Cross Staff Investments Inc

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Cross Staff Investments Inc reported 120 stock positions worth $120.0 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.2%) and Blackstone (BX, 4.4%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 22 and reduced 10. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$120.0M (Q2 2024)
SEC Filing
0001900406-24-000003 ↗ filed Aug 6, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $118.8M Q1 2024 Q2 2024: $120.0M $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 120 stocks · $120.0M
AAPL Apple Inc. 7.82% 44,548 $9.4M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 5.24% 15,464 $6.3M Reduce -1.3%
BX Blackstone Inc. 4.37% 42,397 $5.2M Add +1.0%
CRK Comstock Resources Inc. 4.33% 500,721 $5.2M Reduce -2.5%
AMZN Amazon.com Inc. 4.19% 25,999 $5.0M Reduce -2.9%
MSFT Microsoft Corp. 3.42% 9,177 $4.1M Add +0.2%
GOOGL Alphabet Inc. Class A 2.34% 15,391 $2.8M No change
CAT Caterpillar Inc. 1.97% 7,104 $2.4M No change
LLY Eli Lilly & Co. 1.92% 2,540 $2.3M No change
ATLX Atlas Lithium Inc. 1.84% 212,462 $2.2M No change
GOOG Alphabet Inc. Class C 1.81% 11,841 $2.2M Reduce -2.6%
MOAT Vaneck Morningstar Wide Moat 1.73% 23,966 $2.1M Add +1.1%
KKR KKR & Co. Inc. 1.65% 18,757 $2.0M Add +1.4%
HD Home Depot Inc. 1.62% 5,653 $1.9M No change
NVDA Nvidia Corp. 1.52% 14,810 $1.8M Add +0.7%
SCHB Schwab US Broad Market ETF 1.51% 28,804 $1.8M Add +24.0%
STZ Constellation Brands Inc. Class A 1.46% 6,798 $1.7M No change
SCHX Schwab US Large-Cap ETF 1.41% 26,414 $1.7M No change
LNG Cheniere Energy Inc. 1.37% 9,369 $1.6M Add +0.0%
COST Costco Wholesale Corp. 1.31% 1,850 $1.6M No change
V Visa Inc. Class A 1.29% 5,917 $1.6M Add +2.3%
MA Mastercard Inc. Class A 1.17% 3,190 $1.4M Add +2.9%
DHR Danaher Corp. 1.16% 5,593 $1.4M Add +0.0%
PG The Procter & Gamble Co. 1.09% 7,899 $1.3M No change
TDG Transdigm Group Inc. 1.01% 952 $1.2M No change
XOM Exxon Mobil Corp. 0.98% 10,266 $1.2M Add +0.0%
VOO Vanguard S&P 500 ETF 0.97% 2,320 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.97% 4,331 $1.2M No change
PEP Pepsico Inc. 0.96% 7,020 $1.2M No change
DE Deere & Co. 0.96% 3,075 $1.1M No change
JPM JPMorgan Chase & Co. 0.92% 5,438 $1.1M Add +0.0%
AMT American Tower Corp. 0.91% 5,643 $1.1M Add +17.7%
BRO Brown & Brown Inc. 0.89% 12,000 $1.1M No change
JNJ Johnson & Johnson 0.83% 6,851 $1.0M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.82% 5,704 $987K No change
NOC Northrop Grumman Corp. 0.82% 2,245 $979K No change
BKNG Booking Holdings Inc. 0.79% 238 $943K No change
PAYX Paychex Inc. 0.78% 7,846 $930K Add +0.0%
AMD Advanced Micro Devices 0.74% 5,482 $889K Reduce -4.7%
AZO AutoZone Inc. 0.74% 300 $889K No change
YUM Yum! Brands Inc. 0.72% 6,560 $869K No change
ITW Illinois Tool Works 0.70% 3,545 $840K No change
MRK Merck & Co. Inc. 0.70% 6,775 $839K Add +1.0%
CVX Chevron Corp. 0.67% 5,139 $804K No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.67% 7,268 $804K No change
XMPT Vaneck Cef Muni Income ETF 0.64% 35,000 $770K No change
NOBL Proshares S&P 500 Dividend A 0.58% 7,247 $697K Add +2.8%
ADBE Adobe Inc. 0.58% 1,250 $694K No change
HON Honeywell International Inc. 0.57% 3,202 $684K No change
TGT Target Corp. 0.57% 4,600 $681K No change
CB Chubb Ltd. 0.56% 2,649 $676K No change
XYL Xylem Inc. 0.54% 4,800 $651K No change
NEAR iShares SH Dba ETF Usd Inc. 0.54% 12,872 $648K Add +0.3%
DUK Duke Energy Corp. 0.54% 6,449 $646K No change
KO The Coca-Cola Co. 0.51% 9,649 $614K No change
ED Consolidated Edison Inc. 0.51% 6,822 $610K No change
CSCO Cisco Systems Inc. 0.51% 12,824 $609K Add +0.1%
MKL Markel Group Inc. 0.49% 370 $583K No change
DFUS Dimensional US Eq MKT ETF 0.47% 9,576 $564K No change
AFL Aflac Inc. 0.46% 6,200 $554K No change
TPL Texas Pacific Land Corp. 0.45% 731 $537K No change
PM Philip Morris International 0.45% 5,280 $535K No change
FICO Fair Isaac Corp. 0.43% 350 $521K No change
MO Altria Group Inc. 0.43% 11,391 $519K No change
WMT Walmart Inc. 0.41% 7,185 $487K No change
VRSN Verisign Inc. 0.40% 2,670 $475K No change
CL Colgate-Palmolive Co. 0.39% 4,800 $466K No change
MDLZ Mondelez International Inc. Class A 0.39% 7,116 $466K No change
COP Conocophillips 0.38% 3,978 $455K No change
SO The Southern Co. 0.38% 5,835 $453K No change
SCHD Schwab US DVD Equity ETF 0.37% 5,776 $449K Reduce -2.0%
MCO Moody's Corp. 0.37% 1,062 $447K No change
VPU Vanguard Utilities ETF 0.37% 2,994 $443K No change
IBTE iShares Ibonds Dec 2024 Term 0.37% 18,275 $438K No change
NOW ServiceNow Inc. 0.36% 550 $433K No change
VZ Verizon Communications Inc. 0.36% 10,476 $432K Reduce -8.2%
SRE Sempra 0.35% 5,600 $426K No change
ORLY O'reilly Automotive Inc. 0.35% 400 $422K No change
MMM 3M Co. 0.35% 4,078 $417K No change
ISRG Intuitive Surgical Inc. 0.35% 936 $416K No change
COF Capital One Financial Corp. 0.35% 3,000 $415K No change
DFUV Dimensional US Marketwide Va 0.34% 10,391 $408K No change
MEAR Ishrs Short Mat Muni Act ETF 0.33% 8,000 $401K No change
DFAS Dimensional US Small Cap ETF 0.33% 6,500 $391K No change
SPLV Invesco S&P 500 Low Volatili 0.31% 5,684 $369K No change
IR Ingersoll-Rand Inc. 0.30% 4,000 $363K No change
PFE Pfizer Inc. 0.30% 12,931 $362K Add +0.0%
DVN Devon Energy Corp. 0.30% 7,587 $360K Add +0.1%
MAS Masco Corp. 0.29% 5,200 $347K No change
VRSK Verisk Analytics Inc. 0.28% 1,240 $334K No change
LHX L3HARRIS Technologies Inc. 0.27% 1,432 $322K No change
LYV Live Nation Entertainment Inc. 0.27% 3,400 $319K No change
PSX Phillips 66 0.26% 2,209 $312K No change
BN Brookfield Corp. 0.26% 7,416 $308K No change
BMY Bristol-Myers Squibb Co. 0.25% 7,155 $297K Add +0.1%
O Realty Income Corp. 0.24% 5,511 $291K No change
GIS General Mills Inc. 0.24% 4,600 $291K No change
PPLI People Inc. filed as IAC INC 0.23% 5,800 $272K No change
T AT&T Inc. 0.22% 13,790 $264K Reduce -4.2%
ETN Eaton Corp. PLC 0.21% 820 $257K No change

Show all 120 holdings

Portfolio Sells Q1 2024 → Q2 2024
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 5.24% −0.31
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.20
ENOV Enovis Corp. Sold out 0.00% −0.19
INTC Intel Corp. Sold out 0.00% −0.18
BR Broadridge Financial Solutio Sold out 0.00% −0.17
AMD Advanced Micro Devices Reduce -4.7% 0.74% −0.13
VZ Verizon Communications Inc. Reduce -8.2% 0.36% −0.04
BTLN Brightline Interactive Inc. Reduce -13.9% 0.13% −0.04
SCHD Schwab US DVD Equity ETF Reduce -2.0% 0.37% −0.03
T AT&T Inc. Reduce -4.2% 0.22% +0.01
AMZN Amazon.com Inc. Reduce -2.9% 4.19% +0.12
GOOG Alphabet Inc. Class C Reduce -2.6% 1.81% +0.25
CRK Comstock Resources Inc. Reduce -2.5% 4.33% +0.32
AAPL Apple Inc. Reduce -0.5% 7.82% +1.35

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +0.7% 1.52% +0.41
SCHB Schwab US Broad Market ETF Add +24.0% 1.51% +0.32
HEI Heico Corp. New 0.19% +0.19
TSM Taiwan Semiconductor-SP ADR New 0.18% +0.18
MSFT Microsoft Corp. Add +0.2% 3.42% +0.17
META Meta Platforms Inc. Class A New 0.17% +0.17
AMT American Tower Corp. Add +17.7% 0.91% +0.12
LNG Cheniere Energy Inc. Add +0.0% 1.37% +0.09
KKR KKR & Co. Inc. Add +1.4% 1.65% +0.08
JPM JPMorgan Chase & Co. Add +0.0% 0.92% −0.00
PFE Pfizer Inc. Add +0.0% 0.30% −0.00
NEAR iShares SH Dba ETF Usd Inc. Add +0.3% 0.54% −0.01
SCHA Schwab US Small-Cap ETF Add +0.4% 0.19% −0.01
DHR Danaher Corp. Add +0.0% 1.16% −0.01
XOM Exxon Mobil Corp. Add +0.0% 0.98% −0.02
DVN Devon Energy Corp. Add +0.1% 0.30% −0.02
NOBL Proshares S&P 500 Dividend A Add +2.8% 0.58% −0.02
CSCO Cisco Systems Inc. Add +0.1% 0.51% −0.03
PAYX Paychex Inc. Add +0.0% 0.78% −0.04
MRK Merck & Co. Inc. Add +1.0% 0.70% −0.05
MOAT Vaneck Morningstar Wide Moat Add +1.1% 1.73% −0.06
V Visa Inc. Class A Add +2.3% 1.29% −0.07
BMY Bristol-Myers Squibb Co. Add +0.1% 0.25% −0.08
MA Mastercard Inc. Class A Add +2.9% 1.17% −0.08
BX Blackstone Inc. Add +1.0% 4.37% −0.27

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