Cross Staff Investments Inc

Name: Cross Staff Investments Inc: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in PITTSFORD, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 22, 2026. SEC CIK 1900406.

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Reported value$177.6m
Positions133

Holdings: 133 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Cross Staff Investments Inc, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Akre Focus ETF	AKRE FOCUS ETF	74316P579	15.5	8.7%	290,646	Reduced−1,289
Apple IncAAPL	COM	037833100	13.4	7.5%	46,262	Added+197
Berkshire Hathaway Class BBRK-B	CL B NEW	084670702	8.3	4.7%	16,551	Added+140
Caterpillar IncCAT	COM	149123101	7.2	4.1%	6,781	Unchanged
Amazon.Com IncAMZN	COM	023135106	6.4	3.6%	26,938	Unchanged
Dimensional US Marketwide Value ETF	US CORE EQT MKT	25434V724	5.7	3.2%	10,391	Unchanged
Alphabet Inc Class aGOOGL	CAP STK CL A	02079K305	4.9	2.8%	13,687	Reduced−858
Blackstone IncBX	COM	09260D107	4.3	2.4%	36,853	Reduced−174
ConocophillipsCOP	COM	20825C104	4.1	2.3%	3,978	Unchanged
Alphabet Inc Class CGOOGL	CAP STK CL C	02079K107	3.7	2.1%	10,582	Reduced−534
Schwab U.S. Broad Marketetf	US BRD MKT ETF	808524102	3.7	2.1%	128,665	Added+4,125
Microsoft CorpMSFT	COM	594918104	3.6	2.1%	9,767	Added+19
Nvidia CorpNVDA	COM	67066G104	3.1	1.7%	15,529	Added+8
Cheniere Energy IncLNG	COM NEW	16411R208	2.8	1.6%	11,803	Added+302
ELI Lilly and CoLLY	COM	532457108	2.8	1.6%	2,300	Unchanged
Vaneck Morningstar Wide Moat ETF	MRNGSTR WDE MOAT	92189F643	2.6	1.5%	25,233	Added+3
Schwab U.S. Large-Cap ETF	US LRG CAP ETF	808524201	2.4	1.3%	80,494	Added+801
Visa Inc Class aV	COM CL A	92826C839	2.3	1.3%	6,711	Reduced−116
Atlas Lithium CorpATLX	COM NEW	105861306	2.1	1.2%	558,718	Unchanged
Deere & CoDE	COM	244199105	2.0	1.1%	3,075	Unchanged
Advanced Micro Devices IAMD	COM	007903107	1.8	1.0%	3,154	Unchanged
Home Depot IncHD	COM	437076102	1.8	1.0%	5,136	Reduced−353
Costco WHSL Corp NewCOST	COM	22160K105	1.7	1.0%	1,860	Unchanged
Jpmorgan Chase & CoJPM	COM	46625H100	1.7	0.9%	5,084	Added+26
Vanguard S&P 500 ETF	S&P 500 ETF SHS	922908363	1.6	0.9%	2,370	Added+50
Mastercard Inc Class aMA	CL A	57636Q104	1.6	0.9%	3,141	Added+2
IBM CorpIBM	COM	459200101	1.6	0.9%	5,732	Added+27
Interactive Brokers Grouclass aIBKR	COM CL A	45841N107	1.6	0.9%	18,311	Added+3
KKR & Co IncKKR	COM	48251W104	1.5	0.9%	16,706	Reduced−170
Goldman Sachs Hedge Industry Vip ETF	HEDGE IND ETF	381430545	1.5	0.8%	7,878	Added+40
Cisco Sys IncCSCO	COM	17275R102	1.5	0.8%	12,447	Reduced−381
Johnson & JohnsonJNJ	COM	478160104	1.4	0.8%	5,477	Reduced−846
Exxon Mobil Corp	COM	30231G102	1.3	0.8%	9,791	Unchanged
Transdigm Group IncTDG	COM	893641100	1.2	0.7%	912	Unchanged
Texas Pacific Land CTPL	COM	88262P102	1.2	0.7%	2,746	Added+1
Vanguard Total Stock Market Index Fund ETF Shares	TOTAL STK MKT	922908769	1.2	0.7%	3,228	Reduced−1,362
Comstock Res IncCRK	COM	205768302	1.1	0.6%	76,802	Reduced−200
Northrop Grumman CorpNOC	COM	666807102	1.1	0.6%	2,245	Unchanged
State Street SPDR S&P 500 ETF TrustSPY	TR UNIT	78462F103	1.1	0.6%	1,477	Added+307
Booking Holdings IncBKNG	COM	09857L108	1.1	0.6%	5,950	Added+5,712
American Tower Corp New REITAMT	COM	03027X100	1.1	0.6%	6,427	Reduced−175
YUM Brands IncYUM	COM	988498101	1.0	0.6%	6,560	Unchanged
Danaher CorpDHR	COM	235851102	1.0	0.6%	5,447	Added+3
Procter & Gamble CoPG	COM	742718109	1.0	0.6%	6,676	Reduced−943
Illinois Tool WKS IncITW	COM	452308109	1.0	0.5%	3,596	Unchanged
Autozone IncAZO	COM	053332102	1.0	0.5%	300	Unchanged
Merck & Co. Inc.MRK	COM	58933Y105	1.0	0.5%	7,397	Unchanged
Pepsico IncPEP	COM	713448108	0.9	0.5%	6,980	Unchanged
Broadcom IncAVGO	COM	11135F101	0.9	0.5%	2,481	Reduced−325
Chubb Ltd F	COM	H1467J104	0.9	0.5%	2,649	Unchanged
Constellation Brands Incclass aSTZ	CL A	21036P108	0.9	0.5%	6,422	Reduced−37
Philip Morris International IncPM	COM	718172109	0.9	0.5%	4,920	Reduced−72
Chevron Corp NewCVX	COM	166764100	0.9	0.5%	5,313	Unchanged
Proshares S&P 500 Dividend Aristocrats ETF	S&P 500 DV ARIST	74348A467	0.9	0.5%	15,191	Added+7,589
Walmart IncWMT	COM	931142103	0.8	0.5%	7,236	Added+1
Dimensional U.S. Equity Market ETF	US EQUI MARK ETF	25434V401	0.8	0.4%	9,576	Unchanged
The Coca-Cola CoKO	COM	191216100	0.8	0.4%	9,650	Added+116
Brown & Brown IncBRO	COM	115236101	0.8	0.4%	12,081	Unchanged
Berkshire Hathaway Class aBRK-B	CL A	084670108	0.7	0.4%	1	Unchanged
Duke Energy Corp NewDUK	COM NEW	26441C204	0.7	0.4%	5,886	Reduced−563
Aflac IncAFL	COM	001055102	0.7	0.4%	6,200	Unchanged
Altria Group IncMO	COM	02209S103	0.7	0.4%	9,911	Reduced−60
Consolidated Edison IncED	COM	209115104	0.7	0.4%	6,398	Reduced−500
Schwab U.S. Dividend Equity ETF	US DIVIDEND EQ	808524797	0.7	0.4%	21,693	Added+2,218
Markel Group IncMKL	COM	570535104	0.7	0.4%	350	Unchanged
Fair Isaac CorpFICO	COM	303250104	0.7	0.4%	570	Unchanged
Verisign IncVRSN	COM	92343E102	0.7	0.4%	2,672	Added+1
Vaneck Cef Municipal Income ETF	CEF MUNI INCOME	92189F460	0.7	0.4%	30,000	Unchanged
Micron Technology IncMU	COM	595112103	0.7	0.4%	567	New+567
3M CoMMM	COM	88579Y101	0.6	0.4%	3,888	Unchanged
Paychex IncPAYX	COM	704326107	0.6	0.4%	6,350	Reduced−274
Live Nation Entmt IncLYV	COM	538034109	0.6	0.4%	3,400	Unchanged
Target Corp Equity Class EquityTGT	COM	87612E106	0.6	0.3%	4,751	Added+75
Capital One Finl CorpCOF	COM	14040H105	0.6	0.3%	3,000	Unchanged
Xylem IncXYL	COM	98419M100	0.6	0.3%	4,800	Unchanged
Southern CoSO	COM	842587107	0.6	0.3%	5,835	Unchanged
O Reilly Automotive IncORLY	COM	67103H107	0.6	0.3%	6,000	Unchanged
Moodys CorpMCO	COM	615369105	0.5	0.3%	1,213	Added+1
Dimensional U.S. Small Cap ETF	US SMALL CAP ETF	25434V500	0.5	0.3%	6,500	Unchanged
SempraSRE	COM	816851109	0.5	0.3%	5,600	Unchanged
Vanguard Utilities Indexfund ETF Shares	UTLITIES ETF	92204A876	0.5	0.3%	2,641	Unchanged
Flex Ltd F	ORD	Y2573F102	0.5	0.3%	3,000	New+3,000
Sandisk CorpSNDK	COM	80004C200	0.5	0.3%	210	New+210
Brookfield Corp Fclass aBN	CL A LTD VT SH	11271J107	0.5	0.3%	10,935	Unchanged
Colgate Palmolive CoCL	COM	194162103	0.4	0.2%	4,800	Unchanged
Masco CorpMAS	COM	574599106	0.4	0.2%	5,200	Unchanged
L3HARRIS Technologies inLHX	COM	502431109	0.4	0.2%	1,432	Unchanged
Roku Inc Class aROKU	COM CL A	77543R102	0.4	0.2%	3,000	Unchanged
Ishares Short Maturity Municipal Bond Active ETF	SHOR MAT MUN ETF	46431W838	0.4	0.2%	8,000	Unchanged
Servicenow IncNOW	COM	81762P102	0.4	0.2%	4,050	Unchanged
Phillips 66PSX	COM	718546104	0.4	0.2%	2,363	Unchanged
Palantir Technologies Inclass aPLTR	CL A	69608A108	0.4	0.2%	3,300	Unchanged
Corning IncGLW	COM	219350105	0.4	0.2%	1,492	Unchanged
State Street SPDR S&P Dividend ETF	ST STR SP DIV	78464A763	0.4	0.2%	2,496	Unchanged
Ishares Short Duration Bond Active ETF	SHOR DURA BD ETF	46431W507	0.4	0.2%	7,394	Reduced−2,091
Intuitive Surgical IncISRG	COM NEW	46120E602	0.4	0.2%	936	Unchanged
Verizon Communications IVZ	COM	92343V104	0.4	0.2%	8,722	Added+210
Bristol Myers Squibb CoBMY	COM	110122108	0.4	0.2%	6,350	Added+146
Mondelez International Inc Class aMDLZ	CL A	609207105	0.4	0.2%	6,317	Reduced−84
Honeywell International IncHON	COM	438516205	0.4	0.2%	1,600	New+1,600
Allstate CorpALL	COM	020002101	0.4	0.2%	1,500	Unchanged
Heico Corp NewHEI	COM	422806109	0.4	0.2%	1,000	Unchanged
Honeywell Aerospace IncHONA	COM	43849R105	0.4	0.2%	1,600	New+1,600
Schwab U.S. Small-Cap ETF	US SML CAP ETF	808524607	0.4	0.2%	9,775	Added+1
Invesco S&P 500 Low Volatility ETF	S&P500 LOW VOL	46138E354	0.3	0.2%	4,670	Added+274
Eaton Corp plc F	SHS	G29183103	0.3	0.2%	820	Unchanged
Mira Pharmaceuticals IncMIRA	COM	60458C104	0.3	0.2%	359,401	Unchanged
Ingersoll Rand IncIR	COM	45687V106	0.3	0.2%	4,000	Unchanged
Realty Income Corp REITO	COM	756109104	0.3	0.2%	5,286	Reduced−45
Meta Platforms Inc Class aMETA	CL A	30303M102	0.3	0.2%	577	Unchanged
Pfizer IncPFE	COM	717081103	0.3	0.2%	13,263	Added+326
Ionq IncIONQ	COM	46222L108	0.3	0.2%	5,850	New+5,850
RTX CorpRTX	COM	75513E101	0.3	0.2%	1,599	Unchanged
Enbridge Inc FENB	COM	29250N105	0.3	0.2%	5,264	Unchanged
Applovin Corp Class aAPP	COM CL A	03831W108	0.3	0.2%	550	Unchanged
Ecolab IncECL	COM	278865100	0.3	0.2%	1,000	Unchanged
Nasdaq IncNDAQ	COM	631103108	0.3	0.2%	3,500	Unchanged
Tompkins Finl CorpTMP	COM	890110109	0.3	0.2%	2,840	Unchanged
YUM China Holdings IncYUMC	COM	98850P109	0.3	0.2%	6,560	Unchanged
Devon Energy Corp NewDVN	COM	25179M103	0.3	0.1%	6,400	Unchanged
AT&T IncT	COM	00206R102	0.3	0.1%	12,636	Added+351
Vanguard Dividend Appreciation Index Fund ETF Shares	DIV APP ETF	921908844	0.3	0.1%	1,089	Added+92
Sanmina CorpSANM	COM	801056102	0.3	0.1%	1,000	New+1,000
ST Joe CoJOE	COM	790148100	0.2	0.1%	3,900	Unchanged
Norfolk Southn CorpNSC	COM	655844108	0.2	0.1%	765	Unchanged
Daily Journal CorpDJCO	COM	233912104	0.2	0.1%	400	New+400
Flexshares US Quality Large Cap Index Fund	US QUALITY CAP	33939L746	0.2	0.1%	2,600	Unchanged
Amgen IncAMGN	COM	031162100	0.2	0.1%	626	Unchanged
Verisk Analytics Inc Class aVRSK	COM	92345Y106	0.2	0.1%	1,200	Unchanged
Morgan StanleyMS	COM NEW	617446448	0.2	0.1%	991	New+991
Viper Energy Inc New Class aVNOM	CL A	64361Q101	0.2	0.1%	4,822	Added+30
Bluerock Private Real EsBPRE	COM	09631P102	0.2	<0.1%	13,498	Reduced−639
Venture Global Inc Class aVG	COM CL A	92333F101	0.1	<0.1%	10,000	Unchanged

Sold out: 4 positions

Held at the end of the quarter before and not reported this quarter.

Cross Staff Investments Inc, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
BP P L C Fsponsored Adr 1 Adr Reps 6 Ord SHSBP	SPONSORED ADR	055622104	0.0%	Sold out−4,321
Honeywell International Inc	COM	438516106	0.0%	Sold out−3,202
Salesforce IncCRM	COM	79466L302	0.0%	Sold out−1,154
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord SHSTSM	SPONSORED ADS	874039100	0.0%	Sold out−1,115

Source: SEC EDGAR, Form 13F-HR, accession 0001900406-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.