# Cross Staff Investments Inc: Form 13F holdings

An institutional investment manager in PITTSFORD, NY. SEC CIK 1900406.

- Quarter ended: 2026-06-30
- Filed: 2026-07-22
- Reported value: $177.6m
- Positions: 133 (133 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1900406/000190040626000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| AKRE FOCUS ETF | AKRE FOCUS ETF | $15.5m | 8.7% | 290,646 |  | Reduced −1,289 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $13.4m | 7.5% | 46,262 |  | Added +197 |
| [BERKSHIRE HATHAWAY      CLASS                  B (BRK-B)](/companies/brk-b.md) | CL B NEW | $8.3m | 4.7% | 16,551 |  | Added +140 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $7.2m | 4.1% | 6,781 |  | Unchanged |
| [AMAZON.COM INC (AMZN)](/companies/amzn.md) | COM | $6.4m | 3.6% | 26,938 |  | Unchanged |
| DIMENSIONAL US          MARKETWIDE VALUE ETF | US CORE EQT MKT | $5.7m | 3.2% | 10,391 |  | Unchanged |
| [ALPHABET INC            CLASS                  A (GOOGL)](/companies/googl.md) | CAP STK CL A | $4.9m | 2.8% | 13,687 |  | Reduced −858 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $4.3m | 2.4% | 36,853 |  | Reduced −174 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $4.1m | 2.3% | 3,978 |  | Unchanged |
| [ALPHABET INC            CLASS                  C (GOOGL)](/companies/googl.md) | CAP STK CL C | $3.7m | 2.1% | 10,582 |  | Reduced −534 |
| SCHWAB U.S. BROAD MARKETETF | US BRD MKT ETF | $3.7m | 2.1% | 128,665 |  | Added +4,125 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $3.6m | 2.1% | 9,767 |  | Added +19 |
| [NVIDIA CORP (NVDA)](/companies/nvda.md) | COM | $3.1m | 1.7% | 15,529 |  | Added +8 |
| [CHENIERE ENERGY INC (LNG)](/companies/lng.md) | COM NEW | $2.8m | 1.6% | 11,803 |  | Added +302 |
| [ELI LILLY AND CO (LLY)](/companies/lly.md) | COM | $2.8m | 1.6% | 2,300 |  | Unchanged |
| VANECK MORNINGSTAR WIDE MOAT ETF | MRNGSTR WDE MOAT | $2.6m | 1.5% | 25,233 |  | Added +3 |
| SCHWAB U.S. LARGE-CAP   ETF | US LRG CAP ETF | $2.4m | 1.3% | 80,494 |  | Added +801 |
| [VISA INC                CLASS                  A (V)](/companies/v.md) | COM CL A | $2.3m | 1.3% | 6,711 |  | Reduced −116 |
| [ATLAS LITHIUM CORP (ATLX)](/companies/atlx.md) | COM NEW | $2.1m | 1.2% | 558,718 |  | Unchanged |
| [DEERE & CO (DE)](/companies/de.md) | COM | $2.0m | 1.1% | 3,075 |  | Unchanged |
| [ADVANCED MICRO DEVICES I (AMD)](/companies/amd.md) | COM | $1.8m | 1.0% | 3,154 |  | Unchanged |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $1.8m | 1.0% | 5,136 |  | Reduced −353 |
| [COSTCO WHSL CORP NEW (COST)](/companies/cost.md) | COM | $1.7m | 1.0% | 1,860 |  | Unchanged |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $1.7m | 0.9% | 5,084 |  | Added +26 |
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | $1.6m | 0.9% | 2,370 |  | Added +50 |
| [MASTERCARD INC          CLASS                  A (MA)](/companies/ma.md) | CL A | $1.6m | 0.9% | 3,141 |  | Added +2 |
| [IBM CORP (IBM)](/companies/ibm.md) | COM | $1.6m | 0.9% | 5,732 |  | Added +27 |
| [INTERACTIVE BROKERS GROUCLASS                  A (IBKR)](/companies/ibkr.md) | COM CL A | $1.6m | 0.9% | 18,311 |  | Added +3 |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $1.5m | 0.9% | 16,706 |  | Reduced −170 |
| GOLDMAN SACHS HEDGE     INDUSTRY VIP ETF | HEDGE IND ETF | $1.5m | 0.8% | 7,878 |  | Added +40 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $1.5m | 0.8% | 12,447 |  | Reduced −381 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.4m | 0.8% | 5,477 |  | Reduced −846 |
| EXXON MOBIL CORP | COM | $1.3m | 0.8% | 9,791 |  | Unchanged |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $1.2m | 0.7% | 912 |  | Unchanged |
| [TEXAS PACIFIC LAND C (TPL)](/companies/tpl.md) | COM | $1.2m | 0.7% | 2,746 |  | Added +1 |
| VANGUARD TOTAL STOCK    MARKET INDEX FUND ETF   SHARES | TOTAL STK MKT | $1.2m | 0.7% | 3,228 |  | Reduced −1,362 |
| [COMSTOCK RES INC (CRK)](/companies/crk.md) | COM | $1.1m | 0.6% | 76,802 |  | Reduced −200 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $1.1m | 0.6% | 2,245 |  | Unchanged |
| [STATE STREET SPDR S&P   500 ETF TRUST (SPY)](/companies/spy.md) | TR UNIT | $1.1m | 0.6% | 1,477 |  | Added +307 |
| [BOOKING HLDGS INC (BKNG)](/companies/bkng.md) | COM | $1.1m | 0.6% | 5,950 |  | Added +5,712 |
| [AMERICAN TOWER CORP NEW REIT (AMT)](/companies/amt.md) | COM | $1.1m | 0.6% | 6,427 |  | Reduced −175 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $1.0m | 0.6% | 6,560 |  | Unchanged |
| [DANAHER CORP (DHR)](/companies/dhr.md) | COM | $1.0m | 0.6% | 5,447 |  | Added +3 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $979.0k | 0.6% | 6,676 |  | Reduced −943 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $972.6k | 0.5% | 3,596 |  | Unchanged |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $958.8k | 0.5% | 300 |  | Unchanged |
| [MERCK & CO. INC. (MRK)](/companies/mrk.md) | COM | $950.5k | 0.5% | 7,397 |  | Unchanged |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $945.1k | 0.5% | 6,980 |  | Unchanged |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $937.3k | 0.5% | 2,481 |  | Reduced −325 |
| CHUBB LTD              F | COM | $902.6k | 0.5% | 2,649 |  | Unchanged |
| [CONSTELLATION BRANDS INCCLASS                  A (STZ)](/companies/stz.md) | CL A | $893.2k | 0.5% | 6,422 |  | Reduced −37 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $890.0k | 0.5% | 4,920 |  | Reduced −72 |
| [CHEVRON CORP NEW (CVX)](/companies/cvx.md) | COM | $880.7k | 0.5% | 5,313 |  | Unchanged |
| PROSHARES S&P 500       DIVIDEND ARISTOCRATS ETF | S&P 500 DV ARIST | $853.1k | 0.5% | 15,191 |  | Added +7,589 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $819.5k | 0.5% | 7,236 |  | Added +1 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | US EQUI MARK ETF | $784.7k | 0.4% | 9,576 |  | Unchanged |
| [THE COCA-COLA CO (KO)](/companies/ko.md) | COM | $784.3k | 0.4% | 9,650 |  | Added +116 |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $775.0k | 0.4% | 12,081 |  | Unchanged |
| [BERKSHIRE HATHAWAY      CLASS                  A (BRK-B)](/companies/brk-b.md) | CL A | $748.9k | 0.4% | 1 |  | Unchanged |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $745.0k | 0.4% | 5,886 |  | Reduced −563 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $727.0k | 0.4% | 6,200 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $713.1k | 0.4% | 9,911 |  | Reduced −60 |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $707.8k | 0.4% | 6,398 |  | Reduced −500 |
| SCHWAB U.S. DIVIDEND    EQUITY ETF | US DIVIDEND EQ | $687.9k | 0.4% | 21,693 |  | Added +2,218 |
| [MARKEL GROUP INC (MKL)](/companies/mkl.md) | COM | $683.6k | 0.4% | 350 |  | Unchanged |
| [FAIR ISAAC CORP (FICO)](/companies/fico.md) | COM | $681.0k | 0.4% | 570 |  | Unchanged |
| [VERISIGN INC (VRSN)](/companies/vrsn.md) | COM | $672.0k | 0.4% | 2,672 |  | Added +1 |
| VANECK CEF MUNICIPAL    INCOME ETF | CEF MUNI INCOME | $670.2k | 0.4% | 30,000 |  | Unchanged |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $654.5k | 0.4% | 567 |  | New +567 |
| [3M CO (MMM)](/companies/mmm.md) | COM | $629.5k | 0.4% | 3,888 |  | Unchanged |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $624.4k | 0.4% | 6,350 |  | Reduced −274 |
| [LIVE NATION ENTMT INC (LYV)](/companies/lyv.md) | COM | $622.6k | 0.4% | 3,400 |  | Unchanged |
| [TARGET CORP EQUITY      CLASS             EQUITY (TGT)](/companies/tgt.md) | COM | $620.5k | 0.3% | 4,751 |  | Added +75 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $601.9k | 0.3% | 3,000 |  | Unchanged |
| [XYLEM INC (XYL)](/companies/xyl.md) | COM | $567.4k | 0.3% | 4,800 |  | Unchanged |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $558.5k | 0.3% | 5,835 |  | Unchanged |
| [O REILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $552.5k | 0.3% | 6,000 |  | Unchanged |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $549.3k | 0.3% | 1,213 |  | Added +1 |
| DIMENSIONAL U.S. SMALL  CAP ETF | US SMALL CAP ETF | $535.2k | 0.3% | 6,500 |  | Unchanged |
| [SEMPRA (SRE)](/companies/sre.md) | COM | $519.2k | 0.3% | 5,600 |  | Unchanged |
| VANGUARD UTILITIES INDEXFUND ETF SHARES | UTLITIES ETF | $516.9k | 0.3% | 2,641 |  | Unchanged |
| FLEX LTD               F | ORD | $486.2k | 0.3% | 3,000 |  | New +3,000 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $477.5k | 0.3% | 210 |  | New +210 |
| [BROOKFIELD CORP        FCLASS                  A (BN)](/companies/bn.md) | CL A LTD VT SH | $465.7k | 0.3% | 10,935 |  | Unchanged |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $440.1k | 0.2% | 4,800 |  | Unchanged |
| [MASCO CORP (MAS)](/companies/mas.md) | COM | $423.1k | 0.2% | 5,200 |  | Unchanged |
| [L3HARRIS TECHNOLOGIES IN (LHX)](/companies/lhx.md) | COM | $416.1k | 0.2% | 1,432 |  | Unchanged |
| [ROKU INC                CLASS                  A (ROKU)](/companies/roku.md) | COM CL A | $414.4k | 0.2% | 3,000 |  | Unchanged |
| ISHARES SHORT MATURITY  MUNICIPAL BOND ACTIVE   ETF | SHOR MAT MUN ETF | $403.0k | 0.2% | 8,000 |  | Unchanged |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $402.1k | 0.2% | 4,050 |  | Unchanged |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $399.5k | 0.2% | 2,363 |  | Unchanged |
| [PALANTIR TECHNOLOGIES INCLASS                  A (PLTR)](/companies/pltr.md) | CL A | $385.0k | 0.2% | 3,300 |  | Unchanged |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $381.1k | 0.2% | 1,492 |  | Unchanged |
| STATE STREET SPDR S&P   DIVIDEND ETF | ST STR SP DIV | $379.8k | 0.2% | 2,496 |  | Unchanged |
| ISHARES SHORT DURATION  BOND ACTIVE ETF | SHOR DURA BD ETF | $374.6k | 0.2% | 7,394 |  | Reduced −2,091 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $372.2k | 0.2% | 936 |  | Unchanged |
| [VERIZON COMMUNICATIONS I (VZ)](/companies/vz.md) | COM | $369.3k | 0.2% | 8,722 |  | Added +210 |
| [BRISTOL MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $365.9k | 0.2% | 6,350 |  | Added +146 |
| [MONDELEZ INTL INC       CLASS                  A (MDLZ)](/companies/mdlz.md) | CL A | $365.4k | 0.2% | 6,317 |  | Reduced −84 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $358.2k | 0.2% | 1,600 |  | New +1,600 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $356.9k | 0.2% | 1,500 |  | Unchanged |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | COM | $356.2k | 0.2% | 1,000 |  | Unchanged |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $353.7k | 0.2% | 1,600 |  | New +1,600 |
| SCHWAB U.S. SMALL-CAP   ETF | US SML CAP ETF | $353.2k | 0.2% | 9,775 |  | Added +1 |
| INVESCO S&P 500 LOW     VOLATILITY ETF | S&P500 LOW VOL | $349.8k | 0.2% | 4,670 |  | Added +274 |
| EATON CORP PLC         F | SHS | $349.4k | 0.2% | 820 |  | Unchanged |
| [MIRA PHARMACEUTICALS INC (MIRA)](/companies/mira.md) | COM | $340.2k | 0.2% | 359,401 |  | Unchanged |
| [INGERSOLL RAND INC (IR)](/companies/ir.md) | COM | $328.0k | 0.2% | 4,000 |  | Unchanged |
| [REALTY INCOME CORP      REIT (O)](/companies/o.md) | COM | $327.5k | 0.2% | 5,286 |  | Reduced −45 |
| [META PLATFORMS INC      CLASS                  A (META)](/companies/meta.md) | CL A | $325.3k | 0.2% | 577 |  | Unchanged |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $319.4k | 0.2% | 13,263 |  | Added +326 |
| [IONQ INC (IONQ)](/companies/ionq.md) | COM | $311.6k | 0.2% | 5,850 |  | New +5,850 |
| [RTX CORP (RTX)](/companies/rtx.md) | COM | $303.4k | 0.2% | 1,599 |  | Unchanged |
| [ENBRIDGE INC           F (ENB)](/companies/enb.md) | COM | $285.4k | 0.2% | 5,264 |  | Unchanged |
| [APPLOVIN CORP           CLASS                  A (APP)](/companies/app.md) | COM CL A | $283.4k | 0.2% | 550 |  | Unchanged |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $278.6k | 0.2% | 1,000 |  | Unchanged |
| [NASDAQ INC (NDAQ)](/companies/ndaq.md) | COM | $275.9k | 0.2% | 3,500 |  | Unchanged |
| [TOMPKINS FINL CORP (TMP)](/companies/tmp.md) | COM | $268.4k | 0.2% | 2,840 |  | Unchanged |
| [YUM CHINA HLDGS INC (YUMC)](/companies/yumc.md) | COM | $268.1k | 0.2% | 6,560 |  | Unchanged |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $264.4k | 0.1% | 6,400 |  | Unchanged |
| [AT&T INC (T)](/companies/t.md) | COM | $261.6k | 0.1% | 12,636 |  | Added +351 |
| VANGUARD DIVIDEND       APPRECIATION INDEX FUND ETF SHARES | DIV APP ETF | $257.7k | 0.1% | 1,089 |  | Added +92 |
| [SANMINA CORP (SANM)](/companies/sanm.md) | COM | $253.1k | 0.1% | 1,000 |  | New +1,000 |
| [ST JOE CO (JOE)](/companies/joe.md) | COM | $244.3k | 0.1% | 3,900 |  | Unchanged |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $240.7k | 0.1% | 765 |  | Unchanged |
| [DAILY JOURNAL CORP (DJCO)](/companies/djco.md) | COM | $240.5k | 0.1% | 400 |  | New +400 |
| FLEXSHARES US QUALITY   LARGE CAP INDEX FUND | US QUALITY CAP | $233.7k | 0.1% | 2,600 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $226.7k | 0.1% | 626 |  | Unchanged |
| [VERISK ANALYTICS INC    CLASS                  A (VRSK)](/companies/vrsk.md) | COM | $215.4k | 0.1% | 1,200 |  | Unchanged |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $207.2k | 0.1% | 991 |  | New +991 |
| [VIPER ENERGY INC NEW    CLASS                  A (VNOM)](/companies/vnom.md) | CL A | $204.4k | 0.1% | 4,822 |  | Added +30 |
| [BLUEROCK PRIVATE REAL ES (BPRE)](/companies/bpre.md) | COM | $175.6k | <0.1% | 13,498 |  | Reduced −639 |
| [VENTURE GLOBAL INC      CLASS                  A (VG)](/companies/vg.md) | COM CL A | $111.3k | <0.1% | 10,000 |  | Unchanged |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BP P L C               FSPONSORED ADR           1 ADR REPS    6  ORD SHS (BP)](/companies/bp.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −4,321 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −3,202 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,154 |
| [TAIWAN SEMICONDUCTOR M FSPONSORED ADR           1 ADR REPS    5  ORD SHS (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −1,115 |

Source: SEC EDGAR, Form 13F-HR, accession 0001900406-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.