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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
DHID R Horton Inc
Recent Activity
Decreased -7.35%
0.32%
$17.404M
124,478 shares@ $139.82 avg price
GGenpact Limited
Recent Activity
Increased 1.61%
0.32%
$17.02M
396,264 shares@ $42.96 avg price
TMUST-mobile Us Inc Com
Recent Activity
Decreased -4.48%
0.31%
$16.942M
76,753 shares@ $220.74 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.14%
0.31%
$16.886M
46,550 shares@ $362.75 avg price
NWGNatwest Group Plc Spons Adr
Recent Activity
Decreased -1.93%
0.31%
$16.698M
1.642M shares@ $10.18 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 7.54%
0.31%
$16.634M
278,497 shares@ $59.73 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -6.4%
0.31%
$16.506M
77,691 shares@ $212.46 avg price
SBUXStarbucks Corp
Recent Activity
Increased 0.43%
0.3%
$16.37M
179,398 shares@ $91.25 avg price
MUMicron Technology Inc
Recent Activity
Increased 1.21%
0.3%
$16.171M
192,148 shares@ $84.16 avg price
RYRoyal Bk Cda Montreal Que
Recent Activity
Decreased -1.55%
0.3%
$16.054M
133,218 shares@ $120.51 avg price