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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
SMCISuper Micro Computer Inc Com
Recent Activity
Exited
0%
$973,000
23,380 shares@ $41.62 avg price
APTVAptiv Plc Shs
Recent Activity
Exited
0%
$807,000
11,202 shares@ $72.05 avg price
CALTCalliditas Therapeutics Ab Spo
Recent Activity
Exited
0%
$655,000
16,117 shares@ $40.65 avg price
WTSWatts Inds Inc Cl A
Recent Activity
Exited
0%
$613,000
2,961 shares@ $207.03 avg price
CTLTCatalent Inc Com
Recent Activity
Exited
0%
$553,000
9,133 shares@ $60.55 avg price
LFUSLittelfuse Inc
Recent Activity
Exited
0%
$508,000
1,917 shares@ $265.0 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$507,000
71,299 shares@ $7.12 avg price
OKTAOkta Inc Cl A
Recent Activity
Exited
0%
$472,000
6,347 shares@ $74.37 avg price
VMIValmont Inds Inc
Recent Activity
Exited
0%
$457,000
1,578 shares@ $289.61 avg price
ABGAsbury Automotive Group Inc Co
Recent Activity
Exited
0%
$401,000
1,680 shares@ $238.7 avg price