Cross Staff Investments Inc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Cross Staff Investments Inc reported 126 stock positions worth $143.2 million. Its top holding was Apple (AAPL) at 8.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.7%) and Blackstone (BX, 4.6%). Compared with Q2 2025, it opened 5 new positions, sold out of 7, added to 32 and reduced 10. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Comstock Resources (CRK, shares −0%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$143.2M (Q3 2025)
SEC Filing
0001900406-25-000007 ↗ filed Oct 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 Q2 2025 Q3 2025: $143.2M $143.2M Q3 2025 Q4 2025: $181.5M Q4 2025 Q1 2026: $197.4M Q1 2026 Q2 2026: $177.6M Q2 2026

Holdings 126 stocks · $143.2M
AAPL Apple Inc. 8.22% 46,263 $11.8M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 5.70% 16,234 $8.2M Add +2.4%
BX Blackstone Inc. 4.57% 38,274 $6.5M Add +0.5%
AMZN Amazon.com Inc. 4.18% 27,244 $6.0M Add +1.4%
MSFT Microsoft Corp. 3.46% 9,558 $5.0M Add +1.5%
GOOGL Alphabet Inc. Class A 2.55% 15,044 $3.7M Add +1.4%
CAT Caterpillar Inc. 2.35% 7,066 $3.4M No change
NVDA Nvidia Corp. 2.03% 15,610 $2.9M No change
SCHB Schwab US Broad Market ETF 2.00% 111,515 $2.9M Add +3.7%
GOOG Alphabet Inc. Class C 1.95% 11,441 $2.8M No change
LNG Cheniere Energy Inc. 1.89% 11,541 $2.7M Add +1.9%
ATLX Atlas Lithium Inc. 1.88% 565,618 $2.7M Add +2.2%
MOAT Vaneck Morningstar Wide Moat 1.74% 25,193 $2.5M Add +4.0%
V Visa Inc. Class A 1.62% 6,812 $2.3M Add +0.0%
HD Home Depot Inc. 1.60% 5,663 $2.3M No change
KKR KKR & Co. Inc. 1.58% 17,468 $2.3M Add +0.1%
SCHX Schwab US Large-Cap ETF 1.40% 76,307 $2.0M Reduce -2.5%
LLY Eli Lilly & Co. 1.35% 2,525 $1.9M Reduce -0.6%
MA Mastercard Inc. Class A 1.24% 3,134 $1.8M Add +0.7%
COST Costco Wholesale Corp. 1.20% 1,860 $1.7M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.12% 5,705 $1.6M No change
JPM JPMorgan Chase & Co. 1.12% 5,099 $1.6M Reduce -1.5%
CRK Comstock Resources Inc. 1.08% 77,677 $1.5M Reduce -0.4%
VOO Vanguard S&P 500 ETF 0.99% 2,320 $1.4M No change
VTI VG Morningstar TS MKT ETF-US 0.99% 4,316 $1.4M Add +0.0%
DE Deere & Co. 0.98% 3,075 $1.4M No change
NOC Northrop Grumman Corp. 0.95% 2,245 $1.4M No change
AMT American Tower Corp. 0.92% 6,823 $1.3M Add +6.9%
AZO AutoZone Inc. 0.90% 300 $1.3M No change
BKNG Booking Holdings Inc. 0.90% 238 $1.3M No change
JNJ Johnson & Johnson 0.89% 6,857 $1.3M No change
PG The Procter & Gamble Co. 0.86% 7,978 $1.2M Add +0.0%
IBKR Interactive Brokers Gro Class A 0.85% 17,604 $1.2M Reduce -90.0%
TDG Transdigm Group Inc. 0.84% 912 $1.2M No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.83% 7,800 $1.2M Add +1.0%
BRO Brown & Brown Inc. 0.79% 12,000 $1.1M No change
DHR Danaher Corp. 0.76% 5,517 $1.1M Add +0.0%
XOM Exxon Mobil Corp. 0.76% 9,663 $1.1M Add +0.0%
YUM Yum! Brands Inc. 0.70% 6,560 $997K No change
PEP Pepsico Inc. 0.68% 6,980 $980K No change
ITW Illinois Tool Works 0.65% 3,596 $938K No change
AVGO Broadcom Inc. 0.62% 2,705 $892K No change
STZ Constellation Brands Inc. Class A 0.62% 6,609 $890K No change
CSCO Cisco Systems Inc. 0.62% 12,955 $886K Add +0.0%
PM Philip Morris International 0.60% 5,280 $856K No change
FICO Fair Isaac Corp. 0.60% 570 $853K No change
PAYX Paychex Inc. 0.59% 6,723 $852K Add +0.0%
CVX Chevron Corp. 0.58% 5,313 $825K No change
TPL Texas Pacific Land Corp. 0.57% 872 $814K No change
DUK Duke Energy Corp. 0.56% 6,449 $798K No change
NOBL Proshares S&P 500 Dividend A 0.54% 7,445 $767K Add +8.7%
BRK.A Berkshire Hathaway Inc. Class A 0.53% 1 $754K No change
CB Chubb Ltd. 0.52% 2,649 $748K No change
VRSN Verisign Inc. 0.52% 2,671 $747K Add +0.0%
WMT Walmart Inc. 0.52% 7,235 $746K Add +0.7%
XYL Xylem Inc. 0.49% 4,800 $708K No change
MO Altria Group Inc. 0.49% 10,676 $705K Add +0.0%
DFUS Dimensional US Eq MKT ETF 0.48% 9,576 $694K No change
AFL Aflac Inc. 0.48% 6,200 $693K No change
NOW ServiceNow Inc. 0.48% 750 $690K No change
ED Consolidated Edison Inc. 0.47% 6,748 $678K No change
HON Honeywell International Inc. 0.47% 3,202 $674K No change
MKL Markel Group Inc. 0.47% 350 $669K Reduce -2.8%
XMPT Vaneck Cef Muni Income ETF 0.46% 30,000 $657K No change
ORLY O'reilly Automotive Inc. 0.45% 6,000 $647K No change
KO The Coca-Cola Co. 0.45% 9,649 $640K No change
COF Capital One Financial Corp. 0.45% 3,000 $638K No change
MMM 3M Co. 0.44% 4,078 $633K No change
MRK Merck & Co. Inc. 0.43% 7,397 $621K Reduce -0.0%
PLTR Palantir Technologies Inc. Class A 0.42% 3,300 $602K Add +10.0%
VPU Vanguard Utilities ETF 0.41% 3,066 $581K Add +3.4%
MCO Moody's Corp. 0.40% 1,212 $577K Add +4.3%
LYV Live Nation Entertainment Inc. 0.39% 3,400 $556K No change
SO The Southern Co. 0.39% 5,835 $553K No change
SCHD Schwab US DVD Equity ETF 0.37% 19,624 $536K No change
AMD Advanced Micro Devices 0.36% 3,154 $510K No change
SRE Sempra 0.35% 5,600 $504K No change
BN Brookfield Corp. 0.35% 7,291 $500K No change
MIRA Mira Pharmaceuticals Inc. 0.34% 359,401 $489K No change
NEAR iShares SH Dba ETF Usd Inc. 0.34% 9,485 $486K Reduce -11.1%
MELI MercadoLibre Inc. 0.33% 200 $467K No change
DFUV Dimensional US Marketwide Va 0.32% 10,391 $464K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 679 $452K Add +62.4%
META Meta Platforms Inc. Class A 0.31% 607 $446K No change
DFAS Dimensional US Small Cap ETF 0.31% 6,500 $445K No change
LHX L3HARRIS Technologies Inc. 0.31% 1,432 $437K No change
MDLZ Mondelez International Inc. Class A 0.29% 6,739 $421K No change
TGT Target Corp. 0.29% 4,676 $419K No change
ISRG Intuitive Surgical Inc. 0.29% 936 $419K No change
VZ Verizon Communications Inc. 0.29% 9,465 $416K No change
MEAR Ishrs Short Mat Muni Act ETF 0.28% 8,000 $404K No change
T AT&T Inc. 0.27% 13,795 $390K Add +0.0%
CL Colgate-Palmolive Co. 0.27% 4,800 $384K No change
COP Conocophillips 0.26% 3,978 $376K No change
MAS Masco Corp. 0.26% 5,200 $366K No change
SDY SS SPDR S&P Dividend ETF 0.24% 2,496 $350K New
O Realty Income Corp. 0.23% 5,511 $335K No change
IR Ingersoll-Rand Inc. 0.23% 4,000 $330K No change
PFE Pfizer Inc. 0.23% 12,935 $330K Add +0.0%
HEI Heico Corp. 0.23% 1,000 $323K No change
SPLV Invesco S&P 500 Low Volatili 0.23% 4,388 $322K Reduce -14.5%
ALL Allstate Corp. 0.22% 1,500 $322K No change
PSX Phillips 66 0.22% 2,363 $321K No change
VRSK Verisk Analytics Inc. 0.22% 1,240 $312K No change
BMY Bristol-Myers Squibb Co. 0.22% 6,899 $311K Add +0.2%
NDAQ Nasdaq Inc. 0.22% 3,500 $310K No change
IONQ Ionq Inc. 0.21% 5,000 $308K No change
ETN Eaton Corp. PLC 0.21% 820 $307K No change
ROKU Roku Inc. 0.21% 3,000 $300K No change
VEEV Veeva Systems Inc. Class A 0.21% 1,000 $298K No change
TSM Taiwan Semiconductor-SP ADR 0.20% 1,040 $290K No change
YUMC Yum China Holdings Inc. 0.20% 6,560 $282K No change
ECL Ecolab Inc. 0.19% 1,000 $274K No change
SCHA Schwab US Small-Cap ETF 0.19% 9,773 $273K Reduce -0.4%
RTX RTX Corp. 0.19% 1,599 $268K No change
ENB Enbridge Inc. 0.19% 5,264 $266K No change
TYL Tyler Technologies Inc. 0.18% 500 $262K No change
NFLX Netflix Inc. 0.18% 210 $252K New
BR Broadridge Financial Solutio 0.17% 1,000 $238K No change
NSC Norfolk Southern Corp. 0.16% 765 $230K New
GIS General Mills Inc. 0.16% 4,500 $227K No change
DVN Devon Energy Corp. 0.16% 6,400 $224K No change
ADBE Adobe Inc. 0.15% 600 $212K No change
QLC NT US Qual LC ETF 0.14% 2,600 $203K New
VG Venture Global Inc. Class A 0.10% 10,000 $142K New
AMERICAN REBEL HLDGS INC 0.01% 14,035 $13K No change

Portfolio Sells Q2 2025 → Q3 2025
CRK Comstock Resources Inc. Reduce -0.4% 1.08% −0.53
CBZ Cbiz Inc. Sold out 0.00% −0.16
FISV Fiserv Inc. Sold out 0.00% −0.15
SYK Stryker Corp. Sold out 0.00% −0.15
ESAB Esab Corp. Sold out 0.00% −0.15
TMP Tompkins Financial Corp. Sold out 0.00% −0.15
LLY Eli Lilly & Co. Reduce -0.6% 1.35% −0.13
MKL Markel Group Inc. Reduce -2.8% 0.47% −0.07
CSX CSX Corp. Sold out 0.00% −0.07
NEAR iShares SH Dba ETF Usd Inc. Reduce -11.1% 0.34% −0.07
SPLV Invesco S&P 500 Low Volatili Reduce -14.5% 0.23% −0.05
SCHX Schwab US Large-Cap ETF Reduce -2.5% 1.40% −0.02
RYVYL INC Sold out 0.00% −0.02
MRK Merck & Co. Inc. Reduce -0.0% 0.43% −0.00
SCHA Schwab US Small-Cap ETF Reduce -0.4% 0.19% +0.01
JPM JPMorgan Chase & Co. Reduce -1.5% 1.12% +0.01
IBKR Interactive Brokers Gro Class A Reduce -90.0% 0.85% +0.12

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.1% 8.22% +1.18
GOOGL Alphabet Inc. Class A Add +1.4% 2.55% +0.61
BX Blackstone Inc. Add +0.5% 4.57% +0.33
ATLX Atlas Lithium Inc. Add +2.2% 1.88% +0.33
SDY SS SPDR S&P Dividend ETF New 0.24% +0.24
NFLX Netflix Inc. New 0.18% +0.18
NSC Norfolk Southern Corp. New 0.16% +0.16
QLC NT US Qual LC ETF New 0.14% +0.14
SPY SS SPDR S&P 500 ETF Trust-US Add +62.4% 0.32% +0.12
PLTR Palantir Technologies Inc. Class A Add +10.0% 0.42% +0.12
VG Venture Global Inc. Class A New 0.10% +0.10
SCHB Schwab US Broad Market ETF Add +3.7% 2.00% +0.10
MOAT Vaneck Morningstar Wide Moat Add +4.0% 1.74% +0.06
GVIP Gold Sachs Hedge Ind Vip ETF Add +1.0% 0.83% +0.04
MO Altria Group Inc. Add +0.0% 0.49% +0.03
NOBL Proshares S&P 500 Dividend A Add +8.7% 0.54% +0.02
VPU Vanguard Utilities ETF Add +3.4% 0.41% +0.02
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.99% +0.01
WMT Walmart Inc. Add +0.7% 0.52% −0.00
PFE Pfizer Inc. Add +0.0% 0.23% −0.00
XOM Exxon Mobil Corp. Add +0.0% 0.76% −0.01
BMY Bristol-Myers Squibb Co. Add +0.2% 0.22% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 5.70% −0.02
MSFT Microsoft Corp. Add +1.5% 3.46% −0.02
T AT&T Inc. Add +0.0% 0.27% −0.02
MCO Moody's Corp. Add +4.3% 0.40% −0.03
DHR Danaher Corp. Add +0.0% 0.76% −0.05
CSCO Cisco Systems Inc. Add +0.0% 0.62% −0.05
VRSN Verisign Inc. Add +0.0% 0.52% −0.05
MA Mastercard Inc. Class A Add +0.7% 1.24% −0.05
PG The Procter & Gamble Co. Add +0.0% 0.86% −0.09
PAYX Paychex Inc. Add +0.0% 0.59% −0.13
AMT American Tower Corp. Add +6.9% 0.92% −0.13
KKR KKR & Co. Inc. Add +0.1% 1.58% −0.14
LNG Cheniere Energy Inc. Add +1.9% 1.89% −0.16
V Visa Inc. Class A Add +0.0% 1.62% −0.17
AMZN Amazon.com Inc. Add +1.4% 4.18% −0.20

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