Cross Staff Investments
PITTSFORD, NYfiles as Cross Staff Investments Inc
$178m in 133 US stocks at the end of 30 June 2026. The top 10 are 41.4% of the money. It changed about 22.0% of the portfolio this quarter.
Value
$178m
Stocks
133
Top 10 share
41.4%
Turnover
22.0%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.4% of the fund
- FlexFLEX0.3% of the fund
- SandiskSNDK0.3% of the fund
- Honeywell InternationalHON0.2% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- IonQIONQ0.2% of the fund
- SanminaSANM0.1% of the fund
- Daily JournalDJCO0.1% of the fund
- Morgan StanleyMS0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHB2.1% of the fund+3%
- Cheniere EnergyLNG1.6% of the fund+3%
- Vanguard Index FDSVOO0.9% of the fund+2%
- State STR Spdr S&P 500 ETF TSPY0.6% of the fund+26%
- Schwab Strategic TRSCHD0.4% of the fund+11%
- Verizon CommunicationsVZ0.2% of the fund+2%
- Bristol-Myers SquibbBMY0.2% of the fund+2%
- Invesco Exch Traded FD TR IISPLV0.2% of the fund+6%
- PfizerPFE0.2% of the fund+3%
- AT&TT0.1% of the fund+3%
- Vanguard Specialized FundsVIG0.1% of the fund+9%
Cut
Sold some of their stake.
- AlphabetGOOGL2.8% of the fund-6%
- AlphabetGOOG2.1% of the fund-5%
- Home DepotHD1.0% of the fund-6%
- Cisco SystemsCSCO0.8% of the fund-3%
- Johnson & JohnsonJNJ0.8% of the fund-13%
- Vanguard Index FDSVTI0.7% of the fund-30%
- American TowerAMT0.6% of the fund-3%
- Procter & GamblePG0.6% of the fund-12%
- BroadcomAVGO0.5% of the fund-12%
- Duke EnergyDUK0.4% of the fund-9%
- Consolidated EdisonED0.4% of the fund-7%
- PaychexPAYX0.4% of the fund-4%
- Ishares U S ETF TRNEAR0.2% of the fund-22%
- Bluerock Private Real Estate FundBPRE<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Taiwan Semiconductor ManufacturingTSM-100%
- SalesforceCRM-100%
- BPBP-100%
Holdings
- Profesionally Managed PortfoAKRE
- Share
- 8.7%
- Value
- $15m
- Shares
- 290,646
Held
- Dimensional ETF TrustDFUV
- Share
- 3.2%
- Value
- $6m
- Shares
- 10,391
Held
- Schwab Strategic TRSCHB
- Share
- 2.1%
- Value
- $4m
- Shares
- 128,665
+3%
- Vaneck ETF TrustMOAT
- Share
- 1.5%
- Value
- $3m
- Shares
- 25,233
Held
- Schwab Strategic TRSCHX
- Share
- 1.3%
- Value
- $2m
- Shares
- 80,494
Held
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,370
+2%
- Goldman Sachs ETF TRGVIP
- Share
- 0.8%
- Value
- $1m
- Shares
- 7,878
Held
- Vanguard Index FDSVTI
- Share
- 0.7%
- Value
- $1m
- Shares
- 3,228
-30%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,477
+26%
- Proshares TRNOBL
- Share
- 0.5%
- Value
- $853,134
- Shares
- 15,191
Held
- Dimensional ETF TrustDFUS
- Share
- 0.4%
- Value
- $784,657
- Shares
- 9,576
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $748,850
- Shares
- 1
Held
- Schwab Strategic TRSCHD
- Share
- 0.4%
- Value
- $687,885
- Shares
- 21,693
+11%
- Vaneck ETF TrustXMPT
- Share
- 0.4%
- Value
- $670,200
- Shares
- 30,000
Held
- Dimensional ETF TrustDFAS
- Share
- 0.3%
- Value
- $535,210
- Shares
- 6,500
Held
- Vanguard World FDVPU
- Share
- 0.3%
- Value
- $516,923
- Shares
- 2,641
Held
- BrookfieldBN
- Share
- 0.3%
- Value
- $465,722
- Shares
- 10,935
Held
- Ishares U S ETF TRMEAR
- Share
- 0.2%
- Value
- $403,040
- Shares
- 8,000
Held
- Spdr Series TrustSDY
- Share
- 0.2%
- Value
- $379,841
- Shares
- 2,496
Held
- Ishares U S ETF TRNEAR
- Share
- 0.2%
- Value
- $374,580
- Shares
- 7,394
-22%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Profesionally Managed PortfoAKRE | 8.7% | $15m | 290,646 | Held |
| AppleAAPL | 7.5% | $13m | 46,262 | Held |
| Berkshire HathawayBRK-B | 4.7% | $8m | 16,551 | Held |
| CaterpillarCAT | 4.1% | $7m | 6,781 | Held |
| Amazon.comAMZN | 3.6% | $6m | 26,938 | Held |
| Dimensional ETF TrustDFUV | 3.2% | $6m | 10,391 | Held |
| AlphabetGOOGL | 2.8% | $5m | 13,687 | -6% |
| BlackstoneBX | 2.4% | $4m | 36,853 | Held |
| ConocoPhillipsCOP | 2.3% | $4m | 3,978 | Held |
| AlphabetGOOG | 2.1% | $4m | 10,582 | -5% |
| Schwab Strategic TRSCHB | 2.1% | $4m | 128,665 | +3% |
| MicrosoftMSFT | 2.1% | $4m | 9,767 | Held |
| NvidiaNVDA | 1.7% | $3m | 15,529 | Held |
| Cheniere EnergyLNG | 1.6% | $3m | 11,803 | +3% |
| Eli LillyLLY | 1.6% | $3m | 2,300 | Held |
| Vaneck ETF TrustMOAT | 1.5% | $3m | 25,233 | Held |
| Schwab Strategic TRSCHX | 1.3% | $2m | 80,494 | Held |
| VisaV | 1.3% | $2m | 6,711 | Held |
| Atlas LithiumATLX | 1.2% | $2m | 558,718 | Held |
| DeereDE | 1.1% | $2m | 3,075 | Held |
| Advanced Micro DevicesAMD | 1.0% | $2m | 3,154 | Held |
| Home DepotHD | 1.0% | $2m | 5,136 | -6% |
| Costco WholesaleCOST | 1.0% | $2m | 1,860 | Held |
| JPMorgan ChaseJPM | 0.9% | $2m | 5,084 | Held |
| Vanguard Index FDSVOO | 0.9% | $2m | 2,370 | +2% |
| MastercardMA | 0.9% | $2m | 3,141 | Held |
| International Business MachinesIBM | 0.9% | $2m | 5,732 | Held |
| Interactive Brokers GroupIBKR | 0.9% | $2m | 18,311 | Held |
| KKRKKR | 0.9% | $2m | 16,706 | Held |
| Goldman Sachs ETF TRGVIP | 0.8% | $1m | 7,878 | Held |
| Cisco SystemsCSCO | 0.8% | $1m | 12,447 | -3% |
| Johnson & JohnsonJNJ | 0.8% | $1m | 5,477 | -13% |
| ExxonMobil HoldingsXOM | 0.8% | $1m | 9,791 | Held |
| TransDigm GroupTDG | 0.7% | $1m | 912 | Held |
| Texas Pacific LandTPL | 0.7% | $1m | 2,746 | Held |
| Vanguard Index FDSVTI | 0.7% | $1m | 3,228 | -30% |
| Comstock ResourcesCRK | 0.6% | $1m | 76,802 | Held |
| Northrop GrummanNOC | 0.6% | $1m | 2,245 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $1m | 1,477 | +26% |
| Booking HoldingsBKNG | 0.6% | $1m | 5,950 | Held |
| American TowerAMT | 0.6% | $1m | 6,427 | -3% |
| YUM BrandsYUM | 0.6% | $1m | 6,560 | Held |
| DanaherDHR | 0.6% | $1m | 5,447 | Held |
| Procter & GamblePG | 0.6% | $979,014 | 6,676 | -12% |
| Illinois Tool WorksITW | 0.5% | $972,610 | 3,596 | Held |
| AutozoneAZO | 0.5% | $958,782 | 300 | Held |
| MerckMRK | 0.5% | $950,515 | 7,397 | Held |
| PepsiCoPEP | 0.5% | $945,092 | 6,980 | Held |
| BroadcomAVGO | 0.5% | $937,308 | 2,481 | -12% |
| ChubbCB | 0.5% | $902,620 | 2,649 | Held |
| Constellation BrandsSTZ | 0.5% | $893,236 | 6,422 | Held |
| Philip Morris InternationalPM | 0.5% | $889,996 | 4,920 | Held |
| ChevronCVX | 0.5% | $880,730 | 5,313 | Held |
| Proshares TRNOBL | 0.5% | $853,134 | 15,191 | Held |
| WalmartWMT | 0.5% | $819,512 | 7,236 | Held |
| Dimensional ETF TrustDFUS | 0.4% | $784,657 | 9,576 | Held |
| Coca-ColaKO | 0.4% | $784,256 | 9,650 | Held |
| Brown & BrownBRO | 0.4% | $774,996 | 12,081 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $748,850 | 1 | Held |
| Duke EnergyDUK | 0.4% | $745,050 | 5,886 | -9% |
| AflacAFL | 0.4% | $726,950 | 6,200 | Held |
| Altria GroupMO | 0.4% | $713,073 | 9,911 | Held |
| Consolidated EdisonED | 0.4% | $707,836 | 6,398 | -7% |
| Schwab Strategic TRSCHD | 0.4% | $687,885 | 21,693 | +11% |
| Markel GroupMKL | 0.4% | $683,554 | 350 | Held |
| Fair IsaacFICO | 0.4% | $681,025 | 570 | Held |
| VerisignVRSN | 0.4% | $672,045 | 2,672 | Held |
| Vaneck ETF TrustXMPT | 0.4% | $670,200 | 30,000 | Held |
| Micron TechnologyMU | 0.4% | $654,482 | 567 | New |
| 3MMMM | 0.4% | $629,517 | 3,888 | Held |
| PaychexPAYX | 0.4% | $624,388 | 6,350 | -4% |
| Live Nation EntertainmentLYV | 0.4% | $622,574 | 3,400 | Held |
| TargetTGT | 0.3% | $620,528 | 4,751 | Held |
| Capital One FinancialCOF | 0.3% | $601,860 | 3,000 | Held |
| XylemXYL | 0.3% | $567,408 | 4,800 | Held |
| Southern CompanySO | 0.3% | $558,468 | 5,835 | Held |
| O'Reilly AutomotiveORLY | 0.3% | $552,540 | 6,000 | Held |
| Moody'sMCO | 0.3% | $549,257 | 1,213 | Held |
| Dimensional ETF TrustDFAS | 0.3% | $535,210 | 6,500 | Held |
| SempraSRE | 0.3% | $519,176 | 5,600 | Held |
| Vanguard World FDVPU | 0.3% | $516,923 | 2,641 | Held |
| FlexFLEX | 0.3% | $486,210 | 3,000 | New |
| SandiskSNDK | 0.3% | $477,483 | 210 | New |
| BrookfieldBN | 0.3% | $465,722 | 10,935 | Held |
| Colgate-PalmoliveCL | 0.2% | $440,064 | 4,800 | Held |
| MascoMAS | 0.2% | $423,124 | 5,200 | Held |
| L3harris TechnologiesLHX | 0.2% | $416,125 | 1,432 | Held |
| RokuROKU | 0.2% | $414,420 | 3,000 | Held |
| Ishares U S ETF TRMEAR | 0.2% | $403,040 | 8,000 | Held |
| ServiceNowNOW | 0.2% | $402,084 | 4,050 | Held |
| Phillips 66PSX | 0.2% | $399,465 | 2,363 | Held |
| Palantir TechnologiesPLTR | 0.2% | $385,011 | 3,300 | Held |
| CorningGLW | 0.2% | $381,102 | 1,492 | Held |
| Spdr Series TrustSDY | 0.2% | $379,841 | 2,496 | Held |
| Ishares U S ETF TRNEAR | 0.2% | $374,580 | 7,394 | -22% |
| Intuitive SurgicalISRG | 0.2% | $372,228 | 936 | Held |
| Verizon CommunicationsVZ | 0.2% | $369,298 | 8,722 | +2% |
| Bristol-Myers SquibbBMY | 0.2% | $365,872 | 6,350 | +2% |
| Mondelez InternationalMDLZ | 0.2% | $365,362 | 6,317 | Held |
| Honeywell InternationalHON | 0.2% | $358,240 | 1,600 | New |
Showing the largest 100 of 133.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.0% since 30 June 2025.
Where the money is
Technology17.3%
Financial services15.0%
Industrials9.9%
Energy7.1%
Retail & consumer6.8%
Media & telecom6.3%
Everyday goods5.2%
Health care4.4%
Utilities1.5%
Materials1.3%
Real estate1.2%
Other24.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.