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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
TEXTerex Corp
Recent Activity
Exited
0%
$217,000
4,100 shares@ $52.93 avg price
NEUNewmarket Corp
Recent Activity
Exited
0%
$212,000
383 shares@ $553.53 avg price
POWIPower Integrations Inc
Recent Activity
Exited
0%
$204,000
3,188 shares@ $63.99 avg price
HCCWarrior Met Coal Inc Com
Recent Activity
Exited
0%
$204,000
3,194 shares@ $63.87 avg price
AMRAlpha Metallurgical Resour Ico
Recent Activity
Exited
0%
$203,000
859 shares@ $236.33 avg price
PRFTPerficient Inc
Recent Activity
Exited
0%
$203,000
2,687 shares@ $75.55 avg price
UFPTUfp Technologies Inc Com
Recent Activity
Exited
0%
$202,000
638 shares@ $316.62 avg price
TNDMTandem Diabetes Care Inc Com N
Recent Activity
Exited
0%
$200,000
4,720 shares@ $42.38 avg price
CHCOCity Hldg Co
Recent Activity
Exited
0%
$199,000
1,701 shares@ $117.0 avg price
RCMR1 Rcm Inc Com
Recent Activity
Exited
0%
$174,000
12,254 shares@ $14.2 avg price