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CIK: 0001900406
Total reported value
$168.8M
$168.8M
126 檔
22.2%
During the Q3 2025 filing period, Cross Staff Investments Inc (CIK: 0001900406) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $168.8M across 126 reported positions.
In Q3 2025, Cross Staff Investments Inc displayed an active expansion posture, initiating 9 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.22% | +0.45% | +0.06% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.70% | -0.12% | +2.44% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 4.57% | -0.15% | +0.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.18% | +0.21% | +1.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.15% | +1.50% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.22% | +1.35% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.35% | +1.21% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.11% | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.00% | +0.21% | +3.72% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.18% | — | |
| 11 | LNG | Cheniere Energy Inc | Stock-Energy | 1.89% | -0.42% | +1.87% | |
| 12 | ATLX | Atlas Lithium Inc | Stock-Other | 1.88% | -0.33% | +2.17% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.74% | -0.01% | +4.02% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.04% | +0.04% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.08% | — | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 1.58% | -0.09% | +0.06% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.40% | +0.09% | -2.53% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.28% | -0.59% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.04% | +0.71% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.16% | — | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.08% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.04% | -1.54% | |
| 23 | CRK | Comstock Resources Inc | Stock-Other | 1.08% | -0.36% | -0.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.07% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.23% | +0.02% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.98% | +0.05% | — | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.96% | -0.30% | — | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.92% | -0.11% | +6.93% | |
| 29 | AZO | Autozone Inc | Stock-Consumer Disc | 0.90% | -0.08% | — | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.90% | -0.01% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.17% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.12% | +0.01% | |
| 33 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.85% | +0.15% | -90.00% | |
| 34 | TDG | Transdigm Group Inc | Stock-Industrials | 0.84% | +0.04% | — | |
| 35 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.83% | +0.15% | +0.96% | |
| 36 | BRO | Brown & Brown Inc | Stock-Financials | 0.79% | -0.04% | — | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.05% | +0.04% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.27% | +0.01% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.70% | -0.03% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.13% | — | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.02% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | — | — | |
| 43 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.62% | -0.09% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.23% | +0.03% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | — | — | |
| 46 | FICO | Fair Isaac CORP | Stock-Tech | 0.60% | +0.01% | — | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.59% | -0.02% | +0.01% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.18% | — | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.57% | -0.12% | — | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.56% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | — | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.35% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +1.50% | Add |
| 4 | AAPL | Apple Inc | +0.8% | +0.06% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | — | Unchanged |
| 6 | CAT | Caterpillar Inc | +0.6% | — | Unchanged |
| 7 | BX | Blackstone Inc | +0.6% | +0.47% | Add |
| 8 | AMZN | Amazon.com Inc | +0.6% | +1.41% | Add |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.5% | -90.00% | Add |
| 10 | AVGO | Broadcom Inc | +0.4% | — | Add |
| 11 | LNG | Cheniere Energy Inc | +0.3% | +1.87% | Add |
| 12 | SCHB | Schwab US Broad Market ETF | +0.3% | +3.72% | Add |
| 13 | GVIP | Gold Sachs Hedge Ind Vip ETF | +0.2% | +0.96% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.54% | Trim |
| 15 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | +4.02% | Add |
| 16 | NOW | Servicenow Inc | +0.2% | — | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | — | Add |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | -2.53% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.02% | Trim |
| 21 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 22 | KKR | Kkr & Co Inc | +0.1% | +0.06% | Add |
| 23 | FICO | Fair Isaac CORP | +0.1% | — | Add |
| 24 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 25 | IBM | Intl Business Machines CORP | 0% | — | Trim |
| 26 | AZO | Autozone Inc | 0% | — | Unchanged |
| 27 | HD | Home Depot Inc | 0% | — | Trim |
| 28 | TPL | Texas Pacific Land CORP | -0.2% | — | Add |
| 29 | ADBE | Adobe Inc | -0.2% | — | Trim |
| 30 | PAYX | Paychex Inc | -0.2% | +0.01% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.2% | -0.59% | Trim |
| 32 | ATLX | Atlas Lithium Inc | -0.3% | +2.17% | Add |
| 33 | STZ | Constellation Brands Inc-a | -0.3% | — | Unchanged |
| 34 | BRO | Brown & Brown Inc | -0.3% | — | Unchanged |
| 35 | CRK | Comstock Resources Inc | -5.3% | -0.41% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 37 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 39 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 40 | IONQ | Ionq Inc | — | NEW | New buy |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 42 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 43 | NFLX | Netflix Inc | — | NEW | New buy |
| 44 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 45 | CBZ | Cbiz Inc | — | EXIT | Sold out |
| 46 | VNOMUSD | Viper Energy Inc-cl A | — | EXIT | Sold out |
| 47 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 48 | QLC | Flexshares US Quality Lg Cap | — | NEW | New buy |
| 49 | TMP | Tompkins Financial CORP | — | EXIT | Sold out |
| 50 | SHYD | Vaneck Sh Hi Yld Muni | — | 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 126 disclosed positions in Q3 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, BRK-B, BX) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $602.0K
Top Position Liquidated / Trimmed
FISV
前期市值: $265.0K
During Q3 2025, Cross Staff Investments Inc's top holdings by market value included AAPL (8.2%)、BRK-B (5.7%)、BX (4.6%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q3 2025, Cross Staff Investments Inc made 42 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 9 holdings, and fully liquidating 6 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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