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Cross Staff Investments Inc.
Cross Staff Investments Inc is a New York-based investment adviser headquartered in Pittsford, NY. The firm was incorporated in New York and manages discretionary and non-discretionary assets, primarily serving individual and high net worth individual clients. As of March 2025, the firm manages approximately $409.6 million in assets across 929 accounts with a small team of 4 employees, predominantly investment professionals. Cross Staff Investments has a focused presence in equity investments for U.S.-based clients.
Investment Strategy
Cross Staff Investments Inc primarily manages portfolios of publicly traded equities, focusing on diversified large-cap U.S. stocks. Their top holdings typically include major technology and financial companies such as Apple, Microsoft, Blackstone, Amazon, and others. The firm provides tailored advice and portfolio management primarily for individual and high-net-worth clients, seeking long-term growth through value and core equity selection. Investment decisions are generally discretionary, reflecting the clients' risk tolerance, objectives, and market environments.
Latest 13F Filing Activity
Cross Staff Investments Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $135M. The fund increased holdings in Microsoft Corp., Amazon.com Inc., Nvidia Corp. among other positions. Cross Staff Investments Inc. reduced exposure to Comstock Res Inc., Atlas Lithium Corp., Berkshire Hathaway Class B among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.05% | $9.5M | 46,237 | $177.37 | $205.17 | -$403.9K |
| BERKSHIRE HATHAWAY CLASS B | 5.72% | $7.7M | 15,848 | $305.23 | $485.77 | -$540.0K | |
A AMZN | AMAZON.COM INC | 4.38% | $5.9M | 26,864 | $167.83 | $219.39 | +$1.1M |
B BX | BLACKSTONE INC | 4.23% | $5.7M | 38,094 | $128.12 | $149.58 | +$397.1K |
M MSFT | MICROSOFT CORP | 3.48% | $4.7M | 9,417 | $342.53 | $497.41 | +$1.1M |
Industry Allocation
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