| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRAR | Exit | GLIMPSE GROUP INC | $0 | – | -20,000 | -100.0% | -0.04% | – |
| NAT | Exit | NORDIC AMERN TANK F | $0 | – | -10,452 | -100.0% | -0.04% | – |
| VEEV | Exit | VEEVA SYSTEMS INC CLASS A | $0 | – | -1,000 | -100.0% | -0.20% | – |
| ROKU | Exit | ROKU I N C CLASS A | $0 | – | -3,000 | -100.0% | -0.21% | – |
| JOE | Exit | ST JOE CO | $0 | – | -4,000 | -100.0% | -0.21% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES IN | $0 | – | -1,274 | -100.0% | -0.22% | – |
| ROP | Exit | ROPER TECHNOLOGIES | $0 | – | -460 | -100.0% | -0.22% | – |
| SCHA | Exit | SCHWAB US SMALL CAP ETFus sml cap etf | $0 | – | -5,798 | -100.0% | -0.24% | – |
| T | Exit | A T & T INC | $0 | – | -16,213 | -100.0% | -0.24% | – |
| Exit | BROOKFIELD CORP FCLASS Acl a ltd vt sh | $0 | – | -8,098 | -100.0% | -0.25% | – | |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -4,000 | -100.0% | -0.25% | – |
| ISRG | Exit | INTUITIVE SURGICAL | $0 | – | -900 | -100.0% | -0.26% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,209 | -100.0% | -0.26% | – |
| MAS | Exit | MASCO CORP | $0 | – | -5,200 | -100.0% | -0.27% | – |
| NOW | Exit | SERVICE NOW INC | $0 | – | -500 | -100.0% | -0.27% | – |
| O | Exit | REALTY INCOME CORP REIT | $0 | – | -5,646 | -100.0% | -0.28% | – |
| LYV | Exit | LIVE NATION ENTRTMNT | $0 | – | -3,400 | -100.0% | -0.28% | – |
| COF | Exit | CAPITAL ONE FC | $0 | – | -3,000 | -100.0% | -0.28% | – |
| IAC | Exit | IAC INC | $0 | – | -5,800 | -100.0% | -0.29% | – |
| VRSK | Exit | VERISK ANALYTICS INC CLASS A | $0 | – | -1,240 | -100.0% | -0.29% | – |
| GIS | Exit | GENERAL MILLS INC | $0 | – | -4,600 | -100.0% | -0.29% | – |
| FICO | Exit | FAIR ISAAC INTL CORP | $0 | – | -350 | -100.0% | -0.30% | – |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $0 | – | -5,684 | -100.0% | -0.33% | – |
| CL | Exit | COLGATE-PALMOLIVE CO | $0 | – | -4,800 | -100.0% | -0.33% | – |
| DFAS | Exit | DIMENSIONAL U S SMALL CAP ETFus small cap etf | $0 | – | -6,500 | -100.0% | -0.33% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -1,100 | -100.0% | -0.34% | – |
| Exit | DIMENSIONAL US MARKETWIDE VALUE ETFus mktwide value | $0 | – | -10,391 | -100.0% | -0.35% | – | |
| ORLY | Exit | O REILLY AUTOMOTIVE | $0 | – | -400 | -100.0% | -0.36% | – |
| YUMC | Exit | YUM CHINA HOLDINGS INC | $0 | – | -6,560 | -100.0% | -0.36% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -1,430 | -100.0% | -0.36% | – |
| SRE | Exit | SEMPRA | $0 | – | -5,600 | -100.0% | -0.37% | – |
| MMM | Exit | 3M CO | $0 | – | -4,078 | -100.0% | -0.37% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,395 | -100.0% | -0.38% | – |
| DVN | Exit | DEVON ENERGY CORP | $0 | – | -8,073 | -100.0% | -0.38% | – |
| VPU | Exit | VANGUARD UTILITIES ETFutilities etf | $0 | – | -3,050 | -100.0% | -0.38% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -6,035 | -100.0% | -0.38% | – |
| VZ | Exit | VERIZON COMMUNICATN | $0 | – | -12,170 | -100.0% | -0.39% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB | $0 | – | -7,131 | -100.0% | -0.40% | – |
| SCHD | Exit | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $0 | – | -5,930 | -100.0% | -0.41% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -976 | -100.0% | -0.42% | – |
| PFE | Exit | PFIZER INC | $0 | – | -12,984 | -100.0% | -0.42% | – |
| IBTE | Exit | ISHARES IBONDS TERM TREASURY ETF IVibonds 24 trm ts | $0 | – | -18,275 | -100.0% | -0.43% | – |
| XYL | Exit | XYLEM INC. | $0 | – | -4,800 | -100.0% | -0.43% | – |
| TPL | Exit | TEXAS PACIFIC LAND CORP | $0 | – | -244 | -100.0% | -0.44% | – |
| DFUS | Exit | DIMENSIONAL U S EQUITY ETFus equity etf | $0 | – | -9,576 | -100.0% | -0.44% | – |
| AFL | Exit | AFLAC INC | $0 | – | -6,200 | -100.0% | -0.47% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -3,978 | -100.0% | -0.47% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -11,770 | -100.0% | -0.48% | – |
| PM | Exit | PHILIP MORRIS INTL | $0 | – | -5,408 | -100.0% | -0.49% | – |
| MDLZ | Exit | MONDELEZ INTL CLASS Acl a | $0 | – | -7,232 | -100.0% | -0.49% | – |
| TGT | Exit | TARGET CORP | $0 | – | -4,600 | -100.0% | -0.50% | – |
| MKL | Exit | MARKEL GROUP INC | $0 | – | -360 | -100.0% | -0.52% | – |
| KO | Exit | THE COCA-COLA CO | $0 | – | -9,715 | -100.0% | -0.53% | – |
| CB | Exit | CHUBB LTD F | $0 | – | -2,649 | -100.0% | -0.54% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -2,770 | -100.0% | -0.55% | – |
| DUK | Exit | DUKE ENERGY CORP | $0 | – | -6,449 | -100.0% | -0.56% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -3,202 | -100.0% | -0.58% | – |
| NOBL | Exit | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $0 | – | -6,708 | -100.0% | -0.58% | – |
| ED | Exit | CONSOLIDATED EDISON | $0 | – | -6,997 | -100.0% | -0.58% | – |
| AMD | Exit | ADVANCED MICRO DEVICES I | $0 | – | -5,854 | -100.0% | -0.59% | – |
| GVIP | Exit | GOLDMAN SACHS HEDGE INDUSTRY VIP ETFhedge ind etf | $0 | – | -7,298 | -100.0% | -0.61% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,250 | -100.0% | -0.62% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -1,471 | -100.0% | -0.63% | – |
| XMPT | Exit | VANECK CEF MUNI INCOME ETF | $0 | – | -35,000 | -100.0% | -0.65% | – |
| MRK | Exit | MERCK & CO. INC. | $0 | – | -6,485 | -100.0% | -0.65% | – |
| NEAR | Exit | BLACKROCK SHORT MATURITYBOND ETFblackrock st mat | $0 | – | -13,733 | -100.0% | -0.67% | – |
| CSCO | Exit | CISCO SYSTEMS INC | $0 | – | -12,807 | -100.0% | -0.67% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -867 | -100.0% | -0.72% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -243 | -100.0% | -0.73% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -300 | -100.0% | -0.74% | – |
| AMT | Exit | AMERN TOWER CORP REIT | $0 | – | -4,783 | -100.0% | -0.77% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,436 | -100.0% | -0.77% | – |
| IBM | Exit | IBM CORP | $0 | – | -5,767 | -100.0% | -0.79% | – |
| ITW | Exit | ILLINOIS TOOL WORKS | $0 | – | -3,545 | -100.0% | -0.80% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -6,560 | -100.0% | -0.80% | – |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -12,000 | -100.0% | -0.82% | – |
| VOO | Exit | VANGUARD S&P 500 ETF | $0 | – | -2,215 | -100.0% | -0.85% | – |
| CVX | Exit | CHEVRON CORP | $0 | – | -5,185 | -100.0% | -0.86% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $0 | – | -4,328 | -100.0% | -0.90% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -7,980 | -100.0% | -0.90% | – |
| SCHB | Exit | SCHWAB US BROAD MARKET ETFus brd mkt etf | $0 | – | -19,117 | -100.0% | -0.93% | – |
| NOC | Exit | NORTHROP GRUMMAN CO | $0 | – | -2,206 | -100.0% | -0.95% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,601 | -100.0% | -1.01% | – |
| COST | Exit | COSTCO WHOLESALE CO | $0 | – | -1,850 | -100.0% | -1.02% | – |
| MA | Exit | MASTERCARD INC CLASS Acl a | $0 | – | -2,707 | -100.0% | -1.05% | – |
| PG | Exit | PROCTER & GAMBLE | $0 | – | -7,948 | -100.0% | -1.13% | – |
| DE | Exit | DEERE & CO | $0 | – | -3,075 | -100.0% | -1.14% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -7,020 | -100.0% | -1.16% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -19,382 | -100.0% | -1.17% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,383 | -100.0% | -1.19% | – |
| V | Exit | VISA INC CLASS A | $0 | – | -5,610 | -100.0% | -1.26% | – |
| SCHX | Exit | SCHWAB US LARGE CAP ETFus lrg cap etf | $0 | – | -26,085 | -100.0% | -1.29% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,560 | -100.0% | -1.34% | – |
| DHR | Exit | DANAHER CORP | $0 | – | -5,629 | -100.0% | -1.37% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -9,377 | -100.0% | -1.52% | – |
| GOOG | Exit | ALPHABET INC. CLASS Ccap stk cl c | $0 | – | -12,160 | -100.0% | -1.57% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,508 | -100.0% | -1.63% | – |
| STZ | Exit | CONSTELLATION BRAND CLASS Acl a | $0 | – | -6,797 | -100.0% | -1.67% | – |
| MOAT | Exit | VANECK MORNINGSTAR WIDE MOAT ETFmrngstr wde moat | $0 | – | -23,665 | -100.0% | -1.76% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -7,163 | -100.0% | -1.91% | – |
| GOOGL | Exit | ALPHABET INC. CLASS Acap stk cl a | $0 | – | -15,920 | -100.0% | -2.04% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -8,862 | -100.0% | -2.74% | – |
| AMZN | Exit | AMAZON.COM INC | $0 | – | -26,270 | -100.0% | -3.27% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -41,799 | -100.0% | -4.38% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY CLASS Bcl b new | $0 | – | -15,625 | -100.0% | -5.35% | – |
| CRK | Exit | COMSTOCK RES INC | $0 | – | -505,309 | -100.0% | -5.45% | – |
| Exit | ATLAS LITHIUM CORP | $0 | – | -213,212 | -100.0% | -6.39% | – | |
| AAPL | Exit | APPLE INC | $0 | – | -44,670 | -100.0% | -7.48% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 9.0% |
| COMSTOCK RES INC | 8 | Q3 2023 | 8.7% |
| BERKSHIRE HATHAWAY CLASS B | 8 | Q3 2023 | 5.4% |
| BLACKSTONE INC | 8 | Q3 2023 | 5.1% |
| AMAZON.COM INC | 8 | Q3 2023 | 4.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.0% |
| ALPHABET INC. CLASS A | 8 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.2% |
| VANECK MORNINGSTAR WIDE MOAT ETF | 8 | Q3 2023 | 1.8% |
| CONSTELLATION BRAND CLASS A | 8 | Q3 2023 | 1.8% |
View Cross Staff Investments Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-30 |
| 13F-HR/A | 2022-10-21 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-19 |
View Cross Staff Investments Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.