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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
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.94%
1.43%
$78.002M
133,222 shares@ $585.51 avg price
QCOMQualcomm Inc
Recent Activity
Increased 8.8%
1.06%
$57.703M
375,618 shares@ $153.63 avg price
TSLATesla Mtrs Inc Com
Recent Activity
Increased 9.35%
1.03%
$56.085M
138,880 shares@ $403.84 avg price
KOCoca Cola Co
Recent Activity
Increased 10.9%
1.02%
$55.727M
895,068 shares@ $62.27 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 12.64%
1%
$54.313M
171,854 shares@ $316.05 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 1.65%
0.91%
$49.9M
540,220 shares@ $92.37 avg price
MAMastercard Inc
Recent Activity
Increased 2.17%
0.9%
$49.222M
93,477 shares@ $526.57 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 8.29%
0.83%
$45.453M
767,790 shares@ $59.2 avg price
ORCLOracle Systems Corp
Recent Activity
Increased 1.19%
0.74%
$40.123M
240,777 shares@ $166.64 avg price
ABTAbbott Labs
Recent Activity
Increased 0.19%
0.7%
$38.331M
338,876 shares@ $113.12 avg price