Cross Staff Investments Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Cross Staff Investments Inc reported 122 stock positions worth $132.5 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Comstock Resources (CRK, 6.3%) and Berkshire Hathaway Class B (BRK.B, 6.2%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 25 and reduced 17. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Blackstone (BX, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$132.5M (Q1 2025)
SEC Filing
0001900406-25-000004 ↗ filed Apr 22, 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 Q4 2024 Q1 2025: $132.5M $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 · $132.5M
AAPL Apple Inc. 7.47% 44,525 $9.9M Add +0.1%
CRK Comstock Resources Inc. 6.34% 412,813 $8.4M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 6.22% 15,469 $8.2M Reduce -0.5%
BX Blackstone Inc. 4.00% 37,923 $5.3M Reduce -1.2%
AMZN Amazon.com Inc. 3.63% 25,274 $4.8M No change
MSFT Microsoft Corp. 2.70% 9,516 $3.6M Add +0.5%
ATLX Atlas Lithium Inc. 2.16% 552,618 $2.9M Add +4.4%
CAT Caterpillar Inc. 1.76% 7,066 $2.3M Reduce -0.5%
GOOGL Alphabet Inc. Class A 1.76% 15,041 $2.3M Add +0.3%
SCHB Schwab US Broad Market ETF 1.73% 106,442 $2.3M Add +5.3%
V Visa Inc. Class A 1.69% 6,386 $2.2M Add +4.5%
LNG Cheniere Energy Inc. 1.60% 9,177 $2.1M Add +0.0%
MOAT Vaneck Morningstar Wide Moat 1.59% 24,005 $2.1M Add +1.6%
LLY Eli Lilly & Co. 1.58% 2,540 $2.1M Reduce -0.6%
HD Home Depot Inc. 1.58% 5,703 $2.1M No change
KKR KKR & Co. Inc. 1.50% 17,207 $2.0M Reduce -0.3%
COST Costco Wholesale Corp. 1.36% 1,910 $1.8M No change
GOOG Alphabet Inc. Class C 1.35% 11,441 $1.8M No change
SCHX Schwab US Large-Cap ETF 1.31% 78,631 $1.7M Reduce -1.0%
MA Mastercard Inc. Class A 1.24% 2,999 $1.6M Add +0.4%
NVDA Nvidia Corp. 1.17% 14,260 $1.5M No change
BRO Brown & Brown Inc. 1.13% 12,000 $1.5M No change
DE Deere & Co. 1.09% 3,075 $1.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.08% 5,730 $1.4M No change
PG The Procter & Gamble Co. 1.03% 7,977 $1.4M Add +0.0%
AMT American Tower Corp. 1.00% 6,104 $1.3M Add +1.6%
TDG Transdigm Group Inc. 0.99% 952 $1.3M No change
JPM JPMorgan Chase & Co. 0.96% 5,178 $1.3M Reduce -0.8%
STZ Constellation Brands Inc. Class A 0.92% 6,609 $1.2M Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.90% 2,320 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.90% 4,335 $1.2M Add +0.0%
XOM Exxon Mobil Corp. 0.89% 9,924 $1.2M Add +0.0%
NOC Northrop Grumman Corp. 0.87% 2,245 $1.1M No change
AZO AutoZone Inc. 0.86% 300 $1.1M No change
JNJ Johnson & Johnson 0.86% 6,882 $1.1M Add +0.3%
DHR Danaher Corp. 0.85% 5,513 $1.1M Add +0.0%
BKNG Booking Holdings Inc. 0.83% 238 $1.1M No change
PAYX Paychex Inc. 0.81% 6,972 $1.1M Reduce -5.1%
PEP Pepsico Inc. 0.80% 7,080 $1.1M No change
YUM Yum! Brands Inc. 0.78% 6,560 $1.0M No change
TPL Texas Pacific Land Corp. 0.75% 747 $989K Add +2.2%
CVX Chevron Corp. 0.68% 5,378 $900K Add +9.4%
ITW Illinois Tool Works 0.67% 3,596 $892K No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.64% 7,211 $850K Reduce -0.5%
PM Philip Morris International 0.63% 5,280 $838K No change
DUK Duke Energy Corp. 0.62% 6,781 $827K No change
CSCO Cisco Systems Inc. 0.61% 13,044 $805K Add +0.0%
CB Chubb Ltd. 0.60% 2,649 $800K No change
BRK.A Berkshire Hathaway Inc. Class A 0.60% 1 $798K New
ED Consolidated Edison Inc. 0.57% 6,798 $752K Add +2.7%
NOBL Proshares S&P 500 Dividend A 0.56% 7,266 $742K No change
KO The Coca-Cola Co. 0.52% 9,649 $691K No change
AFL Aflac Inc. 0.52% 6,200 $689K No change
FICO Fair Isaac Corp. 0.52% 370 $682K No change
HON Honeywell International Inc. 0.51% 3,202 $678K No change
VRSN Verisign Inc. 0.51% 2,670 $678K No change
MKL Markel Group Inc. 0.51% 360 $673K Reduce -2.7%
MRK Merck & Co. Inc. 0.50% 7,398 $664K No change
XMPT Vaneck Cef Muni Income ETF 0.49% 30,000 $649K No change
MO Altria Group Inc. 0.49% 10,791 $648K Reduce -1.6%
WMT Walmart Inc. 0.48% 7,185 $631K No change
MMM 3M Co. 0.45% 4,078 $599K No change
NEAR iShares SH Dba ETF Usd Inc. 0.44% 11,478 $584K Add +0.2%
DFUS Dimensional US Eq MKT ETF 0.44% 9,576 $579K No change
XYL Xylem Inc. 0.43% 4,800 $573K No change
ORLY O'reilly Automotive Inc. 0.43% 400 $573K No change
SCHD Schwab US DVD Equity ETF 0.41% 19,624 $549K No change
MCO Moody's Corp. 0.41% 1,162 $541K No change
COF Capital One Financial Corp. 0.41% 3,000 $538K No change
SO The Southern Co. 0.41% 5,835 $537K No change
IBKR Interactive Brokers Gro Class A 0.39% 3,150 $522K No change
VPU Vanguard Utilities ETF 0.38% 2,966 $507K Reduce -1.8%
TGT Target Corp. 0.37% 4,676 $488K No change
AMD Advanced Micro Devices 0.36% 4,632 $476K No change
ISRG Intuitive Surgical Inc. 0.35% 936 $464K No change
MDLZ Mondelez International Inc. Class A 0.35% 6,827 $463K Add +0.0%
ADBE Adobe Inc. 0.35% 1,200 $460K No change
CL Colgate-Palmolive Co. 0.34% 4,800 $450K No change
LYV Live Nation Entertainment Inc. 0.34% 3,400 $444K No change
NOW ServiceNow Inc. 0.33% 550 $438K No change
DFUV Dimensional US Marketwide Va 0.32% 10,391 $428K No change
BMY Bristol-Myers Squibb Co. 0.32% 6,978 $426K Add +0.1%
VZ Verizon Communications Inc. 0.32% 9,239 $419K Reduce -0.9%
COP Conocophillips 0.32% 3,978 $418K No change
MEAR Ishrs Short Mat Muni Act ETF 0.30% 8,000 $402K No change
SRE Sempra 0.30% 5,600 $400K No change
T AT&T Inc. 0.29% 13,793 $390K Add +0.0%
DFAS Dimensional US Small Cap ETF 0.29% 6,500 $388K No change
SPLV Invesco S&P 500 Low Volatili 0.29% 5,134 $384K No change
BN Brookfield Corp. 0.29% 7,291 $382K No change
VRSK Verisk Analytics Inc. 0.28% 1,240 $369K No change
MAS Masco Corp. 0.27% 5,200 $362K No change
MIRA Mira Pharmaceuticals Inc. 0.27% 363,401 $356K Reduce -0.7%
YUMC Yum China Holdings Inc. 0.26% 6,560 $342K No change
PFE Pfizer Inc. 0.25% 12,933 $328K No change
IR Ingersoll-Rand Inc. 0.24% 4,000 $320K No change
O Realty Income Corp. 0.24% 5,511 $320K No change
ALL Allstate Corp. 0.23% 1,500 $311K No change
AVGO Broadcom Inc. 0.23% 1,804 $302K No change
LHX L3HARRIS Technologies Inc. 0.23% 1,432 $300K No change

Show all 122 holdings

Portfolio Sells Q4 2024 → Q1 2025
BX Blackstone Inc. Reduce -1.2% 4.00% −0.61
KKR KKR & Co. Inc. Reduce -0.3% 1.50% −0.28
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.17
DJCO Daily Journal Corp. Sold out 0.00% −0.16
SYK Stryker Corp. Sold out 0.00% −0.15
STZ Constellation Brands Inc. Class A Reduce -2.8% 0.92% −0.13
CAT Caterpillar Inc. Reduce -0.5% 1.76% −0.04
MIRA Mira Pharmaceuticals Inc. Reduce -0.7% 0.27% −0.02
AMERICAN REBEL HOLDINGS INC Sold out 0.00% −0.02
GVIP Gold Sachs Hedge Ind Vip ETF Reduce -0.5% 0.64% +0.02
DVN Devon Energy Corp. Reduce -8.5% 0.18% +0.02
SCHX Schwab US Large-Cap ETF Reduce -1.0% 1.31% +0.03
VPU Vanguard Utilities ETF Reduce -1.8% 0.38% +0.04
VZ Verizon Communications Inc. Reduce -0.9% 0.32% +0.06
MKL Markel Group Inc. Reduce -2.7% 0.51% +0.06
JPM JPMorgan Chase & Co. Reduce -0.8% 0.96% +0.09
MO Altria Group Inc. Reduce -1.6% 0.49% +0.09
PAYX Paychex Inc. Reduce -5.1% 0.81% +0.09
LLY Eli Lilly & Co. Reduce -0.6% 1.58% +0.21
CRK Comstock Resources Inc. Reduce -1.4% 6.34% +1.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 6.22% +1.31

Portfolio Buys Q4 2024 → Q1 2025
BRK.A Berkshire Hathaway Inc. Class A New 0.60% +0.60
V Visa Inc. Class A Add +4.5% 1.69% +0.34
AMT American Tower Corp. Add +1.6% 1.00% +0.24
LNG Cheniere Energy Inc. Add +0.0% 1.60% +0.23
CVX Chevron Corp. Add +9.4% 0.68% +0.18
TPL Texas Pacific Land Corp. Add +2.2% 0.75% +0.18
JNJ Johnson & Johnson Add +0.3% 0.86% +0.17
RTX RTX Corp. New 0.16% +0.16
ROP Roper Technologies Inc. New 0.16% +0.16
ED Consolidated Edison Inc. Add +2.7% 0.57% +0.16
SHYD Vaneck SH Hi YLD Muni New 0.15% +0.15
MA Mastercard Inc. Class A Add +0.4% 1.24% +0.15
SCHB Schwab US Broad Market ETF Add +5.3% 1.73% +0.13
PG The Procter & Gamble Co. Add +0.0% 1.03% +0.09
T AT&T Inc. Add +0.0% 0.29% +0.08
CSCO Cisco Systems Inc. Add +0.0% 0.61% +0.07
MOAT Vaneck Morningstar Wide Moat Add +1.6% 1.59% +0.07
MDLZ Mondelez International Inc. Class A Add +0.0% 0.35% +0.07
BMY Bristol-Myers Squibb Co. Add +0.1% 0.32% +0.05
NEAR iShares SH Dba ETF Usd Inc. Add +0.2% 0.44% +0.04
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.90% +0.02
VNOM Viper Energy Inc. Add +0.1% 0.16% −0.00
SCHA Schwab US Small-Cap ETF Add +0.0% 0.17% −0.00
DHR Danaher Corp. Add +0.0% 0.85% −0.03
MSFT Microsoft Corp. Add +0.5% 2.70% −0.08
ATLX Atlas Lithium Inc. Add +4.4% 2.16% −0.18
GOOGL Alphabet Inc. Class A Add +0.3% 1.76% −0.22
AAPL Apple Inc. Add +0.1% 7.47% −0.29
XOM Exxon Mobil Corp. Add +0.0% 0.89% −6.55

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