Cross Staff Investments Inc

CIK

1900406

Location

PITTSFORD, NY

Portfolio Value

Small $128,810,686

Diversification

Diversified

Filing Date

Global Rank

#5,395 / 8,517 ▼ 136

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

+11.8%

Period ended 47 days ago

Filed Jul 22, 2026 · 25d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+133.3%

SPY

+76.6%

Annualised alpha

+11.8%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

110 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.4%

−0.7 pts

Top 5

31.2%

−3.9 pts

Top 10

44.1%

−4.5 pts

HHI

300

Diversified−56

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$31,549,246	19
Financial Services	21.2%	$27,314,422	19
Industrials	13.2%	$17,043,205	17
Consumer Cyclical	9.4%	$12,120,403	7
Consumer Defensive	7.1%	$9,190,213	11
Energy	7.0%	$9,066,564	11
Healthcare	6.0%	$7,762,267	9
Communication Services	5.6%	$7,167,565	7
Utilities	2.0%	$2,530,502	4
Basic Materials	1.8%	$2,340,279	2
Real Estate	1.3%	$1,623,041	3
Unclassified	0.9%	$1,102,979	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+5,712	5,950	$1,060,528
T	At&T Inc.	+351	12,636	$261,565
PFE	Pfizer Inc	+326	13,263	$319,373
SPY	Spdr S&P 500 ETF Trust	+307	1,477	$1,102,979
LNG	Cheniere Energy, Inc.	+302	11,803	$2,821,035
VZ	Verizon Communications Inc	+210	8,722	$369,289
AAPL	Apple Inc.	+197	46,262	$13,386,372
BMY	Bristol Myers Squibb Co	+146	6,350	$365,887
BRK-B	Berkshire Hathaway Inc	+139	16,551	$8,281,954
KO	Coca Cola Co	+116	9,650	$784,255
TGT	Target Corp	+75	4,751	$620,528
VNOM	Viper Energy, Inc.	+30	4,822	$204,452
IBM	International Business Machines Corp	+27	5,732	$1,611,895
JPM	Jpmorgan Chase & Co	+26	5,084	$1,664,145
MSFT	Microsoft Corp	+19	9,767	$3,643,286
NVDA	Nvidia Corp	+8	15,529	$3,107,197
IBKR	Interactive Brokers Group, Inc.	+3	18,311	$1,593,789
DHR	Danaher Corp /De/	+3	5,447	$1,037,544
MA	Mastercard Inc	+2	3,141	$1,613,217
MCO	Moodys Corp /De/	+1	1,213	$549,391
VRSN	Verisign Inc/Ca	+1	2,672	$672,168
WMT	Walmart Inc.	+1	7,236	$819,549
TPL	Texas Pacific Land Corp	+1	2,746	$1,201,759
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−11,974	13,687	$4,891,323
HON	Honeywell International Inc	−1,602	1,600	$358,240
PG	PROCTER & GAMBLE Co	−943	6,676	$978,968
JNJ	Johnson & Johnson	−846	5,477	$1,390,993
BPRE	Bluerock Private Real Estate Fund	−639	13,498	$175,608
DUK	Duke Energy CORP	−563	5,886	$745,049
ED	Consolidated Edison Inc	−500	6,398	$707,810
CSCO	Cisco Systems, Inc.	−381	12,447	$1,462,024
HD	Home Depot, Inc.	−353	5,136	$1,811,364
AVGO	Broadcom Inc.	−325	2,481	$937,197
PAYX	Paychex Inc	−274	6,350	$624,395
CRK	Comstock Resources Inc	−200	76,802	$1,145,885
AMT	American Tower Corp /Ma/	−175	6,427	$1,051,264
BX	Blackstone Inc.	−174	36,853	$4,336,492
KKR	KKR & Co. Inc.	−170	16,706	$1,533,276
V	Visa Inc.	−116	6,711	$2,302,476
MDLZ	Mondelez International, Inc.	−84	6,317	$365,375
PM	Philip Morris International Inc.	−72	4,920	$890,077
MO	Altria Group, Inc.	−60	9,911	$713,096
O	Realty Income Corp	−45	5,286	$327,520
STZ	Constellation Brands, Inc.	−37	6,422	$893,235
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	567	$654,482
FLEX	Flex Ltd.	3,000	$486,210
SNDK	Sandisk Corp	210	$477,483
HONA	Honeywell Aerospace Inc.	1,600	$353,280
IONQ	IonQ, Inc.	5,850	$311,571
SANM	Sanmina Corp	1,000	$253,080
DJCO	Daily Journal Corp	400	$240,476
MS	Morgan Stanley	991	$207,158
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	291,935	$15,428,764
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,115	$376,814
CRM	Salesforce, Inc.	1,154	$215,417
VIG	Vanguard Dividend Appreciation ETF	997	$214,414
BP	Bp PLC	4,321	$203,087
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $128,810,686 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	46,262	+197	$13,386,372	+14.5%	10.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,551	+139	$8,281,954	−3.5%	6.43%
CAT	Caterpillar Inc Industrials	Held	6,781	0	$7,221,086	+50.3%	5.61%
AMZN	Amazon Com Inc Consumer Cyclical	Held	26,938	0	$6,420,402	+14.4%	4.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,687	-11,974	$4,891,323	−33.6%	3.80%
BX	Blackstone Inc. Financial Services	Reduced	36,853	-174	$4,336,492	+1.8%	3.37%
MSFT	Microsoft Corp Technology	Added	9,767	+19	$3,643,286	+1.0%	2.83%
NVDA	Nvidia Corp Technology	Added	15,529	+8	$3,107,197	+14.8%	2.41%
LNG	Cheniere Energy, Inc. Energy	Added	11,803	+302	$2,821,035	−13.6%	2.19%
LLY	ELI LILLY & Co Healthcare	Held	2,300	0	$2,758,689	+30.4%	2.14%
V	Visa Inc. Financial Services	Reduced	6,711	-116	$2,302,476	+11.6%	1.79%
ATLX	Atlas Lithium Corp Basic Materials	Held	558,718	0	$2,061,669	−15.2%	1.60%
DE	Deere & Co Industrials	Held	3,075	0	$1,950,564	+12.6%	1.51%
AMD	Advanced Micro Devices Inc Technology	Held	3,154	0	$1,832,190	+185.6%	1.42%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,136	-353	$1,811,364	+0.3%	1.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,860	0	$1,739,974	−6.1%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,084	+26	$1,664,145	+11.8%	1.29%
MA	Mastercard Inc Financial Services	Added	3,141	+2	$1,613,217	+2.9%	1.25%
IBM	International Business Machines Corp Technology	Added	5,732	+27	$1,611,895	+16.6%	1.25%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	18,311	+3	$1,593,789	+29.8%	1.24%
KKR	KKR & Co. Inc. Financial Services	Reduced	16,706	-170	$1,533,276	−1.8%	1.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,447	-381	$1,462,024	+46.9%	1.14%
JNJ	Johnson & Johnson Healthcare	Reduced	5,477	-846	$1,390,993	−10.0%	1.08%
XOM	ExxonMobil Holdings Corp Energy	Held	9,791	0	$1,338,625	−19.4%	1.04%
TDG	TransDigm Group INC Industrials	Held	912	0	$1,214,820	+14.9%	0.94%
TPL	Texas Pacific Land Corp Energy	Added	2,746	+1	$1,201,759	−7.7%	0.93%
CRK	Comstock Resources Inc Energy	Reduced	76,802	-200	$1,145,885	−29.4%	0.89%
NOC	Northrop Grumman Corp /De/ Industrials	Held	2,245	0	$1,143,400	−25.3%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	1,477	+307	$1,102,979	+45.0%	0.86%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	5,950	+5,712	$1,060,528	+5.8%	0.82%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	6,427	-175	$1,051,264	−7.7%	0.82%
YUM	Yum Brands Inc Consumer Cyclical	Held	6,560	0	$1,048,681	+2.8%	0.81%
DHR	Danaher Corp /De/ Healthcare	Added	5,447	+3	$1,037,544	+0.5%	0.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,676	-943	$978,968	−11.0%	0.76%
ITW	Illinois Tool Works Inc Industrials	Held	3,596	0	$972,610	+3.9%	0.76%
AZO	Autozone Inc Consumer Cyclical	Held	300	0	$958,781	−5.4%	0.74%
MRK	Merck & Co., Inc. Healthcare	Held	7,397	0	$950,514	+6.8%	0.74%
PEP	Pepsico Inc Consumer Defensive	Held	6,980	0	$945,092	−12.8%	0.73%
AVGO	Broadcom Inc. Technology	Reduced	2,481	-325	$937,197	+7.9%	0.73%
CB	Chubb Ltd Financial Services	Held	2,649	0	$902,620	+4.5%	0.70%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	6,422	-37	$893,235	−7.8%	0.69%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,920	-72	$890,077	+7.8%	0.69%
CVX	Chevron Corp Energy	Held	5,313	0	$880,682	−19.9%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	7,236	+1	$819,549	−8.9%	0.64%
KO	Coca Cola Co Consumer Defensive	Added	9,650	+116	$784,255	+8.2%	0.61%
BRO	Brown & Brown, Inc. Financial Services	Held	12,081	0	$774,996	−1.6%	0.60%
DUK	Duke Energy CORP Utilities	Reduced	5,886	-563	$745,049	−11.8%	0.58%
AFL	Aflac Inc Financial Services	Held	6,200	0	$726,950	+6.9%	0.56%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,911	-60	$713,096	+8.4%	0.55%
ED	Consolidated Edison Inc Utilities	Reduced	6,398	-500	$707,810	−9.3%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.