Jim Coppedge

@Crossmark Global Holdings, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$5.485B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UNFUnifirst Corp Mass Recent Activity Exited	0%	$287,000 1,448 shares@ $198.21 avg price	Exited
JJSFJ & J Snack Foods Corp Recent Activity Exited	0%	$285,000 1,655 shares@ $172.21 avg price	Exited
PRKPark Natl Corp Recent Activity Exited	0%	$280,000 1,671 shares@ $167.57 avg price	Exited
NSANational Storage Affiliates Co Recent Activity Exited	0%	$255,000 5,290 shares@ $48.21 avg price	Exited
ACLSAxcelis Technologies Inc Com N Recent Activity Exited	0%	$251,000 2,398 shares@ $104.68 avg price	Exited
ALNYAlnylam Pharmaceuticals Inc Recent Activity Exited	0%	$251,000 914 shares@ $274.62 avg price	Exited
QRVOQorvo Inc Recent Activity Exited	0%	$250,000 2,416 shares@ $103.48 avg price	Exited
VEEVVeeva Sys Inc Cl A Com Recent Activity Exited	0%	$248,000 1,182 shares@ $209.82 avg price	Exited
MOVMovado Group Inc Recent Activity Exited	0%	$248,000 13,303 shares@ $18.65 avg price	Exited
PIIPolaris Inds Inc Recent Activity Exited	0%	$246,000 2,953 shares@ $83.31 avg price	Exited