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Jim Coppedge

@Crossmark Global Holdings, Inc.

Latest period2024 - Q4ReportedManaged Assets$5.485BTotal holdings1246
Assets growth rate-2.17%Assets growth rate (2-Q avg)2.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crossmark Global Holdings, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1246 positions.

Assets under management

The assets under management (AUM) of Crossmark Global Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.485B in assets, with a quarterly growth rate of -2.17% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Jim Coppedge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.59%
$32.349M
292,675 shares@ $110.53 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.19%
$9.947M
137,715 shares@ $72.23 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.15%
$8.217M
8,016 shares@ $1025.08 avg price
XPXp Inc Cl A
Recent Activity
New Position
0.11%
$5.507M
464,734 shares@ $11.85 avg price
NTNXNutanix Inc Cl A
Recent Activity
New Position
0.05%
$2.238M
36,580 shares@ $61.19 avg price
PPCPilgrims Pride Corp New Com
Recent Activity
New Position
0.03%
$1.21M
26,657 shares@ $45.4 avg price
ADTAdt Inc Del Com
Recent Activity
New Position
0.02%
$1.087M
157,241 shares@ $6.92 avg price
CNHCnh Indl N V Shs
Recent Activity
New Position
0.02%
$759,000
66,998 shares@ $11.33 avg price
APTVAptiv Plc Com Shs
Recent Activity
New Position
0.02%
$715,000
11,826 shares@ $60.47 avg price
SMCISuper Micro Computer Inc Com N
Recent Activity
New Position
0.02%
$709,000
23,254 shares@ $30.49 avg price