Cross Staff Investments Inc

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Cross Staff Investments Inc reported 121 stock positions worth $118.8 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.5%) and Blackstone (BX, 4.6%). Compared with Q4 2023, it opened 9 new positions, sold out of 2, added to 13 and reduced 32. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Atlas Lithium (ATLX, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$118.8M (Q1 2024)
SEC Filing
0001900406-24-000002 ↗ filed May 1, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $118.8M $118.8M Q1 2024 Q2 2024: $120.0M Q2 2024 Q3 2024: $129.6M Q3 2024 Q4 2024: $143.5M Q4 2024 Q1 2025: $132.5M Q1 2025 Q2 2025: $134.6M Q2 2025 Q3 2025: $143.2M Q3 2025 Q4 2025: $181.5M Q4 2025 Q1 2026: $197.4M Q1 2026 Q2 2026: $177.6M Q2 2026

Holdings 121 stocks · $118.8M
AAPL Apple Inc. 6.47% 44,780 $7.7M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 5.55% 15,670 $6.6M Add +0.5%
BX Blackstone Inc. 4.64% 41,974 $5.5M Reduce -0.2%
AMZN Amazon.com Inc. 4.07% 26,777 $4.8M Reduce -1.3%
CRK Comstock Resources Inc. 4.01% 513,401 $4.8M Add +0.1%
MSFT Microsoft Corp. 3.24% 9,157 $3.9M Reduce -6.0%
ATLX Atlas Lithium Inc. 3.04% 212,462 $3.6M Reduce -1.5%
CAT Caterpillar Inc. 2.19% 7,104 $2.6M No change
GOOGL Alphabet Inc. Class A 1.96% 15,391 $2.3M Reduce -5.0%
HD Home Depot Inc. 1.83% 5,653 $2.2M No change
MOAT Vaneck Morningstar Wide Moat 1.79% 23,704 $2.1M Add +1.0%
LLY Eli Lilly & Co. 1.66% 2,540 $2.0M Reduce -0.8%
KKR KKR & Co. Inc. 1.57% 18,500 $1.9M Reduce -5.2%
GOOG Alphabet Inc. Class C 1.56% 12,160 $1.9M No change
STZ Constellation Brands Inc. Class A 1.56% 6,798 $1.8M Add +0.0%
SCHX Schwab US Large-Cap ETF 1.38% 26,414 $1.6M Add +1.2%
V Visa Inc. Class A 1.36% 5,785 $1.6M Reduce -1.4%
LNG Cheniere Energy Inc. 1.27% 9,366 $1.5M Reduce -0.2%
MA Mastercard Inc. Class A 1.26% 3,101 $1.5M Reduce -1.5%
SCHB Schwab US Broad Market ETF 1.19% 23,230 $1.4M Add +25.6%
DHR Danaher Corp. 1.18% 5,592 $1.4M Add +0.0%
COST Costco Wholesale Corp. 1.14% 1,850 $1.4M No change
NVDA Nvidia Corp. 1.12% 1,471 $1.3M No change
PG The Procter & Gamble Co. 1.08% 7,899 $1.3M No change
DE Deere & Co. 1.06% 3,075 $1.3M No change
PEP Pepsico Inc. 1.03% 7,020 $1.2M No change
XOM Exxon Mobil Corp. 1.00% 10,265 $1.2M No change
TDG Transdigm Group Inc. 0.99% 952 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.95% 4,331 $1.1M Add +0.0%
VOO Vanguard S&P 500 ETF 0.94% 2,320 $1.1M Reduce -3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.92% 5,704 $1.1M Reduce -1.1%
JPM JPMorgan Chase & Co. 0.92% 5,437 $1.1M No change
JNJ Johnson & Johnson 0.91% 6,851 $1.1M No change
NOC Northrop Grumman Corp. 0.90% 2,245 $1.1M No change
BRO Brown & Brown Inc. 0.88% 12,000 $1.1M No change
AMD Advanced Micro Devices 0.87% 5,754 $1.0M No change
PAYX Paychex Inc. 0.81% 7,845 $963K No change
ITW Illinois Tool Works 0.80% 3,545 $951K No change
AMT American Tower Corp. 0.80% 4,793 $947K Reduce -4.7%
AZO AutoZone Inc. 0.80% 300 $945K No change
YUM Yum! Brands Inc. 0.77% 6,560 $910K No change
MRK Merck & Co. Inc. 0.75% 6,710 $885K No change
BKNG Booking Holdings Inc. 0.73% 238 $863K No change
TGT Target Corp. 0.69% 4,600 $815K No change
CVX Chevron Corp. 0.68% 5,139 $811K No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.67% 7,268 $794K Add +0.1%
XMPT Vaneck Cef Muni Income ETF 0.64% 35,000 $758K No change
NOBL Proshares S&P 500 Dividend A 0.60% 7,051 $715K Add +5.0%
CB Chubb Ltd. 0.58% 2,649 $686K No change
HON Honeywell International Inc. 0.55% 3,202 $657K No change
NEAR iShares SH Dba ETF Usd Inc. 0.55% 12,832 $648K Reduce -7.0%
CSCO Cisco Systems Inc. 0.54% 12,818 $640K Add +0.1%
ADBE Adobe Inc. 0.53% 1,250 $631K No change
DUK Duke Energy Corp. 0.53% 6,449 $624K No change
XYL Xylem Inc. 0.52% 4,800 $620K No change
ED Consolidated Edison Inc. 0.52% 6,822 $620K Reduce -1.1%
KO The Coca-Cola Co. 0.50% 9,649 $590K Reduce -6.3%
MKL Markel Group Inc. 0.47% 370 $563K No change
DFUS Dimensional US Eq MKT ETF 0.46% 9,576 $546K No change
AFL Aflac Inc. 0.45% 6,200 $532K No change
COP Conocophillips 0.43% 3,978 $506K No change
VRSN Verisign Inc. 0.43% 2,670 $506K Reduce -3.6%
MDLZ Mondelez International Inc. Class A 0.42% 7,116 $498K No change
MO Altria Group Inc. 0.42% 11,391 $497K Reduce -1.7%
PM Philip Morris International 0.41% 5,280 $484K Reduce -2.4%
VZ Verizon Communications Inc. 0.40% 11,406 $479K Reduce -4.3%
SCHD Schwab US DVD Equity ETF 0.40% 5,895 $475K Reduce -0.6%
ORLY O'reilly Automotive Inc. 0.38% 400 $452K No change
COF Capital One Financial Corp. 0.38% 3,000 $447K No change
IBTE iShares Ibonds Dec 2024 Term 0.37% 18,275 $438K No change
FICO Fair Isaac Corp. 0.37% 350 $437K No change
MMM 3M Co. 0.36% 4,078 $433K No change
WMT Walmart Inc. 0.36% 7,185 $432K No change
CL Colgate-Palmolive Co. 0.36% 4,800 $432K No change
VPU Vanguard Utilities ETF 0.36% 2,994 $427K No change
DFUV Dimensional US Marketwide Va 0.36% 10,391 $425K No change
TPL Texas Pacific Land Corp. 0.36% 731 $423K Reduce -0.1%
MIRA Mira Pharmaceuticals Inc. 0.36% 383,401 $422K New
NOW ServiceNow Inc. 0.35% 550 $419K No change
SO The Southern Co. 0.35% 5,835 $419K Reduce -3.3%
MCO Moody's Corp. 0.35% 1,062 $417K Reduce -8.6%
MAS Masco Corp. 0.35% 5,200 $410K No change
DFAS Dimensional US Small Cap ETF 0.34% 6,500 $405K No change
SRE Sempra 0.34% 5,600 $402K No change
MEAR Ishrs Short Mat Muni Act ETF 0.34% 8,000 $401K No change
BMY Bristol-Myers Squibb Co. 0.33% 7,146 $388K Add +0.1%
DVN Devon Energy Corp. 0.32% 7,582 $380K Reduce -2.6%
IR Ingersoll-Rand Inc. 0.32% 4,000 $380K No change
SPLV Invesco S&P 500 Low Volatili 0.32% 5,684 $374K No change
ISRG Intuitive Surgical Inc. 0.31% 936 $374K No change
PSX Phillips 66 0.30% 2,209 $361K No change
LYV Live Nation Entertainment Inc. 0.30% 3,400 $360K No change
PFE Pfizer Inc. 0.30% 12,930 $359K Reduce -0.4%
GIS General Mills Inc. 0.27% 4,600 $322K No change
BN Brookfield Corp. 0.26% 7,416 $311K Reduce -3.3%
PPLI People Inc. filed as IAC INC 0.26% 5,800 $309K No change
LHX L3HARRIS Technologies Inc. 0.26% 1,432 $305K No change
O Realty Income Corp. 0.25% 5,511 $298K No change
VRSK Verisk Analytics Inc. 0.25% 1,240 $292K No change
PAYC Paycom Software Inc. 0.24% 1,430 $285K No change
YUMC Yum China Holdings Inc. 0.22% 6,560 $261K No change
ALL Allstate Corp. 0.22% 1,500 $260K No change
ETN Eaton Corp. PLC 0.22% 820 $256K New
ROP Roper Technologies Inc. 0.21% 453 $254K Reduce -10.5%
T AT&T Inc. 0.21% 14,400 $253K Reduce -7.3%
SCHA Schwab US Small-Cap ETF 0.20% 4,853 $239K Add +2.6%
CBZ Cbiz Inc. 0.20% 3,000 $236K New
VEEV Veeva Systems Inc. Class A 0.20% 1,000 $232K New
ECL Ecolab Inc. 0.19% 1,000 $231K New
ENOV Enovis Corp. 0.19% 3,666 $229K No change
JOE The St Joe Co. 0.19% 3,900 $226K Reduce -2.5%
IBKR Interactive Brokers Gro Class A 0.19% 2,000 $223K New
NDAQ Nasdaq Inc. 0.19% 3,500 $221K No change
EMN Eastman Chemical Co. 0.18% 2,152 $216K New
SYK Stryker Corp. 0.18% 600 $215K New
PANW Palo Alto Networks Inc. 0.18% 750 $213K No change
INTC Intel Corp. 0.18% 4,821 $213K Reduce -0.5%
TYL Tyler Technologies Inc. 0.18% 500 $213K No change
BR Broadridge Financial Solutio 0.17% 1,000 $205K No change
BTLN Brightline Interactive Inc. filed as GLIMPSE GROUP INC 0.17% 180,000 $202K No change
RYVYL INC 0.08% 34,371 $100K New

Portfolio Sells Q4 2023 → Q1 2024
ATLX Atlas Lithium Inc. Reduce -1.5% 3.04% −2.93
AAPL Apple Inc. Reduce -0.9% 6.47% −1.24
ELV Elevance Health Inc. Sold out 0.00% −0.41
ROKU Roku Inc. Sold out 0.00% −0.24
BX Blackstone Inc. Reduce -0.2% 4.64% −0.23
AMT American Tower Corp. Reduce -4.7% 0.80% −0.16
LNG Cheniere Energy Inc. Reduce -0.2% 1.27% −0.15
VRSN Verisign Inc. Reduce -3.6% 0.43% −0.08
NEAR iShares SH Dba ETF Usd Inc. Reduce -7.0% 0.55% −0.07
MCO Moody's Corp. Reduce -8.6% 0.35% −0.05
GOOGL Alphabet Inc. Class A Reduce -5.0% 1.96% −0.05
PM Philip Morris International Reduce -2.4% 0.41% −0.04
KO The Coca-Cola Co. Reduce -6.3% 0.50% −0.04
INTC Intel Corp. Reduce -0.5% 0.18% −0.04
ED Consolidated Edison Inc. Reduce -1.1% 0.52% −0.03
ROP Roper Technologies Inc. Reduce -10.5% 0.21% −0.03
PFE Pfizer Inc. Reduce -0.4% 0.30% −0.03
JOE The St Joe Co. Reduce -2.5% 0.19% −0.02
SO The Southern Co. Reduce -3.3% 0.35% −0.02
T AT&T Inc. Reduce -7.3% 0.21% −0.02
BN Brookfield Corp. Reduce -3.3% 0.26% −0.01
MSFT Microsoft Corp. Reduce -6.0% 3.24% −0.00
SCHD Schwab US DVD Equity ETF Reduce -0.6% 0.40% +0.00
MO Altria Group Inc. Reduce -1.7% 0.42% +0.00
VZ Verizon Communications Inc. Reduce -4.3% 0.40% +0.00
V Visa Inc. Class A Reduce -1.4% 1.36% +0.01
DVN Devon Energy Corp. Reduce -2.6% 0.32% +0.01
VOO Vanguard S&P 500 ETF Reduce -3.5% 0.94% +0.01
TPL Texas Pacific Land Corp. Reduce -0.1% 0.36% +0.02
MA Mastercard Inc. Class A Reduce -1.5% 1.26% +0.07
IBM Intl Business Machines Corp. Reduce -1.1% 0.92% +0.08
KKR KKR & Co. Inc. Reduce -5.2% 1.57% +0.13
LLY Eli Lilly & Co. Reduce -0.8% 1.66% +0.34
AMZN Amazon.com Inc. Reduce -1.3% 4.07% +0.41

Portfolio Buys Q4 2023 → Q1 2024
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 5.55% +0.62
MIRA Mira Pharmaceuticals Inc. New 0.36% +0.36
SCHB Schwab US Broad Market ETF Add +25.6% 1.19% +0.28
ETN Eaton Corp. PLC New 0.22% +0.22
CBZ Cbiz Inc. New 0.20% +0.20
VEEV Veeva Systems Inc. Class A New 0.20% +0.20
ECL Ecolab Inc. New 0.19% +0.19
IBKR Interactive Brokers Gro Class A New 0.19% +0.19
EMN Eastman Chemical Co. New 0.18% +0.18
SYK Stryker Corp. New 0.18% +0.18
STZ Constellation Brands Inc. Class A Add +0.0% 1.56% +0.10
RYVYL INC New 0.08% +0.08
SCHX Schwab US Large-Cap ETF Add +1.2% 1.38% +0.08
GVIP Gold Sachs Hedge Ind Vip ETF Add +0.1% 0.67% +0.05
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.95% +0.04
NOBL Proshares S&P 500 Dividend A Add +5.0% 0.60% +0.04
MOAT Vaneck Morningstar Wide Moat Add +1.0% 1.79% +0.03
DHR Danaher Corp. Add +0.0% 1.18% +0.03
SCHA Schwab US Small-Cap ETF Add +2.6% 0.20% +0.00
BMY Bristol-Myers Squibb Co. Add +0.1% 0.33% +0.00
CRK Comstock Resources Inc. Add +0.1% 4.01% −0.01
CSCO Cisco Systems Inc. Add +0.1% 0.54% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 133$177.6MAKRE, AAPL, BRK.B, CAT, AMZN
Q1 2026 128$197.4MNVDA, COST, AKRE, AAPL, BRK.B
Q4 2025 132$181.5MAKRE, COST, AAPL, BRK.B, AMZN
Q3 2025 126$143.2MAAPL, BRK.B, BX, AMZN, MSFT
Q2 2025 128$134.6MAAPL, BRK.B, AMZN, BX, MSFT
Q1 2025 122$132.5MAAPL, CRK, BRK.B, BX, AMZN
Q4 2024 122$143.5MAAPL, XOM, CRK, BRK.B, BX
Q3 2024 127$129.6MAAPL, BRK.B, BX, AMZN, CRK
Q2 2024 120$120.0MAAPL, BRK.B, BX, CRK, AMZN
Q1 2024 121$118.8MAAPL, BRK.B, BX, AMZN, CRK