CROSS STAFF INVESTMENTS INC
Q1 2022 Form 13-F
PITTSFORD, NEW YORK
CIK 0001900406
· CRD 165984
· SEC-registered investment adviser
$108.0M Reported Value Total
CANDACE SHIRA ASSOCIATES, LLC reports 965 total accounts under management (AUM). There are 958 discretionary accounts valued at $381,847,702, and 7 non-discretionary accounts valued at $6,634,568.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-07
Reported value
$108.0M
Quarter over quarter
-1.1%
Holdings
120
Top-10 concentration
38.4%
Key People
Form ADV owners & control persons
Candace Ann Shira
PRESIDENT
Marvin Charles Engle
CHIEF FINANCIAL OFFICER
Anthony Joseph Filberto
CHIEF INVESTMENT OFFICER
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13F Metrics
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | April 19, 2022 |
| Form | 13F-HR |
| Reported value | $108.0M |
| Positions | 120 |
| Change in reported value | -3.4% |
| New positions | 2 |
| Exited positions | 8 |
| Position turnover | 7.8% |
| Top-10 concentration | 38.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
130 | $168.1M |
|
Q2 2026 13F
Filed Jul 22, 2026
|
133 | $177.6M |
|
Q1 2026 13F
Filed Apr 23, 2026
|
128 | $197.4M |
|
Q4 2025 13F
Filed Feb 27, 2026
|
132 | $181.5M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
126 | $143.2M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
128 | $134.6M |
|
Q1 2025 13F
Filed Apr 22, 2025
|
122 | $132.5M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
122 | $143.5M |
|
Q3 2024 13F
Filed Oct 23, 2024
|
127 | $129.6M |
|
Q2 2024 13F
Filed Aug 6, 2024
|
120 | $120.0M |
|
Q1 2024 13F
Filed May 1, 2024
|
121 | $118.8M |
|
Q4 2023 13F
Filed Feb 2, 2024
|
114 | $112.9M |
|
Q3 2023 13F
Filed Oct 17, 2023
|
108 | $102.2M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
115 | $109.0M |
|
Q1 2023 13F
Filed Apr 25, 2023
|
113 | $101.0M |
|
Q4 2022 13F
Filed Jan 30, 2023
|
115 | $95.3M |
|
Q3 2022 13F
Filed Oct 21, 2022
|
110 | $89.3M |
|
Q2 2022 13F
Filed Jul 29, 2022
|
108 | $90.7M |
|
Q1 2022 13F
Filed Apr 19, 2022
|
120 | $108.0M |
|
Q4 2021 13F
Filed Feb 7, 2022
|
126 | $111.8M |
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $9.6M | 8.87% |
| 2 | BRK-B BERKSHIRE HATHAWAY CLASS B | $5.6M | 5.2% |
| 3 | BX BLACKSTONE INC | $5.5M | 5.09% |
| 4 | CRK COMSTOCK RES INC | $5.2M | 4.79% |
| 5 | AMZN AMAZON.COM INC | $4.8M | 4.44% |
| 6 | MSFT MICROSOFT CORP | $3.0M | 2.79% |
| 7 | GOOGL ALPHABET INC. CLASS A | $2.3M | 2.13% |
| 8 | MOAT VANECK MORNINGSTAR WIDE MOAT ETF | $1.8M | 1.7% |
| 9 | DHR DANAHER CORP | $1.8M | 1.69% |
| 10 | GOOG ALPHABET INC. CLASS C | $1.8M | 1.65% |
| 11 | HD HOME DEPOT INC | $1.7M | 1.61% |
| 12 | STZ CONSTELLATION BRAND CLASS A | $1.6M | 1.51% |
| 13 | SCHX SCHWAB US LARGE CAP ETF | $1.6M | 1.48% |
| 14 | CAT CATERPILLAR INC | $1.6M | 1.48% |
| 15 | SCHB SCHWAB US BROAD MARKET ETF | $1.6M | 1.44% |
| 16 | V VISA INC CLASS A | $1.5M | 1.4% |
| 17 | KKR KKR & CO INC | $1.4M | 1.34% |
| 18 | PG PROCTER & GAMBLE | $1.3M | 1.2% |
| 19 | MA MASTERCARD INC CLASS A | $1.3M | 1.18% |
| 20 | JNJ JOHNSON & JOHNSON | $1.2M | 1.16% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.