Cross Staff Investments Inc

CIK 0001900406 • 6 13F filings • Apr 22, 2025 – Jul 22, 2026

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Filer information

Filed by: Cross Staff Investments Inc, CCO
Address: 115 SULLYS TRAIL, SUITE 8, PITTSFORD, NY, 14534
Phone: 5852491553
AUM: $181.5M

AUM over time

$177.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $181.5M132 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$653K	0.4%Prev: 0.4%	4,078 SH	Increased
ADOBE INC	COM	$210K	0.1%Prev: 0.1%	600 SH	Decreased
ADVANCED MICRO DEVIC	COM	$675K	0.4%Prev: 0.4%	3,154 SH	Increased
AFLAC INC	COM	$684K	0.4%Prev: 0.5%	6,200 SH	Decreased
AKRE FOCUS ETF	AKRE FOCUS ETF	$19.0M	10.5%	289,630 SH	New
ALLSTATE CORP	COM	$312K	0.2%Prev: 0.2%	1,500 SH	Decreased
ALPHABET INC CLASS CLASS A	CAP STK CL A	$4.6M	2.6%Prev: 2.6%	14,844 SH	Increased-200 SH
ALPHABET INC CLASS CLASS C	CAP STK CL C	$3.5M	1.9%	11,116 SH	New
ALTRIA GROUP INC	COM	$616K	0.3%Prev: 0.5%	10,676 SH	Decreased
AMAZON.COM INC	COM	$6.2M	3.4%Prev: 4.2%	26,938 SH	Increased-306 SH
AMERICAN TOWER CORP NEW REIT	COM	$1.2M	0.6%Prev: 0.9%	6,590 SH	Decreased-233 SH
AMGEN INC	COM	$205K	0.1%	626 SH	New
APPLE INC	COM	$12.4M	6.8%Prev: 8.2%	45,726 SH	Increased-537 SH
AT&T INC	COM	$317K	0.2%Prev: 0.3%	12,760 SH	Decreased-1,035 SH
ATLAS LITHIUM CORP	COM NEW	$2.3M	1.3%Prev: 1.9%	554,718 SH	Decreased-10,900 SH
AUTOZONE INC	COM	$1.0M	0.6%Prev: 0.9%	300 SH	Decreased
BERKSHIRE HATHAWAY CLASS CLASS B	CL B NEW	$8.2M	4.5%	16,234 SH	New
BERKSHIRE HATHAWAY INC DCLASS A	CL A	$755K	0.4%Prev: 0.5%	1 SH	Increased
BLACKSTONE INC	COM	$5.8M	3.2%Prev: 4.6%	37,475 SH	Decreased-799 SH
BLUEROCK PRIVATE REAL ES	COM	$220K	0.1%	14,649 SH	New
BOOKING HLDGS INC	COM	$1.3M	0.7%Prev: 0.9%	238 SH	Decreased
BRISTOL MYERS SQUIBB CO	COM	$335K	0.2%Prev: 0.2%	6,204 SH	Increased-695 SH
BROADCOM INC	COM	$936K	0.5%Prev: 0.6%	2,705 SH	Increased
BROADRIDGE FINL SOLUTION	COM	$223K	0.1%Prev: 0.2%	1,000 SH	Decreased
BROOKFIELD CORP FCLASS A	CL A LTD VT SH	$502K	0.3%Prev: 0.3%	10,935 SH	Increased+3,644 SH
BROWN & BROWN INC	COM	$956K	0.5%Prev: 0.8%	12,000 SH	Decreased
CAPITAL ONE FINL CORP	COM	$727K	0.4%Prev: 0.4%	3,000 SH	Increased
CATERPILLAR INC	COM	$4.0M	2.2%Prev: 2.4%	7,066 SH	Increased
CHENIERE ENERGY INC	COM NEW	$2.2M	1.2%Prev: 1.9%	11,400 SH	Decreased-141 SH
CHEVRON CORP NEW	COM	$810K	0.4%Prev: 0.6%	5,313 SH	Decreased
CHUBB LTD F	COM	$827K	0.5%Prev: 0.5%	2,649 SH	Increased
CISCO SYS INC	COM	$998K	0.5%Prev: 0.6%	12,959 SH	Increased+4 SH
COLGATE PALMOLIVE CO	COM	$379K	0.2%Prev: 0.3%	4,800 SH	Decreased
COMSTOCK RES INC	COM	$1.8M	1.0%Prev: 1.1%	77,002 SH	Increased-675 SH
CONOCOPHILLIPS	COM	$372K	0.2%Prev: 0.3%	3,978 SH	Decreased
CONSOLIDATED EDISON INC	COM	$685K	0.4%Prev: 0.5%	6,898 SH	Increased+150 SH
CONSTELLATION BRANDS INCCLASS CLASS A	CL A	$891K	0.5%	6,459 SH	New
COSTCO WHSL CORP NEW	COM	$16.0M	8.8%Prev: 1.2%	1,860 SH	Increased
DANAHER CORP	COM	$1.2M	0.7%Prev: 0.8%	5,443 SH	Increased-74 SH
DEERE & CO	COM	$1.4M	0.8%Prev: 1.0%	3,075 SH	Increased
DEVON ENERGY CORP NEW	COM	$234K	0.1%Prev: 0.2%	6,400 SH	Increased
DIMENSIONAL U S SMALL CAP ETF	US SMALL CAP ETF	$453K	0.2%Prev: 0.3%	6,500 SH	Increased
DIMENSIONAL US MARKETWIDE VALUE ETF	US MKTWIDE VALUE	$484K	0.3%Prev: 0.3%	10,391 SH	Increased
DIMENSIONAL US EQUITY MARKET ETF	US EQUITY MARKET	$710K	0.4%Prev: 0.5%	9,576 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$756K	0.4%Prev: 0.6%	6,449 SH	Decreased
EATON CORP PLC F	SHS	$261K	0.1%Prev: 0.2%	820 SH	Decreased
ECOLAB INC	COM	$263K	0.1%Prev: 0.2%	1,000 SH	Decreased
ELI LILLY AND CO	COM	$2.7M	1.5%Prev: 1.3%	2,525 SH	Increased
ENBRIDGE INC F	COM	$252K	0.1%Prev: 0.2%	5,264 SH	Decreased
EXXON MOBIL CORP	COM	$1.2M	0.6%Prev: 0.8%	9,790 SH	Increased+127 SH
FAIR ISAAC CORP	COM	$964K	0.5%Prev: 0.6%	570 SH	Increased
FLEXSHARES US QULTY LRG CP INDX ETF	US QUALITY CAP	$211K	0.1%Prev: 0.1%	2,600 SH	Increased
GENERAL MILLS INC	COM	$209K	0.1%Prev: 0.2%	4,500 SH	Decreased
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF	HEDGE IND ETF	$1.2M	0.7%Prev: 0.8%	7,826 SH	Increased+26 SH
HEICO CORP NEW	COM	$324K	0.2%Prev: 0.2%	1,000 SH	Increased
HOME DEPOT INC	COM	$1.9M	1.1%Prev: 1.6%	5,664 SH	Decreased+1 SH
HONEYWELL INTL INC	COM	$625K	0.3%Prev: 0.5%	3,202 SH	Decreased
IBM CORP	COM	$1.7M	0.9%Prev: 1.1%	5,705 SH	Increased
ILLINOIS TOOL WKS INC	COM	$886K	0.5%Prev: 0.7%	3,596 SH	Decreased
INGERSOLL RAND INC	COM	$317K	0.2%Prev: 0.2%	4,000 SH	Decreased
INTERACTIVE BROKERS GROUCLASS CLASS A	COM CL A	$1.1M	0.6%	17,606 SH	New
INTUITIVE SURGICAL INC	COM NEW	$530K	0.3%Prev: 0.3%	936 SH	Increased
INVESCO S&P 500 LOW VOLATILITY ETF	S&P500 LOW VOL	$314K	0.2%Prev: 0.2%	4,392 SH	Decreased+4 SH
IONQ INC	COM	$224K	0.1%Prev: 0.2%	5,000 SH	Decreased
ISHARES SHORT DURATN BNDACTV ETF	SHORT DURATION B	$485K	0.3%Prev: 0.3%	9,485 SH	Decreased
ISHS SHRT MATRY MUNI BNDACTV ETF	SHORT MATURITY M	$403K	0.2%Prev: 0.3%	8,000 SH	Decreased
JOHNSON & JOHNSON	COM	$1.4M	0.8%Prev: 0.9%	6,857 SH	Increased
JPMORGAN CHASE & CO	COM	$1.6M	0.9%Prev: 1.1%	5,058 SH	Increased-41 SH
KKR & CO INC	COM	$2.2M	1.2%Prev: 1.6%	17,237 SH	Decreased-231 SH
L3HARRIS TECHNOLOGIES IN	COM	$420K	0.2%Prev: 0.3%	1,432 SH	Decreased
LIBERTY MEDIA CORP DEL CLASS SERIES A	COM LBTY ONE S A	$109K	0.1%	1,225 SH	New
LIVE NATION ENTMT INC	COM	$485K	0.3%Prev: 0.4%	3,400 SH	Decreased
MARKEL GROUP INC	COM	$752K	0.4%Prev: 0.5%	350 SH	Increased
MASCO CORP	COM	$330K	0.2%Prev: 0.3%	5,200 SH	Decreased
MASTERCARD INC CLASS CLASS A	CL A	$1.7M	1.0%	3,047 SH	New
MERCADOLIBRE INC	COM	$403K	0.2%Prev: 0.3%	200 SH	Decreased
MERCK & CO INC	COM	$779K	0.4%	7,397 SH	New
META PLATFORMS INC CLASS A	CL A	$381K	0.2%Prev: 0.3%	577 SH	Decreased-30 SH
MICROSOFT CORP	COM	$4.6M	2.5%Prev: 3.5%	9,538 SH	Decreased-20 SH
MIRA PHARMACEUTICALS INC	COM	$543K	0.3%Prev: 0.3%	359,401 SH	Increased
MONDELEZ INTL INC CLASS A	CL A	$363K	0.2%Prev: 0.3%	6,739 SH	Decreased
MOODYS CORP	COM	$619K	0.3%Prev: 0.4%	1,212 SH	Increased
NASDAQ INC	COM	$340K	0.2%Prev: 0.2%	3,500 SH	Increased
NEXSTAR MEDIA GROUP INC CLASS CLASS A	COMMON STOCK	$203K	0.1%	1,000 SH	New
NORFOLK SOUTHN CORP	COM	$2.2M	1.2%Prev: 0.2%	765 SH	Increased
NORTHROP GRUMMAN CORP	COM	$1.3M	0.7%Prev: 1.0%	2,245 SH	Decreased
NVIDIA CORP	COM	$2.9M	1.6%Prev: 2.0%	15,521 SH	Decreased-89 SH
O REILLY AUTOMOTIVE INC	COM	$547K	0.3%Prev: 0.5%	6,000 SH	Decreased
PALANTIR TECHNOLOGIES INCLASS CLASS A	CL A	$587K	0.3%	3,300 SH	New
PAYCHEX INC	COM	$743K	0.4%Prev: 0.6%	6,623 SH	Decreased-100 SH
PEPSICO INC	COM	$1.0M	0.6%Prev: 0.7%	6,980 SH	Increased
PFIZER INC	COM	$322K	0.2%Prev: 0.2%	12,936 SH	Decreased+1 SH
PHILIP MORRIS INTL INC	COM	$847K	0.5%Prev: 0.6%	5,280 SH	Decreased
PHILLIPS 66	COM	$305K	0.2%Prev: 0.2%	2,363 SH	Decreased
PROCTER & GAMBLE CO	COM	$1.1M	0.6%Prev: 0.9%	7,868 SH	Decreased-110 SH
PROSHARES S&P 500 DIV ARISTOCRAT ETF	S&P 500 DV ARIST	$790K	0.4%	7,595 SH	New
REALTY INCOME CORP REIT	COM	$311K	0.2%Prev: 0.2%	5,511 SH	Decreased
ROKU INC CLASS A	COM CL A	$325K	0.2%Prev: 0.2%	3,000 SH	Increased
RTX CORP	COM	$293K	0.2%Prev: 0.2%	1,599 SH	Increased
SCHWAB US BROAD MARKET ETF	US BRD MKT ETF	$3.2M	1.8%Prev: 2.0%	123,536 SH	Increased+12,021 SH
SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$550K	0.3%Prev: 0.4%	20,065 SH	Increased+441 SH
SCHWAB US LARGE CAP ETF	US LRG CAP ETF	$2.1M	1.1%Prev: 1.4%	76,533 SH	Increased+226 SH
SCHWAB US SMALL CAP ETF	US SML CAP ETF	$278K	0.2%Prev: 0.2%	9,774 SH	Increased+1 SH
SEMPRA	COM	$494K	0.3%Prev: 0.4%	5,600 SH	Decreased
SERVICENOW INC	COM	$574K	0.3%Prev: 0.5%	3,750 SH	Decreased+3,000 SH
SOUTHERN CO	COM	$509K	0.3%Prev: 0.4%	5,835 SH	Decreased
SPDR S&P 500 ETF	TR UNIT	$508K	0.3%Prev: 0.3%	745 SH	Increased+66 SH
ST JOE CO	COM	$232K	0.1%	3,900 SH	New
STATE STREET SPDR S&P DIV ETF	STATE STREET SPD	$347K	0.2%	2,496 SH	New
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	SPONSORED ADS	$316K	0.2%Prev: 0.2%	1,040 SH	Increased
TARGET CORP EQUITY CLASS EQUITY	COM	$457K	0.3%Prev: 0.3%	4,676 SH	Increased
TEXAS PACIFIC LAND C	COM	$738K	0.4%Prev: 0.6%	2,570 SH	Decreased+1,698 SH
THE COCA-COLA CO	COM	$667K	0.4%Prev: 0.4%	9,534 SH	Increased-115 SH
TOMPKINS FINL CORP	COM	$206K	0.1%	2,840 SH	New
TRANSDIGM GROUP INC	COM	$1.2M	0.7%Prev: 0.8%	912 SH	Increased
TYLER TECHNOLOGIES INC	COM	$227K	0.1%Prev: 0.2%	500 SH	Decreased
VANECK CEF MUNI INCOME ETF	CEF MUNI INCOME	$656K	0.4%Prev: 0.5%	30,000 SH	Decreased
VANECK MORNINGSTAR WIDE MOAT ETF	MRNGSTR WDE MOAT	$2.6M	1.4%Prev: 1.7%	25,230 SH	Increased+37 SH
VANGUARD DIVIDEND APPRECIATION ETF	DIV APP ETF	$219K	0.1%	997 SH	New
VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$1.5M	0.8%Prev: 1.0%	2,320 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$1.5M	0.8%Prev: 1.0%	4,456 SH	Increased+140 SH
VANGUARD UTILITIES ETF	UTILITIES ETF	$567K	0.3%Prev: 0.4%	3,066 SH	Decreased
VEEVA SYS INC CLASS CLASS A	CL A COM	$223K	0.1%	1,000 SH	New
VENTURE GLOBAL INC CLASS CLASS A	COM CL A	$68K	0.0%	10,000 SH	New
VERISIGN INC	COM	$649K	0.4%Prev: 0.5%	2,671 SH	Decreased
VERISK ANALYTICS INC CLASS A	COM	$268K	0.1%Prev: 0.2%	1,200 SH	Decreased-40 SH
VERIZON COMMUNICATIONS I	COM	$365K	0.2%Prev: 0.3%	8,957 SH	Decreased-508 SH
VISA INC CLASS CLASS A	COM CL A	$2.4M	1.3%	6,704 SH	New
WALMART INC	COM	$806K	0.4%Prev: 0.5%	7,235 SH	Increased
XYLEM INC	COM	$654K	0.4%Prev: 0.5%	4,800 SH	Decreased
YUM BRANDS INC	COM	$992K	0.5%Prev: 0.7%	6,560 SH	Decreased
YUM CHINA HLDGS INC	COM	$313K	0.2%Prev: 0.2%	6,560 SH	Increased

Sold (vs prior filing)

ALPHABET INC CLASS C — $2.8M
AMERICAN REBEL HLDGS INC — $13K
BERKSHIRE HATHAWAY CLASS B — $8.2M
CONSTELLATION BRANDS INCCLASS A — $890K
INTERACTIVE BROKERS GROUCLASS A — $1.2M
MASTERCARD INC CLASS A — $1.8M
MERCK & CO. INC. — $621K
NETFLIX INC — $252K
PALANTIR TECHNOLOGIES INCLASS A — $602K
PROSHARES S&P 500 DIV ARISTOCRAT ETF — $767K
SPDR S&P DIVIDEND ETF — $350K
VEEVA SYS INC CLASS A — $298K
VENTURE GLOBAL INC CLASS A — $142K
VISA INC CLASS A — $2.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 27, 2026	Q4 2025	13F-HR	0001900406-26-000001	$181.5M	View
Oct 24, 2025	Q3 2025	13F-HR	0001900406-25-000007	$143.2M	View
Jul 22, 2026	Q2 2026