Cross Staff Investments Inc

Q2 2026 13F-HR Holdings

Location
Pittsford, NY
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$177,623
Net value change ($000)
-19,785 (-10.0%)
New positions
9
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUV 5,212 1034.1%
COP 3,611 687.8%
CAT 2,417 50.3%
AAPL 1,695 14.5%
AMD 1,190 185.4%
AMZN 810 14.4%
GOOGL 708 16.9%
MU 654 NEW
LLY 644 30.4%
SCHB 600 19.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -23,961 -88.5%
COST -16,796 -90.6%
HON -724 -100.0%
CRK -477 -29.4%
LNG -442 -13.5%
NOC -389 -25.4%
TSM -377 -100.0%
ATLX -368 -15.1%
XOM -322 -19.4%
VTI -279 -18.9%
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