Cross Staff Investments Inc

CIK

1900406

Location

PITTSFORD, NY

Portfolio Value

Small $168,756,881

Diversification

Diversified

Filing Date

Global Rank

#7,020 / 8,794 ▼ 579 · as of Jun 2026

Top Industry

Consumer Electronics 10.1%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

9.2%

−0.8 pts

Top 5

31.8%

+0.3 pts

Top 10

46.6%

+1.1 pts

HHI

308

Diversified+1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	21.7%	$36,560,938	15
Technology	18.7%	$31,549,246	19
Financial Services	16.6%	$28,063,272	19
Industrials	10.1%	$17,043,653	17
Consumer Cyclical	7.2%	$12,120,403	7
Communication Services	6.5%	$10,906,503	7
Consumer Defensive	5.4%	$9,190,213	11
Energy	5.4%	$9,066,564	11
Healthcare	4.6%	$7,762,267	9
Utilities	1.5%	$2,530,502	4
Basic Materials	1.4%	$2,340,279	2
Real Estate	1.0%	$1,623,041	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+7,589	15,191	$853,126
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,145	240,627	$7,136,131
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
BAB	Invesco Taxable Municipal Bond ETF	+274	4,670	$349,783
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	+140	16,552	$9,030,804
KO	Coca Cola Co	+116	9,650	$784,255
VIG	Vanguard Dividend Appreciation ETF	+92	1,089	$257,679
TGT	Target Corp	+75	4,751	$620,528
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+40	7,878	$1,486,610
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
AFK	VanEck Africa Index ETF	+3	55,233	$3,293,422
MA	Mastercard Inc	+2	3,141	$1,613,217
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−2,091	7,394	$374,580
HON	Honeywell International Inc	−1,602	1,600	$358,240
GOOGL	Alphabet Inc.	−1,392	24,269	$8,630,261
VB	Vanguard Morningstar Small-Cap ETF	−1,312	5,598	$2,822,228
AKRE	Akre Focus ETF	−1,289	290,646	$15,459,460
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	$353,728
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

3 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,115	$376,814
CRM	Salesforce, Inc.	1,154	$215,417
BP	Bp PLC	4,321	$203,087
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $168,756,881 total · filing declares 133 positions · $177,623,103 · 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 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AKRE	Akre Focus ETF	Reduced	290,646	-1,289	$15,459,460	+0.2%	9.16%
AAPL	Apple Inc. Technology	Added	46,262	+197	$13,386,372	+14.5%	7.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,552	+140	$9,030,804	+5.2%	5.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,269	-1,392	$8,630,261	+17.1%	5.11%
CAT	Caterpillar Inc Industrials	Held	6,781	0	$7,221,086	+50.3%	4.28%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	240,627	+7,145	$7,136,131	+17.9%	4.23%
AMZN	Amazon Com Inc Consumer Cyclical	Held	26,938	0	$6,420,402	+14.4%	3.80%
BX	Blackstone Inc. Financial Services	Reduced	36,853	-174	$4,336,492	+1.8%	2.57%
MSFT	Microsoft Corp Technology	Added	9,767	+19	$3,643,286	+1.0%	2.16%
AFK	VanEck Africa Index ETF	Added	55,233	+3	$3,293,422	+6.8%	1.95%
NVDA	Nvidia Corp Technology	Added	15,529	+8	$3,107,197	+14.8%	1.84%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	5,598	-1,312	$2,822,228	−1.3%	1.67%
LNG	Cheniere Energy, Inc. Energy	Added	11,803	+302	$2,821,035	−13.6%	1.67%
LLY	ELI LILLY & Co Healthcare	Held	2,300	0	$2,758,689	+30.4%	1.63%
V	Visa Inc. Financial Services	Reduced	6,711	-116	$2,302,476	+11.6%	1.36%
ATLX	Atlas Lithium Corp Basic Materials	Held	558,718	0	$2,061,669	−15.2%	1.22%
DE	Deere & Co Industrials	Held	3,075	0	$1,950,564	+12.6%	1.16%
DCOR	Dimensional US Core Equity 1 ETF	Held	26,467	0	$1,891,475	+15.0%	1.12%
AMD	Advanced Micro Devices Inc Technology	Held	3,154	0	$1,832,190	+185.6%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,136	-353	$1,811,364	+0.3%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,860	0	$1,739,974	−6.1%	1.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,084	+26	$1,664,145	+11.8%	0.99%
MA	Mastercard Inc Financial Services	Added	3,141	+2	$1,613,217	+2.9%	0.96%
IBM	International Business Machines Corp Technology	Added	5,732	+27	$1,611,895	+16.6%	0.96%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	18,311	+3	$1,593,789	+29.8%	0.94%
KKR	KKR & Co. Inc. Financial Services	Reduced	16,706	-170	$1,533,276	−1.8%	0.91%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	7,878	+40	$1,486,610	+30.2%	0.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,447	-381	$1,462,024	+46.9%	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	5,477	-846	$1,390,993	−10.0%	0.82%
XOM	ExxonMobil Holdings Corp Energy	Held	9,791	0	$1,338,625	−19.4%	0.79%
TDG	TransDigm Group INC Industrials	Held	912	0	$1,214,820	+14.9%	0.72%
TPL	Texas Pacific Land Corp Energy	Added	2,746	+1	$1,201,759	−7.7%	0.71%
CRK	Comstock Resources Inc Energy	Reduced	76,802	-200	$1,145,885	−29.4%	0.68%
NOC	Northrop Grumman Corp /De/ Industrials	Held	2,245	0	$1,143,400	−25.3%	0.68%
SPY	Spdr S&P 500 ETF Trust	Added	1,477	+307	$1,102,979	+45.0%	0.65%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	5,950	+5,712	$1,060,528	+5.8%	0.63%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	6,427	-175	$1,051,264	−7.7%	0.62%
YUM	Yum Brands Inc Consumer Cyclical	Held	6,560	0	$1,048,681	+2.8%	0.62%
DHR	Danaher Corp /De/ Healthcare	Added	5,447	+3	$1,037,544	+0.5%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,676	-943	$978,968	−11.0%	0.58%
ITW	Illinois Tool Works Inc Industrials	Held	3,596	0	$972,610	+3.9%	0.58%
AZO	Autozone Inc Consumer Cyclical	Held	300	0	$958,781	−5.4%	0.57%
MRK	Merck & Co., Inc. Healthcare	Held	7,397	0	$950,514	+6.8%	0.56%
PEP	Pepsico Inc Consumer Defensive	Held	6,980	0	$945,092	−12.8%	0.56%
AVGO	Broadcom Inc. Technology	Reduced	2,481	-325	$937,197	+7.9%	0.56%
CB	Chubb Ltd Financial Services	Held	2,649	0	$902,620	+4.5%	0.53%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	6,422	-37	$893,235	−7.8%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,920	-72	$890,077	+7.8%	0.53%
CVX	Chevron Corp Energy	Held	5,313	0	$880,682	−19.9%	0.52%
		Added	15,191	+7,589	$853,126	+111.7%	0.51%

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.