Cross Staff Investments Inc

CIK

1900406

Location

PITTSFORD, NY

Portfolio Value

Small $118,928,298

Diversification

Diversified

Filing Date

Global Rank

#5,321 / 8,592 ▲ 104

Top Industry

Consumer Electronics 9.9%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed Apr 23, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.0%

SPY

+76.8%

Annualised alpha

-7.2%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

−0.2 pts

Top 5

28.8%

−1.4 pts

Top 10

42.4%

−1.3 pts

HHI

281

Diversified−14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.5%	$25,617,242	18
Technology	21.4%	$25,477,693	15
Industrials	12.1%	$14,374,666	16
Consumer Cyclical	9.5%	$11,324,848	7
Energy	9.3%	$11,098,282	12
Consumer Defensive	8.0%	$9,458,997	11
Healthcare	6.2%	$7,358,877	9
Communication Services	5.3%	$6,317,417	7
Utilities	2.3%	$2,732,493	4
Basic Materials	2.3%	$2,696,443	2
Real Estate	1.4%	$1,710,443	3
Unclassified	0.6%	$760,897	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ATLX	Atlas Lithium Corp	+4,000	558,718	$2,430,423
IBKR	Interactive Brokers Group, Inc.	+702	18,308	$1,227,917
SPY	Spdr S&P 500 ETF Trust	+425	1,170	$760,897
AAPL	Apple Inc.	+339	46,065	$11,690,836
NOW	ServiceNow, Inc.	+300	4,050	$423,427
MSFT	Microsoft Corp	+210	9,748	$3,608,417
BRK-B	Berkshire Hathaway Inc	+177	16,411	$7,864,151
TPL	Texas Pacific Land Corp	+175	2,745	$1,302,667
V	Visa Inc.	+123	6,827	$2,063,392
AVGO	Broadcom Inc.	+101	2,806	$868,485
LNG	Cheniere Energy, Inc.	+101	11,501	$3,263,523
MA	Mastercard Inc	+92	3,139	$1,568,432
BRO	Brown & Brown, Inc.	+81	12,081	$787,802
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+75	1,115	$376,814
AMT	American Tower Corp /Ma/	+12	6,602	$1,139,373
PFE	Pfizer Inc	+1	12,937	$363,270
PAYX	Paychex Inc	+1	6,624	$610,202
XOM	Exxon Mobil Corp	+1	9,791	$1,661,141
DHR	Danaher Corp /De/	+1	5,444	$1,032,182
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	−705	9,971	$657,986
JNJ	Johnson & Johnson	−534	6,323	$1,545,594
BPRE	Bluerock Private Real Estate Fund	−512	14,137	$234,815
T	At&T Inc.	−475	12,285	$356,142
BX	Blackstone Inc.	−448	37,027	$4,257,734
VZ	Verizon Communications Inc	−445	8,512	$427,302
KKR	KKR & Co. Inc.	−361	16,876	$1,561,030
MDLZ	Mondelez International, Inc.	−338	6,401	$368,953
GOOGL	Alphabet Inc.	−299	14,545	$4,182,560
PM	Philip Morris International Inc.	−288	4,992	$825,377
CAT	Caterpillar Inc	−285	6,781	$4,804,067
PG	PROCTER & GAMBLE Co	−249	7,619	$1,100,488
LLY	ELI LILLY & Co	−225	2,300	$2,115,471
MMM	3M Co	−190	3,888	$564,654
O	Realty Income Corp	−180	5,331	$326,150
HD	Home Depot, Inc.	−175	5,489	$1,805,277
CSCO	Cisco Systems, Inc.	−131	12,828	$995,324
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VNOM	Viper Energy, Inc.	4,792	$225,176
APP	AppLovin Corp	550	$218,900
CRM	Salesforce, Inc.	1,154	$215,417
BP	Bp PLC	4,321	$203,087
GLW	Corning Inc /Ny	1,492	$202,867
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
MELI	Mercadolibre Inc	200	$402,852
TYL	Tyler Technologies Inc	500	$226,975
IONQ	IonQ, Inc.	5,000	$224,350
VEEV	Veeva Systems Inc	1,000	$223,230
BR	Broadridge Financial Solutions, Inc.	1,000	$223,170
ADBE	Adobe Inc.	600	$209,994
GIS	General Mills Inc	4,500	$209,250
NXST	Nexstar Media Group, Inc.	1,000	$203,050
FWONA	Liberty Media Corp	1,225	$109,490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $118,928,298 total · as of Mar 31, 2026

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

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	46,065	+339	$11,690,836	−6.0%	9.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,411	+177	$7,864,151	−3.6%	6.61%
AMZN	Amazon Com Inc Consumer Cyclical	Held	26,938	0	$5,610,377	−9.8%	4.72%
CAT	Caterpillar Inc Industrials	Reduced	6,781	-285	$4,804,067	+18.7%	4.04%
BX	Blackstone Inc. Financial Services	Reduced	37,027	-448	$4,257,734	−26.3%	3.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,545	-299	$4,182,560	−10.0%	3.52%
MSFT	Microsoft Corp Technology	Added	9,748	+210	$3,608,417	−21.8%	3.03%
LNG	Cheniere Energy, Inc. Energy	Added	11,501	+101	$3,263,523	+47.3%	2.74%
NVDA	Nvidia Corp Technology	Held	15,521	0	$2,706,862	−6.5%	2.28%
ATLX	Atlas Lithium Corp Basic Materials	Added	558,718	+4,000	$2,430,423	+3.6%	2.04%
LLY	ELI LILLY & Co Healthcare	Reduced	2,300	-225	$2,115,471	−22.0%	1.78%
V	Visa Inc. Financial Services	Added	6,827	+123	$2,063,392	−12.2%	1.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,860	0	$1,853,359	+15.5%	1.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,489	-175	$1,805,277	−7.4%	1.52%
DE	Deere & Co Industrials	Held	3,075	0	$1,732,147	+21.0%	1.46%
XOM	Exxon Mobil Corp Energy	Added	9,791	+1	$1,661,141	+41.0%	1.40%
CRK	Comstock Resources Inc Energy	Held	77,002	0	$1,623,202	−9.1%	1.36%
MA	Mastercard Inc Financial Services	Added	3,139	+92	$1,568,432	−9.8%	1.32%
KKR	KKR & Co. Inc. Financial Services	Reduced	16,876	-361	$1,561,030	−29.0%	1.31%
JNJ	Johnson & Johnson Healthcare	Reduced	6,323	-534	$1,545,594	+8.9%	1.30%
NOC	Northrop Grumman Corp /De/ Industrials	Held	2,245	0	$1,531,628	+19.6%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,058	0	$1,487,861	−8.7%	1.25%
IBM	International Business Machines Corp Technology	Held	5,705	0	$1,382,834	−18.2%	1.16%
TPL	Texas Pacific Land Corp Energy	Added	2,745	+175	$1,302,667	+76.5%	1.10%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	18,308	+702	$1,227,917	+8.5%	1.03%
AMT	American Tower Corp /Ma/ Real Estate	Added	6,602	+12	$1,139,373	−1.5%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,619	-249	$1,100,488	−2.4%	0.93%
CVX	Chevron Corp Energy	Held	5,313	0	$1,099,259	+35.8%	0.92%
PEP	Pepsico Inc Consumer Defensive	Held	6,980	0	$1,083,924	+8.2%	0.91%
TDG	TransDigm Group INC Industrials	Held	912	0	$1,056,971	−12.9%	0.89%
DHR	Danaher Corp /De/ Healthcare	Added	5,444	+1	$1,032,182	−17.2%	0.87%
YUM	Yum Brands Inc Consumer Cyclical	Held	6,560	0	$1,019,948	+2.8%	0.86%
AZO	Autozone Inc Consumer Cyclical	Held	300	0	$1,013,334	−0.4%	0.85%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	238	0	$1,002,056	−21.4%	0.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,828	-131	$995,324	−0.3%	0.84%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	6,459	0	$968,850	+8.7%	0.81%
ITW	Illinois Tool Works Inc Industrials	Held	3,596	0	$936,002	+5.7%	0.79%
WMT	Walmart Inc. Consumer Defensive	Held	7,235	0	$899,165	+11.6%	0.76%
MRK	Merck & Co., Inc. Healthcare	Held	7,397	0	$889,785	+14.3%	0.75%
AVGO	Broadcom Inc. Technology	Added	2,806	+101	$868,485	−7.2%	0.73%
CB	Chubb Ltd Financial Services	Held	2,649	0	$863,388	+4.4%	0.73%
DUK	Duke Energy CORP Utilities	Held	6,449	0	$844,432	+11.7%	0.71%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,992	-288	$825,377	−2.5%	0.69%
BRO	Brown & Brown, Inc. Financial Services	Added	12,081	+81	$787,802	−17.6%	0.66%
ED	Consolidated Edison Inc Utilities	Held	6,898	0	$780,715	+14.0%	0.66%
SPY	Spdr S&P 500 ETF Trust	Added	1,170	+425	$760,897	+49.8%	0.64%
KO	Coca Cola Co Consumer Defensive	Held	9,534	0	$725,060	+8.8%	0.61%
HON	Honeywell International Inc Industrials	Held	3,202	0	$723,748	+15.9%	0.61%
AFL	Aflac Inc Financial Services	Held	6,200	0	$680,202	−0.5%	0.57%
MKL	Markel Group Inc. Financial Services	Held	350	0	$669,924	−11.0%	0.56%