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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
SMGScotts Co Cl A
Recent Activity
Exited
0%
$243,000
2,796 shares@ $86.91 avg price
BZKanzhun Limited Sponsored Ads
Recent Activity
Exited
0%
$241,000
13,911 shares@ $17.33 avg price
PATKPatrick Inds Inc Com
Recent Activity
Exited
0%
$236,000
1,660 shares@ $142.17 avg price
ENVEnvestnet Inc Com
Recent Activity
Exited
0%
$233,000
3,721 shares@ $62.62 avg price
ADUSAddus Homecare Corp Com
Recent Activity
Exited
0%
$228,000
1,712 shares@ $133.18 avg price
BLKBBlackbaud Inc
Recent Activity
Exited
0%
$226,000
2,666 shares@ $84.78 avg price
UHSUniversal Health Services Inc
Recent Activity
Exited
0%
$225,000
982 shares@ $229.13 avg price
NSPInsperity Inc
Recent Activity
Exited
0%
$222,000
2,525 shares@ $87.93 avg price
PAGPenske Automotive Grp Inc
Recent Activity
Exited
0%
$221,000
1,363 shares@ $162.15 avg price
LCIILci Ind Inc
Recent Activity
Exited
0%
$219,000
1,816 shares@ $120.6 avg price