Cross Staff Investments Inc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Cross Staff Investments Inc reported 127 stock positions worth $129.6 million. Its top holding was Apple (AAPL) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.5%) and Blackstone (BX, 4.4%). Compared with Q2 2024, it opened 8 new positions, sold out of 1, added to 35 and reduced 20. The biggest buy was a new position in American Rebel and the biggest sale Comstock Resources (CRK, shares −16%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$129.6M (Q3 2024)
SEC Filing
0001900406-24-000006 ↗ filed Oct 23, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $118.8M Q1 2024 Q2 2024: $120.0M Q2 2024 Q3 2024: $129.6M $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 127 stocks · $129.6M
AAPL Apple Inc. 8.00% 44,460 $10.4M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 5.52% 15,539 $7.2M Add +0.5%
BX Blackstone Inc. 4.44% 37,607 $5.8M Reduce -11.3%
AMZN Amazon.com Inc. 3.63% 25,274 $4.7M Reduce -2.8%
CRK Comstock Resources Inc. 3.60% 418,813 $4.7M Reduce -16.4%
MSFT Microsoft Corp. 3.12% 9,405 $4.0M Add +2.5%
CAT Caterpillar Inc. 2.14% 7,104 $2.8M No change
GOOGL Alphabet Inc. Class A 1.92% 14,991 $2.5M Reduce -2.6%
ATLX Atlas Lithium Inc. 1.91% 364,804 $2.5M Add +71.7%
HD Home Depot Inc. 1.78% 5,702 $2.3M Add +0.9%
MOAT Vaneck Morningstar Wide Moat 1.76% 23,475 $2.3M Reduce -2.0%
LLY Eli Lilly & Co. 1.75% 2,555 $2.3M Add +0.6%
KKR KKR & Co. Inc. 1.67% 16,544 $2.2M Reduce -11.8%
SCHB Schwab US Broad Market ETF 1.58% 30,830 $2.1M Add +7.0%
GOOG Alphabet Inc. Class C 1.48% 11,441 $1.9M Reduce -3.4%
SCHX Schwab US Large-Cap ETF 1.39% 26,448 $1.8M Add +0.1%
STZ Constellation Brands Inc. Class A 1.35% 6,799 $1.8M Add +0.0%
NVDA Nvidia Corp. 1.34% 14,260 $1.7M Reduce -3.7%
COST Costco Wholesale Corp. 1.32% 1,935 $1.7M Add +4.6%
LNG Cheniere Energy Inc. 1.25% 8,972 $1.6M Reduce -4.2%
V Visa Inc. Class A 1.24% 5,860 $1.6M Reduce -1.0%
DHR Danaher Corp. 1.20% 5,594 $1.6M Add +0.0%
MA Mastercard Inc. Class A 1.14% 2,986 $1.5M Reduce -6.4%
PG The Procter & Gamble Co. 1.07% 7,976 $1.4M Add +1.0%
TDG Transdigm Group Inc. 1.05% 952 $1.4M No change
AMT American Tower Corp. 1.02% 5,707 $1.3M Add +1.1%
DE Deere & Co. 0.99% 3,075 $1.3M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.99% 5,780 $1.3M Add +1.3%
BRO Brown & Brown Inc. 0.96% 12,000 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.95% 4,332 $1.2M Add +0.0%
VOO Vanguard S&P 500 ETF 0.94% 2,320 $1.2M No change
XOM Exxon Mobil Corp. 0.94% 10,366 $1.2M Add +1.0%
PEP Pepsico Inc. 0.93% 7,080 $1.2M Add +0.8%
NOC Northrop Grumman Corp. 0.92% 2,245 $1.2M No change
JPM JPMorgan Chase & Co. 0.89% 5,471 $1.2M Add +0.6%
JNJ Johnson & Johnson 0.86% 6,910 $1.1M Add +0.9%
PAYX Paychex Inc. 0.81% 7,846 $1.1M No change
BKNG Booking Holdings Inc. 0.77% 238 $1.0M No change
AZO AutoZone Inc. 0.73% 300 $945K No change
ITW Illinois Tool Works 0.73% 3,596 $942K Add +1.4%
YUM Yum! Brands Inc. 0.71% 6,560 $916K No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.67% 7,276 $870K Add +0.1%
AMD Advanced Micro Devices 0.63% 4,982 $817K Reduce -9.1%
XMPT Vaneck Cef Muni Income ETF 0.63% 35,000 $811K No change
MRK Merck & Co. Inc. 0.61% 6,908 $784K Add +2.0%
DUK Duke Energy Corp. 0.60% 6,781 $782K Add +5.2%
NOBL Proshares S&P 500 Dividend A 0.60% 7,255 $775K Add +0.1%
CVX Chevron Corp. 0.59% 5,207 $767K Add +1.3%
CB Chubb Ltd. 0.59% 2,649 $764K No change
TGT Target Corp. 0.56% 4,676 $729K Add +1.6%
FICO Fair Isaac Corp. 0.56% 370 $719K Add +5.7%
ED Consolidated Edison Inc. 0.55% 6,822 $710K No change
CSCO Cisco Systems Inc. 0.54% 13,033 $694K Add +1.6%
KO The Coca-Cola Co. 0.54% 9,649 $693K No change
AFL Aflac Inc. 0.54% 6,200 $693K No change
HON Honeywell International Inc. 0.51% 3,202 $662K No change
XYL Xylem Inc. 0.50% 4,800 $648K No change
ADBE Adobe Inc. 0.50% 1,250 $647K No change
TPL Texas Pacific Land Corp. 0.50% 731 $647K No change
PM Philip Morris International 0.49% 5,279 $641K Reduce -0.0%
DFUS Dimensional US Eq MKT ETF 0.46% 9,576 $596K No change
NEAR iShares SH Dba ETF Usd Inc. 0.45% 11,406 $584K Reduce -11.4%
MO Altria Group Inc. 0.45% 11,391 $581K No change
MKL Markel Group Inc. 0.45% 370 $580K No change
WMT Walmart Inc. 0.45% 7,185 $580K No change
MMM 3M Co. 0.43% 4,078 $557K No change
MCO Moody's Corp. 0.43% 1,162 $551K Add +9.4%
SO The Southern Co. 0.41% 5,835 $526K No change
MDLZ Mondelez International Inc. Class A 0.40% 7,116 $524K No change
VPU Vanguard Utilities ETF 0.40% 2,994 $521K No change
VRSN Verisign Inc. 0.39% 2,670 $507K No change
CL Colgate-Palmolive Co. 0.38% 4,800 $498K No change
NOW ServiceNow Inc. 0.38% 550 $492K No change
SCHD Schwab US DVD Equity ETF 0.38% 5,776 $488K No change
MIRA Mira Pharmaceuticals Inc. 0.37% 365,901 $476K Reduce -4.6%
SRE Sempra 0.36% 5,600 $468K No change
ORLY O'reilly Automotive Inc. 0.36% 400 $461K No change
ISRG Intuitive Surgical Inc. 0.35% 936 $460K No change
COF Capital One Financial Corp. 0.35% 3,000 $449K No change
AMERICAN REBEL HOLDINGS INC 0.34% 556,556 $445K New
MAS Masco Corp. 0.34% 5,200 $436K No change
DFUV Dimensional US Marketwide Va 0.33% 10,391 $433K No change
DFAS Dimensional US Small Cap ETF 0.33% 6,500 $422K No change
COP Conocophillips 0.32% 3,978 $419K No change
VZ Verizon Communications Inc. 0.32% 9,323 $419K Reduce -11.0%
MEAR Ishrs Short Mat Muni Act ETF 0.31% 8,000 $403K No change
BN Brookfield Corp. 0.30% 7,416 $394K No change
IR Ingersoll-Rand Inc. 0.30% 4,000 $393K No change
PFE Pfizer Inc. 0.29% 12,932 $374K Add +0.0%
LYV Live Nation Entertainment Inc. 0.29% 3,400 $372K No change
BMY Bristol-Myers Squibb Co. 0.29% 7,163 $371K Add +0.1%
SPLV Invesco S&P 500 Low Volatili 0.28% 5,134 $368K Reduce -9.7%
O Realty Income Corp. 0.27% 5,511 $350K No change
LHX L3HARRIS Technologies Inc. 0.26% 1,432 $341K No change
IBTE iShares Ibonds Dec 2024 Term 0.26% 14,185 $340K Reduce -22.4%
GIS General Mills Inc. 0.26% 4,600 $340K No change
VRSK Verisk Analytics Inc. 0.26% 1,240 $332K No change
PPLI People Inc. filed as IAC INC 0.24% 5,800 $312K No change
PSX Phillips 66 0.24% 2,363 $311K Add +7.0%
T AT&T Inc. 0.23% 13,791 $303K Add +0.0%
DVN Devon Energy Corp. 0.23% 7,590 $297K Add +0.0%
YUMC Yum China Holdings Inc. 0.23% 6,560 $295K No change
TYL Tyler Technologies Inc. 0.23% 500 $292K No change
ALL Allstate Corp. 0.22% 1,500 $284K No change
IBKR Interactive Brokers Gro Class A 0.22% 2,000 $279K No change
ETN Eaton Corp. PLC 0.21% 820 $272K No change
HEI Heico Corp. 0.20% 1,000 $261K No change
NDAQ Nasdaq Inc. 0.20% 3,500 $256K No change
ECL Ecolab Inc. 0.20% 1,000 $255K No change
ROP Roper Technologies Inc. 0.19% 454 $252K Add +0.2%
SCHA Schwab US Small-Cap ETF 0.19% 4,874 $251K Add +0.0%
EMN Eastman Chemical Co. 0.19% 2,152 $241K No change
PAYC Paycom Software Inc. 0.18% 1,430 $238K No change
META Meta Platforms Inc. Class A 0.18% 407 $233K No change
JOE The St Joe Co. 0.18% 3,900 $227K No change
ROKU Roku Inc. 0.17% 3,000 $224K New
SYK Stryker Corp. 0.17% 600 $217K No change
FISV Fiserv Inc. 0.17% 1,200 $216K New
BR Broadridge Financial Solutio 0.17% 1,000 $215K New
ENB Enbridge Inc. 0.17% 5,264 $214K New
VNOM Viper Energy Inc. 0.16% 4,705 $212K New
TSM Taiwan Semiconductor-SP ADR 0.16% 1,218 $212K No change
VEEV Veeva Systems Inc. Class A 0.16% 1,000 $210K New
CBZ Cbiz Inc. 0.16% 3,000 $202K No change
AMGN Amgen Inc. 0.16% 626 $202K New
BTLN Brightline Interactive Inc. filed as GLIMPSE GROUP INC 0.09% 155,000 $117K No change
RYVYL INC 0.03% 31,075 $41K Reduce -9.6%

Portfolio Sells Q2 2024 → Q3 2024
CRK Comstock Resources Inc. Reduce -16.4% 3.60% −0.73
AMZN Amazon.com Inc. Reduce -2.8% 3.63% −0.55
GOOGL Alphabet Inc. Class A Reduce -2.6% 1.92% −0.42
GOOG Alphabet Inc. Class C Reduce -3.4% 1.48% −0.33
PANW Palo Alto Networks Inc. Sold out 0.00% −0.21
NVDA Nvidia Corp. Reduce -3.7% 1.34% −0.19
LNG Cheniere Energy Inc. Reduce -4.2% 1.25% −0.12
AMD Advanced Micro Devices Reduce -9.1% 0.63% −0.11
IBTE iShares Ibonds Dec 2024 Term Reduce -22.4% 0.26% −0.10
NEAR iShares SH Dba ETF Usd Inc. Reduce -11.4% 0.45% −0.09
V Visa Inc. Class A Reduce -1.0% 1.24% −0.05
VZ Verizon Communications Inc. Reduce -11.0% 0.32% −0.04
MA Mastercard Inc. Class A Reduce -6.4% 1.14% −0.03
SPLV Invesco S&P 500 Low Volatili Reduce -9.7% 0.28% −0.02
RYVYL INC Reduce -9.6% 0.03% −0.01
KKR KKR & Co. Inc. Reduce -11.8% 1.67% +0.02
MOAT Vaneck Morningstar Wide Moat Reduce -2.0% 1.76% +0.03
PM Philip Morris International Reduce -0.0% 0.49% +0.05
BX Blackstone Inc. Reduce -11.3% 4.44% +0.07
MIRA Mira Pharmaceuticals Inc. Reduce -4.6% 0.37% +0.16
AAPL Apple Inc. Reduce -0.2% 8.00% +0.18

Portfolio Buys Q2 2024 → Q3 2024
AMERICAN REBEL HOLDINGS INC New 0.34% +0.34
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 5.52% +0.28
ROKU Roku Inc. New 0.17% +0.17
FISV Fiserv Inc. New 0.17% +0.17
BR Broadridge Financial Solutio New 0.17% +0.17
ENB Enbridge Inc. New 0.17% +0.17
IBM Intl Business Machines Corp. Add +1.3% 0.99% +0.16
VNOM Viper Energy Inc. New 0.16% +0.16
VEEV Veeva Systems Inc. Class A New 0.16% +0.16
HD Home Depot Inc. Add +0.9% 1.78% +0.16
AMGN Amgen Inc. New 0.16% +0.16
FICO Fair Isaac Corp. Add +5.7% 0.56% +0.12
AMT American Tower Corp. Add +1.1% 1.02% +0.11
ATLX Atlas Lithium Inc. Add +71.7% 1.91% +0.08
SCHB Schwab US Broad Market ETF Add +7.0% 1.58% +0.07
DUK Duke Energy Corp. Add +5.2% 0.60% +0.06
MCO Moody's Corp. Add +9.4% 0.43% +0.05
BMY Bristol-Myers Squibb Co. Add +0.1% 0.29% +0.04
DHR Danaher Corp. Add +0.0% 1.20% +0.04
JNJ Johnson & Johnson Add +0.9% 0.86% +0.03
CSCO Cisco Systems Inc. Add +1.6% 0.54% +0.03
ITW Illinois Tool Works Add +1.4% 0.73% +0.03
NOBL Proshares S&P 500 Dividend A Add +0.1% 0.60% +0.02
T AT&T Inc. Add +0.0% 0.23% +0.01
COST Costco Wholesale Corp. Add +4.6% 1.32% +0.01
GVIP Gold Sachs Hedge Ind Vip ETF Add +0.1% 0.67% +0.00
SCHA Schwab US Small-Cap ETF Add +0.0% 0.19% +0.00
TGT Target Corp. Add +1.6% 0.56% −0.01
PFE Pfizer Inc. Add +0.0% 0.29% −0.01
ROP Roper Technologies Inc. Add +0.2% 0.19% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.95% −0.02
PG The Procter & Gamble Co. Add +1.0% 1.07% −0.02
PSX Phillips 66 Add +7.0% 0.24% −0.02
JPM JPMorgan Chase & Co. Add +0.6% 0.89% −0.03
SCHX Schwab US Large-Cap ETF Add +0.1% 1.39% −0.03
PEP Pepsico Inc. Add +0.8% 0.93% −0.04
XOM Exxon Mobil Corp. Add +1.0% 0.94% −0.05
DVN Devon Energy Corp. Add +0.0% 0.23% −0.07
CVX Chevron Corp. Add +1.3% 0.59% −0.08
MRK Merck & Co. Inc. Add +2.0% 0.61% −0.09
STZ Constellation Brands Inc. Class A Add +0.0% 1.35% −0.11
LLY Eli Lilly & Co. Add +0.6% 1.75% −0.17
MSFT Microsoft Corp. Add +2.5% 3.12% −0.29

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