, BX, and represent 30.03% of Cross Staff Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHB, SCHX, ATLX, AVGO, SCHD, DJCO, TMP, IBKR, BX, SCHA.
- Started 4 new stock positions in AVGO, American Rebel Hldgs Incclass Equity, TMP, DJCO.
- Reduced shares in these 10 stocks: XOM, AREB, Ishares Ibonds Dec 2024 Term T, IAC, ROP, EMN, PAYC, JOE, AMGN, VRAR.
- Sold out of its positions in AREB, AMGN, EMN, VRAR, IAC, Ishares Ibonds Dec 2024 Term T, PAYC, ROP, JOE.
- Cross Staff Investments was a net buyer of stock by $2.6M.
- Cross Staff Investments has $144M in assets under management (AUM), dropping by 10.78%.
- Central Index Key (CIK): 0001900406
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Portfolio Holdings for Cross Staff Investments
Cross Staff Investments holds 122 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.8 | $11M | 45k | 250.42 |
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| Exxon Mobil Corporation (XOM) | 7.4 | $11M | -4% | 9.9k | 1075.70 |
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| Comstock Resources (CRK) | 5.3 | $7.6M | 419k | 18.22 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 4.9 | $7.0M | 16k | 453.28 |
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| Blackstone Group Inc Com Cl A (BX) | 4.6 | $6.6M | +2% | 38k | 172.42 |
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| Amazon (AMZN) | 3.9 | $5.5M | 25k | 219.39 |
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| Microsoft Corporation (MSFT) | 2.8 | $4.0M | 9.5k | 421.49 |
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| Atlas Lithium Corp Com New (ATLX) | 2.3 | $3.3M | +45% | 529k | 6.33 |
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| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 2.0 | $2.8M | 15k | 189.30 |
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| Caterpillar (CAT) | 1.8 | $2.6M | 7.1k | 362.76 |
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| Kkr & Co (KKR) | 1.8 | $2.6M | +4% | 17k | 147.91 |
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| Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) | 1.6 | $2.3M | +227% | 101k | 22.70 |
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| Home Depot (HD) | 1.5 | $2.2M | 5.7k | 388.97 |
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| Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) | 1.5 | $2.2M | 24k | 92.73 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 1.5 | $2.2M | 11k | 190.44 |
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| Eli Lilly & Co. (LLY) | 1.4 | $2.0M | 2.6k | 772.01 |
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| Cheniere Energy Com New (LNG) | 1.4 | $2.0M | +2% | 9.2k | 214.87 |
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| Visa Inc Class A Com Cl A (V) | 1.3 | $1.9M | +4% | 6.1k | 316.03 |
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| NVIDIA Corporation (NVDA) | 1.3 | $1.9M | 14k | 134.29 |
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| Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) | 1.3 | $1.8M | +200% | 79k | 23.18 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.8M | 1.9k | 916.27 |
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| Mastercard Inc Class A Cl A (MA) | 1.1 | $1.6M | 3.0k | 526.49 |
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| Constellation Brands Incclass A Cl A (STZ) | 1.0 | $1.5M | 6.8k | 221.00 |
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| Procter & Gamble Company (PG) | 0.9 | $1.3M | 8.0k | 167.66 |
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| Deere & Company (DE) | 0.9 | $1.3M | 3.1k | 423.70 |
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| Danaher Corporation (DHR) | 0.9 | $1.3M | 5.5k | 229.56 |
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| International Business Machines (IBM) | 0.9 | $1.3M | 5.7k | 219.83 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.9 | $1.3M | 4.3k | 289.82 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | -4% | 5.2k | 239.72 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.3k | 538.81 |
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| Brown & Brown (BRO) | 0.9 | $1.2M | 12k | 102.02 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $1.2M | 952.00 | 1267.28 |
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| Booking Holdings (BKNG) | 0.8 | $1.2M | 238.00 | 4968.42 |
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| American Tower Reit (AMT) | 0.8 | $1.1M | +5% | 6.0k | 183.41 |
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| Pepsi (PEP) | 0.8 | $1.1M | 7.1k | 152.06 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $1.1M | 2.2k | 469.29 |
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| Paychex (PAYX) | 0.7 | $1.0M | -6% | 7.3k | 140.21 |
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| Johnson & Johnson (JNJ) | 0.7 | $992k | 6.9k | 144.62 |
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| AutoZone (AZO) | 0.7 | $961k | 300.00 | 3202.00 |
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| Illinois Tool Works (ITW) | 0.6 | $912k | 3.6k | 253.56 |
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| Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP) | 0.6 | $899k | 7.2k | 124.06 |
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| Yum! Brands (YUM) | 0.6 | $880k | 6.6k | 134.16 |
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| Texas Pacific Land Corp (TPL) | 0.6 | $809k | 731.00 | 1106.60 |
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| Cisco Systems (CSCO) | 0.5 | $772k | 13k | 59.20 |
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| Fair Isaac Corporation (FICO) | 0.5 | $737k | 370.00 | 1990.93 |
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| Merck & Co (MRK) | 0.5 | $736k | +7% | 7.4k | 99.48 |
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| Chubb (CB) | 0.5 | $732k | 2.6k | 276.30 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $731k | 6.8k | 107.74 |
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| Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL) | 0.5 | $723k | 7.3k | 99.54 |
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| Honeywell International (HON) | 0.5 | $723k | 3.2k | 225.88 |
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| Chevron Corporation (CVX) | 0.5 | $712k | -5% | 4.9k | 144.85 |
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| Wal-Mart Stores (WMT) | 0.5 | $649k | 7.2k | 90.36 |
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| Vaneck Cef Muni Income Etf Cef Muni Income (XMPT) | 0.4 | $645k | -14% | 30k | 21.51 |
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| AFLAC Incorporated (AFL) | 0.4 | $641k | 6.2k | 103.44 |
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| Markel Corporation (MKL) | 0.4 | $639k | 370.00 | 1726.23 |
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| Philip Morris International (PM) | 0.4 | $635k | 5.3k | 120.34 |
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| Target Corporation (TGT) | 0.4 | $632k | 4.7k | 135.18 |
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| Dimensional Us Equity Market Etf Us Equity Market (DFUS) | 0.4 | $611k | 9.6k | 63.75 |
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| Coca-Cola Company (KO) | 0.4 | $601k | 9.6k | 62.26 |
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| Consolidated Edison (ED) | 0.4 | $591k | -2% | 6.6k | 89.23 |
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| Servicenow (NOW) | 0.4 | $583k | 550.00 | 1060.12 |
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| Ishares Short Duratn Bndactv Etf Short Duration B (NEAR) | 0.4 | $579k | 12k | 50.50 |
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| Altria (MO) | 0.4 | $574k | -3% | 11k | 52.29 |
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| Advanced Micro Devices (AMD) | 0.4 | $560k | -7% | 4.6k | 120.79 |
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| Xylem (XYL) | 0.4 | $557k | 4.8k | 116.02 |
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| Interactive Brokers Grouclass A Com Cl A (IBKR) | 0.4 | $557k | +57% | 3.2k | 176.67 |
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| Verisign (VRSN) | 0.4 | $553k | 2.7k | 206.96 |
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| Moody's Corporation (MCO) | 0.4 | $550k | 1.2k | 473.37 |
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| Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $536k | +239% | 20k | 27.32 |
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| Capital One Financial (COF) | 0.4 | $535k | 3.0k | 178.32 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $534k | -4% | 1.2k | 444.68 |
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| 3M Company (MMM) | 0.4 | $526k | 4.1k | 129.09 |
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| Vanguard Utilities Etf Utilities Etf (VPU) | 0.3 | $494k | 3.0k | 163.42 |
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| Sempra Energy (SRE) | 0.3 | $491k | 5.6k | 87.72 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $489k | 936.00 | 521.96 |
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| Southern Company (SO) | 0.3 | $480k | 5.8k | 82.32 |
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| O'reilly Automotive (ORLY) | 0.3 | $474k | 400.00 | 1185.80 |
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| Live Nation Entertainment (LYV) | 0.3 | $440k | 3.4k | 129.50 |
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| Colgate-Palmolive Company (CL) | 0.3 | $436k | 4.8k | 90.91 |
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| Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV) | 0.3 | $425k | 10k | 40.92 |
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| Dimensional U S Small Cap Etf Us Small Cap Etf (DFAS) | 0.3 | $423k | 6.5k | 65.08 |
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| Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) | 0.3 | $419k | 7.3k | 57.45 |
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| Broadcom (AVGO) | 0.3 | $418k | NEW | 1.8k | 231.89 |
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| Mira Pharmaceuticals (MIRA) | 0.3 | $417k | 366k | 1.14 |
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| Mondelez Intl Inc Class A Cl A (MDLZ) | 0.3 | $408k | -4% | 6.8k | 59.73 |
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| Ishs Shrt Matry Muni Bndactv Etf Short Maturity M (MEAR) | 0.3 | $400k | 8.0k | 49.95 |
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| ConocoPhillips (COP) | 0.3 | $395k | 4.0k | 99.17 |
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| Bristol Myers Squibb (BMY) | 0.3 | $394k | -2% | 7.0k | 56.56 |
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| Masco Corporation (MAS) | 0.3 | $377k | 5.2k | 72.57 |
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| Verizon Communications (VZ) | 0.3 | $373k | 9.3k | 39.99 |
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| Ingersoll Rand (IR) | 0.3 | $362k | 4.0k | 90.46 |
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| Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) | 0.3 | $359k | 5.1k | 70.00 |
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| Pfizer (PFE) | 0.2 | $343k | 13k | 26.53 |
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| Verisk Analytics (VRSK) | 0.2 | $342k | 1.2k | 275.43 |
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| Yum China Holdings (YUMC) | 0.2 | $316k | 6.6k | 48.17 |
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| At&t (T) | 0.2 | $314k | 14k | 22.77 |
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| L3harris Technologies (LHX) | 0.2 | $301k | 1.4k | 210.28 |
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| Realty Income (O) | 0.2 | $294k | 5.5k | 53.41 |
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| General Mills (GIS) | 0.2 | $293k | 4.6k | 63.77 |
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| Allstate Corporation (ALL) | 0.2 | $289k | 1.5k | 192.79 |
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| Tyler Technologies (TYL) | 0.2 | $288k | 500.00 | 576.64 |
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| Eaton Corp Plc F SHS (ETN) | 0.2 | $272k | 820.00 | 331.87 |
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| Nasdaq Omx (NDAQ) | 0.2 | $271k | 3.5k | 77.31 |
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| Phillips 66 (PSX) | 0.2 | $269k | 2.4k | 113.93 |
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| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.2 | $254k | +101% | 9.8k | 25.86 |
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| Fiserv (FI) | 0.2 | $247k | 1.2k | 205.42 |
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| Cbiz (CBZ) | 0.2 | $246k | 3.0k | 81.83 |
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| Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM) | 0.2 | $241k | 1.2k | 197.49 |
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| Meta Platforms Inc Class A Cl A (META) | 0.2 | $238k | 407.00 | 585.51 |
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| HEICO Corporation (HEI) | 0.2 | $238k | 1.0k | 237.74 |
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| Ecolab (ECL) | 0.2 | $234k | 1.0k | 234.32 |
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| Viper Energy Inc Class A Cl A (VNOM) | 0.2 | $231k | 4.7k | 49.07 |
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| Devon Energy Corporation (DVN) | 0.2 | $229k | -7% | 7.0k | 32.73 |
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| Daily Journal Corporation (DJCO) | 0.2 | $227k | NEW | 400.00 | 567.99 |
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| Broadridge Financial Solutions (BR) | 0.2 | $226k | 1.0k | 226.09 |
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| Enbridge (ENB) | 0.2 | $223k | 5.3k | 42.43 |
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| Roku Inc Class A Com Cl A (ROKU) | 0.2 | $223k | 3.0k | 74.34 |
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| Tompkins Financial Corporation (TMP) | 0.2 | $216k | NEW | 3.2k | 67.83 |
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| Stryker Corporation (SYK) | 0.2 | $216k | 600.00 | 360.05 |
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| Veeva Sys Inc Class A Cl A Com (VEEV) | 0.1 | $210k | 1.0k | 210.25 |
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| Ryvyl (RVYL) | 0.0 | $35k | -13% | 27k | 1.30 |
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| American Rebel Hldgs Incclass Equity | 0.0 | $31k | NEW | 17k | 1.81 |
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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 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
- Cross Staff Investments 2021 Q4 filed Feb. 7, 2022