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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
Recent Activity
Exited
0%
$14.266M
37,170 shares@ $383.81 avg price
KOFCoca Cola Femsa S A B De C Vsp
Recent Activity
Exited
0%
$9.748M
109,881 shares@ $88.72 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$9.251M
11,336 shares@ $816.08 avg price
BLKBlackrock Inc Cl A
Recent Activity
Exited
0%
$8.952M
9,428 shares@ $949.52 avg price
ECEcopetrol S A Sponsored Ads
Recent Activity
Exited
0%
$7.924M
887,424 shares@ $8.93 avg price
BPOPPopular Inc Com
Recent Activity
Exited
0%
$6.636M
66,185 shares@ $100.27 avg price
ORANYOrange S A
Recent Activity
Exited
0%
$2.378M
207,114 shares@ $11.49 avg price
LIILennox Intl Inc
Recent Activity
Exited
0%
$1.442M
2,386 shares@ $604.36 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$1.029M
38,622 shares@ $26.65 avg price
MUSAMurphy Usa Inc Com
Recent Activity
Exited
0%
$998,000
2,024 shares@ $493.09 avg price