Cross Staff Investments Inc

Q1 2026 13F-HR Holdings

Location
Pittsford, NY
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$197,408
Net value change ($000)
+15,866 (8.7%)
New positions
5
Sold out positions
9
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 24,173 835.0%
COST 2,495 15.6%
LNG 1,047 47.2%
CAT 756 18.7%
TPL 565 76.6%
XOM 483 41.0%
DE 300 20.9%
CVX 289 35.7%
SPY 253 49.8%
NOC 252 19.7%
Top Reduces (Value $000, Stocks/ETFs)
AKRE -3,545 -18.7%
NSC -1,989 -90.0%
BX -1,518 -26.3%
MSFT -1,004 -21.8%
AAPL -740 -6.0%
KKR -636 -28.9%
AMZN -608 -9.8%
LLY -599 -22.1%
GOOGL -463 -10.0%
MELI -403 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type