0001900406-24-000002.txt : 20240501
0001900406-24-000002.hdr.sgml : 20240501
20240501154751
ACCESSION NUMBER: 0001900406-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240501
DATE AS OF CHANGE: 20240501
EFFECTIVENESS DATE: 20240501
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cross Staff Investments Inc
CENTRAL INDEX KEY: 0001900406
ORGANIZATION NAME:
IRS NUMBER: 460950608
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21620
FILM NUMBER: 24902725
BUSINESS ADDRESS:
STREET 1: 115 SULLYS TRAIL
STREET 2: SUITE 8
CITY: PITTSFORD
STATE: NY
ZIP: 14534
BUSINESS PHONE: 5852491550
MAIL ADDRESS:
STREET 1: 115 SULLYS TRAIL
STREET 2: SUITE 8
CITY: PITTSFORD
STATE: NY
ZIP: 14534
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
true
0001900406
XXXXXXXX
03-31-2024
03-31-2024
Cross Staff Investments Inc
115 SULLYS TRAIL
SUITE 8
PITTSFORD
NY
14534
13F HOLDINGS REPORT
028-21620
000165984
801-77488
N
Nancy Kay
Chief Compliance Officer
585-249-1553
Nancy B Kay
Pittsford
X1
05-01-2024
0
121
118762556
false
INFORMATION TABLE
2
form13f1q2024.xml
3M CO TRADES WITH DUE BILLS
COM
88579Y101
432561
4078
SH
SOLE
0
0
4078
A T & T INC
COM
00206R102
253446
14400
SH
SOLE
0
0
14400
ADOBE INC
COM
00724F101
630750
1250
SH
SOLE
0
0
1250
ADVANCED MICRO DEVICE IN
COM
007903107
1038539
5754
SH
SOLE
0
0
5754
AFLAC INC
COM
001055102
532332
6200
SH
SOLE
0
0
6200
ALLSTATE CORP
COM
020002101
259515
1500
SH
SOLE
0
0
1500
ALPHABET INC. CLASS A
CAP STK CL A
02079K305
2322964
15391
SH
SOLE
0
0
15391
ALPHABET INC. CLASS C
CAP STK CL C
02079K107
1851482
12160
SH
SOLE
0
0
12160
ALTRIA GROUP INC
COM
02209S103
496875
11391
SH
SOLE
0
0
11391
AMAZON.COM INC
COM
023135106
4830035
26777
SH
SOLE
0
0
26777
AMERN TOWER CORP REIT
COM
03027X100
947004
4793
SH
SOLE
0
0
4793
APPLE INC
COM
037833100
7678953
44780
SH
SOLE
0
0
44780
ATLAS LITHIUM CORP
COM NEW
105861306
3616103
212462
SH
SOLE
0
0
212462
AUTOZONE INC
COM
053332102
945495
300
SH
SOLE
0
0
300
BERKSHIRE HATHAWAY CLASS B
CL A
084670702
6589548
15670
SH
SOLE
0
0
15670
BLACKROCK SHORT DURATN BND ETF
BLACKROCK SH DUR
46431W507
647501
12832
SH
SOLE
0
0
12832
BLACKROCK SHRT MATRTY MUNI BND ETF
BLACKROCK SHORT
46431W838
400960
8000
SH
SOLE
0
0
8000
BLACKSTONE INC
COM
09260D107
5514143
41974
SH
SOLE
0
0
41974
BOOKING HOLDINGS INC
COM
09857L108
863435
238
SH
SOLE
0
0
238
BRISTOL-MYERS SQUIBB
COM
110122108
387518
7146
SH
SOLE
0
0
7146
BROADRIDGE FINL SOLU
COM
11133T103
204860
1000
SH
SOLE
0
0
1000
BROOKFIELD CORP FCLASS A
CL A LTD VT SH
11271J107
310508
7416
SH
SOLE
0
0
7416
BROWN & BROWN INC
COM
115236101
1050480
12000
SH
SOLE
0
0
12000
CAPITAL ONE FC
COM
14040H105
446670
3000
SH
SOLE
0
0
3000
CATERPILLAR INC
COM
149123101
2603119
7104
SH
SOLE
0
0
7104
CBIZ INC
COM
124805102
235500
3000
SH
SOLE
0
0
3000
CHENIERE ENERGY INC
COM NEW
16411R208
1510550
9366
SH
SOLE
0
0
9366
CHEVRON CORP
COM
166764100
810692
5139
SH
SOLE
0
0
5139
CHUBB LTD F
COM
H1467J104
686435
2649
SH
SOLE
0
0
2649
CISCO SYSTEMS INC
COM
17275R102
639749
12818
SH
SOLE
0
0
12818
COLGATE-PALMOLIVE CO
COM
194162103
432240
4800
SH
SOLE
0
0
4800
COMSTOCK RES INC
COM
205768302
4764363
513401
SH
SOLE
0
0
513401
CONOCOPHILLIPS
COM
20825C104
506320
3978
SH
SOLE
0
0
3978
CONSOLIDATED EDISON
COM
209115104
619506
6822
SH
SOLE
0
0
6822
CONSTELLATION BRAND CLASS A
CL A
21036P108
1847371
6798
SH
SOLE
0
0
6798
COSTCO WHOLESALE CO
COM
22160K105
1355366
1850
SH
SOLE
0
0
1850
DANAHER CORP
COM
235851102
1396423
5592
SH
SOLE
0
0
5592
DEERE & CO
COM
244199105
1263026
3075
SH
SOLE
0
0
3075
DEVON ENERGY CORP
COM
25179M103
380476
7582
SH
SOLE
0
0
7582
DIMENSIONAL U S EQUITY ETF
US EQUITY ETF
25434V401
545640
9576
SH
SOLE
0
0
9576
DIMENSIONAL U S SMALL CAP ETF
US SMALL CAP ETF
25434V500
405210
6500
SH
SOLE
0
0
6500
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
25434V724
424992
10391
SH
SOLE
0
0
10391
DUKE ENERGY CORP
COM NEW
26441C204
623683
6449
SH
SOLE
0
0
6449
EASTMAN CHEMICAL CO
COM
277432100
215673
2152
SH
SOLE
0
0
2152
EATON CORP PLC F
SHS
G29183103
256398
820
SH
SOLE
0
0
820
ECOLAB INC
COM
278865100
230900
1000
SH
SOLE
0
0
1000
ELI LILLY AND CO
COM
532457108
1976018
2540
SH
SOLE
0
0
2540
ENOVIS CORP
COM
194014502
228942
3666
SH
SOLE
0
0
3666
EXXON MOBIL CORP
COM
30231G102
1193246
10265
SH
SOLE
0
0
10265
FAIR ISAAC INTL CORP
COM
303250104
437364
350
SH
SOLE
0
0
350
GENERAL MILLS INC
COM
370334104
321862
4600
SH
SOLE
0
0
4600
GLIMPSE GROUP INC
COM
37892C106
201600
180000
SH
SOLE
0
0
180000
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF
HEDGE IND ETF
381430545
794134
7268
SH
SOLE
0
0
7268
HOME DEPOT INC
COM
437076102
2168516
5653
SH
SOLE
0
0
5653
HONEYWELL INTL INC
COM
438516106
657195
3202
SH
SOLE
0
0
3202
IAC INC
COM NEW
44891N208
309372
5800
SH
SOLE
0
0
5800
IBM CORP
COM
459200101
1089236
5704
SH
SOLE
0
0
5704
ILLINOIS TOOL WORKS
COM
452308109
951230
3545
SH
SOLE
0
0
3545
INGERSOLL RAND INC
COM
45687V106
379800
4000
SH
SOLE
0
0
4000
INTEL CORP
COM
458140100
212944
4821
SH
SOLE
0
0
4821
INTERACTIVE BROKERS CLASS A
COM CL A
45841N107
223420
2000
SH
SOLE
0
0
2000
INTUITIVE SURGICAL
COM NEW
46120E602
373548
936
SH
SOLE
0
0
936
INVESCO S&P 500 LOW VOLATILITY ETF
S&P500 LOW VOL
46138E354
374405
5684
SH
SOLE
0
0
5684
ISHARES IBONDS TERM TREASURY ETF IV
IBONDS 24 TRM TS
46436E874
437504
18275
SH
SOLE
0
0
18275
JOHNSON & JOHNSON
COM
478160104
1083760
6851
SH
SOLE
0
0
6851
JPMORGAN CHASE & CO
COM
46625H100
1089092
5437
SH
SOLE
0
0
5437
KKR & CO INC
COM
48251W104
1860776
18500
SH
SOLE
0
0
18500
L3HARRIS TECHNOLOGIES IN
COM
502431109
305159
1432
SH
SOLE
0
0
1432
LIVE NATION ENTRTMNT
COM
538034109
359618
3400
SH
SOLE
0
0
3400
MARKEL GROUP INC
COM
570535104
562948
370
SH
SOLE
0
0
370
MASCO CORP
COM
574599106
410176
5200
SH
SOLE
0
0
5200
MASTERCARD INC CLASS A
CL A
57636Q104
1493207
3101
SH
SOLE
0
0
3101
MERCK & CO. INC.
COM
58933Y105
885385
6710
SH
SOLE
0
0
6710
MICROSOFT CORP
COM
594918104
3852511
9157
SH
SOLE
0
0
9157
MIRA PHARMACEUTICALS INC
COM
60458C104
421741
383401
SH
SOLE
0
0
383401
MONDELEZ INTL CLASS A
CL A
609207105
498124
7116
SH
SOLE
0
0
7116
MOODYS CORP
COM
615369105
417398
1062
SH
SOLE
0
0
1062
NASDAQ INC
COM
631103108
220850
3500
SH
SOLE
0
0
3500
NORTHROP GRUMMAN CO
COM
666807102
1074592
2245
SH
SOLE
0
0
2245
NVIDIA CORP
COM
67066G104
1329137
1471
SH
SOLE
0
0
1471
O REILLY AUTOMOTIVE
COM
67103H107
451552
400
SH
SOLE
0
0
400
PALO ALTO NETWORKS
COM
697435105
213098
750
SH
SOLE
0
0
750
PAYCHEX INC
COM
704326107
963402
7845
SH
SOLE
0
0
7845
PAYCOM SOFTWARE INC
COM
70432V102
284584
1430
SH
SOLE
0
0
1430
PEPSICO INC
COM
713448108
1228570
7020
SH
SOLE
0
0
7020
PFIZER INC
COM
717081103
358809
12930
SH
SOLE
0
0
12930
PHILIP MORRIS INTL
COM
718172109
483712
5280
SH
SOLE
0
0
5280
PHILLIPS 66
COM
718546104
360818
2209
SH
SOLE
0
0
2209
PROCTER & GAMBLE
COM
742718109
1281613
7899
SH
SOLE
0
0
7899
PROSHARES S&P 500 DIV ARISTOCRAT ETF
S&P 500 DV ARIST
74348A467
715048
7051
SH
SOLE
0
0
7051
REALTY INCOME CORP REIT
COM
756109104
298145
5511
SH
SOLE
0
0
5511
ROPER TECHNOLOGIES
COM
776696106
254187
453
SH
SOLE
0
0
453
RYVYL INC
COM
39366L307
100020
34371
SH
SOLE
0
0
34371
SCHWAB US BROAD MARKET ETF
US BRD MKT ETF
808524102
1418166
23230
SH
SOLE
0
0
23230
SCHWAB US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
475314
5895
SH
SOLE
0
0
5895
SCHWAB US LARGE CAP ETF
US LRG CAP ETF
808524201
1639241
26414
SH
SOLE
0
0
26414
SCHWAB US SMALL CAP ETF
US SML CAP ETF
808524607
238947
4853
SH
SOLE
0
0
4853
SEMPRA
COM
816851109
402248
5600
SH
SOLE
0
0
5600
SERVICE NOW INC
COM
81762P102
419320
550
SH
SOLE
0
0
550
SOUTHERN CO
COM
842587107
418603
5835
SH
SOLE
0
0
5835
ST JOE CO
COM
790148100
226083
3900
SH
SOLE
0
0
3900
STRYKER CORP
COM
863667101
214722
600
SH
SOLE
0
0
600
TARGET CORP
COM
87612E106
815166
4600
SH
SOLE
0
0
4600
TEXAS PACIFIC LAND CORP
COM
88262P102
422898
731
SH
SOLE
0
0
731
THE COCA-COLA CO
COM
191216100
590326
9649
SH
SOLE
0
0
9649
TRANSDIGM GROUP INC
COM
893641100
1172483
952
SH
SOLE
0
0
952
TYLER TECHNOLOGIES
COM
902252105
212505
500
SH
SOLE
0
0
500
VANECK CEF MUNI INCOME ETF
CEF MUNI INCOME
92189F460
757750
35000
SH
SOLE
0
0
35000
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
92189F643
2130967
23704
SH
SOLE
0
0
23704
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
1115224
2320
SH
SOLE
0
0
2320
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT
922908769
1125614
4331
SH
SOLE
0
0
4331
VANGUARD UTILITIES ETF
UTILITIES ETF
92204A876
426885
2994
SH
SOLE
0
0
2994
VEEVA SYSTEMS INC CLASS A
CL A COM
922475108
231690
1000
SH
SOLE
0
0
1000
VERISIGN INC
COM
92343E102
505992
2670
SH
SOLE
0
0
2670
VERISK ANALYTICS INC CLASS A
COM
92345Y106
292305
1240
SH
SOLE
0
0
1240
VERIZON COMMUNICATN
COM
92343V104
478604
11406
SH
SOLE
0
0
11406
VISA INC CLASS A
COM CL A
92826C839
1614559
5785
SH
SOLE
0
0
5785
WALMART INC
COM
931142103
432349
7185
SH
SOLE
0
0
7185
XYLEM INC.
COM
98419M100
620352
4800
SH
SOLE
0
0
4800
YUM BRANDS INC
COM
988498101
909544
6560
SH
SOLE
0
0
6560
YUM CHINA HOLDINGS INC
COM
98850P109
261022
6560
SH
SOLE
0
0
6560