Cross Staff Investments Inc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Cross Staff Investments Inc reported 122 stock positions worth $143.5 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Exxon Mobil (XOM, 7.4%) and Comstock Resources (CRK, 5.3%). Compared with Q3 2024, it opened 3 new positions, sold out of 8, added to 25 and reduced 20. The biggest buy was Atlas Lithium (ATLX, shares +45%) and the biggest sale American Rebel (shares −73%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$143.5M (Q4 2024)
SEC Filing
0001900406-25-000001 ↗ filed Jan 24, 2025

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 Q3 2024 Q4 2024: $143.5M $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 122 stocks · $143.5M
AAPL Apple Inc. 7.76% 44,466 $11.1M Add +0.0%
XOM Exxon Mobil Corp. 7.44% 9,923 $10.7M Reduce -4.3%
CRK Comstock Resources Inc. 5.32% 418,813 $7.6M No change
BRK.B Berkshire Hathaway Inc. Class B 4.91% 15,539 $7.0M No change
BX Blackstone Inc. 4.61% 38,388 $6.6M Add +2.1%
AMZN Amazon.com Inc. 3.86% 25,274 $5.5M No change
MSFT Microsoft Corp. 2.78% 9,466 $4.0M Add +0.7%
ATLX Atlas Lithium Inc. 2.33% 529,118 $3.3M Add +45.0%
GOOGL Alphabet Inc. Class A 1.98% 14,991 $2.8M No change
CAT Caterpillar Inc. 1.80% 7,104 $2.6M No change
KKR KKR & Co. Inc. 1.78% 17,251 $2.6M Add +4.3%
SCHB Schwab US Broad Market ETF 1.60% 101,086 $2.3M Add +9.3%
HD Home Depot Inc. 1.55% 5,703 $2.2M Add +0.0%
MOAT Vaneck Morningstar Wide Moat 1.53% 23,635 $2.2M Add +0.7%
GOOG Alphabet Inc. Class C 1.52% 11,441 $2.2M No change
LLY Eli Lilly & Co. 1.37% 2,555 $2.0M No change
LNG Cheniere Energy Inc. 1.37% 9,174 $2.0M Add +2.3%
V Visa Inc. Class A 1.35% 6,113 $1.9M Add +4.3%
NVDA Nvidia Corp. 1.33% 14,260 $1.9M No change
SCHX Schwab US Large-Cap ETF 1.28% 79,395 $1.8M No change
COST Costco Wholesale Corp. 1.22% 1,910 $1.8M Reduce -1.3%
MA Mastercard Inc. Class A 1.10% 2,988 $1.6M Add +0.1%
STZ Constellation Brands Inc. Class A 1.05% 6,799 $1.5M No change
PG The Procter & Gamble Co. 0.93% 7,976 $1.3M No change
DE Deere & Co. 0.91% 3,075 $1.3M No change
DHR Danaher Corp. 0.88% 5,512 $1.3M Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.88% 5,730 $1.3M Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 0.88% 4,334 $1.3M Add +0.1%
JPM JPMorgan Chase & Co. 0.87% 5,217 $1.3M Reduce -4.6%
VOO Vanguard S&P 500 ETF 0.87% 2,320 $1.3M No change
BRO Brown & Brown Inc. 0.85% 12,000 $1.2M No change
TDG Transdigm Group Inc. 0.84% 952 $1.2M No change
BKNG Booking Holdings Inc. 0.82% 238 $1.2M No change
AMT American Tower Corp. 0.77% 6,007 $1.1M Add +5.3%
PEP Pepsico Inc. 0.75% 7,080 $1.1M No change
NOC Northrop Grumman Corp. 0.73% 2,245 $1.1M No change
PAYX Paychex Inc. 0.72% 7,346 $1.0M Reduce -6.4%
JNJ Johnson & Johnson 0.69% 6,860 $992K Reduce -0.7%
AZO AutoZone Inc. 0.67% 300 $961K No change
ITW Illinois Tool Works 0.64% 3,596 $912K No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.63% 7,249 $899K Reduce -0.4%
YUM Yum! Brands Inc. 0.61% 6,560 $880K No change
TPL Texas Pacific Land Corp. 0.56% 731 $809K No change
CSCO Cisco Systems Inc. 0.54% 13,039 $772K Add +0.1%
FICO Fair Isaac Corp. 0.51% 370 $737K No change
MRK Merck & Co. Inc. 0.51% 7,398 $736K Add +7.1%
CB Chubb Ltd. 0.51% 2,649 $732K No change
DUK Duke Energy Corp. 0.51% 6,781 $731K No change
NOBL Proshares S&P 500 Dividend A 0.50% 7,266 $723K Add +0.1%
HON Honeywell International Inc. 0.50% 3,202 $723K No change
CVX Chevron Corp. 0.50% 4,914 $712K Reduce -5.6%
WMT Walmart Inc. 0.45% 7,185 $649K No change
XMPT Vaneck Cef Muni Income ETF 0.45% 30,000 $645K Reduce -14.3%
AFL Aflac Inc. 0.45% 6,200 $641K No change
MKL Markel Group Inc. 0.45% 370 $639K No change
PM Philip Morris International 0.44% 5,280 $635K Add +0.0%
TGT Target Corp. 0.44% 4,676 $632K No change
DFUS Dimensional US Eq MKT ETF 0.43% 9,576 $610K No change
KO The Coca-Cola Co. 0.42% 9,649 $601K No change
ED Consolidated Edison Inc. 0.41% 6,622 $591K Reduce -2.9%
NOW ServiceNow Inc. 0.41% 550 $583K No change
NEAR iShares SH Dba ETF Usd Inc. 0.40% 11,456 $579K Add +0.4%
MO Altria Group Inc. 0.40% 10,970 $574K Reduce -3.7%
AMD Advanced Micro Devices 0.39% 4,632 $559K Reduce -7.0%
XYL Xylem Inc. 0.39% 4,800 $557K No change
IBKR Interactive Brokers Gro Class A 0.39% 3,150 $557K Add +57.5%
VRSN Verisign Inc. 0.39% 2,670 $553K No change
MCO Moody's Corp. 0.38% 1,162 $550K No change
SCHD Schwab US DVD Equity ETF 0.37% 19,624 $536K Add +13.3%
COF Capital One Financial Corp. 0.37% 3,000 $535K No change
ADBE Adobe Inc. 0.37% 1,200 $534K Reduce -4.0%
MMM 3M Co. 0.37% 4,078 $526K No change
VPU Vanguard Utilities ETF 0.34% 3,021 $494K Add +0.9%
SRE Sempra 0.34% 5,600 $491K No change
ISRG Intuitive Surgical Inc. 0.34% 936 $489K No change
SO The Southern Co. 0.33% 5,835 $480K No change
ORLY O'reilly Automotive Inc. 0.33% 400 $474K No change
LYV Live Nation Entertainment Inc. 0.31% 3,400 $440K No change
CL Colgate-Palmolive Co. 0.30% 4,800 $436K No change
DFUV Dimensional US Marketwide Va 0.30% 10,391 $425K No change
DFAS Dimensional US Small Cap ETF 0.29% 6,500 $423K No change
BN Brookfield Corp. 0.29% 7,291 $419K Reduce -1.7%
AVGO Broadcom Inc. 0.29% 1,804 $418K New
MIRA Mira Pharmaceuticals Inc. 0.29% 365,901 $417K No change
MDLZ Mondelez International Inc. Class A 0.28% 6,826 $408K Reduce -4.1%
MEAR Ishrs Short Mat Muni Act ETF 0.28% 8,000 $400K No change
COP Conocophillips 0.27% 3,978 $394K No change
BMY Bristol-Myers Squibb Co. 0.27% 6,970 $394K Reduce -2.7%
MAS Masco Corp. 0.26% 5,200 $377K No change
VZ Verizon Communications Inc. 0.26% 9,323 $373K No change
IR Ingersoll-Rand Inc. 0.25% 4,000 $362K No change
SPLV Invesco S&P 500 Low Volatili 0.25% 5,134 $359K No change
PFE Pfizer Inc. 0.24% 12,933 $343K Add +0.0%
VRSK Verisk Analytics Inc. 0.24% 1,240 $342K No change
YUMC Yum China Holdings Inc. 0.22% 6,560 $316K No change
T AT&T Inc. 0.22% 13,792 $314K Add +0.0%
LHX L3HARRIS Technologies Inc. 0.21% 1,432 $301K No change
O Realty Income Corp. 0.21% 5,511 $294K No change
GIS General Mills Inc. 0.20% 4,600 $293K No change
ALL Allstate Corp. 0.20% 1,500 $289K No change

Show all 122 holdings

Portfolio Sells Q3 2024 → Q4 2024
AMERICAN REBEL HOLDINGS INC Reduce -73.3% 0.02% −0.32
DHR Danaher Corp. Reduce -1.5% 0.88% −0.32
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.26
AMD Advanced Micro Devices Reduce -7.0% 0.39% −0.24
PPLI People Inc. Sold out 0.00% −0.24
ROP Roper Technologies Inc. Sold out 0.00% −0.19
EMN Eastman Chemical Co. Sold out 0.00% −0.19
PAYC Paycom Software Inc. Sold out 0.00% −0.18
XMPT Vaneck Cef Muni Income ETF Reduce -14.3% 0.45% −0.18
JOE The St Joe Co. Sold out 0.00% −0.18
JNJ Johnson & Johnson Reduce -0.7% 0.69% −0.17
AMGN Amgen Inc. Sold out 0.00% −0.16
ED Consolidated Edison Inc. Reduce -2.9% 0.41% −0.14
ADBE Adobe Inc. Reduce -4.0% 0.37% −0.13
MDLZ Mondelez International Inc. Class A Reduce -4.1% 0.28% −0.12
IBM Intl Business Machines Corp. Reduce -0.9% 0.88% −0.11
COST Costco Wholesale Corp. Reduce -1.3% 1.22% −0.10
CVX Chevron Corp. Reduce -5.6% 0.50% −0.10
PAYX Paychex Inc. Reduce -6.4% 0.72% −0.10
BTLN Brightline Interactive Inc. Sold out 0.00% −0.09
DVN Devon Energy Corp. Reduce -7.8% 0.16% −0.07
MO Altria Group Inc. Reduce -3.7% 0.40% −0.05
GVIP Gold Sachs Hedge Ind Vip ETF Reduce -0.4% 0.63% −0.05
JPM JPMorgan Chase & Co. Reduce -4.6% 0.87% −0.02
BN Brookfield Corp. Reduce -1.7% 0.29% −0.01
BMY Bristol-Myers Squibb Co. Reduce -2.7% 0.27% −0.01
RYVYL INC Reduce -13.8% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -4.3% 7.44% +6.50

Portfolio Buys Q3 2024 → Q4 2024
ATLX Atlas Lithium Inc. Add +45.0% 2.33% +0.42
AVGO Broadcom Inc. New 0.29% +0.29
IBKR Interactive Brokers Gro Class A Add +57.5% 0.39% +0.17
BX Blackstone Inc. Add +2.1% 4.61% +0.17
DJCO Daily Journal Corp. New 0.16% +0.16
TMP Tompkins Financial Corp. New 0.15% +0.15
LNG Cheniere Energy Inc. Add +2.3% 1.37% +0.13
KKR KKR & Co. Inc. Add +4.3% 1.78% +0.11
V Visa Inc. Class A Add +4.3% 1.35% +0.10
SCHB Schwab US Broad Market ETF Add +9.3% 1.60% +0.02
CSCO Cisco Systems Inc. Add +0.1% 0.54% +0.00
VNOM Viper Energy Inc. Add +0.1% 0.16% −0.00
SCHD Schwab US DVD Equity ETF Add +13.3% 0.37% −0.00
T AT&T Inc. Add +0.0% 0.22% −0.02
SCHA Schwab US Small-Cap ETF Add +0.6% 0.18% −0.02
MA Mastercard Inc. Class A Add +0.1% 1.10% −0.04
NEAR iShares SH Dba ETF Usd Inc. Add +0.4% 0.40% −0.05
PFE Pfizer Inc. Add +0.0% 0.24% −0.05
PM Philip Morris International Add +0.0% 0.44% −0.05
VPU Vanguard Utilities ETF Add +0.9% 0.34% −0.06
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.88% −0.07
MRK Merck & Co. Inc. Add +7.1% 0.51% −0.09
NOBL Proshares S&P 500 Dividend A Add +0.1% 0.50% −0.09
MOAT Vaneck Morningstar Wide Moat Add +0.7% 1.53% −0.23
AAPL Apple Inc. Add +0.0% 7.76% −0.24
HD Home Depot Inc. Add +0.0% 1.55% −0.24
AMT American Tower Corp. Add +5.3% 0.77% −0.26
MSFT Microsoft Corp. Add +0.7% 2.78% −0.34

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