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Nancy Kay

@Cross Staff Investments Inc

Latest period2024 - Q3ReportedManaged Assets$129.563MTotal holdings127
Assets growth rate7.99%Assets growth rate (2-Q avg)4.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cross Staff Investments Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Cross Staff Investments Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 129.563M in assets, with a quarterly growth rate of 7.99% and a 2-quarter average growth rate of 4.51%. The portfolio is managed by Nancy Kay, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.19%
8%
$10.359M
44,460 shares@ $233.0 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Increased 0.49%
5.53%
$7.152M
15,539 shares@ $460.26 avg price
BXBlackstone Inc
Recent Activity
Decreased -11.29%
4.45%
$5.759M
37,607 shares@ $153.14 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -2.78%
3.64%
$4.709M
25,274 shares@ $186.33 avg price
CRKComstock Res Inc
Recent Activity
Decreased -16.35%
3.6%
$4.661M
418,813 shares@ $11.14 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.49%
3.13%
$4.047M
9,405 shares@ $430.32 avg price
CATCaterpillar Inc
Recent Activity
2.15%
$2.779M
7,104 shares@ $391.12 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -2.59%
1.92%
$2.486M
14,991 shares@ $165.85 avg price
ATLXAtlas Lithium Corp
Recent Activity
Increased 71.71%
1.92%
$2.481M
364,804 shares@ $6.8 avg price
HDHome Depot Inc
Recent Activity
Increased 0.87%
1.79%
$2.311M
5,702 shares@ $405.24 avg price