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Cross Staff Investments Inc Top Holdings and 13F Report (2025)

About Cross Staff Investments Inc

Investment Activity

  • Cross Staff Investments Inc has $143.53 million in total holdings as of December 31, 2024.
  • Cross Staff Investments Inc owns shares of 122 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 4.17% of the portfolio was purchased this quarter.
  • About 2.34% of the portfolio was sold this quarter.
  • This quarter, Cross Staff Investments Inc has purchased 127 new stocks and bought additional shares in 26 stocks.
  • Cross Staff Investments Inc sold shares of 19 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$11,135,098
Exxon Mobil
$10,674,145
Blackstone
$6,618,875

Largest New Holdings this Quarter

Broadcom
$418,326 Holding
Daily Journal
$227,196 Holding
Tompkins Financial
$216,378 Holding
AMERICAN REBEL HLDGS INCCLASS EQUITY
$30,482 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
70,256 shares (about $1.59M)
Schwab US Large-Cap ETF
52,947 shares (about $1.23M)
Atlas Lithium
164,314 shares (about $1.04M)
Broadcom
1,804 shares (about $418.33K)
Schwab US Dividend Equity ETF
13,848 shares (about $378.33K)

Largest Sales this Quarter

Exxon Mobil
443 shares (about $476.53K)
VanEck CEF Municipal Income ETF
5,000 shares (about $107.53K)
Paychex
500 shares (about $70.11K)
JPMorgan Chase & Co.
254 shares (about $60.89K)
Chevron
293 shares (about $42.44K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCross Staff Investments Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$11,135,098$1,503 0.0%44,4667.8%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,674,145$476,534 -4.3%9,9237.4%Oils/Energy
Comstock Resources, Inc. stock logo
CRK
Comstock Resources
$7,630,7750.0%418,8135.3%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,043,5180.0%15,5394.9%Finance
Blackstone Inc. stock logo
BX
Blackstone
$6,618,875$134,660 2.1%38,3884.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,544,8630.0%25,2743.9%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$3,989,782$25,711 0.6%9,4662.8%Computer and Technology
Atlas Lithium Co. stock logo
ATLX
Atlas Lithium
$3,349,317$1,040,108 45.0%529,1182.3%Basic Materials
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,837,7960.0%14,9912.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,577,0470.0%7,1041.8%Industrial Products
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$2,551,632$104,574 4.3%17,2511.8%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,294,657$1,594,815 227.9%101,0861.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,218,280$389 0.0%5,7031.5%Retail/Wholesale
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,191,602$14,836 0.7%23,6351.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,178,8240.0%11,4411.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,972,4950.0%2,5551.4%Medical
CHENIERE ENERGY INC
$1,971,233$43,404 2.3%9,1741.4%COM NEW
Visa Inc. stock logo
V
Visa
$1,931,883$79,955 4.3%6,1131.3%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,914,9750.0%14,2601.3%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,840,372$1,227,309 200.2%79,3951.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,750,076$22,907 -1.3%1,9101.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$1,573,140$1,053 0.1%2,9881.1%Business Services
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,502,6120.0%6,7991.0%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,337,2250.0%7,9760.9%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$1,302,8780.0%3,0750.9%Industrial Products
Danaher Co. stock logo
DHR
Danaher
$1,265,333$18,824 -1.5%5,5120.9%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$1,259,626$10,992 -0.9%5,7300.9%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,256,070$580 0.0%4,3340.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,250,641$60,890 -4.6%5,2170.9%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,250,0390.0%2,3200.9%ETF
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,224,2400.0%12,0000.9%Finance
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$1,206,4510.0%9520.8%Aerospace
Booking Holdings Inc. stock logo
BKNG
Booking
$1,182,4840.0%2380.8%Retail/Wholesale
American Tower Co. stock logo
AMT
American Tower
$1,101,720$55,022 5.3%6,0070.8%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,076,5850.0%7,0800.8%Consumer Staples
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,053,5560.0%2,2450.7%Aerospace
Paychex, Inc. stock logo
PAYX
Paychex
$1,030,000$70,106 -6.4%7,3460.7%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$992,093$7,231 -0.7%6,8600.7%Medical
AutoZone, Inc. stock logo
AZO
AutoZone
$960,6000.0%3000.7%Retail/Wholesale
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$911,8020.0%3,5960.6%Industrial Products
Goldman Sachs Hedge Industry VIP ETF stock logo
GVIP
Goldman Sachs Hedge Industry VIP ETF
$899,322$3,350 -0.4%7,2490.6%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$880,0900.0%6,5600.6%Retail/Wholesale
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$808,9250.0%7310.6%Oils/Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$771,889$355 0.0%13,0390.5%Computer and Technology
Fair Isaac Co. stock logo
FICO
Fair Isaac
$736,6440.0%3700.5%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$735,953$48,745 7.1%7,3980.5%Medical
Chubb Limited stock logo
CB
Chubb
$731,9190.0%2,6490.5%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$730,5850.0%6,7810.5%Utilities
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$723,287$1,095 0.2%7,2660.5%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$723,2830.0%3,2020.5%Multi-Sector Conglomerates
Chevron Co. stock logo
CVX
Chevron
$711,805$42,442 -5.6%4,9140.5%Oils/Energy
Walmart Inc. stock logo
WMT
Walmart
$649,2070.0%7,1850.5%Retail/Wholesale
XMPT
VanEck CEF Municipal Income ETF
$645,207$107,535 -14.3%30,0000.4%ETF
Aflac Incorporated stock logo
AFL
Aflac
$641,3280.0%6,2000.4%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$638,7050.0%3700.4%Multi-Sector Conglomerates
Philip Morris International Inc. stock logo
PM
Philip Morris International
$635,394$120 0.0%5,2800.4%Consumer Staples
Target Co. stock logo
TGT
Target
$632,1020.0%4,6760.4%Retail/Wholesale
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$610,4700.0%9,5760.4%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$600,7470.0%9,6490.4%Consumer Staples
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$590,881$17,846 -2.9%6,6220.4%Utilities
ServiceNow, Inc. stock logo
NOW
ServiceNow
$583,0660.0%5500.4%Computer and Technology
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$578,535$2,525 0.4%11,4560.4%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$573,621$22,014 -3.7%10,9700.4%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$559,499$42,276 -7.0%4,6320.4%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$556,8960.0%4,8000.4%Business Services
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$556,511$203,171 57.5%3,1500.4%Finance
VeriSign, Inc. stock logo
VRSN
VeriSign
$552,5830.0%2,6700.4%Computer and Technology
Moody's Co. stock logo
MCO
Moody's
$550,0560.0%1,1620.4%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$536,128$378,328 239.8%19,6240.4%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$534,9600.0%3,0000.4%Finance
Adobe Inc. stock logo
ADBE
Adobe
$533,616$22,234 -4.0%1,2000.4%Computer and Technology
3M stock logo
MMM
3M
$526,4380.0%4,0780.4%Multi-Sector Conglomerates
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$493,692$4,412 0.9%3,0210.3%ETF
Sempra stock logo
SRE
Sempra
$491,2320.0%5,6000.3%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$488,5550.0%9360.3%Medical
The Southern Company stock logo
SO
Southern
$480,3370.0%5,8350.3%Utilities
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$474,3200.0%4000.3%Retail/Wholesale
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$440,3000.0%3,4000.3%Consumer Discretionary
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$436,3680.0%4,8000.3%Consumer Staples
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$425,2000.0%10,3910.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$423,0200.0%6,5000.3%ETF
Brookfield Co. stock logo
BN
Brookfield
$418,868$7,181 -1.7%7,2910.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$418,326$418,326 New Holding1,8040.3%Computer and Technology
MIRA PHARMACEUTICALS INC
$417,1270.0%365,9010.3%COM
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$407,720$17,322 -4.1%6,8260.3%Consumer Staples
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$399,6000.0%8,0000.3%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$394,4980.0%3,9780.3%Oils/Energy
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$394,227$10,916 -2.7%6,9700.3%Medical
Masco Co. stock logo
MAS
Masco
$377,3640.0%5,2000.3%Construction
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$372,8350.0%9,3230.3%Computer and Technology
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$361,8400.0%4,0000.3%Industrial Products
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$359,3800.0%5,1340.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$343,100$27 0.0%12,9330.2%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$341,5330.0%1,2400.2%Business Services
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$315,9950.0%6,5600.2%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$314,041$23 0.0%13,7920.2%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$301,1210.0%1,4320.2%Aerospace
Realty Income Co. stock logo
O
Realty Income
$294,3430.0%5,5110.2%Finance
General Mills, Inc. stock logo
GIS
General Mills
$293,3420.0%4,6000.2%Consumer Staples
The Allstate Co. stock logo
ALL
Allstate
$289,1850.0%1,5000.2%Finance

Showing largest 100 holdings. View all holdings.
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