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CIK: 0001900406
Total reported value
$168.8M
$168.8M
121 檔
17.4%
As reported in its official Q1 2024 Form 13F filing, Cross Staff Investments Inc's tracked investment portfolio stood at $168.8M with 121 total positions.
During Q1 2024, Cross Staff Investments Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.47% | +0.45% | -0.88% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.55% | -0.12% | +0.45% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 4.64% | -0.15% | -0.16% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.07% | +0.21% | -1.33% | |
| 5 | CRK | Comstock Resources Inc | Stock-Other | 4.01% | -0.36% | +0.12% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.15% | -5.99% | |
| 7 | ATLX | Atlas Lithium Inc | Stock-Other | 3.04% | -0.33% | -1.46% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.19% | +1.21% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.22% | -5.00% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.83% | -0.08% | — | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.79% | -0.01% | +1.03% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.66% | +0.28% | -0.78% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.57% | -0.09% | -5.19% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.18% | — | |
| 15 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.56% | -0.09% | +0.01% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.38% | +0.09% | +1.21% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.04% | -1.41% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 1.27% | -0.42% | -0.16% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.04% | -1.49% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.19% | +0.21% | +25.62% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.18% | -0.05% | +0.02% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.16% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.11% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.12% | — | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.06% | +0.05% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.13% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.27% | — | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 0.99% | +0.04% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.23% | +0.02% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.07% | -3.53% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.08% | -1.09% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.04% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.17% | — | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.90% | -0.30% | — | |
| 35 | BRO | Brown & Brown Inc | Stock-Financials | 0.88% | -0.04% | — | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +0.68% | — | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.81% | -0.02% | — | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.80% | -0.02% | — | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.11% | -4.65% | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.80% | -0.08% | — | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.77% | -0.03% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.01% | — | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.73% | -0.01% | — | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.69% | +0.01% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.18% | — | |
| 46 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.67% | +0.15% | +0.14% | |
| 47 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.64% | -0.01% | — | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.60% | -0.01% | +4.97% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.02% | — | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.46% | EXIT |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.8M across 121 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, BX) accounted for 17.4% of total reported equity market value during Q1 2024.
During Q1 2024, Cross Staff Investments Inc's top holdings by market value included AAPL (6.5%)、BRK-B (5.5%)、BX (4.6%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2024, Cross Staff Investments Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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