Cross Staff Investments Inc

Q3 2026 13F-HR Holdings

Location
Pittsford, NY
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$168,100
Net value change ($000)
-9,523 (-5.4%)
New positions
4
Sold out positions
7
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 1,795 13.4%
EXXONMOBIL HLDGS CORP 1,542 NEW
MSFT 1,322 36.3%
NVDA 429 13.8%
LNG 355 12.6%
MRVL 343 NEW
PLTR 326 84.7%
SPACE EX TECH SPACEX CLASS A 302 NEW
AMZN 292 4.5%
VEEV 285 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFUV -5,144 -90.0%
COP -3,638 -88.0%
CAT -1,871 -25.9%
XOM -1,339 -100.0%
ATLX -654 -31.7%
MEAR -403 -100.0%
IBM -357 -22.1%
HD -350 -19.3%
FICO -343 -50.4%
TPL -307 -25.5%
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