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Cross Staff Investments Inc — 13F Holdings & Portfolio

CIK 1900406 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Cross Staff Investments Inc manages $177.6M in 13F-reported U.S. long-equity assets across 133 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AKRE (8.70%), AAPL (7.54%), BRK.B (4.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 4; 54 existing positions rose in reported value and 36 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$177.6M

Long-equity book

Holdings
133

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+9 / −4 / ↑54 / ↓36

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AKRE8.7% · -0%AAPL7.5% · +0%BRK.B4.7% · +1%CAT4.1% · 0%AMZN3.6% · 0%DFUV3.2% · 0%GOOGL2.8% · -6%BX2.4% · -0%COP2.3% · 0%GOOG2.1% · -5%SCHB2.1% · +3%MSFT2.1% · +0%NVDA1.7% · +0%LNG1.6% · +3%LLY1.6% · 0%MOAT1.5% · 0%SCHX1.3% · +1%V1.3% · -2%ATLX1.2% · 0%DE1.1% · 0%AMD1.0% · 0%HD1.0% · -6%COST1.0% · 0%JPM0.9% · +0%VOO0.9% · +2%MA0.9% · +0%IBM0.9% · +0%IBKR0.9% · 0%KKR0.9% · -1%GVIP0.8% · +0%CSCO0.8% · -3%JNJ0.8% · -13%XOM0.8% · 0%TDG0.7% · 0%TPL0.7% · 0%VTI0.7% · -30%CRK0.6% · -0%NOC0.6% · 0%SPY0.6% · +26%BKNG0.6% · +2400%AMT0.6% · -3%YUM0.6% · 0%DHR0.6% · +0%PG0.6% · -12%ITW0.5% · 0%AZO0.5% · 0%MRK0.5% · 0%PEP0.5% · 0%AVGO0.5% · -12%CB0.5% · 0%STZ0.5% · -1%PM0.5% · -1%CVX0.5% · 0%NOBL0.5% · +100%WMT0.5% · 0%DFUS0.4% · 0%KO0.4% · +1%BRO0.4% · 0%BRK.A0.4% · 0%DUK0.4% · -9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 41.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 7, 2026.

Assets Under Management
$443.5M
Discretionary
$433.9M
Employees
4
Accounts
855
Address
115 SULLY'S TRAIL
SUITE 8
PITTSFORD, NY 14534
Phone
(585) 249-1550
Website
Name Title / Status Ownership Type
ENGLE, MARVIN, CHARLES ControlCHIEF FINANCIAL OFFICER
since Apr 2013
Less than 5%Individual
FILBERTO, ANTHONY, JOSEPH ControlCHIEF INVESTMENT OFFICER
since Aug 2014
Less than 5%Individual
KAY, NANCY, BETH ControlCHIEF COMPLIANCE OFFICER
since Feb 2013
Less than 5%Individual
SHIRA, CANDACE, ANN ControlPRESIDENT
since Dec 2012
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Dec 17, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 21, 2014 filing
  • AddedFILBERTO, ANTHONY, JOSEPH · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ChangedKAY, NANCY, BETH · title CCO → CHIEF COMPLIANCE OFFICER
Apr 30, 2013 filing
  • AddedENGLE, MARVIN, CHARLES · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 5, 2013 filing
  • AddedKAY, NANCY, BETH · CCO · Less than 5% · control person
  • ChangedSHIRA, CANDACE, ANN · title CEO/CCO → PRESIDENT
Dec 17, 2012 filing (earliest on record)
  • ListedSHIRA, CANDACE, ANN · CEO/CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Cross Staff Investments Inc Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AKRE FOCUS ETF AKRE 74316P579 $15.5M 8.70% 290,646 SH
2 APPLE INC AAPL 037833100 $13.4M 7.54% 46,262 SH
3 BERKSHIRE HATHAWAY CLASS B BRK.B 084670702 $8.3M 4.66% 16,551 SH
4 CATERPILLAR INC CAT 149123101 $7.2M 4.07% 6,781 SH
5 AMAZON.COM INC AMZN 023135106 $6.4M 3.61% 26,938 SH
6 DIMENSIONAL US MARKETWIDE VALUE ETF DFUV 25434V724 $5.7M 3.22% 10,391 SH
7 ALPHABET INC CLASS A GOOGL 02079K305 $4.9M 2.75% 13,687 SH
8 BLACKSTONE INC BX 09260D107 $4.3M 2.44% 36,853 SH
9 CONOCOPHILLIPS COP 20825C104 $4.1M 2.33% 3,978 SH
10 ALPHABET INC CLASS C GOOG 02079K107 $3.7M 2.10% 10,582 SH
11 SCHWAB U.S. BROAD MARKETETF SCHB 808524102 $3.7M 2.10% 128,665 SH
12 MICROSOFT CORP MSFT 594918104 $3.6M 2.05% 9,767 SH
13 NVIDIA CORP NVDA 67066G104 $3.1M 1.75% 15,529 SH
14 CHENIERE ENERGY INC LNG 16411R208 $2.8M 1.59% 11,803 SH
15 ELI LILLY AND CO LLY 532457108 $2.8M 1.55% 2,300 SH
16 VANECK MORNINGSTAR WIDE MOAT ETF MOAT 92189F643 $2.6M 1.48% 25,233 SH
17 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $2.4M 1.33% 80,494 SH
18 VISA INC CLASS A V 92826C839 $2.3M 1.30% 6,711 SH
19 ATLAS LITHIUM CORP ATLX 105861306 $2.1M 1.16% 558,718 SH
20 DEERE & CO DE 244199105 $2.0M 1.10% 3,075 SH
21 ADVANCED MICRO DEVICES I AMD 007903107 $1.8M 1.03% 3,154 SH
22 HOME DEPOT INC HD 437076102 $1.8M 1.02% 5,136 SH
23 COSTCO WHSL CORP NEW COST 22160K105 $1.7M 0.98% 1,860 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $1.7M 0.94% 5,084 SH
25 VANGUARD S&P 500 ETF VOO 922908363 $1.6M 0.92% 2,370 SH
26 MASTERCARD INC CLASS A MA 57636Q104 $1.6M 0.91% 3,141 SH
27 IBM CORP IBM 459200101 $1.6M 0.91% 5,732 SH
28 INTERACTIVE BROKERS GROUCLASS A IBKR 45841N107 $1.6M 0.90% 18,311 SH
29 KKR & CO INC KKR 48251W104 $1.5M 0.86% 16,706 SH
30 GOLDMAN SACHS HEDGE INDUSTRY VIP ETF GVIP 381430545 $1.5M 0.84% 7,878 SH
31 CISCO SYS INC CSCO 17275R102 $1.5M 0.82% 12,447 SH
32 JOHNSON & JOHNSON JNJ 478160104 $1.4M 0.78% 5,477 SH
33 EXXON MOBIL CORP XOM 30231G102 $1.3M 0.75% 9,791 SH
34 TRANSDIGM GROUP INC TDG 893641100 $1.2M 0.68% 912 SH
35 TEXAS PACIFIC LAND C TPL 88262P102 $1.2M 0.68% 2,746 SH
36 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES VTI 922908769 $1.2M 0.67% 3,228 SH
37 COMSTOCK RES INC CRK 205768302 $1.1M 0.65% 76,802 SH
38 NORTHROP GRUMMAN CORP NOC 666807102 $1.1M 0.64% 2,245 SH
39 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $1.1M 0.62% 1,477 SH
40 BOOKING HLDGS INC BKNG 09857L108 $1.1M 0.60% 5,950 SH
41 AMERICAN TOWER CORP NEW REIT AMT 03027X100 $1.1M 0.59% 6,427 SH
42 YUM BRANDS INC YUM 988498101 $1.0M 0.59% 6,560 SH
43 DANAHER CORP DHR 235851102 $1.0M 0.58% 5,447 SH
44 PROCTER & GAMBLE CO PG 742718109 $979.0K 0.55% 6,676 SH
45 ILLINOIS TOOL WKS INC ITW 452308109 $972.6K 0.55% 3,596 SH
46 AUTOZONE INC AZO 053332102 $958.8K 0.54% 300 SH
47 MERCK & CO. INC. MRK 58933Y105 $950.5K 0.54% 7,397 SH
48 PEPSICO INC PEP 713448108 $945.1K 0.53% 6,980 SH
49 BROADCOM INC AVGO 11135F101 $937.3K 0.53% 2,481 SH
50 CHUBB LTD F CB H1467J104 $902.6K 0.51% 2,649 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $177.6M 133 0001900406-26-000003
2026-03-31 2026-04-23 $197.4M 128 0001900406-26-000002
2025-12-31 2026-02-27 $181.5M 132 0001900406-26-000001
Filer Information
Address
115 SULLYS TRAIL
SUITE 8
PITTSFORD, NY 14534
Phone
(585) 249-1550
Filing Manager
Cross Staff Investments Inc
PITTSFORD, NY
Signatory
Nancy Kay
Chief Compliance Officer