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CIK: 0001900406
Total reported value
$168.8M
$168.8M
132 檔
30.6%
The Q4 2025 SEC filing reveals that Cross Staff Investments Inc held a total portfolio value of $168.8M, covering 132 public equity positions.
In Q4 2025, Cross Staff Investments Inc displayed an active expansion posture, initiating 8 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AKRE | Akre Focus ETF | ETF-Other | 11.49% | -0.71% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.53% | +0.45% | -1.16% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.94% | -0.12% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +0.21% | -1.12% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 3.50% | -0.15% | -2.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | +0.22% | -1.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.15% | -0.21% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | +1.21% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.11% | +0.18% | -2.84% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.96% | +0.21% | +10.78% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.11% | -0.57% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | +0.28% | — | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.58% | -0.01% | +0.15% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.04% | -1.59% | |
| 15 | ATLX | Atlas Lithium Inc | Stock-Other | 1.42% | -0.33% | -1.93% | |
| 16 | LNG | Cheniere Energy Inc | Stock-Energy | 1.34% | -0.42% | -1.22% | |
| 17 | KKR | Kkr & Co Inc | Stock-Financials | 1.33% | -0.09% | -1.32% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.25% | +0.09% | +0.30% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.08% | +0.02% | |
| 20 | CRK | Comstock Resources Inc | Stock-Other | 1.08% | -0.36% | -0.87% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.04% | -2.78% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.02% | +0.08% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.04% | -0.80% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.16% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.23% | +3.24% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.07% | — | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.05% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.17% | — | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.78% | -0.30% | — | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.77% | -0.01% | — | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.05% | -1.34% | |
| 32 | TDG | Transdigm Group Inc | Stock-Industrials | 0.73% | +0.04% | — | |
| 33 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.73% | +0.15% | +0.33% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.27% | +1.31% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.11% | -3.41% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.69% | +0.15% | +0.01% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.12% | -1.38% | |
| 38 | AZO | Autozone Inc | Stock-Consumer Disc | 0.62% | -0.08% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.13% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.23% | +0.03% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.60% | -0.03% | — | |
| 42 | FICO | Fair Isaac CORP | Stock-Tech | 0.58% | +0.01% | — | |
| 43 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | -0.04% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | — | — | |
| 45 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.54% | -0.09% | -2.27% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.54% | -0.02% | — | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | — | — | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.50% | -0.02% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.18% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +7.6% | — | Unchanged |
| 2 | NSC | Norfolk Southern CORP | +1.1% | — | Unchanged |
| 3 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 4 | GOOGL | Alphabet Inc-cl A | 0% | -1.33% | Trim |
| 5 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 6 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 7 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | 0% | -2.84% | Trim |
| 9 | COF | Capital One Financial CORP | -0.1% | — | Unchanged |
| 10 | MKL | Markel Group Inc | -0.1% | — | Unchanged |
| 11 | CB | Chubb Limited | -0.1% | — | Unchanged |
| 12 | DHR | Danaher CORP | -0.1% | -1.34% | Trim |
| 13 | CSCO | Cisco Systems Inc | -0.1% | +0.03% | Add |
| 14 | FICO | Fair Isaac CORP | -0.1% | — | Unchanged |
| 15 | IONQ | Ionq Inc | -0.1% | — | Unchanged |
| 16 | CRK | Comstock Resources Inc | -0.1% | -0.87% | Trim |
| 17 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 18 | XOM | Exxon Mobil CORP | -0.1% | +1.31% | Add |
| 19 | CAT | Caterpillar Inc | -0.1% | — | Unchanged |
| 20 | ORLY | O'reilly Automotive Inc | -0.2% | — | Unchanged |
| 21 | MO | Altria Group Inc | -0.2% | — | Unchanged |
| 22 | NOW | Servicenow Inc | -0.2% | +400.00% | Add |
| 23 | VRSN | Verisign Inc | -0.2% | — | Unchanged |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +3.24% | Add |
| 25 | PAYX | Paychex Inc | -0.2% | -1.49% | Trim |
| 26 | IBM | Intl Business Machines CORP | -0.2% | — | Unchanged |
| 27 | SCHB | Schwab US Broad Market ETF | -0.2% | +10.78% | Add |
| 28 | IBKR | Interactive Brokers Gro-cl A | -0.2% | +0.01% | Add |
| 29 | PG | Procter & Gamble Co/the | -0.2% | -1.38% | Trim |
| 30 | NOC | Northrop Grumman CORP | -0.3% | — | Unchanged |
| 31 | BRO | Brown & Brown Inc | -0.3% | — | Unchanged |
| 32 | AMT | American Tower CORP | -0.3% | -3.41% | Trim |
| 33 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | +0.15% | Add |
| 34 | AZO | Autozone Inc | -0.3% | — | Unchanged |
| 35 | HD | Home Depot Inc | -0.5% | +0.02% | Add |
| 36 | ATLX | Atlas Lithium Inc | -0.6% | -1.93% | Trim |
| 37 | LNG | Cheniere Energy Inc | -0.7% | -1.22% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.8% | -1.12% | Trim |
| 39 | MSFT | Microsoft CORP | -0.9% | -0.21% | Trim |
| 40 | AAPL | Apple Inc | -1.4% | -1.16% | Trim |
| 41 | BX | Blackstone Inc | -1.4% | -2.09% | Trim |
| 42 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 43 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 44 | JOE | St Joe Co/the | — | NEW | New buy |
| 45 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 46 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 47 | TMP | Tompkins Financial CORP | — | NEW | New buy |
| 48 | AMGN | Amgen Inc | — | NEW | New buy |
| 49 | NXST | Nexstar Media Group Inc | — | NEW | New buy |
| 50 | FWONA | Liberty Media Corp-formula-a | — | NEW | New buy |
According to official SEC Form 13F filings, Cross Staff Investments Inc reported a total U.S. public equity portfolio value of $168.8M across 132 disclosed positions in Q4 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 AKRE, AAPL, BRK-B) accounted for 30.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $19.0M
Top Position Liquidated / Trimmed
NFLX
前期市值: $251.8K
During Q4 2025, Cross Staff Investments Inc's top holdings by market value included AKRE (11.5%)、AAPL (7.5%)、BRK-B (4.9%). The largest single position, AKRE, represented 11.5% of total portfolio value.
In Q4 2025, Cross Staff Investments Inc made 30 total portfolio adjustments, initiating 8 new buys, adding to 8 positions, trimming 13 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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