Cross Staff Investments Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Cross Staff Investments Inc reported 128 stock positions worth $197.4 million. Its top holding was Nvidia (NVDA) at 13.7% of the portfolio, followed by Costco Wholesale (COST, 9.4%) and Akre Focus ETF (AKRE, 7.8%). Compared with Q4 2025, it opened 5 new positions, sold out of 9, added to 26 and reduced 19. The biggest buy was Cheniere Energy (LNG, shares +1%) and the biggest sale Blackstone (BX, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$197.4M (Q1 2026)
SEC Filing
0001900406-26-000002 ↗ filed Apr 23, 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 Q4 2025 Q1 2026: $197.4M $197.4M Q1 2026 Q2 2026: $177.6M Q2 2026

Holdings 128 stocks · $197.4M
NVDA Nvidia Corp. 13.71% 15,521 $27.1M No change
COST Costco Wholesale Corp. 9.39% 1,860 $18.5M No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 7.82% 291,935 $15.4M Add +0.8%
AAPL Apple Inc. 5.92% 46,065 $11.7M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 3.98% 16,411 $7.9M Add +1.1%
AMZN Amazon.com Inc. 2.84% 26,938 $5.6M No change
CAT Caterpillar Inc. 2.43% 6,781 $4.8M Reduce -4.0%
BX Blackstone Inc. 2.16% 37,027 $4.3M Reduce -1.2%
GOOGL Alphabet Inc. Class A 2.12% 14,545 $4.2M Reduce -2.0%
MSFT Microsoft Corp. 1.83% 9,748 $3.6M Add +2.2%
LNG Cheniere Energy Inc. 1.65% 11,501 $3.3M Add +0.9%
GOOG Alphabet Inc. Class C 1.62% 11,116 $3.2M No change
SCHB Schwab US Broad Market ETF 1.58% 124,540 $3.1M Add +0.8%
MOAT Vaneck Morningstar Wide Moat 1.24% 25,230 $2.4M No change
ATLX Atlas Lithium Inc. 1.23% 558,718 $2.4M Add +0.7%
LLY Eli Lilly & Co. 1.07% 2,300 $2.1M Reduce -8.9%
V Visa Inc. Class A 1.05% 6,827 $2.1M Add +1.8%
SCHX Schwab US Large-Cap ETF 1.04% 79,693 $2.0M Add +4.1%
HD Home Depot Inc. 0.91% 5,489 $1.8M Reduce -3.1%
DE Deere & Co. 0.88% 3,075 $1.7M No change
XOM Exxon Mobil Corp. 0.84% 9,791 $1.7M Add +0.0%
CRK Comstock Resources Inc. 0.82% 77,002 $1.6M No change
MA Mastercard Inc. Class A 0.79% 3,139 $1.6M Add +3.0%
KKR KKR & Co. Inc. 0.79% 16,876 $1.6M Reduce -2.1%
JNJ Johnson & Johnson 0.78% 6,323 $1.5M Reduce -7.8%
NOC Northrop Grumman Corp. 0.78% 2,245 $1.5M No change
JPM JPMorgan Chase & Co. 0.75% 5,058 $1.5M No change
VTI VG Morningstar TS MKT ETF-US 0.75% 4,590 $1.5M Add +3.0%
VOO Vanguard S&P 500 ETF 0.70% 2,320 $1.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.70% 5,705 $1.4M No change
TPL Texas Pacific Land Corp. 0.66% 2,745 $1.3M Add +6.8%
IBKR Interactive Brokers Gro Class A 0.62% 18,308 $1.2M Add +4.0%
GVIP Gold Sachs Hedge Ind Vip ETF 0.58% 7,838 $1.1M Add +0.1%
AMT American Tower Corp. 0.58% 6,602 $1.1M Add +0.2%
PG The Procter & Gamble Co. 0.56% 7,619 $1.1M Reduce -3.2%
CVX Chevron Corp. 0.56% 5,313 $1.1M No change
PEP Pepsico Inc. 0.55% 6,980 $1.1M No change
TDG Transdigm Group Inc. 0.54% 912 $1.1M No change
DHR Danaher Corp. 0.52% 5,444 $1.0M Add +0.0%
YUM Yum! Brands Inc. 0.52% 6,560 $1.0M No change
AZO AutoZone Inc. 0.51% 300 $1.0M No change
BKNG Booking Holdings Inc. 0.51% 238 $1.0M No change
CSCO Cisco Systems Inc. 0.50% 12,828 $995K Reduce -1.0%
STZ Constellation Brands Inc. Class A 0.49% 6,459 $969K No change
ITW Illinois Tool Works 0.47% 3,596 $936K No change
WMT Walmart Inc. 0.46% 7,235 $899K No change
MRK Merck & Co. Inc. 0.45% 7,397 $890K No change
AVGO Broadcom Inc. 0.44% 2,806 $869K Add +3.7%
CB Chubb Ltd. 0.44% 2,649 $863K No change
DUK Duke Energy Corp. 0.43% 6,449 $844K No change
PM Philip Morris International 0.42% 4,992 $825K Reduce -5.5%
NOBL Proshares S&P 500 Dividend A 0.41% 7,602 $806K Add +0.1%
BRO Brown & Brown Inc. 0.40% 12,081 $788K Add +0.7%
ED Consolidated Edison Inc. 0.40% 6,898 $781K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.39% 1,170 $761K Add +57.0%
KO The Coca-Cola Co. 0.37% 9,534 $725K No change
HON Honeywell International Inc. 0.37% 3,202 $724K No change
BRK.A Berkshire Hathaway Inc. Class A 0.36% 1 $718K No change
AFL Aflac Inc. 0.34% 6,200 $680K No change
DFUS Dimensional US Eq MKT ETF 0.34% 9,576 $679K No change
MKL Markel Group Inc. 0.34% 350 $670K No change
VRSN Verisign Inc. 0.34% 2,671 $663K No change
MO Altria Group Inc. 0.33% 9,971 $658K Reduce -6.6%
XMPT Vaneck Cef Muni Income ETF 0.33% 30,000 $645K No change
AMD Advanced Micro Devices 0.33% 3,154 $642K No change
PAYX Paychex Inc. 0.31% 6,624 $610K Add +0.0%
FICO Fair Isaac Corp. 0.31% 570 $608K No change
SCHD Schwab US DVD Equity ETF 0.30% 19,475 $597K Reduce -2.9%
XYL Xylem Inc. 0.29% 4,800 $574K No change
TGT Target Corp. 0.29% 4,676 $567K No change
MMM 3M Co. 0.29% 3,888 $565K Reduce -4.7%
SO The Southern Co. 0.29% 5,835 $563K No change
ORLY O'reilly Automotive Inc. 0.28% 6,000 $554K No change
COF Capital One Financial Corp. 0.28% 3,000 $547K No change
SRE Sempra 0.28% 5,600 $544K No change
MCO Moody's Corp. 0.27% 1,212 $529K No change
COP Conocophillips 0.27% 3,978 $525K No change
VPU Vanguard Utilities ETF 0.27% 2,641 $523K Reduce -13.9%
LYV Live Nation Entertainment Inc. 0.26% 3,400 $519K No change
DFUV Dimensional US Marketwide Va 0.26% 10,391 $504K No change
LHX L3HARRIS Technologies Inc. 0.25% 1,432 $494K No change
PLTR Palantir Technologies Inc. Class A 0.24% 3,300 $483K No change
NEAR iShares SH Dba ETF Usd Inc. 0.24% 9,485 $482K No change
DFAS Dimensional US Small Cap ETF 0.23% 6,500 $462K No change
BN Brookfield Corp. 0.22% 10,935 $443K No change
ISRG Intuitive Surgical Inc. 0.22% 936 $431K No change
PSX Phillips 66 0.22% 2,363 $430K No change
VZ Verizon Communications Inc. 0.22% 8,512 $427K Reduce -5.0%
NOW ServiceNow Inc. 0.21% 4,050 $423K Add +8.0%
CL Colgate-Palmolive Co. 0.21% 4,800 $409K No change
MEAR Ishrs Short Mat Muni Act ETF 0.20% 8,000 $403K No change
MIRA Mira Pharmaceuticals Inc. 0.19% 359,401 $385K No change
TSM Taiwan Semiconductor-SP ADR 0.19% 1,115 $377K Add +7.2%
BMY Bristol-Myers Squibb Co. 0.19% 6,204 $376K No change
MDLZ Mondelez International Inc. Class A 0.19% 6,401 $369K Reduce -5.0%
SDY SS SPDR S&P Dividend ETF 0.18% 2,496 $364K No change
PFE Pfizer Inc. 0.18% 12,937 $363K Add +0.0%
T AT&T Inc. 0.18% 12,285 $356K Reduce -3.7%
META Meta Platforms Inc. Class A 0.17% 577 $330K No change
O Realty Income Corp. 0.17% 5,331 $326K Reduce -3.3%

Show all 128 holdings

Portfolio Sells Q4 2025 → Q1 2026
BX Blackstone Inc. Reduce -1.2% 2.16% −1.02
GOOGL Alphabet Inc. Class A Reduce -2.0% 2.12% −0.44
LLY Eli Lilly & Co. Reduce -8.9% 1.07% −0.42
KKR KKR & Co. Inc. Reduce -2.1% 0.79% −0.42
MELI MercadoLibre Inc. Sold out 0.00% −0.22
HD Home Depot Inc. Reduce -3.1% 0.91% −0.16
TYL Tyler Technologies Inc. Sold out 0.00% −0.13
IONQ Ionq Inc. Sold out 0.00% −0.12
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.12
BR Broadridge Financial Solutio Sold out 0.00% −0.12
ADBE Adobe Inc. Sold out 0.00% −0.12
GIS General Mills Inc. Sold out 0.00% −0.12
NXST Nexstar Media Group Inc. Sold out 0.00% −0.11
MMM 3M Co. Reduce -4.7% 0.29% −0.07
PG The Procter & Gamble Co. Reduce -3.2% 0.56% −0.06
FWONA Liberty Media Corp. Class A Sold out 0.00% −0.06
PM Philip Morris International Reduce -5.5% 0.42% −0.05
VPU Vanguard Utilities ETF Reduce -13.9% 0.27% −0.05
CSCO Cisco Systems Inc. Reduce -1.0% 0.50% −0.05
MDLZ Mondelez International Inc. Class A Reduce -5.0% 0.19% −0.01
O Realty Income Corp. Reduce -3.3% 0.17% −0.01
MO Altria Group Inc. Reduce -6.6% 0.33% −0.01
BPRE Bluerock Private Real Estate Reduce -3.5% 0.12% −0.00
SCHD Schwab US DVD Equity ETF Reduce -2.9% 0.30% −0.00
JNJ Johnson & Johnson Reduce -7.8% 0.78% +0.00
T AT&T Inc. Reduce -3.7% 0.18% +0.01
VZ Verizon Communications Inc. Reduce -5.0% 0.22% +0.02
CAT Caterpillar Inc. Reduce -4.0% 2.43% +0.20

Portfolio Buys Q4 2025 → Q1 2026
LNG Cheniere Energy Inc. Add +0.9% 1.65% +0.43
TPL Texas Pacific Land Corp. Add +6.8% 0.66% +0.25
XOM Exxon Mobil Corp. Add +0.0% 0.84% +0.19
VNOM Viper Energy Inc. Class A New 0.11% +0.11
APP AppLovin Corp. Class A New 0.11% +0.11
CRM Salesforce Inc. New 0.11% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +57.0% 0.39% +0.11
BP BP PLC-Spons ADR New 0.10% +0.10
GLW Corning Inc. New 0.10% +0.10
TSM Taiwan Semiconductor-SP ADR Add +7.2% 0.19% +0.02
PFE Pfizer Inc. Add +0.0% 0.18% +0.01
IBKR Interactive Brokers Gro Class A Add +4.0% 0.62% −0.00
SPLV Invesco S&P 500 Low Volatili Add +0.1% 0.16% −0.01
NOBL Proshares S&P 500 Dividend A Add +0.1% 0.41% −0.03
AMT American Tower Corp. Add +0.2% 0.58% −0.06
ATLX Atlas Lithium Inc. Add +0.7% 1.23% −0.06
AVGO Broadcom Inc. Add +3.7% 0.44% −0.08
VTI VG Morningstar TS MKT ETF-US Add +3.0% 0.75% −0.08
GVIP Gold Sachs Hedge Ind Vip ETF Add +0.1% 0.58% −0.09
SCHX Schwab US Large-Cap ETF Add +4.1% 1.04% −0.10
PAYX Paychex Inc. Add +0.0% 0.31% −0.10
NOW ServiceNow Inc. Add +8.0% 0.21% −0.10
BRO Brown & Brown Inc. Add +0.7% 0.40% −0.13
DHR Danaher Corp. Add +0.0% 0.52% −0.16
MA Mastercard Inc. Class A Add +3.0% 0.79% −0.16
SCHB Schwab US Broad Market ETF Add +0.8% 1.58% −0.20
V Visa Inc. Class A Add +1.8% 1.05% −0.25
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 3.98% −0.51
MSFT Microsoft Corp. Add +2.2% 1.83% −0.71
AAPL Apple Inc. Add +0.7% 5.92% −0.93
AKRE Akre Focus ETF Add +0.8% 7.82% −2.64

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