Cross Staff Investments
Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, ATLX, BRK.B, BX, CRK, and represent 27.50% of Cross Staff Investments's stock portfolio.
- Added to shares of these 10 stocks: MEAR, MSFT, INTC, PANW, ALL, TYL, BR, ENOV, NDAQ, MA.
- Started 8 new stock positions in TYL, NDAQ, PANW, ENOV, BR, MEAR, ALL, INTC.
- Reduced shares in these 10 stocks: VEEV, SCHA, , SCHB, BKNG, CAT, BN, MOAT, PAYX, AMD.
- Sold out of its positions in VEEV, NAT.
- Cross Staff Investments was a net buyer of stock by $3.1M.
- Cross Staff Investments has $113M in assets under management (AUM), dropping by 10.45%.
- Central Index Key (CIK): 0001900406
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Portfolio Holdings for Cross Staff Investments
Cross Staff Investments holds 114 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.7 | $8.7M | 45k | 192.53 |
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| Atlas Lithium Corp Com New (ATLX) | 6.0 | $6.7M | 216k | 31.28 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 4.9 | $5.6M | 16k | 356.66 |
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| Blackstone Group Inc Com Cl A (BX) | 4.9 | $5.5M | 42k | 130.92 |
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| Comstock Resources (CRK) | 4.0 | $4.5M | 513k | 8.85 |
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| Amazon (AMZN) | 3.7 | $4.1M | +3% | 27k | 151.94 |
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| Microsoft Corporation (MSFT) | 3.2 | $3.7M | +9% | 9.7k | 376.04 |
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| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 2.0 | $2.3M | 16k | 139.69 |
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| Caterpillar (CAT) | 1.9 | $2.1M | 7.1k | 295.67 |
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| Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) | 1.8 | $2.0M | 24k | 84.87 |
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| Home Depot (HD) | 1.7 | $2.0M | +2% | 5.7k | 346.54 |
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| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 1.5 | $1.7M | 12k | 140.93 |
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| Constellation Brand Class A Cl A (STZ) | 1.5 | $1.6M | 6.8k | 241.76 |
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| Kkr & Co (KKR) | 1.4 | $1.6M | 20k | 82.85 |
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| Cheniere Energy Com New (LNG) | 1.4 | $1.6M | 9.4k | 170.71 |
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| Visa Inc Class A Com Cl A (V) | 1.4 | $1.5M | +4% | 5.9k | 260.34 |
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| Eli Lilly & Co. (LLY) | 1.3 | $1.5M | 2.6k | 582.92 |
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| Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) | 1.3 | $1.5M | 26k | 56.40 |
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| Mastercard Inc Class A Cl A (MA) | 1.2 | $1.3M | +16% | 3.1k | 426.57 |
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| Danaher Corporation (DHR) | 1.1 | $1.3M | 5.6k | 231.32 |
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| Deere & Company (DE) | 1.1 | $1.2M | 3.1k | 399.87 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.2M | 1.9k | 660.08 |
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| Pepsi (PEP) | 1.1 | $1.2M | 7.0k | 169.84 |
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| Procter & Gamble Company (PG) | 1.0 | $1.2M | 7.9k | 146.53 |
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| American Tower Reit (AMT) | 1.0 | $1.1M | +5% | 5.0k | 215.88 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.1M | +3% | 6.9k | 156.74 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $1.1M | 2.2k | 468.14 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.9 | $1.1M | +8% | 2.4k | 436.80 |
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| Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) | 0.9 | $1.0M | -3% | 19k | 55.67 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.9 | $1.0M | 4.3k | 237.21 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.0M | 10k | 99.98 |
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| TransDigm Group Incorporated (TDG) | 0.9 | $963k | +9% | 952.00 | 1011.60 |
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| International Business Machines (IBM) | 0.8 | $943k | 5.8k | 163.55 |
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| Paychex (PAYX) | 0.8 | $934k | 7.8k | 119.11 |
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| Illinois Tool Works (ITW) | 0.8 | $929k | 3.5k | 261.94 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $925k | 5.4k | 170.09 |
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| Yum! Brands (YUM) | 0.8 | $857k | 6.6k | 130.66 |
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| Brown & Brown (BRO) | 0.8 | $853k | 12k | 71.11 |
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| Advanced Micro Devices (AMD) | 0.8 | $848k | 5.8k | 147.41 |
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| Booking Holdings (BKNG) | 0.7 | $844k | -2% | 238.00 | 3547.22 |
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| AutoZone (AZO) | 0.7 | $776k | 300.00 | 2585.61 |
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| Chevron Corporation (CVX) | 0.7 | $767k | 5.1k | 149.17 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $746k | 1.3k | 596.60 |
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| Vaneck Cef Muni Income Etf Cef Muni Income (XMPT) | 0.7 | $741k | 35k | 21.18 |
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| Merck & Co (MRK) | 0.6 | $732k | +3% | 6.7k | 109.02 |
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| NVIDIA Corporation (NVDA) | 0.6 | $729k | 1.5k | 495.22 |
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| Blackrock Short Duratn Bnd Etf Blackrock St Mat (NEAR) | 0.6 | $697k | 14k | 50.52 |
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| Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP) | 0.6 | $696k | 7.3k | 95.84 |
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| Honeywell International (HON) | 0.6 | $672k | 3.2k | 209.71 |
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| Target Corporation (TGT) | 0.6 | $655k | 4.6k | 142.42 |
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| Cisco Systems (CSCO) | 0.6 | $647k | 13k | 50.52 |
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| Proshares S&p 500 Div Aristocrat Etf S & P 500dv Arist (NOBL) | 0.6 | $640k | 6.7k | 95.20 |
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| Consolidated Edison (ED) | 0.6 | $627k | 6.9k | 90.97 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $626k | 6.4k | 97.04 |
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| Coca-Cola Company (KO) | 0.5 | $607k | +6% | 10k | 58.93 |
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| Chubb (CB) | 0.5 | $599k | 2.6k | 226.00 |
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| Verisign (VRSN) | 0.5 | $571k | 2.8k | 205.96 |
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| Xylem (XYL) | 0.5 | $549k | 4.8k | 114.36 |
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| Markel Corporation (MKL) | 0.5 | $525k | +2% | 370.00 | 1419.90 |
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| Mondelez Intl Class A Cl A (MDLZ) | 0.5 | $515k | 7.1k | 72.43 |
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| AFLAC Incorporated (AFL) | 0.5 | $512k | 6.2k | 82.50 |
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| Philip Morris International (PM) | 0.5 | $509k | 5.4k | 94.07 |
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| Dimensional U S Equity Etf Us Equity Etf (DFUS) | 0.4 | $496k | 9.6k | 51.83 |
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| Altria (MO) | 0.4 | $468k | 12k | 40.34 |
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| ConocoPhillips (COP) | 0.4 | $462k | 4.0k | 116.07 |
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| Anthem (ELV) | 0.4 | $460k | 976.00 | 471.56 |
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| Moody's Corporation (MCO) | 0.4 | $454k | +5% | 1.2k | 390.56 |
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| Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $452k | 5.9k | 76.13 |
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| Verizon Communications (VZ) | 0.4 | $450k | -2% | 12k | 37.70 |
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| 3M Company (MMM) | 0.4 | $446k | 4.1k | 109.32 |
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| Ishares Ibonds Term Treasury Etf Iv Ibonds 24 Trm Ts (IBTE) | 0.4 | $436k | 18k | 23.86 |
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| Southern Company (SO) | 0.4 | $423k | 6.0k | 70.12 |
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| Sempra Energy (SRE) | 0.4 | $419k | 5.6k | 74.73 |
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| Vanguard Utilities Etf Utilities Etf (VPU) | 0.4 | $410k | 3.0k | 137.07 |
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| Fair Isaac Corporation (FICO) | 0.4 | $407k | 350.00 | 1164.01 |
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| Blackrock Shrt Matrty Muni Bnd Etf Blackrock Short (MEAR) | 0.4 | $400k | NEW | 8.0k | 49.99 |
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| Capital One Financial (COF) | 0.3 | $393k | 3.0k | 131.12 |
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| Servicenow (NOW) | 0.3 | $389k | +10% | 550.00 | 706.49 |
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| Dimensional U S Small Cap Etf Us Small Cap Etf (DFAS) | 0.3 | $388k | 6.5k | 59.62 |
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| Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV) | 0.3 | $387k | 10k | 37.22 |
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| Texas Pacific Land Corp (TPL) | 0.3 | $384k | 244.00 | 1572.09 |
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| Colgate-Palmolive Company (CL) | 0.3 | $383k | 4.8k | 79.71 |
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| O'reilly Automotive (ORLY) | 0.3 | $380k | 400.00 | 950.08 |
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| Wal-Mart Stores (WMT) | 0.3 | $378k | 2.4k | 157.66 |
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| Pfizer (PFE) | 0.3 | $374k | 13k | 28.79 |
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| Bristol Myers Squibb (BMY) | 0.3 | $366k | 7.1k | 51.31 |
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| Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) | 0.3 | $356k | 5.7k | 62.66 |
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| Devon Energy Corporation (DVN) | 0.3 | $353k | -3% | 7.8k | 45.30 |
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| Masco Corporation (MAS) | 0.3 | $348k | 5.2k | 66.98 |
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| Live Nation Entertainment (LYV) | 0.3 | $318k | 3.4k | 93.60 |
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| Realty Income (O) | 0.3 | $316k | -2% | 5.5k | 57.42 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $316k | +4% | 936.00 | 337.36 |
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| Ingersoll Rand (IR) | 0.3 | $309k | 4.0k | 77.34 |
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| Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) | 0.3 | $308k | -5% | 7.7k | 40.12 |
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| Iac Com New (IAC) | 0.3 | $304k | 5.8k | 52.38 |
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| L3harris Technologies (LHX) | 0.3 | $302k | +12% | 1.4k | 210.62 |
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| General Mills (GIS) | 0.3 | $300k | 4.6k | 65.14 |
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| Verisk Analytics (VRSK) | 0.3 | $296k | 1.2k | 238.86 |
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| Paycom Software (PAYC) | 0.3 | $296k | 1.4k | 206.72 |
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| Phillips 66 (PSX) | 0.3 | $294k | 2.2k | 133.14 |
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| Yum China Holdings (YUMC) | 0.2 | $278k | 6.6k | 42.43 |
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| Roper Industries (ROP) | 0.2 | $276k | +10% | 506.00 | 544.63 |
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| Roku I N C Class A Com Cl A (ROKU) | 0.2 | $275k | 3.0k | 91.66 |
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| At&t (T) | 0.2 | $261k | -4% | 16k | 16.78 |
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| Intel Corporation (INTC) | 0.2 | $244k | NEW | 4.8k | 50.25 |
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| St. Joe Company (JOE) | 0.2 | $241k | 4.0k | 60.18 |
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| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.2 | $223k | -18% | 4.7k | 47.24 |
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| Palo Alto Networks (PANW) | 0.2 | $221k | NEW | 750.00 | 294.88 |
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| Allstate Corporation (ALL) | 0.2 | $210k | NEW | 1.5k | 139.98 |
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| Tyler Technologies (TYL) | 0.2 | $209k | NEW | 500.00 | 418.12 |
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| Broadridge Financial Solutions (BR) | 0.2 | $206k | NEW | 1.0k | 205.75 |
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| Colfax Corp (ENOV) | 0.2 | $205k | NEW | 3.7k | 56.02 |
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| Nasdaq Omx (NDAQ) | 0.2 | $204k | NEW | 3.5k | 58.14 |
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| Glimpse Group (VRAR) | 0.2 | $203k | +800% | 180k | 1.13 |
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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 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