13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001900406
Total reported value
$168.8M
$168.8M
122 檔
21.7%
The Q1 2025 SEC filing reveals that Cross Staff Investments Inc held a total portfolio value of $168.8M, covering 122 public equity positions.
In Q1 2025, Cross Staff Investments Inc displayed an active expansion posture, initiating 4 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.47% | +0.45% | +0.13% | |
| 2 | CRK | Comstock Resources Inc | Stock-Other | 6.34% | -0.36% | -1.43% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.22% | -0.12% | -0.45% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 4.00% | -0.15% | -1.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | +0.21% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.15% | +0.53% | |
| 7 | ATLX | Atlas Lithium Inc | Stock-Other | 2.16% | -0.33% | +4.44% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 1.76% | +1.21% | -0.53% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.22% | +0.33% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.73% | +0.21% | +5.30% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.04% | +4.47% | |
| 12 | LNG | Cheniere Energy Inc | Stock-Energy | 1.60% | -0.42% | +0.03% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.59% | -0.01% | +1.57% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.28% | -0.59% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | -0.08% | — | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 1.50% | -0.09% | -0.26% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | -0.16% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.18% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.31% | +0.09% | -0.96% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.04% | +0.37% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.11% | — | |
| 22 | BRO | Brown & Brown Inc | Stock-Financials | 1.13% | -0.04% | — | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.09% | +0.05% | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.08% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.12% | +0.01% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.00% | -0.11% | +1.61% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 0.99% | +0.04% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.04% | -0.75% | |
| 29 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.92% | -0.09% | -2.79% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.07% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.23% | +0.02% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.27% | +0.01% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.87% | -0.30% | — | |
| 34 | AZO | Autozone Inc | Stock-Consumer Disc | 0.86% | -0.08% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.17% | +0.32% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.85% | -0.05% | +0.02% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | -0.01% | — | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.81% | -0.02% | -5.09% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.13% | — | |
| 40 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.78% | -0.03% | — | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.75% | -0.12% | +2.19% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.18% | +9.44% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.67% | -0.02% | — | |
| 44 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.64% | +0.15% | -0.52% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | — | — | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.10% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.23% | +0.04% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.60% | -0.02% | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.02% | — | |
| 50 | ED | Consolidated Edison Inc | Stock-Utilities | 0.57% | -0.08% | +2.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.45% | Trim |
| 2 | CRK | Comstock Resources Inc | +0.6% | -1.43% | Trim |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.6% | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | +0.3% | +4.47% | Add |
| 5 | BRO | Brown & Brown Inc | +0.2% | — | Unchanged |
| 6 | AMT | American Tower CORP | +0.2% | +1.61% | Add |
| 7 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 8 | ROP | Roper Technologies Inc | +0.2% | NEW | New buy |
| 9 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 10 | SHYD | Vaneck Sh Hi Yld Muni | +0.2% | NEW | New buy |
| 11 | CVX | Chevron CORP | +0.2% | +9.44% | Add |
| 12 | TPL | Texas Pacific Land CORP | +0.2% | +2.19% | Add |
| 13 | AZO | Autozone Inc | +0.1% | — | Unchanged |
| 14 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 15 | ED | Consolidated Edison Inc | +0.1% | +2.66% | Add |
| 16 | LNG | Cheniere Energy Inc | +0.1% | +0.03% | Add |
| 17 | YUM | Yum! Brands Inc | +0.1% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | +0.1% | +0.32% | Add |
| 19 | DE | Deere & Co | +0.1% | — | Unchanged |
| 20 | LLY | Eli Lilly & Co | +0.1% | -0.59% | Trim |
| 21 | VRSN | Verisign Inc | +0.1% | — | Unchanged |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +0.01% | Add |
| 23 | TDG | Transdigm Group Inc | +0.1% | — | Unchanged |
| 24 | ORLY | O'reilly Automotive Inc | +0.1% | — | Unchanged |
| 25 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 26 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
| 27 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 28 | BKNG | Booking Holdings Inc | -0.1% | — | Unchanged |
| 29 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.96% | Trim |
| 30 | AMD | Advanced Micro Devices | -0.1% | — | Unchanged |
| 31 | SRE | Sempra | -0.1% | — | Unchanged |
| 32 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 33 | AVGO | Broadcom Inc | -0.1% | — | Unchanged |
| 34 | DHR | Danaher CORP | -0.1% | +0.02% | Add |
| 35 | TGT | Target CORP | -0.1% | — | Unchanged |
| 36 | NOW | Servicenow Inc | -0.1% | — | Unchanged |
| 37 | CAT | Caterpillar Inc | -0.2% | -0.53% | Trim |
| 38 | SYK | Stryker CORP | -0.2% | EXIT | Sold out |
| 39 | DJCO | Daily Journal CORP | -0.2% | EXIT | Sold out |
| 40 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | EXIT | Sold out |
| 41 | STZ | Constellation Brands Inc-a | -0.2% | -2.79% | Trim |
| 42 | NVDA | Nvidia CORP | -0.3% | — | Unchanged |
| 43 | MSFT | Microsoft CORP | -0.3% | +0.53% | Add |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | — | Unchanged |
| 45 | ATLX | Atlas Lithium Inc | -0.3% | +4.44% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.33% | Add |
| 47 | KKR | Kkr & Co Inc | -0.4% | -0.26% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.5% | — | Unchanged |
| 49 | AAPL | Apple Inc | -0.8% | +0.13% | Add |
| 50 | BX | Blackstone Inc | -0.9% | -1.21% | 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 122 disclosed positions in Q1 2025.
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 21.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $798.4K
Top Position Liquidated / Trimmed
TSM
前期市值: $240.5K
During Q1 2025, Cross Staff Investments Inc's top holdings by market value included AAPL (7.5%)、CRK (6.3%)、BRK-B (6.2%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q1 2025, Cross Staff Investments Inc made 28 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 8 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.