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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
ZWSZurn Water Solutions Corp Com
Recent Activity
New Position
0.02%
$556,000
14,890 shares@ $37.35 avg price
BILLBill Com Hldgs Inc Com
Recent Activity
New Position
0.01%
$398,000
4,705 shares@ $84.6 avg price
ARCBArcbest Corp Com
Recent Activity
New Position
0.01%
$375,000
4,018 shares@ $93.34 avg price
FOURShift4 Pmts Inc Cl A
Recent Activity
New Position
0.01%
$358,000
3,447 shares@ $103.86 avg price
MSTRMicrostrategy Inc Cl A
Recent Activity
New Position
0.01%
$351,000
1,209 shares@ $290.33 avg price
CRICarter Hldgs Inc
Recent Activity
New Position
0.01%
$322,000
5,936 shares@ $54.25 avg price
TEAMAtlassian Corporation Cl A
Recent Activity
New Position
0.01%
$262,000
1,076 shares@ $243.5 avg price
NETCloudflare Inc Cl A Com
Recent Activity
New Position
0.01%
$259,000
2,405 shares@ $107.7 avg price
TDSTelephone & Data Systems Inc C
Recent Activity
New Position
0.01%
$246,000
7,216 shares@ $34.1 avg price
CARGCargurus Inc Com Cl A
Recent Activity
New Position
0.01%
$220,000
6,022 shares@ $36.54 avg price