Cross Staff Investments Inc

Q4 2025 13F-HR Holdings

Location
Pittsford, NY
Holdings as of
12/31/2025
Date filed
2/27/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$181,542
Net value change ($000)
+38,310 (26.7%)
New positions
8
Sold out positions
2
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AKRE 18,974 NEW
COST 14,319 831.5%
NSC 1,979 860.4%
GOOGL 989 27.0%
LLY 787 40.8%
GOOGL 702 25.2%
CAT 676 20.0%
AAPL 651 5.5%
SCHB 373 13.0%
CRK 245 15.9%
Top Reduces (Value $000, Stocks/ETFs)
BX -763 -11.7%
LNG -496 -18.3%
ATLX -346 -12.9%
HD -346 -15.1%
MSFT -337 -6.8%
AZO -270 -21.0%
NFLX -252 -100.0%
BRO -169 -15.0%
AMT -155 -11.8%
NOW -116 -16.8%
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