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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
SNEXStonex Group Inc Com
Recent Activity
New Position
0.01%
$219,000
2,239 shares@ $97.82 avg price
URBNUrban Outfitters Inc
Recent Activity
New Position
0.01%
$219,000
4,004 shares@ $54.7 avg price
BFHBread Financial Holdings Inc
Recent Activity
New Position
0.01%
$213,000
3,496 shares@ $60.93 avg price
GEOGeo Group Inc New Com
Recent Activity
New Position
0.01%
$207,000
7,406 shares@ $27.96 avg price
WSFSWsfs Finl Corp
Recent Activity
New Position
0.01%
$207,000
3,904 shares@ $53.03 avg price
CBUCommunity Bk Sys Inc
Recent Activity
New Position
0.01%
$207,000
3,361 shares@ $61.59 avg price
VSCOVictorias Secret And Co Common
Recent Activity
New Position
0.01%
$206,000
4,992 shares@ $41.27 avg price
PLMRPalomar Hldgs Inc Com
Recent Activity
New Position
0.01%
$206,000
1,955 shares@ $105.38 avg price
CVBFCvb Finl Corp
Recent Activity
New Position
0.01%
$206,000
9,612 shares@ $21.44 avg price
ENVAEnova Intl Inc Com
Recent Activity
New Position
0.01%
$206,000
2,153 shares@ $95.69 avg price