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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.53%
0.66%
$35.828M
333,065 shares@ $107.58 avg price
CRMSalesforce Com Inc
Recent Activity
Increased 11.58%
0.66%
$35.794M
107,061 shares@ $334.34 avg price
CICigna Corp New
Recent Activity
Increased 0.04%
0.59%
$32.11M
116,284 shares@ $276.14 avg price
TJXT J X Companies Inc
Recent Activity
Increased 130.04%
0.58%
$31.343M
259,439 shares@ $120.82 avg price
VZVerizon Communications
Recent Activity
Increased 3.05%
0.57%
$30.907M
772,873 shares@ $39.99 avg price
BKNGBooking Hldgs Inc
Recent Activity
Increased 6.69%
0.54%
$29.16M
5,869 shares@ $4968.48 avg price
MDTMedtronic Plc
Recent Activity
Increased 5.44%
0.52%
$28.39M
355,408 shares@ $79.89 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 9.98%
0.51%
$27.744M
229,696 shares@ $120.79 avg price
HSBCHsbc Hldgs Plc Adr Spon
Recent Activity
Increased 2.82%
0.47%
$25.454M
514,642 shares@ $49.46 avg price
AMATApplied Materials Inc
Recent Activity
Increased 138.84%
0.46%
$25.121M
154,464 shares@ $162.64 avg price