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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
PGRProgressive Corp Ohio
Recent Activity
Increased 11.57%
0.46%
$24.819M
103,583 shares@ $239.61 avg price
CCitigroup Inc
Recent Activity
Decreased -10.95%
0.46%
$24.742M
351,492 shares@ $70.4 avg price
SHELShell Plc Spon Ads
Recent Activity
Increased 60.56%
0.46%
$24.721M
394,592 shares@ $62.65 avg price
MRKMerck & Company
Recent Activity
Decreased -1.49%
0.45%
$24.145M
242,720 shares@ $99.48 avg price
DISDisney, Walt Co
Recent Activity
Decreased -7.35%
0.43%
$23.433M
210,442 shares@ $111.36 avg price
TPRTapestry Inc
Recent Activity
Decreased -3.58%
0.43%
$23.173M
354,710 shares@ $65.33 avg price
GAPGap Inc
Recent Activity
Decreased -2.4%
0.41%
$22.355M
946,034 shares@ $23.64 avg price
PGProcter & Gamble
Recent Activity
Decreased -3.05%
0.41%
$22.355M
133,348 shares@ $167.65 avg price
ADPAutomatic Data Processing
Recent Activity
Increased 76%
0.41%
$22.308M
76,206 shares@ $292.74 avg price
HPQHp Inc Com
Recent Activity
Decreased -2.16%
0.41%
$22.098M
677,209 shares@ $32.64 avg price