Cross Staff Investments
Latest statistics and disclosures from Cross Staff Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, BX, AMZN, CRK, and represent 24.74% of Cross Staff Investments's stock portfolio.
- Added to shares of these 10 stocks: MIRA, SCHB, WMT, TPL, ETN, CBZ, VEEV, ECL, IBKR, EMN.
- Started 9 new stock positions in ECL, MIRA, IBKR, RVYL, ETN, EMN, SYK, CBZ, VEEV.
- Reduced shares in these 10 stocks: ELV, ROKU, MSFT, GOOGL, KKR, AAPL, AMZN, ATLX, NEAR, AMT.
- Sold out of its positions in ELV, ROKU.
- Cross Staff Investments was a net buyer of stock by $1.3M.
- Cross Staff Investments has $119M in assets under management (AUM), dropping by 5.19%.
- Central Index Key (CIK): 0001900406
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Portfolio Holdings for Cross Staff Investments
Cross Staff Investments holds 121 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $7.7M | 45k | 171.48 |
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| Berkshire Hathaway Class B Cl A (BRK.B) | 5.5 | $6.6M | 16k | 420.52 |
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| Blackstone Group Inc Com Cl A (BX) | 4.6 | $5.5M | 42k | 131.37 |
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| Amazon (AMZN) | 4.1 | $4.8M | 27k | 180.38 |
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| Comstock Resources (CRK) | 4.0 | $4.8M | 513k | 9.28 |
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| Microsoft Corporation (MSFT) | 3.2 | $3.9M | -5% | 9.2k | 420.72 |
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| Atlas Lithium Corp Com New (ATLX) | 3.0 | $3.6M | 213k | 17.02 |
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| Caterpillar (CAT) | 2.2 | $2.6M | 7.1k | 366.43 |
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| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 2.0 | $2.3M | -4% | 15k | 150.93 |
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| Home Depot (HD) | 1.8 | $2.2M | 5.7k | 383.60 |
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| Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) | 1.8 | $2.1M | 24k | 89.90 |
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| Eli Lilly & Co. (LLY) | 1.7 | $2.0M | 2.5k | 777.96 |
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| Kkr & Co (KKR) | 1.6 | $1.9M | -5% | 19k | 100.58 |
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| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 1.6 | $1.9M | 12k | 152.26 |
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| Constellation Brand Class A Cl A (STZ) | 1.6 | $1.8M | 6.8k | 271.75 |
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| Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) | 1.4 | $1.6M | 26k | 62.06 |
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| Visa Inc Class A Com Cl A (V) | 1.4 | $1.6M | 5.8k | 279.09 |
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| Cheniere Energy Com New (LNG) | 1.3 | $1.5M | 9.4k | 161.28 |
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| Mastercard Inc Class A Cl A (MA) | 1.3 | $1.5M | 3.1k | 481.52 |
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| Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) | 1.2 | $1.4M | +25% | 23k | 61.05 |
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| Danaher Corporation (DHR) | 1.2 | $1.4M | 5.6k | 249.72 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.4M | 1.9k | 732.63 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.3M | 1.5k | 903.56 |
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| Procter & Gamble Company (PG) | 1.1 | $1.3M | 7.9k | 162.25 |
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| Deere & Company (DE) | 1.1 | $1.3M | 3.1k | 410.74 |
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| Pepsi (PEP) | 1.0 | $1.2M | 7.0k | 175.01 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.2M | 10k | 116.24 |
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| TransDigm Group Incorporated (TDG) | 1.0 | $1.2M | 952.00 | 1231.60 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.9 | $1.1M | 4.3k | 259.90 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.9 | $1.1M | -3% | 2.3k | 480.70 |
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| International Business Machines (IBM) | 0.9 | $1.1M | 5.7k | 190.96 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.1M | 5.4k | 200.31 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.1M | 6.9k | 158.19 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $1.1M | 2.2k | 478.66 |
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| Brown & Brown (BRO) | 0.9 | $1.1M | 12k | 87.54 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.0M | 5.8k | 180.49 |
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| Paychex (PAYX) | 0.8 | $963k | 7.8k | 122.80 |
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| Illinois Tool Works (ITW) | 0.8 | $951k | 3.5k | 268.33 |
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| American Tower Reit (AMT) | 0.8 | $947k | -4% | 4.8k | 197.58 |
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| AutoZone (AZO) | 0.8 | $946k | 300.00 | 3151.65 |
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| Yum! Brands (YUM) | 0.8 | $910k | 6.6k | 138.65 |
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| Merck & Co (MRK) | 0.7 | $885k | 6.7k | 131.95 |
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| Booking Holdings (BKNG) | 0.7 | $863k | 238.00 | 3627.88 |
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| Target Corporation (TGT) | 0.7 | $815k | 4.6k | 177.21 |
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| Chevron Corporation (CVX) | 0.7 | $811k | 5.1k | 157.75 |
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| Goldman Sachs Hedge Industry Vip Etf Hedge Ind Etf (GVIP) | 0.7 | $794k | 7.3k | 109.26 |
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| Vaneck Cef Muni Income Etf Cef Muni Income (XMPT) | 0.6 | $758k | 35k | 21.65 |
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| Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL) | 0.6 | $715k | +4% | 7.1k | 101.41 |
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| Chubb (CB) | 0.6 | $686k | 2.6k | 259.13 |
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| Honeywell International (HON) | 0.6 | $657k | 3.2k | 205.25 |
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| Blackrock Short Duratn Bnd Etf Blackrock Sh Dur (NEAR) | 0.5 | $648k | -6% | 13k | 50.46 |
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| Cisco Systems (CSCO) | 0.5 | $640k | 13k | 49.91 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $631k | 1.3k | 504.60 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $624k | 6.4k | 96.71 |
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| Xylem (XYL) | 0.5 | $620k | 4.8k | 129.24 |
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| Consolidated Edison (ED) | 0.5 | $620k | 6.8k | 90.81 |
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| Coca-Cola Company (KO) | 0.5 | $590k | -6% | 9.6k | 61.18 |
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| Markel Corporation (MKL) | 0.5 | $563k | 370.00 | 1521.48 |
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| Dimensional U S Equity Etf Us Equity Etf (DFUS) | 0.5 | $546k | 9.6k | 56.98 |
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| AFLAC Incorporated (AFL) | 0.4 | $532k | 6.2k | 85.86 |
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| ConocoPhillips (COP) | 0.4 | $506k | 4.0k | 127.28 |
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| Verisign (VRSN) | 0.4 | $506k | -3% | 2.7k | 189.51 |
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| Mondelez Intl Class A Cl A (MDLZ) | 0.4 | $498k | 7.1k | 70.00 |
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| Altria (MO) | 0.4 | $497k | 11k | 43.62 |
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| Philip Morris International (PM) | 0.4 | $484k | -2% | 5.3k | 91.61 |
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| Verizon Communications (VZ) | 0.4 | $479k | -4% | 11k | 41.96 |
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| Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $475k | 5.9k | 80.63 |
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| O'reilly Automotive (ORLY) | 0.4 | $452k | 400.00 | 1128.88 |
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| Capital One Financial (COF) | 0.4 | $447k | 3.0k | 148.89 |
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| Ishares Ibonds Term Treasury Etf Iv Ibonds 24 Trm Ts (IBTE) | 0.4 | $438k | 18k | 23.94 |
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| Fair Isaac Corporation (FICO) | 0.4 | $437k | 350.00 | 1249.61 |
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| 3M Company (MMM) | 0.4 | $433k | 4.1k | 106.07 |
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| Wal-Mart Stores (WMT) | 0.4 | $432k | +200% | 7.2k | 60.17 |
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| Colgate-Palmolive Company (CL) | 0.4 | $432k | 4.8k | 90.05 |
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| Vanguard Utilities Etf Utilities Etf (VPU) | 0.4 | $427k | 3.0k | 142.58 |
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| Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV) | 0.4 | $425k | 10k | 40.90 |
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| Texas Pacific Land Corp (TPL) | 0.4 | $423k | +199% | 731.00 | 578.52 |
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| Mira Pharmaceuticals (MIRA) | 0.4 | $422k | NEW | 383k | 1.10 |
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| Servicenow (NOW) | 0.4 | $419k | 550.00 | 762.40 |
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| Southern Company (SO) | 0.4 | $419k | -3% | 5.8k | 71.74 |
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| Moody's Corporation (MCO) | 0.4 | $417k | -8% | 1.1k | 393.03 |
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| Masco Corporation (MAS) | 0.3 | $410k | 5.2k | 78.88 |
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| Dimensional U S Small Cap Etf Us Small Cap Etf (DFAS) | 0.3 | $405k | 6.5k | 62.34 |
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| Sempra Energy (SRE) | 0.3 | $402k | 5.6k | 71.83 |
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| Blackrock Shrt Matrty Muni Bnd Etf Blackrock Short (MEAR) | 0.3 | $401k | 8.0k | 50.12 |
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| Bristol Myers Squibb (BMY) | 0.3 | $388k | 7.1k | 54.23 |
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| Devon Energy Corporation (DVN) | 0.3 | $381k | -2% | 7.6k | 50.18 |
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| Ingersoll Rand (IR) | 0.3 | $380k | 4.0k | 94.95 |
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| Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) | 0.3 | $374k | 5.7k | 65.87 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $374k | 936.00 | 399.09 |
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| Phillips 66 (PSX) | 0.3 | $361k | 2.2k | 163.34 |
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| Live Nation Entertainment (LYV) | 0.3 | $360k | 3.4k | 105.77 |
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| Pfizer (PFE) | 0.3 | $359k | 13k | 27.75 |
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| General Mills (GIS) | 0.3 | $322k | 4.6k | 69.97 |
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| Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) | 0.3 | $311k | -3% | 7.4k | 41.87 |
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| Iac Com New (IAC) | 0.3 | $309k | 5.8k | 53.34 |
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| L3harris Technologies (LHX) | 0.3 | $305k | 1.4k | 213.10 |
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| Realty Income (O) | 0.3 | $298k | 5.5k | 54.10 |
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| Verisk Analytics (VRSK) | 0.2 | $292k | 1.2k | 235.73 |
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| Paycom Software (PAYC) | 0.2 | $285k | 1.4k | 199.01 |
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| Yum China Holdings (YUMC) | 0.2 | $261k | 6.6k | 39.79 |
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| Allstate Corporation (ALL) | 0.2 | $260k | 1.5k | 173.01 |
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| Eaton Corp Plc F SHS (ETN) | 0.2 | $256k | NEW | 820.00 | 312.68 |
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| Roper Industries (ROP) | 0.2 | $254k | -10% | 453.00 | 561.12 |
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| At&t (T) | 0.2 | $253k | -7% | 14k | 17.60 |
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| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.2 | $239k | +2% | 4.9k | 49.24 |
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| Cbiz (CBZ) | 0.2 | $236k | NEW | 3.0k | 78.50 |
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| Veeva Systems Inc Class A Cl A Com (VEEV) | 0.2 | $232k | NEW | 1.0k | 231.69 |
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| Ecolab (ECL) | 0.2 | $231k | NEW | 1.0k | 230.90 |
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| Colfax Corp (ENOV) | 0.2 | $229k | 3.7k | 62.45 |
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| St. Joe Company (JOE) | 0.2 | $226k | -2% | 3.9k | 57.97 |
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| Interactive Brokers Class A Com Cl A (IBKR) | 0.2 | $223k | NEW | 2.0k | 111.71 |
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| Nasdaq Omx (NDAQ) | 0.2 | $221k | 3.5k | 63.10 |
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| Eastman Chemical Company (EMN) | 0.2 | $216k | NEW | 2.2k | 100.22 |
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| Stryker Corporation (SYK) | 0.2 | $215k | NEW | 600.00 | 357.87 |
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| Palo Alto Networks (PANW) | 0.2 | $213k | 750.00 | 284.13 |
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| Intel Corporation (INTC) | 0.2 | $213k | 4.8k | 44.17 |
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| Tyler Technologies (TYL) | 0.2 | $213k | 500.00 | 425.01 |
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| Broadridge Financial Solutions (BR) | 0.2 | $205k | 1.0k | 204.86 |
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| Glimpse Group (VRAR) | 0.2 | $202k | 180k | 1.12 |
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| Ryvyl (RVYL) | 0.1 | $100k | NEW | 34k | 2.91 |
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Past Filings by Cross Staff Investments
SEC 13F filings are viewable for Cross Staff Investments going back to 2021
- Cross Staff Investments 2024 Q1 filed May 1, 2024
- Cross Staff Investments 2023 Q4 filed Feb. 2, 2024
- Cross Staff Investments 2023 Q3 filed Oct. 17, 2023
- Cross Staff Investments 2023 Q2 filed Aug. 1, 2023
- Cross Staff Investments 2023 Q1 filed April 25, 2023
- Cross Staff Investments 2022 Q4 filed Jan. 30, 2023
- Cross Staff Investments 2022 Q2 restated filed Oct. 21, 2022
- Cross Staff Investments 2022 Q3 filed Oct. 21, 2022
- Cross Staff Investments 2022 Q2 filed July 29, 2022
- Cross Staff Investments 2022 Q1 filed April 19, 2022
- Cross Staff Investments 2021 Q4 filed Feb. 7, 2022