Cross Staff Investments Inc

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 27, 2026), Cross Staff Investments Inc reported 132 stock positions worth $181.5 million. Its top holding was Akre Focus ETF (AKRE) at 10.5% of the portfolio, followed by Costco Wholesale (COST, 8.8%) and Apple (AAPL, 6.8%). Compared with Q3 2025, it opened 8 new positions, sold out of 2, added to 16 and reduced 26. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale Blackstone (BX, shares −2%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$181.5M (Q4 2025)
SEC Filing
0001900406-26-000001 ↗ filed Feb 27, 2026

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 Q3 2025 Q4 2025: $181.5M $181.5M Q4 2025 Q1 2026: $197.4M Q1 2026 Q2 2026: $177.6M Q2 2026

Holdings 132 stocks · $181.5M
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 10.45% 289,630 $19.0M New
COST Costco Wholesale Corp. 8.84% 1,860 $16.0M No change
AAPL Apple Inc. 6.85% 45,726 $12.4M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 4.49% 16,234 $8.2M No change
AMZN Amazon.com Inc. 3.42% 26,938 $6.2M Reduce -1.1%
BX Blackstone Inc. 3.18% 37,475 $5.8M Reduce -2.1%
GOOGL Alphabet Inc. Class A 2.56% 14,844 $4.6M Reduce -1.3%
MSFT Microsoft Corp. 2.54% 9,538 $4.6M Reduce -0.2%
CAT Caterpillar Inc. 2.23% 7,066 $4.0M No change
GOOG Alphabet Inc. Class C 1.92% 11,116 $3.5M Reduce -2.8%
SCHB Schwab US Broad Market ETF 1.78% 123,536 $3.2M Add +10.8%
NVDA Nvidia Corp. 1.59% 15,521 $2.9M Reduce -0.6%
LLY Eli Lilly & Co. 1.49% 2,525 $2.7M No change
MOAT Vaneck Morningstar Wide Moat 1.44% 25,230 $2.6M Add +0.1%
V Visa Inc. Class A 1.29% 6,704 $2.4M Reduce -1.6%
ATLX Atlas Lithium Inc. 1.29% 554,718 $2.3M Reduce -1.9%
LNG Cheniere Energy Inc. 1.22% 11,400 $2.2M Reduce -1.2%
NSC Norfolk Southern Corp. 1.22% 765 $2.2M No change
KKR KKR & Co. Inc. 1.21% 17,237 $2.2M Reduce -1.3%
SCHX Schwab US Large-Cap ETF 1.13% 76,533 $2.1M Add +0.3%
HD Home Depot Inc. 1.07% 5,664 $1.9M Add +0.0%
CRK Comstock Resources Inc. 0.98% 77,002 $1.8M Reduce -0.9%
MA Mastercard Inc. Class A 0.96% 3,047 $1.7M Reduce -2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.93% 5,705 $1.7M No change
JPM JPMorgan Chase & Co. 0.90% 5,058 $1.6M Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 0.82% 4,456 $1.5M Add +3.2%
VOO Vanguard S&P 500 ETF 0.80% 2,320 $1.5M No change
DE Deere & Co. 0.79% 3,075 $1.4M No change
JNJ Johnson & Johnson 0.78% 6,857 $1.4M No change
NOC Northrop Grumman Corp. 0.71% 2,245 $1.3M No change
BKNG Booking Holdings Inc. 0.70% 238 $1.3M No change
DHR Danaher Corp. 0.69% 5,443 $1.2M Reduce -1.3%
TDG Transdigm Group Inc. 0.67% 912 $1.2M No change
GVIP Gold Sachs Hedge Ind Vip ETF 0.67% 7,826 $1.2M Add +0.3%
XOM Exxon Mobil Corp. 0.65% 9,790 $1.2M Add +1.3%
AMT American Tower Corp. 0.64% 6,590 $1.2M Reduce -3.4%
IBKR Interactive Brokers Gro Class A 0.62% 17,606 $1.1M Add +0.0%
PG The Procter & Gamble Co. 0.62% 7,868 $1.1M Reduce -1.4%
AZO AutoZone Inc. 0.56% 300 $1.0M No change
PEP Pepsico Inc. 0.55% 6,980 $1.0M No change
CSCO Cisco Systems Inc. 0.55% 12,959 $998K Add +0.0%
YUM Yum! Brands Inc. 0.55% 6,560 $992K No change
FICO Fair Isaac Corp. 0.53% 570 $964K No change
BRO Brown & Brown Inc. 0.53% 12,000 $956K No change
AVGO Broadcom Inc. 0.52% 2,705 $936K No change
STZ Constellation Brands Inc. Class A 0.49% 6,459 $891K Reduce -2.3%
ITW Illinois Tool Works 0.49% 3,596 $886K No change
PM Philip Morris International 0.47% 5,280 $847K No change
CB Chubb Ltd. 0.46% 2,649 $827K No change
CVX Chevron Corp. 0.45% 5,313 $810K No change
WMT Walmart Inc. 0.44% 7,235 $806K No change
NOBL Proshares S&P 500 Dividend A 0.44% 7,595 $790K Add +2.0%
MRK Merck & Co. Inc. 0.43% 7,397 $779K No change
DUK Duke Energy Corp. 0.42% 6,449 $756K No change
BRK.A Berkshire Hathaway Inc. Class A 0.42% 1 $755K No change
MKL Markel Group Inc. 0.41% 350 $752K No change
PAYX Paychex Inc. 0.41% 6,623 $743K Reduce -1.5%
TPL Texas Pacific Land Corp. 0.41% 2,570 $738K Reduce -1.8%
COF Capital One Financial Corp. 0.40% 3,000 $727K No change
DFUS Dimensional US Eq MKT ETF 0.39% 9,576 $710K No change
ED Consolidated Edison Inc. 0.38% 6,898 $685K Add +2.2%
AFL Aflac Inc. 0.38% 6,200 $684K No change
AMD Advanced Micro Devices 0.37% 3,154 $675K No change
KO The Coca-Cola Co. 0.37% 9,534 $667K Reduce -1.2%
XMPT Vaneck Cef Muni Income ETF 0.36% 30,000 $656K No change
XYL Xylem Inc. 0.36% 4,800 $654K No change
MMM 3M Co. 0.36% 4,078 $653K No change
VRSN Verisign Inc. 0.36% 2,671 $649K No change
HON Honeywell International Inc. 0.34% 3,202 $625K No change
MCO Moody's Corp. 0.34% 1,212 $619K No change
MO Altria Group Inc. 0.34% 10,676 $616K No change
PLTR Palantir Technologies Inc. Class A 0.32% 3,300 $587K No change
NOW ServiceNow Inc. 0.32% 3,750 $574K No change
VPU Vanguard Utilities ETF 0.31% 3,066 $567K No change
SCHD Schwab US DVD Equity ETF 0.30% 20,065 $550K Add +2.3%
ORLY O'reilly Automotive Inc. 0.30% 6,000 $547K No change
MIRA Mira Pharmaceuticals Inc. 0.30% 359,401 $543K No change
ISRG Intuitive Surgical Inc. 0.29% 936 $530K No change
SO The Southern Co. 0.28% 5,835 $509K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 745 $508K Add +9.7%
BN Brookfield Corp. 0.28% 10,935 $502K No change
SRE Sempra 0.27% 5,600 $494K No change
NEAR iShares SH Dba ETF Usd Inc. 0.27% 9,485 $485K No change
LYV Live Nation Entertainment Inc. 0.27% 3,400 $485K No change
DFUV Dimensional US Marketwide Va 0.27% 10,391 $484K No change
TGT Target Corp. 0.25% 4,676 $457K No change
DFAS Dimensional US Small Cap ETF 0.25% 6,500 $453K No change
LHX L3HARRIS Technologies Inc. 0.23% 1,432 $420K No change
MELI MercadoLibre Inc. 0.22% 200 $403K No change
MEAR Ishrs Short Mat Muni Act ETF 0.22% 8,000 $403K No change
META Meta Platforms Inc. Class A 0.21% 577 $381K Reduce -4.9%
CL Colgate-Palmolive Co. 0.21% 4,800 $379K No change
COP Conocophillips 0.21% 3,978 $372K No change
VZ Verizon Communications Inc. 0.20% 8,957 $365K Reduce -5.4%
MDLZ Mondelez International Inc. Class A 0.20% 6,739 $363K No change
SDY SS SPDR S&P Dividend ETF 0.19% 2,496 $347K No change
NDAQ Nasdaq Inc. 0.19% 3,500 $340K No change
BMY Bristol-Myers Squibb Co. 0.18% 6,204 $335K Reduce -10.1%
MAS Masco Corp. 0.18% 5,200 $330K No change
ROKU Roku Inc. 0.18% 3,000 $325K No change
HEI Heico Corp. 0.18% 1,000 $324K No change
PFE Pfizer Inc. 0.18% 12,936 $322K Add +0.0%
T AT&T Inc. 0.17% 12,760 $317K Reduce -7.5%
IR Ingersoll-Rand Inc. 0.17% 4,000 $317K No change
TSM Taiwan Semiconductor-SP ADR 0.17% 1,040 $316K No change
SPLV Invesco S&P 500 Low Volatili 0.17% 4,392 $314K Add +0.1%
YUMC Yum China Holdings Inc. 0.17% 6,560 $313K No change
ALL Allstate Corp. 0.17% 1,500 $312K No change
O Realty Income Corp. 0.17% 5,511 $311K No change
PSX Phillips 66 0.17% 2,363 $305K No change
RTX RTX Corp. 0.16% 1,599 $293K No change
SCHA Schwab US Small-Cap ETF 0.15% 9,774 $278K Add +0.0%
VRSK Verisk Analytics Inc. 0.15% 1,200 $268K Reduce -3.2%
ECL Ecolab Inc. 0.14% 1,000 $263K No change
ETN Eaton Corp. PLC 0.14% 820 $261K No change
ENB Enbridge Inc. 0.14% 5,264 $252K No change
DVN Devon Energy Corp. 0.13% 6,400 $234K No change
JOE The St Joe Co. 0.13% 3,900 $232K New
TYL Tyler Technologies Inc. 0.13% 500 $227K No change
IONQ Ionq Inc. 0.12% 5,000 $224K No change
VEEV Veeva Systems Inc. Class A 0.12% 1,000 $223K No change
BR Broadridge Financial Solutio 0.12% 1,000 $223K No change
BPRE Bluerock Private Real Estate 0.12% 14,649 $220K New
VIG Vanguard Dividend Apprec ETF 0.12% 997 $219K New
QLC NT US Qual LC ETF 0.12% 2,600 $211K No change
ADBE Adobe Inc. 0.12% 600 $210K No change
GIS General Mills Inc. 0.12% 4,500 $209K No change
TMP Tompkins Financial Corp. 0.11% 2,840 $206K New
AMGN Amgen Inc. 0.11% 626 $205K New
NXST Nexstar Media Group Inc. 0.11% 1,000 $203K New
FWONA Liberty Media Corp. Class A 0.06% 1,225 $109K New
VG Venture Global Inc. Class A 0.04% 10,000 $68K No change

Portfolio Sells Q3 2025 → Q4 2025
BX Blackstone Inc. Reduce -2.1% 3.18% −1.38
AAPL Apple Inc. Reduce -1.2% 6.85% −1.38
MSFT Microsoft Corp. Reduce -0.2% 2.54% −0.92
AMZN Amazon.com Inc. Reduce -1.1% 3.42% −0.75
LNG Cheniere Energy Inc. Reduce -1.2% 1.22% −0.67
ATLX Atlas Lithium Inc. Reduce -1.9% 1.29% −0.59
NVDA Nvidia Corp. Reduce -0.6% 1.59% −0.44
KKR KKR & Co. Inc. Reduce -1.3% 1.21% −0.37
V Visa Inc. Class A Reduce -1.6% 1.29% −0.33
MA Mastercard Inc. Class A Reduce -2.8% 0.96% −0.29
AMT American Tower Corp. Reduce -3.4% 0.64% −0.28
PG The Procter & Gamble Co. Reduce -1.4% 0.62% −0.23
JPM JPMorgan Chase & Co. Reduce -0.8% 0.90% −0.23
PAYX Paychex Inc. Reduce -1.5% 0.41% −0.19
NFLX Netflix Inc. Sold out 0.00% −0.18
TPL Texas Pacific Land Corp. Reduce -1.8% 0.41% −0.16
STZ Constellation Brands Inc. Class A Reduce -2.3% 0.49% −0.13
META Meta Platforms Inc. Class A Reduce -4.9% 0.21% −0.10
T AT&T Inc. Reduce -7.5% 0.17% −0.10
CRK Comstock Resources Inc. Reduce -0.9% 0.98% −0.09
VZ Verizon Communications Inc. Reduce -5.4% 0.20% −0.09
KO The Coca-Cola Co. Reduce -1.2% 0.37% −0.08
DHR Danaher Corp. Reduce -1.3% 0.69% −0.08
VRSK Verisk Analytics Inc. Reduce -3.2% 0.15% −0.07
BMY Bristol-Myers Squibb Co. Reduce -10.1% 0.18% −0.03
GOOG Alphabet Inc. Class C Reduce -2.8% 1.92% −0.02
AMERICAN REBEL HLDGS INC Sold out 0.00% −0.01
GOOGL Alphabet Inc. Class A Reduce -1.3% 2.56% +0.01

Portfolio Buys Q3 2025 → Q4 2025
AKRE Akre Focus ETF New 10.45% +10.45
JOE The St Joe Co. New 0.13% +0.13
BPRE Bluerock Private Real Estate New 0.12% +0.12
VIG Vanguard Dividend Apprec ETF New 0.12% +0.12
TMP Tompkins Financial Corp. New 0.11% +0.11
AMGN Amgen Inc. New 0.11% +0.11
NXST Nexstar Media Group Inc. New 0.11% +0.11
FWONA Liberty Media Corp. Class A New 0.06% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Add +9.7% 0.28% −0.04
SCHA Schwab US Small-Cap ETF Add +0.0% 0.15% −0.04
SPLV Invesco S&P 500 Low Volatili Add +0.1% 0.17% −0.05
PFE Pfizer Inc. Add +0.0% 0.18% −0.05
CSCO Cisco Systems Inc. Add +0.0% 0.55% −0.07
SCHD Schwab US DVD Equity ETF Add +2.3% 0.30% −0.07
ED Consolidated Edison Inc. Add +2.2% 0.38% −0.10
NOBL Proshares S&P 500 Dividend A Add +2.0% 0.44% −0.10
XOM Exxon Mobil Corp. Add +1.3% 0.65% −0.11
VTI VG Morningstar TS MKT ETF-US Add +3.2% 0.82% −0.17
GVIP Gold Sachs Hedge Ind Vip ETF Add +0.3% 0.67% −0.17
SCHB Schwab US Broad Market ETF Add +10.8% 1.78% −0.22
IBKR Interactive Brokers Gro Class A Add +0.0% 0.62% −0.22
SCHX Schwab US Large-Cap ETF Add +0.3% 1.13% −0.27
MOAT Vaneck Morningstar Wide Moat Add +0.1% 1.44% −0.30
HD Home Depot Inc. Add +0.0% 1.07% −0.53

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