Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Cross Staff Investments Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Cross Staff Investments Inc

โ€ขCIK: 1900406โ€ขFiling: Q3 2025

**Cross Staff Investments Inc.** manages $143M across a diversified portfolio of 126 positions. The fund exhibits notable concentration in mega-cap technology and industrials, with top holdings including AAPL at $11.8M and BRK/B at $8.2M. Significant allocations are also maintained in BX ($6.5M), AMZN ($6.0M), and MSFT ($5.0M). This structure suggests a tactical, large-cap growth orientation within its current mandate.

Total AUM
$143.2M
QoQ Performance
+6.4%
Positions
126
Top 10 Concentration
37.0%
Latest Filing
Q3 2025

Top Holdings Allocation

AAPL
BRK/B
AAPL8.2%
BRK/B5.7%
BX4.6%
AMZN4.2%
MSFT3.5%
GOOGL2.6%
CAT2.4%
NVDA2.0%

๐Ÿ“ˆ Biggest Buys

SDY
SPDR S&P DIVIDEND ETF
NEW
0.2% of portfolio
NFLX
NETFLIX INC
NEW
0.2% of portfolio
NSC
NORFOLK SOUTHN CORP
NEW
0.2% of portfolio
QLC
FLEXSHARES US QULTY LRG CP INDX ETF
NEW
0.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY CLASS B
+2.4%
5.7% of portfolio

๐Ÿ“‰ Biggest Sells

IBKR
INTERACTIVE BROKERS GROUCLASS A
-90.0%
0.8% of portfolio
NEAR
ISHARES SHORT DURATN BNDACTV ETF
-11.1%
0.3% of portfolio
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-14.5%
0.2% of portfolio
SCHX
SCHWAB US LARGE CAP ETF
-2.5%
1.4% of portfolio
JPM
JPMORGAN CHASE & CO
-1.5%
1.1% of portfolio

Sector Breakdown

Other42.6%
Technology21.4%
Financial11.8%
Consumer8.4%
Industrial4.4%
Healthcare3.9%
Consumer Staples1.9%
Utilities1.4%

๐Ÿšช Exited Positionssold since Q2 2025

CBZ
CBIZ INC
SOLD
$215.1K
FISV
FISERV INC
SOLD
$206.9K
SYK
STRYKER CORP
SOLD
$201.0K
ESAB
ESAB CORP
SOLD
$200.8K
TMP
TOMPKINS FINL CORP
SOLD
$200.1K
+2 more exited positions

Changes from Q2 2025

NEW5 new positions
โ†‘32 increased
โ†“10 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023