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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
CLColgate Palmolive Co
Recent Activity
Increased 4.27%
0.29%
$15.803M
173,831 shares@ $90.92 avg price
RTXRaytheon Technologies Corp Com
Recent Activity
Decreased -20.82%
0.29%
$15.761M
136,199 shares@ $115.73 avg price
ASXAse Industrial Holding Co Ltsp
Recent Activity
Decreased -2.35%
0.29%
$15.55M
1.544M shares@ $10.08 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Decreased -32.84%
0.29%
$15.487M
204,780 shares@ $75.63 avg price
DALDelta Air Lines Inc Del New
Recent Activity
Decreased -5.25%
0.29%
$15.398M
254,510 shares@ $60.51 avg price
NFLXNetflix Com Inc
Recent Activity
Decreased -4.59%
0.28%
$15.173M
17,023 shares@ $891.33 avg price
FTNTFortinet Inc Com
Recent Activity
Increased 344.37%
0.28%
$15.092M
159,737 shares@ $94.49 avg price
SYYSysco Corp
Recent Activity
Decreased -2.22%
0.27%
$14.685M
192,067 shares@ $76.46 avg price
DDDupont De Nemours Inc Com
Recent Activity
Increased 1.47%
0.27%
$14.518M
190,397 shares@ $76.26 avg price
JNPRJuniper Networks Inc
Recent Activity
Decreased -2.04%
0.27%
$14.293M
381,646 shares@ $37.46 avg price