Cross Staff Investments Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Cross Staff Investments Inc reported 128 stock positions worth $134.6 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.7%) and Amazon.com (AMZN, 4.4%). Compared with Q1 2025, it opened 9 new positions, sold out of 3, added to 26 and reduced 27. The biggest buy was Amazon.com (AMZN, shares +6%) and the biggest sale Comstock Resources (CRK, shares −81%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$134.6M (Q2 2025)
SEC Filing
0001900406-25-000005 ↗ filed Jul 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 Q4 2024 Q1 2025: $132.5M Q1 2025 Q2 2025: $134.6M $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 128 stocks · $134.6M
AAPL Apple Inc. 7.05% 46,237 $9.5M Add +3.9%
BRK.B Berkshire Hathaway Inc. Class B 5.72% 15,848 $7.7M Add +2.5%
AMZN Amazon.com Inc. 4.38% 26,864 $5.9M Add +6.3%
BX Blackstone Inc. 4.23% 38,094 $5.7M Add +0.5%
MSFT Microsoft Corp. 3.48% 9,417 $4.7M Reduce -1.0%
LNG Cheniere Energy Inc. 2.05% 11,329 $2.8M Add +23.4%
CAT Caterpillar Inc. 2.04% 7,066 $2.7M No change
GOOGL Alphabet Inc. Class A 1.94% 14,843 $2.6M Reduce -1.3%
SCHB Schwab US Broad Market ETF 1.90% 107,519 $2.6M Add +1.0%
NVDA Nvidia Corp. 1.83% 15,610 $2.5M Add +9.5%
V Visa Inc. Class A 1.80% 6,809 $2.4M Add +6.6%
KKR KKR & Co. Inc. 1.73% 17,457 $2.3M Add +1.4%
MOAT Vaneck Morningstar Wide Moat 1.69% 24,220 $2.3M Add +0.9%
CRK Comstock Resources Inc. 1.60% 77,993 $2.2M Reduce -81.1%
ATLX Atlas Lithium Inc. 1.55% 553,618 $2.1M Add +0.2%
HD Home Depot Inc. 1.54% 5,663 $2.1M Reduce -0.7%
GOOG Alphabet Inc. Class C 1.51% 11,441 $2.0M No change
LLY Eli Lilly & Co. 1.47% 2,540 $2.0M No change
SCHX Schwab US Large-Cap ETF 1.42% 78,284 $1.9M Reduce -0.4%
COST Costco Wholesale Corp. 1.37% 1,860 $1.8M Reduce -2.6%
MA Mastercard Inc. Class A 1.30% 3,112 $1.7M Add +3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.25% 5,705 $1.7M Reduce -0.4%
DE Deere & Co. 1.16% 3,075 $1.6M No change
JPM JPMorgan Chase & Co. 1.12% 5,179 $1.5M Add +0.0%
AMT American Tower Corp. 1.05% 6,381 $1.4M Add +4.5%
TDG Transdigm Group Inc. 1.03% 912 $1.4M Reduce -4.2%
BKNG Booking Holdings Inc. 1.02% 238 $1.4M No change
BRO Brown & Brown Inc. 0.99% 12,000 $1.3M No change
VOO Vanguard S&P 500 ETF 0.98% 2,320 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.97% 4,315 $1.3M Reduce -0.5%
PG The Procter & Gamble Co. 0.94% 7,977 $1.3M No change
NOC Northrop Grumman Corp. 0.83% 2,245 $1.1M No change
AZO AutoZone Inc. 0.83% 300 $1.1M No change
DHR Danaher Corp. 0.81% 5,515 $1.1M Add +0.0%
STZ Constellation Brands Inc. Class A 0.80% 6,609 $1.1M No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.79% 7,726 $1.1M Add +7.1%
JNJ Johnson & Johnson 0.78% 6,857 $1.0M Reduce -0.4%
FICO Fair Isaac Corp. 0.77% 570 $1.0M Add +54.0%
XOM Exxon Mobil Corp. 0.77% 9,662 $1.0M Reduce -2.6%
PAYX Paychex Inc. 0.73% 6,722 $978K Reduce -3.6%
IBKR Interactive Brokers Gro Class A 0.72% 176,001 $975K Add +1296.8%
YUM Yum! Brands Inc. 0.72% 6,560 $972K No change
PM Philip Morris International 0.71% 5,280 $962K No change
PEP Pepsico Inc. 0.68% 6,980 $922K Reduce -1.4%
TPL Texas Pacific Land Corp. 0.68% 872 $921K Add +16.7%
CSCO Cisco Systems Inc. 0.67% 12,951 $899K Reduce -0.7%
ITW Illinois Tool Works 0.66% 3,596 $889K No change
VRSN Verisign Inc. 0.57% 2,670 $771K No change
NOW ServiceNow Inc. 0.57% 750 $771K Add +36.4%
CB Chubb Ltd. 0.57% 2,649 $767K No change
DUK Duke Energy Corp. 0.57% 6,449 $761K Reduce -4.9%
CVX Chevron Corp. 0.57% 5,313 $761K Reduce -1.2%
HON Honeywell International Inc. 0.55% 3,202 $746K No change
AVGO Broadcom Inc. 0.55% 2,705 $746K Add +49.9%
BRK.A Berkshire Hathaway Inc. Class A 0.54% 1 $729K No change
MKL Markel Group Inc. 0.53% 360 $719K No change
WMT Walmart Inc. 0.52% 7,185 $703K No change
NOBL Proshares S&P 500 Dividend A 0.51% 6,851 $690K Reduce -5.7%
KO The Coca-Cola Co. 0.51% 9,649 $683K No change
ED Consolidated Edison Inc. 0.50% 6,748 $677K Reduce -0.7%
AFL Aflac Inc. 0.49% 6,200 $654K No change
DFUS Dimensional US Eq MKT ETF 0.48% 9,576 $642K No change
COF Capital One Financial Corp. 0.47% 3,000 $638K No change
XMPT Vaneck Cef Muni Income ETF 0.47% 30,000 $630K No change
MO Altria Group Inc. 0.46% 10,673 $626K Reduce -1.1%
XYL Xylem Inc. 0.46% 4,800 $621K No change
MMM 3M Co. 0.46% 4,078 $621K No change
MRK Merck & Co. Inc. 0.44% 7,398 $586K No change
MCO Moody's Corp. 0.43% 1,162 $583K No change
NEAR iShares SH Dba ETF Usd Inc. 0.41% 10,668 $545K Reduce -7.1%
ORLY O'reilly Automotive Inc. 0.40% 6,000 $541K No change
SO The Southern Co. 0.40% 5,835 $536K No change
VPU Vanguard Utilities ETF 0.39% 2,966 $524K No change
MELI MercadoLibre Inc. 0.39% 200 $523K New
SCHD Schwab US DVD Equity ETF 0.39% 19,624 $520K No change
LYV Live Nation Entertainment Inc. 0.38% 3,400 $514K No change
ISRG Intuitive Surgical Inc. 0.38% 936 $509K No change
TGT Target Corp. 0.34% 4,676 $461K No change
MDLZ Mondelez International Inc. Class A 0.34% 6,739 $454K Reduce -1.3%
BN Brookfield Corp. 0.34% 7,291 $451K No change
META Meta Platforms Inc. Class A 0.33% 607 $448K Add +49.1%
AMD Advanced Micro Devices 0.33% 3,154 $448K Reduce -31.9%
DFUV Dimensional US Marketwide Va 0.33% 10,391 $439K No change
CL Colgate-Palmolive Co. 0.32% 4,800 $436K No change
MIRA Mira Pharmaceuticals Inc. 0.32% 359,401 $435K Reduce -1.1%
SRE Sempra 0.32% 5,600 $424K No change
DFAS Dimensional US Small Cap ETF 0.31% 6,500 $414K No change
VZ Verizon Communications Inc. 0.30% 9,465 $410K Add +2.5%
PLTR Palantir Technologies Inc. Class A 0.30% 3,000 $409K New
MEAR Ishrs Short Mat Muni Act ETF 0.30% 8,000 $402K No change
T AT&T Inc. 0.30% 13,794 $399K Add +0.0%
VRSK Verisk Analytics Inc. 0.29% 1,240 $386K No change
SPLV Invesco S&P 500 Low Volatili 0.28% 5,134 $374K No change
LHX L3HARRIS Technologies Inc. 0.27% 1,432 $359K No change
COP Conocophillips 0.27% 3,978 $357K No change
MAS Masco Corp. 0.25% 5,200 $335K No change
IR Ingersoll-Rand Inc. 0.25% 4,000 $333K No change
HEI Heico Corp. 0.24% 1,000 $328K No change
BMY Bristol-Myers Squibb Co. 0.24% 6,888 $319K Reduce -1.3%
O Realty Income Corp. 0.24% 5,511 $317K No change

Show all 128 holdings

Portfolio Sells Q1 2025 → Q2 2025
CRK Comstock Resources Inc. Reduce -81.1% 1.60% −4.74
ADBE Adobe Inc. Reduce -50.0% 0.17% −0.17
VNOM Viper Energy Inc. Sold out 0.00% −0.16
ROP Roper Technologies Inc. Sold out 0.00% −0.16
SHYD Vaneck SH Hi YLD Muni Sold out 0.00% −0.15
XOM Exxon Mobil Corp. Reduce -2.6% 0.77% −0.12
PEP Pepsico Inc. Reduce -1.4% 0.68% −0.12
CVX Chevron Corp. Reduce -1.2% 0.57% −0.11
PAYX Paychex Inc. Reduce -3.6% 0.73% −0.09
BMY Bristol-Myers Squibb Co. Reduce -1.3% 0.24% −0.08
JNJ Johnson & Johnson Reduce -0.4% 0.78% −0.08
ED Consolidated Edison Inc. Reduce -0.7% 0.50% −0.06
DUK Duke Energy Corp. Reduce -4.9% 0.57% −0.06
NOBL Proshares S&P 500 Dividend A Reduce -5.7% 0.51% −0.05
NEAR iShares SH Dba ETF Usd Inc. Reduce -7.1% 0.41% −0.04
HD Home Depot Inc. Reduce -0.7% 1.54% −0.04
GIS General Mills Inc. Reduce -2.2% 0.17% −0.03
AMD Advanced Micro Devices Reduce -31.9% 0.33% −0.03
MO Altria Group Inc. Reduce -1.1% 0.46% −0.02
MDLZ Mondelez International Inc. Class A Reduce -1.3% 0.34% −0.01
RYVYL INC Reduce -7.8% 0.02% −0.00
COST Costco Wholesale Corp. Reduce -2.6% 1.37% +0.00
TDG Transdigm Group Inc. Reduce -4.2% 1.03% +0.04
MIRA Mira Pharmaceuticals Inc. Reduce -1.1% 0.32% +0.05
CSCO Cisco Systems Inc. Reduce -0.7% 0.67% +0.06
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.97% +0.07
SCHX Schwab US Large-Cap ETF Reduce -0.4% 1.42% +0.11
IBM Intl Business Machines Corp. Reduce -0.4% 1.25% +0.17
GOOGL Alphabet Inc. Class A Reduce -1.3% 1.94% +0.19
MSFT Microsoft Corp. Reduce -1.0% 3.48% +0.78

Portfolio Buys Q1 2025 → Q2 2025
AMZN Amazon.com Inc. Add +6.3% 4.38% +0.75
NVDA Nvidia Corp. Add +9.5% 1.83% +0.67
LNG Cheniere Energy Inc. Add +23.4% 2.05% +0.45
MELI MercadoLibre Inc. New 0.39% +0.39
IBKR Interactive Brokers Gro Class A Add +1296.8% 0.72% +0.33
AVGO Broadcom Inc. Add +49.9% 0.55% +0.33
PLTR Palantir Technologies Inc. Class A New 0.30% +0.30
FICO Fair Isaac Corp. Add +54.0% 0.77% +0.26
NOW ServiceNow Inc. Add +36.4% 0.57% +0.24
BX Blackstone Inc. Add +0.5% 4.23% +0.23
KKR KKR & Co. Inc. Add +1.4% 1.73% +0.22
SPY SS SPDR S&P 500 ETF Trust-US New 0.19% +0.19
TSM Taiwan Semiconductor-SP ADR New 0.17% +0.17
SCHB Schwab US Broad Market ETF Add +1.0% 1.90% +0.17
IONQ Ionq Inc. New 0.16% +0.16
JPM JPMorgan Chase & Co. Add +0.0% 1.12% +0.16
META Meta Platforms Inc. Class A Add +49.1% 0.33% +0.16
GVIP Gold Sachs Hedge Ind Vip ETF Add +7.1% 0.79% +0.15
SYK Stryker Corp. New 0.15% +0.15
ESAB Esab Corp. New 0.15% +0.15
V Visa Inc. Class A Add +6.6% 1.80% +0.11
MOAT Vaneck Morningstar Wide Moat Add +0.9% 1.69% +0.09
CSX CSX Corp. New 0.07% +0.07
MA Mastercard Inc. Class A Add +3.8% 1.30% +0.06
AMT American Tower Corp. Add +4.5% 1.05% +0.04
AMERICAN REBEL HLDGS INC New 0.01% +0.01
SCHA Schwab US Small-Cap ETF Add +0.0% 0.18% +0.01
T AT&T Inc. Add +0.0% 0.30% +0.00
VZ Verizon Communications Inc. Add +2.5% 0.30% −0.01
PFE Pfizer Inc. Add +0.0% 0.23% −0.01
DHR Danaher Corp. Add +0.0% 0.81% −0.04
TPL Texas Pacific Land Corp. Add +16.7% 0.68% −0.06
AAPL Apple Inc. Add +3.9% 7.05% −0.42
BRK.B Berkshire Hathaway Inc. Class B Add +2.5% 5.72% −0.50
ATLX Atlas Lithium Inc. Add +0.2% 1.55% −0.60

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