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CIK: 0001900406
Total reported value
$168.8M
$168.8M
127 檔
19.3%
According to the latest 13F quarterly dataset, Cross Staff Investments Inc managed an equity portfolio of $168.8M at the end of Q3 2024, spanning 127 distinct U.S. exchange-listed positions.
In Q3 2024, Cross Staff Investments Inc displayed an active expansion posture, initiating 8 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.00% | +0.45% | -0.20% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.52% | -0.12% | +0.48% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 4.44% | -0.15% | -11.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | +0.21% | -2.79% | |
| 5 | CRK | Comstock Resources Inc | Stock-Other | 3.60% | -0.36% | -16.36% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.15% | +2.48% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.14% | +1.21% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.22% | -2.60% | |
| 9 | ATLX | Atlas Lithium Inc | Stock-Other | 1.91% | -0.33% | +71.70% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.78% | -0.08% | +0.87% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.76% | -0.01% | -2.05% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | +0.28% | +0.59% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.67% | -0.09% | -11.80% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.58% | +0.21% | +7.03% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.18% | -3.38% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.39% | +0.09% | +0.13% | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.35% | -0.09% | +0.01% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.11% | -3.71% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.32% | -0.16% | +4.59% | |
| 20 | LNG | Cheniere Energy Inc | Stock-Energy | 1.25% | -0.42% | -4.24% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | +0.04% | -0.96% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.20% | -0.05% | +0.02% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.14% | -0.04% | -6.39% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.12% | +0.97% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 1.05% | +0.04% | — | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.11% | +1.13% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.99% | +0.05% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | +0.08% | +1.33% | |
| 29 | BRO | Brown & Brown Inc | Stock-Financials | 0.96% | -0.04% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.23% | +0.02% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.07% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.27% | +0.97% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.13% | +0.85% | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.92% | -0.30% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.04% | +0.61% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.17% | +0.86% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.81% | -0.02% | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.77% | -0.01% | — | |
| 39 | AZO | Autozone Inc | Stock-Consumer Disc | 0.73% | -0.08% | — | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.73% | -0.02% | +1.44% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.71% | -0.03% | — | |
| 42 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.67% | +0.15% | +0.11% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.68% | -9.12% | |
| 44 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.63% | -0.01% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.01% | +1.96% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.10% | +5.15% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.60% | -0.01% | +0.11% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.18% | +1.32% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.02% | — | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.56% | +0.01% | +1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.3% | NEW | New buy | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.48% | Add |
| 3 | AAPL | Apple Inc | +0.2% | -0.20% | Trim |
| 4 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 5 | IBM | Intl Business Machines CORP | +0.2% | +1.33% | Add |
| 6 | MIRA | Mira Pharmaceuticals Inc | +0.2% | -4.56% | Trim |
| 7 | ROKU | Roku Inc | +0.2% | NEW | New buy |
| 8 | FISV | Fiserv Inc | +0.2% | NEW | New buy |
| 9 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 10 | HD | Home Depot Inc | +0.2% | +0.87% | Add |
| 11 | ENB | Enbridge Inc | +0.2% | NEW | New buy |
| 12 | VNOMUSD | Viper Energy Inc-cl A | +0.2% | NEW | New buy |
| 13 | VEEV | Veeva Systems Inc-class A | +0.2% | NEW | New buy |
| 14 | AMGN | Amgen Inc | +0.2% | NEW | New buy |
| 15 | FICO | Fair Isaac CORP | +0.1% | +5.71% | Add |
| 16 | AMT | American Tower CORP | +0.1% | +1.13% | Add |
| 17 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 18 | MMM | 3m Co | +0.1% | — | Unchanged |
| 19 | AFL | Aflac Inc | +0.1% | — | Unchanged |
| 20 | BX | Blackstone Inc | +0.1% | -11.30% | Trim |
| 21 | ATLX | Atlas Lithium Inc | +0.1% | +71.70% | Add |
| 22 | SCHB | Schwab US Broad Market ETF | +0.1% | +7.03% | Add |
| 23 | BRO | Brown & Brown Inc | +0.1% | — | Unchanged |
| 24 | DUK | Duke Energy CORP | +0.1% | +5.15% | Add |
| 25 | MCO | Moody's CORP | +0.1% | +9.42% | Add |
| 26 | YUMC | Yum China Holdings Inc | +0.1% | — | Unchanged |
| 27 | TPL | Texas Pacific Land CORP | +0.1% | — | Unchanged |
| 28 | MAS | Masco CORP | +0.1% | — | Unchanged |
| 29 | DHR | Danaher CORP | 0% | +0.02% | Add |
| 30 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 31 | PM | Philip Morris International | 0% | -0.02% | Trim |
| 32 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 33 | WMT | Walmart Inc | 0% | — | Unchanged |
| 34 | BN | Brookfield CORP | 0% | — | Unchanged |
| 35 | MOAT | Vaneck Morningstar Wide Moat | 0% | -2.05% | Trim |
| 36 | DE | Deere & Co | 0% | — | Unchanged |
| 37 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 38 | JNJ | Johnson & Johnson | 0% | +0.86% | Add |
| 39 | ITW | Illinois Tool Works | 0% | +1.44% | Add |
| 40 | CB | Chubb Limited | 0% | — | Unchanged |
| 41 | KKR | Kkr & Co Inc | 0% | -11.80% | Trim |
| 42 | COST | Costco Wholesale CORP | 0% | +4.59% | Add |
| 43 | SCHX | Schwab US Large-cap ETF | 0% | +0.13% | Add |
| 44 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | -22.38% | Trim |
| 45 | NVDA | Nvidia CORP | -0.2% | -3.71% | Trim |
| 46 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | Sold out |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -3.38% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.60% | Trim |
| 49 | AMZN | Amazon.com Inc | -0.6% | -2.79% | Trim |
| 50 | CRK | Comstock Resources Inc | -0.7% | -16.36% | Trim |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.8M across 127 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, BX) accounted for 19.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
市值: $445.2K
Top Position Liquidated / Trimmed
PANW
前期市值: $254.3K
During Q3 2024, Cross Staff Investments Inc's top holdings by market value included AAPL (8.0%)、BRK-B (5.5%)、BX (4.4%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q3 2024, Cross Staff Investments Inc made 35 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 1 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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