Cross Staff Investments Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Cross Staff Investments Inc reported 133 stock positions worth $177.6 million. Its top holding was Akre Focus ETF (AKRE) at 8.7% of the portfolio, followed by Apple (AAPL, 7.5%) and Berkshire Hathaway Class B (BRK.B, 4.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 3, added to 31 and reduced 24. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).

Most Recent 13F
Q2 2026
Location
PITTSFORD, NY
CIK
0001900406
Portfolio Value
$177.6M (Q2 2026)
SEC Filing
0001900406-26-000003 ↗ filed Jul 22, 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 Q1 2026 Q2 2026: $177.6M $177.6M Q2 2026

Holdings 133 stocks · $177.6M
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 8.70% 290,646 $15.5M Reduce -0.4%
AAPL Apple Inc. 7.54% 46,262 $13.4M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 4.66% 16,551 $8.3M Add +0.8%
CAT Caterpillar Inc. 4.07% 6,781 $7.2M No change
AMZN Amazon.com Inc. 3.61% 26,938 $6.4M No change
DFUV Dimensional US Marketwide Va 3.22% 10,391 $5.7M No change
GOOGL Alphabet Inc. Class A 2.75% 13,687 $4.9M Reduce -5.9%
BX Blackstone Inc. 2.44% 36,853 $4.3M Reduce -0.5%
COP Conocophillips 2.33% 3,978 $4.1M No change
GOOG Alphabet Inc. Class C 2.10% 10,582 $3.7M Reduce -4.8%
SCHB Schwab US Broad Market ETF 2.10% 128,665 $3.7M Add +3.3%
MSFT Microsoft Corp. 2.05% 9,767 $3.6M Add +0.2%
NVDA Nvidia Corp. 1.75% 15,529 $3.1M Add +0.1%
LNG Cheniere Energy Inc. 1.59% 11,803 $2.8M Add +2.6%
LLY Eli Lilly & Co. 1.55% 2,300 $2.8M No change
MOAT Vaneck Morningstar Wide Moat 1.48% 25,233 $2.6M Add +0.0%
SCHX Schwab US Large-Cap ETF 1.33% 80,494 $2.4M Add +1.0%
V Visa Inc. Class A 1.30% 6,711 $2.3M Reduce -1.7%
ATLX Atlas Lithium Inc. 1.16% 558,718 $2.1M No change
DE Deere & Co. 1.10% 3,075 $2.0M No change
AMD Advanced Micro Devices 1.03% 3,154 $1.8M No change
HD Home Depot Inc. 1.02% 5,136 $1.8M Reduce -6.4%
COST Costco Wholesale Corp. 0.98% 1,860 $1.7M No change
JPM JPMorgan Chase & Co. 0.94% 5,084 $1.7M Add +0.5%
VOO Vanguard S&P 500 ETF 0.92% 2,370 $1.6M Add +2.2%
MA Mastercard Inc. Class A 0.91% 3,141 $1.6M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.91% 5,732 $1.6M Add +0.5%
IBKR Interactive Brokers Gro Class A 0.90% 18,311 $1.6M Add +0.0%
KKR KKR & Co. Inc. 0.86% 16,706 $1.5M Reduce -1.0%
GVIP Gold Sachs Hedge Ind Vip ETF 0.84% 7,878 $1.5M Add +0.5%
CSCO Cisco Systems Inc. 0.82% 12,447 $1.5M Reduce -3.0%
JNJ Johnson & Johnson 0.78% 5,477 $1.4M Reduce -13.4%
XOM Exxon Mobil Corp. 0.75% 9,791 $1.3M No change
TDG Transdigm Group Inc. 0.68% 912 $1.2M No change
TPL Texas Pacific Land Corp. 0.68% 2,746 $1.2M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.67% 3,228 $1.2M Reduce -29.7%
CRK Comstock Resources Inc. 0.65% 76,802 $1.1M Reduce -0.3%
NOC Northrop Grumman Corp. 0.64% 2,245 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 1,477 $1.1M Add +26.2%
BKNG Booking Holdings Inc. 0.60% 5,950 $1.1M No change
AMT American Tower Corp. 0.59% 6,427 $1.1M Reduce -2.6%
YUM Yum! Brands Inc. 0.59% 6,560 $1.0M No change
DHR Danaher Corp. 0.58% 5,447 $1.0M Add +0.1%
PG The Procter & Gamble Co. 0.55% 6,676 $979K Reduce -12.4%
ITW Illinois Tool Works 0.55% 3,596 $973K No change
AZO AutoZone Inc. 0.54% 300 $959K No change
MRK Merck & Co. Inc. 0.54% 7,397 $951K No change
PEP Pepsico Inc. 0.53% 6,980 $945K No change
AVGO Broadcom Inc. 0.53% 2,481 $937K Reduce -11.6%
CB Chubb Ltd. 0.51% 2,649 $903K No change
STZ Constellation Brands Inc. Class A 0.50% 6,422 $893K Reduce -0.6%
PM Philip Morris International 0.50% 4,920 $890K Reduce -1.4%
CVX Chevron Corp. 0.50% 5,313 $881K No change
NOBL Proshares S&P 500 Dividend A 0.48% 15,191 $853K No change
WMT Walmart Inc. 0.46% 7,236 $820K Add +0.0%
DFUS Dimensional US Eq MKT ETF 0.44% 9,576 $785K No change
KO The Coca-Cola Co. 0.44% 9,650 $784K Add +1.2%
BRO Brown & Brown Inc. 0.44% 12,081 $775K No change
BRK.A Berkshire Hathaway Inc. Class A 0.42% 1 $749K No change
DUK Duke Energy Corp. 0.42% 5,886 $745K Reduce -8.7%
AFL Aflac Inc. 0.41% 6,200 $727K No change
MO Altria Group Inc. 0.40% 9,911 $713K Reduce -0.6%
ED Consolidated Edison Inc. 0.40% 6,398 $708K Reduce -7.3%
SCHD Schwab US DVD Equity ETF 0.39% 21,693 $688K Add +11.4%
MKL Markel Group Inc. 0.38% 350 $684K No change
FICO Fair Isaac Corp. 0.38% 570 $681K No change
VRSN Verisign Inc. 0.38% 2,672 $672K Add +0.0%
XMPT Vaneck Cef Muni Income ETF 0.38% 30,000 $670K No change
MU Micron Technology Inc. 0.37% 567 $654K New
MMM 3M Co. 0.35% 3,888 $630K No change
PAYX Paychex Inc. 0.35% 6,350 $624K Reduce -4.1%
LYV Live Nation Entertainment Inc. 0.35% 3,400 $623K No change
TGT Target Corp. 0.35% 4,751 $621K Add +1.6%
COF Capital One Financial Corp. 0.34% 3,000 $602K No change
XYL Xylem Inc. 0.32% 4,800 $567K No change
SO The Southern Co. 0.31% 5,835 $558K No change
ORLY O'reilly Automotive Inc. 0.31% 6,000 $553K No change
MCO Moody's Corp. 0.31% 1,213 $549K Add +0.1%
DFAS Dimensional US Small Cap ETF 0.30% 6,500 $535K No change
SRE Sempra 0.29% 5,600 $519K No change
VPU Vanguard Utilities ETF 0.29% 2,641 $517K No change
FLEX Flex Ltd. 0.27% 3,000 $486K New
SNDK Sandisk Corp. 0.27% 210 $477K New
BN Brookfield Corp. 0.26% 10,935 $466K No change
CL Colgate-Palmolive Co. 0.25% 4,800 $440K No change
MAS Masco Corp. 0.24% 5,200 $423K No change
LHX L3HARRIS Technologies Inc. 0.23% 1,432 $416K No change
ROKU Roku Inc. 0.23% 3,000 $414K No change
MEAR Ishrs Short Mat Muni Act ETF 0.23% 8,000 $403K No change
NOW ServiceNow Inc. 0.23% 4,050 $402K No change
PSX Phillips 66 0.22% 2,363 $399K No change
PLTR Palantir Technologies Inc. Class A 0.22% 3,300 $385K No change
GLW Corning Inc. 0.21% 1,492 $381K No change
SDY SS SPDR S&P Dividend ETF 0.21% 2,496 $380K No change
NEAR iShares SH Dba ETF Usd Inc. 0.21% 7,394 $375K Reduce -22.1%
ISRG Intuitive Surgical Inc. 0.21% 936 $372K No change
VZ Verizon Communications Inc. 0.21% 8,722 $369K Add +2.5%
BMY Bristol-Myers Squibb Co. 0.21% 6,350 $366K Add +2.4%
MDLZ Mondelez International Inc. Class A 0.21% 6,317 $365K Reduce -1.3%
HON Honeywell International Inc. 0.20% 1,600 $358K No change
ALL Allstate Corp. 0.20% 1,500 $357K No change
HEI Heico Corp. 0.20% 1,000 $356K No change
HONA Honeywell Aerospace Inc. 0.20% 1,600 $354K No change
SCHA Schwab US Small-Cap ETF 0.20% 9,775 $353K Add +0.0%
SPLV Invesco S&P 500 Low Volatili 0.20% 4,670 $350K Add +6.2%
ETN Eaton Corp. PLC 0.20% 820 $349K No change
MIRA Mira Pharmaceuticals Inc. 0.19% 359,401 $340K No change
IR Ingersoll-Rand Inc. 0.18% 4,000 $328K No change
O Realty Income Corp. 0.18% 5,286 $328K Reduce -0.8%
META Meta Platforms Inc. Class A 0.18% 577 $325K No change
PFE Pfizer Inc. 0.18% 13,263 $319K Add +2.5%
IONQ Ionq Inc. 0.18% 5,850 $312K New
RTX RTX Corp. 0.17% 1,599 $303K No change
ENB Enbridge Inc. 0.16% 5,264 $285K No change
APP AppLovin Corp. Class A 0.16% 550 $283K No change
ECL Ecolab Inc. 0.16% 1,000 $279K No change
NDAQ Nasdaq Inc. 0.16% 3,500 $276K No change
TMP Tompkins Financial Corp. 0.15% 2,840 $268K No change
YUMC Yum China Holdings Inc. 0.15% 6,560 $268K No change
DVN Devon Energy Corp. 0.15% 6,400 $264K No change
T AT&T Inc. 0.15% 12,636 $262K Add +2.9%
VIG Vanguard Dividend Apprec ETF 0.15% 1,089 $258K Add +9.2%
SANM Sanmina Corp. 0.14% 1,000 $253K New
JOE The St Joe Co. 0.14% 3,900 $244K No change
NSC Norfolk Southern Corp. 0.14% 765 $241K No change
DJCO Daily Journal Corp. 0.14% 400 $240K New
QLC NT US Qual LC ETF 0.13% 2,600 $234K No change
AMGN Amgen Inc. 0.13% 626 $227K No change
VRSK Verisk Analytics Inc. 0.12% 1,200 $215K No change
MS Morgan Stanley 0.12% 991 $207K New
VNOM Viper Energy Inc. Class A 0.12% 4,822 $204K Add +0.6%
BPRE Bluerock Private Real Estate 0.10% 13,498 $176K Reduce -4.5%
VG Venture Global Inc. Class A 0.06% 10,000 $111K No change

Portfolio Sells Q1 2026 → Q2 2026
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.19
CRK Comstock Resources Inc. Reduce -0.3% 0.65% −0.18
CRM Salesforce Inc. Sold out 0.00% −0.11
BP BP PLC-Spons ADR Sold out 0.00% −0.10
VTI VG Morningstar TS MKT ETF-US Reduce -29.7% 0.67% −0.07
NEAR iShares SH Dba ETF Usd Inc. Reduce -22.1% 0.21% −0.03
BPRE Bluerock Private Real Estate Reduce -4.5% 0.10% −0.02
DUK Duke Energy Corp. Reduce -8.7% 0.42% −0.01
PG The Procter & Gamble Co. Reduce -12.4% 0.55% −0.01
JNJ Johnson & Johnson Reduce -13.4% 0.78% +0.00
ED Consolidated Edison Inc. Reduce -7.3% 0.40% +0.00
STZ Constellation Brands Inc. Class A Reduce -0.6% 0.50% +0.01
AMT American Tower Corp. Reduce -2.6% 0.59% +0.01
MDLZ Mondelez International Inc. Class A Reduce -1.3% 0.21% +0.02
O Realty Income Corp. Reduce -0.8% 0.18% +0.02
PAYX Paychex Inc. Reduce -4.1% 0.35% +0.04
MO Altria Group Inc. Reduce -0.6% 0.40% +0.07
KKR KKR & Co. Inc. Reduce -1.0% 0.86% +0.07
PM Philip Morris International Reduce -1.4% 0.50% +0.08
AVGO Broadcom Inc. Reduce -11.6% 0.53% +0.09
HD Home Depot Inc. Reduce -6.4% 1.02% +0.11
V Visa Inc. Class A Reduce -1.7% 1.30% +0.25
BX Blackstone Inc. Reduce -0.5% 2.44% +0.28
CSCO Cisco Systems Inc. Reduce -3.0% 0.82% +0.32
GOOG Alphabet Inc. Class C Reduce -4.8% 2.10% +0.49
GOOGL Alphabet Inc. Class A Reduce -5.9% 2.75% +0.63
AKRE Akre Focus ETF Reduce -0.4% 8.70% +0.89

Portfolio Buys Q1 2026 → Q2 2026
AAPL Apple Inc. Add +0.4% 7.54% +1.61
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 4.66% +0.68
SCHB Schwab US Broad Market ETF Add +3.3% 2.10% +0.51
MU Micron Technology Inc. New 0.37% +0.37
SCHX Schwab US Large-Cap ETF Add +1.0% 1.33% +0.30
IBKR Interactive Brokers Gro Class A Add +0.0% 0.90% +0.28
FLEX Flex Ltd. New 0.27% +0.27
SNDK Sandisk Corp. New 0.27% +0.27
GVIP Gold Sachs Hedge Ind Vip ETF Add +0.5% 0.84% +0.26
MOAT Vaneck Morningstar Wide Moat Add +0.0% 1.48% +0.24
SPY SS SPDR S&P 500 ETF Trust-US Add +26.2% 0.62% +0.24
MSFT Microsoft Corp. Add +0.2% 2.05% +0.22
VOO Vanguard S&P 500 ETF Add +2.2% 0.92% +0.21
IBM Intl Business Machines Corp. Add +0.5% 0.91% +0.21
JPM JPMorgan Chase & Co. Add +0.5% 0.94% +0.18
IONQ Ionq Inc. New 0.18% +0.18
SANM Sanmina Corp. New 0.14% +0.14
DJCO Daily Journal Corp. New 0.14% +0.14
MS Morgan Stanley New 0.12% +0.12
MA Mastercard Inc. Class A Add +0.1% 0.91% +0.11
SCHD Schwab US DVD Equity ETF Add +11.4% 0.39% +0.08
KO The Coca-Cola Co. Add +1.2% 0.44% +0.07
TGT Target Corp. Add +1.6% 0.35% +0.06
DHR Danaher Corp. Add +0.1% 0.58% +0.06
SCHA Schwab US Small-Cap ETF Add +0.0% 0.20% +0.05
VRSN Verisign Inc. Add +0.0% 0.38% +0.04
MCO Moody's Corp. Add +0.1% 0.31% +0.04
VIG Vanguard Dividend Apprec ETF Add +9.2% 0.15% +0.04
SPLV Invesco S&P 500 Low Volatili Add +6.2% 0.20% +0.03
TPL Texas Pacific Land Corp. Add +0.0% 0.68% +0.02
BMY Bristol-Myers Squibb Co. Add +2.4% 0.21% +0.02
WMT Walmart Inc. Add +0.0% 0.46% +0.01
VNOM Viper Energy Inc. Class A Add +0.6% 0.12% +0.00
PFE Pfizer Inc. Add +2.5% 0.18% −0.00
VZ Verizon Communications Inc. Add +2.5% 0.21% −0.01
T AT&T Inc. Add +2.9% 0.15% −0.03
LNG Cheniere Energy Inc. Add +2.6% 1.59% −0.06
NVDA Nvidia Corp. Add +0.1% 1.75% −11.96

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