Cross-Staff-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "BRO",
  "COF",
  "DUK",
  "ROKU",
  null,
  "IBKR",
  "GIS",
  "HON",
  "HD",
  null,
  "ISRG",
  "ITW",
  "BKNG",
  "META",
  "MIRA",
  null,
  null,
  "LHX",
  "RVYL",
  "ATLX",
  "MA",
  "MSFT",
  "MDLZ",
  "NDAQ",
  "FICO",
  "HEI",
  "ORLY",
  "BX",
  "KKR",
  "NOC",
  "PAYX",
  "PEP",
  "AAPL",
  "ECL",
  "NVDA",
  "ENB",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MAS",
  "SCHX",
  "NOW",
  "ROP",
  "SRE",
  "O",
  "RTX",
  "AMT",
  "IBM",
  "TGT",
  "TDG",
  "TYL",
  "TMP",
  "BN.TO",
  "VRSK",
  "VNOM",
  "AFL",
  "AMD",
  "FI",
  "IR",
  "AMZN",
  "SCHB",
  "TPL",
  null,
  "VOO",
  null,
  "VEEV",
  "VRSN",
  "V",
  "WMT",
  "YUMC",
  "YUM",
  "XYL",
  "SCHD",
  "SCHA",
  "MKL",
  "SO",
  "PSX",
  null,
  "LYV",
  "AZO",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BR",
  "CBZ",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "CRK",
  "STZ",
  "ED",
  "COST",
  "DHR",
  "DE",
  "DVN",
  null,
  null,
  null,
  "MCO",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 122
Total Value: 132467707
Accession Number: 0001900406-25-000004
Form Type: 13F-HR
CIK: cross-staff-investments
Manager Name: Cross-Staff-Investments

Data Enrichment

90% identified

110 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $132.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Phillips 66

PSX|718546104

Shares:2.4K

Value:$291.8K

% of Portfolio:0.2% ($291.8K/$132.5M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:500

Value:$290.7K

% of Portfolio:0.2% ($290.7K/$132.5M)

GENERAL MILLS INC

GIS|370334104

Shares:4.6K

Value:$275.0K

% of Portfolio:0.2% ($275.0K/$132.5M)

HEICO CORP

HEI|422806109

Shares:1.0K

Value:$267.2K

% of Portfolio:0.2% ($267.2K/$132.5M)

NASDAQ, INC.

NDAQ|631103108

Shares:3.5K

Value:$265.5K

% of Portfolio:0.2% ($265.5K/$132.5M)

FISERV INC

FI|337738108

Shares:1.2K

Value:$265.0K

% of Portfolio:0.2% ($265.0K/$132.5M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$253.5K

% of Portfolio:0.2% ($253.5K/$132.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.0K

Value:$242.5K

% of Portfolio:0.2% ($242.5K/$132.5M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:6.4K

Value:$239.4K

% of Portfolio:0.2% ($239.4K/$132.5M)

Meta Platforms, Inc.

META|30303M102

Shares:407

Value:$234.6K

% of Portfolio:0.2% ($234.6K/$132.5M)

ENBRIDGE INC

ENB|29250N105

Shares:5.3K

Value:$233.2K

% of Portfolio:0.2% ($233.2K/$132.5M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.0K

Value:$231.6K

% of Portfolio:0.2% ($231.6K/$132.5M)

808524607

SCHA|808524607

Shares:9.8K

Value:$229.8K

% of Portfolio:0.2% ($229.8K/$132.5M)

CBIZ, Inc.

CBZ|124805102

Shares:3.0K

Value:$227.6K

% of Portfolio:0.2% ($227.6K/$132.5M)

Eaton Corp plc

ETN|G29183103

Shares:820

Value:$222.9K

% of Portfolio:0.2% ($222.9K/$132.5M)

Viper Energy, Inc.

VNOM|927959106

Shares:4.7K

Value:$212.8K

% of Portfolio:0.2% ($212.8K/$132.5M)

RTX Corp

RTX|75513E101

Shares:1.6K

Value:$211.8K

% of Portfolio:0.2% ($211.8K/$132.5M)

ROKU, INC

ROKU|77543R102

Shares:3.0K

Value:$211.3K

% of Portfolio:0.2% ($211.3K/$132.5M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:352

Value:$207.5K

% of Portfolio:0.2% ($207.5K/$132.5M)

TOMPKINS FINANCIAL CORP

TMP|890110109

Shares:3.2K

Value:$200.9K

% of Portfolio:0.2% ($200.9K/$132.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Phillips 66(PSXcusip718546104)	2.4K	QoQ 0.00% (+0) YoY +6.97% (-154)	All Managers (Combined)	$291.8K	0.2% ($291.8K/$132.5M)	QoQ +8.38% (+$22.6K) YoY -19.13% (-$69.0K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.7K	0.2% ($290.7K/$132.5M)	QoQ +0.82% (+$2.4K) YoY +36.79% (+$78.2K)
GENERAL MILLS INC(GIScusip370334104)	4.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$275.0K	0.2% ($275.0K/$132.5M)	QoQ -6.24% (-$18.3K) YoY -14.54% (-$46.8K)
HEICO CORP(HEIcusip422806109)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$267.2K	0.2% ($267.2K/$132.5M)	QoQ +12.38% (+$29.4K) YoY NEW(+$267.2K)
NASDAQ, INC.(NDAQcusip631103108)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$265.5K	0.2% ($265.5K/$132.5M)	QoQ -1.87% (-$5.1K) YoY +20.22% (+$44.7K)
FISERV INC(FIcusip337738108)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$265.0K	0.2% ($265.0K/$132.5M)	QoQ +7.50% (+$18.5K) YoY NEW(+$265.0K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$253.5K	0.2% ($253.5K/$132.5M)	QoQ +8.19% (+$19.2K) YoY +9.79% (+$22.6K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$242.5K	0.2% ($242.5K/$132.5M)	QoQ +7.24% (+$16.4K) YoY +18.35% (+$37.6K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	6.4K	QoQ -8.53% (-597) YoY -15.58% (-1.2K)	All Managers (Combined)	$239.4K	0.2% ($239.4K/$132.5M)	QoQ +4.51% (-$10.3K) YoY -37.08% (-$141.1K)
Meta Platforms, Inc.(METAcusip30303M102)	407	QoQ 0.00% (-0) YoY NEW(+407)	All Managers (Combined)	$234.6K	0.2% ($234.6K/$132.5M)	QoQ -1.56% (-$3.7K) YoY NEW(+$234.6K)
ENBRIDGE INC(ENBcusip29250N105)	5.3K	QoQ 0.00% (+0) YoY NEW(+5.3K)	All Managers (Combined)	$233.2K	0.2% ($233.2K/$132.5M)	QoQ +4.43% (+$9.9K) YoY NEW(+$233.2K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$231.6K	0.2% ($231.6K/$132.5M)	QoQ +10.16% (+$21.4K) YoY -0.02% (-$60)
(SCHAcusip808524607)	9.8K	QoQ +0.01% (-1) YoY +102.14% (-5.0K)	All Managers (Combined)	$229.8K	0.2% ($229.8K/$132.5M)	QoQ -9.38% (-$23.8K) YoY -3.81% (-$9.1K)
CBIZ, Inc.(CBZcusip124805102)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$227.6K	0.2% ($227.6K/$132.5M)	QoQ -7.29% (-$17.9K) YoY -3.36% (-$7.9K)
Eaton Corp plc(ETNcusipG29183103)	820	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$222.9K	0.2% ($222.9K/$132.5M)	QoQ -18.09% (-$49.2K) YoY -13.06% (-$33.5K)
Viper Energy, Inc.(VNOMcusip927959106)	4.7K	QoQ +0.10% (-5) YoY NEW(+4.7K)	All Managers (Combined)	$212.8K	0.2% ($212.8K/$132.5M)	QoQ -7.89% (-$18.2K) YoY NEW(+$212.8K)
RTX Corp(RTXcusip75513E101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$211.8K	0.2% ($211.8K/$132.5M)	QoQ NEW(+$211.8K) YoY NEW(+$211.8K)
ROKU, INC(ROKUcusip77543R102)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$211.3K	0.2% ($211.3K/$132.5M)	QoQ -5.24% (-$11.7K) YoY NEW(+$211.3K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	352	QoQ NEW(+352) YoY -22.29% (-101)	All Managers (Combined)	$207.5K	0.2% ($207.5K/$132.5M)	QoQ NEW(+$207.5K) YoY -18.38% (-$46.7K)
TOMPKINS FINANCIAL CORP(TMPcusip890110109)	3.2K	QoQ 0.00% (-0) YoY NEW(+3.2K)	All Managers (Combined)	$200.9K	0.2% ($200.9K/$132.5M)	QoQ -7.15% (-$15.5K) YoY NEW(+$200.9K)