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CIK: 0001900406
Total reported value
$168.8M
$168.8M
122 檔
22.5%
In Q4 2024, Cross Staff Investments Inc's U.S. equity holdings reached a combined market value of $168.8M, distributed across 122 disclosed stock positions.
In Q4 2024, Cross Staff Investments Inc adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.31% | +0.45% | +0.01% | |
| 2 | CRK | Comstock Resources Inc | Stock-Other | 5.70% | -0.36% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.26% | -0.12% | — | |
| 4 | BX | Blackstone Inc | Stock-Financials | 4.94% | -0.15% | +2.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.14% | +0.21% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.15% | +0.65% | |
| 7 | ATLX | Atlas Lithium Inc | Stock-Other | 2.50% | -0.33% | +45.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.22% | — | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.92% | +1.21% | — | |
| 10 | KKR | Kkr & Co Inc | Stock-Financials | 1.91% | -0.09% | +4.27% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.71% | +0.21% | +227.88% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.08% | +0.02% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.64% | -0.01% | +0.68% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.18% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.28% | — | |
| 16 | LNG | Cheniere Energy Inc | Stock-Energy | 1.47% | -0.42% | +2.25% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | +0.04% | +4.32% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.11% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.37% | +0.09% | +200.19% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.16% | -1.29% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.04% | +0.07% | |
| 22 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.12% | -0.09% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.12% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.97% | +0.05% | — | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.94% | -0.05% | -1.47% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | +0.08% | -0.87% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.23% | +0.05% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.04% | -4.64% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | — | |
| 30 | BRO | Brown & Brown Inc | Stock-Financials | 0.91% | -0.04% | — | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.90% | +0.04% | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | -0.01% | — | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.82% | -0.11% | +5.26% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.13% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.27% | -4.27% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.79% | -0.30% | — | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.77% | -0.02% | -6.37% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.17% | -0.72% | |
| 39 | AZO | Autozone Inc | Stock-Consumer Disc | 0.72% | -0.08% | — | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | -0.02% | — | |
| 41 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.67% | +0.15% | -0.37% | |
| 42 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.66% | -0.03% | — | |
| 43 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.60% | -0.12% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.23% | +0.05% | |
| 45 | FICO | Fair Isaac CORP | Stock-Tech | 0.55% | +0.01% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.01% | +7.09% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.55% | -0.02% | — | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | -0.10% | — | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.54% | -0.01% | +0.15% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.46% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRK | Comstock Resources Inc | +2.1% | — | Unchanged |
| 2 | ATLX | Atlas Lithium Inc | +0.6% | +45.04% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | — | Unchanged |
| 4 | BX | Blackstone Inc | +0.5% | +2.08% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +0.01% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 7 | KKR | Kkr & Co Inc | +0.2% | +4.27% | Add |
| 8 | LNG | Cheniere Energy Inc | +0.2% | +2.25% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 10 | V | Visa Inc-class A Shares | +0.2% | +4.32% | Add |
| 11 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +57.50% | Add |
| 12 | DJCO | Daily Journal CORP | +0.2% | NEW | New buy |
| 13 | TMP | Tompkins Financial CORP | +0.2% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 15 | SCHB | Schwab US Broad Market ETF | +0.1% | +227.88% | Add |
| 16 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 17 | TPL | Texas Pacific Land CORP | +0.1% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 19 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -4.64% | Trim |
| 21 | MA | Mastercard Inc - A | 0% | +0.07% | Add |
| 22 | XYL | Xylem Inc | -0.1% | — | Unchanged |
| 23 | GGRP | Glimpse Group Inc/the | -0.1% | EXIT | Sold out |
| 24 | TGT | Target CORP | -0.1% | — | Unchanged |
| 25 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | -4.08% | Trim |
| 27 | ADBE | Adobe Inc | -0.1% | -4.00% | Trim |
| 28 | ED | Consolidated Edison Inc | -0.1% | -2.93% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.72% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | +0.02% | Add |
| 31 | NOC | Northrop Grumman CORP | -0.1% | — | Unchanged |
| 32 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -4.27% | Trim |
| 34 | XMPT | Vaneck Cef Muni Income ETF | -0.2% | -14.29% | Trim |
| 35 | TDG | Transdigm Group Inc | -0.2% | — | Unchanged |
| 36 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 37 | PAYC | Paycom Software Inc | -0.2% | EXIT | Sold out |
| 38 | JOE | St Joe Co/the | -0.2% | EXIT | Sold out |
| 39 | ROP | Roper Technologies Inc | -0.2% | EXIT | Sold out |
| 40 | EMN | Eastman Chemical Co | -0.2% | EXIT | Sold out |
| 41 | AMT | American Tower CORP | -0.2% | +5.26% | Add |
| 42 | AMD | Advanced Micro Devices | -0.2% | -7.03% | Trim |
| 43 | CAT | Caterpillar Inc | -0.2% | — | Unchanged |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | — | Unchanged |
| 45 | PPLI | People Inc | -0.2% | EXIT | Sold out |
| 46 | IBTE | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | Sold out |
| 47 | DHR | Danaher CORP | -0.3% | -1.47% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | — | Unchanged |
| 49 | LLY | Eli Lilly & Co | -0.3% | — | Unchanged |
| 50 | ✓ | -0.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.8M across 122 disclosed positions in Q4 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, CRK, BRK-B) accounted for 22.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVGO
市值: $418.3K
Top Position Liquidated / Trimmed
前期市值: $445.2K
During Q4 2024, Cross Staff Investments Inc's top holdings by market value included AAPL (8.3%)、CRK (5.7%)、BRK-B (5.3%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q4 2024, Cross Staff Investments Inc made 32 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 9 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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