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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
SCHWSchwab Charles Corp
Recent Activity
Increased 4.08%
0.36%
$19.473M
263,103 shares@ $74.02 avg price
NTAPNetapp Inc
Recent Activity
Decreased -0.6%
0.36%
$19.463M
167,665 shares@ $116.09 avg price
EAElectronic Arts Inc
Recent Activity
Increased 9.95%
0.36%
$19.342M
132,203 shares@ $146.31 avg price
EMREmerson Elec Co
Recent Activity
Decreased -7.03%
0.36%
$19.303M
155,761 shares@ $123.93 avg price
ULUnilevercplc Adr Spon New
Recent Activity
Increased 10.39%
0.35%
$19.143M
337,629 shares@ $56.7 avg price
PAYXPaychex Inc
Recent Activity
Decreased -2.34%
0.34%
$18.352M
130,878 shares@ $140.23 avg price
NKENike Inc Class B
Recent Activity
Increased 5.29%
0.34%
$18.212M
240,685 shares@ $75.67 avg price
MCKMckesson Corp
Recent Activity
Decreased -7.19%
0.34%
$18.17M
31,882 shares@ $569.92 avg price
BCSBarclays Plc Adr
Recent Activity
Decreased -1.86%
0.33%
$18.054M
1.358M shares@ $13.29 avg price
VLOValero Energy Corp
Recent Activity
Decreased -9.46%
0.33%
$17.825M
145,402 shares@ $122.6 avg price