Fund HoldingsCrossmark Global Holdings, Inc.

Total Portfolio Value
$4.82M
Total Bought
$418.4K
Total Sold
$449.4K
Net Transaction
-$31.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0452,644+452,64401703.53%+170
C V S CAREMARK CORP(CVS)0445,918+445,9180350.73%+35
SKYWORKS SOLUTIONS INC(SWKS)0130,720+130,7200150.30%+15
ANALOG DEVICES INC(ADI)088,602+88,6020180.37%+18
CANADIAN NATL RY CO(CNI)0145,788+145,7880180.38%+18
INTERDIGITAL INC PA(IDCC)0122,616+122,6160130.28%+13
ALPHABET CLASS C(GOOG)315,001404,285+89,28444571.18%+13
AMAZON COM INC(AMZN)0606,941+606,9410921.91%+92
J P MORGAN CHASE & CO(JPM)0207,939+207,9390350.73%+35
VALERO ENERGY CORP(VLO)0160,127+160,1270210.43%+21
BROADCOM INC COM(AVGO)032,129+32,1290360.74%+36
INTERPUBLIC GROUP COS INC0350,925+350,9250110.24%+11
TAPESTRY INC(TPR)0287,244+287,2440110.22%+11
GAP INC(GAP)956,680983,384+26,70410210.43%+10
META PLATFORMS INC CL A(META)116,793131,734+14,94138470.97%+9
QUALCOMM INC(QCOM)0265,677+265,6770380.80%+38
KRAFT HEINZ COMPANY(KHC)0288,100+288,1000110.22%+11
SYSCO CORP(SYY)0138,031+138,0310100.21%+10
ADVANCED MICRO DEVICES INC(AMD)0216,954+216,9540320.66%+32
COMPANHIA ENERGETICA DE MINASP(CIG)03,259,724+3,259,724080.16%+8
HOME DEPOT INC(HD)0106,621+106,6210370.77%+37
ABBOTT LABS320,744348,271+27,52731380.80%+7
APPLE COMPUTER INC(AAPL)0894,070+894,07001723.57%+172
TAIWAN SEMICONDUCTOR MFG CO AD(TSM)549,705536,820-12,88550561.16%+6
VERIZON COMMUNICATIONS(VZ)0872,673+872,6730330.68%+33
COCA COLA CO(KO)01,027,967+1,027,9670611.26%+61
NVIDIA CORP(NVDA)0138,477+138,4770691.42%+69
WELLS FARGO & CO(WFC)0533,848+533,8480260.55%+26
UBER TECHNOLOGIES INC COM(UBER)090,761+90,761060.12%+6
CADENCE DESIGNS SYSTEMS INC(CDNS)050,228+50,2280140.28%+14
MCDONALDS CORP(MCD)0122,634+122,6340360.75%+36
PAYPAL HLDGS INC COM(PYPL)0309,579+309,5790190.39%+19
MORGAN STANLEY(MS)0242,371+242,3710230.47%+23
CITIGROUP INC(C)0294,280+294,2800150.31%+15
BANK AMERICA CORP0678,610+678,6100230.47%+23
APPLIED MATERIALS INC0228,338+228,3380370.77%+37
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
024,577+24,5770190.39%+19
A T & T INC(T)0733,399+733,3990120.26%+12
VISA INC COM CL A(V)0156,880+156,8800410.85%+41
D R HORTON INC(DHI)0115,973+115,9730180.37%+18
CONOCO PHILLIPS(COP)0124,917+124,9170140.30%+14
SALESFORCE COM INC(CRM)089,468+89,4680240.49%+24
WILLIAMS SONOMA INC(WSM)100,26896,307-3,96116190.40%+3
MICRON TECHNOLOGY INC(MU)0224,763+224,7630190.40%+19
CRH PLC ORD
ORD
046,530+46,530030.07%+3
ADOBE SYSTEM INC(ADBE)049,282+49,2820290.61%+29
SPDR S&P 500(SPY)07,909+7,909040.08%+4
INTEL CORP(INTC)0220,048+220,0480110.23%+11
I B M(IBM)063,376+63,3760100.22%+10
MASTERCARD INC(MA)084,959+84,9590360.75%+36
AMERICAN TOWER REIT COM(AMT)041,627+41,627090.19%+9
PROCTER & GAMBLE(PG)0150,155+150,1550220.46%+22
ROYAL BK CDA MONTREAL QUE(RY)0180,724+180,7240180.38%+18
LULULEMON ATHLETICA INC(LULU)05,366+5,366030.06%+3
METLIFE INC(MET)091,185+91,185060.13%+6
ACCENTURE PLC
SHS CLASS A
075,604+75,6040270.55%+27
COSTCO WHOLESALE CORP(COST)026,201+26,2010170.36%+17
NIKE INC CLASS B(NKE)0164,752+164,7520180.37%+18
GILEAD SCIENCES INC(GILD)0512,097+512,0970410.86%+41
GOLDMAN SACHS GROUP INC(GS)019,081+19,081070.15%+7
ASE INDUSTRIAL HOLDING CO LTSP(ASX)01,710,791+1,710,7910160.33%+16
AMERICAN EXPRESS CO(AXP)074,689+74,6890140.29%+14
MONDELEZ INTL INC(MDLZ)0244,647+244,6470180.37%+18
CDN IMPERIAL BK OF COMMERCE(CM)0228,311+228,3110110.23%+11
RAYTHEON TECHNOLOGIES CORP COM(RTX)0172,788+172,7880150.30%+15
BOOKING HLDGS INC(BKNG)04,892+4,8920170.36%+17
T J X COMPANIES INC(TJX)304,198309,286+5,08827290.60%+2
AMGEN INC(AMGN)112,928113,415+48731330.68%+2
NETFLIX COM INC(NFLX)019,343+19,343090.20%+9
IRON MTN INC NEW COM(IRM)0247,977+247,9770170.36%+17
HP INC COM(HPQ)0710,703+710,7030210.44%+21
C S X CORP(CSX)0301,378+301,3780100.22%+10
BRUNSWICK CORP(BC)114,009108,606-5,4039110.22%+2
P N C FINANCIAL CORP(PNC)025,808+25,808040.08%+4
BLACKROCK INC CL A(BLK)09,930+9,930080.17%+8
HEWLETT PACKARD ENTERPRISE CCO(HPE)0251,646+251,646040.09%+4
COLGATE PALMOLIVE CO(CL)080,960+80,960060.13%+6
MERCK & COMPANY(MRK)0191,514+191,5140210.43%+21
LENNAR CORP(LEN)056,739+56,739080.18%+8
SHOPIFY INC CL A(SHOP)069,305+69,305050.11%+5
LAM RESEARCH CORP(LRCX)016,504+16,5040130.27%+13
PHILLIPS 66 COM(PSX)083,718+83,7180110.23%+11
BLOCK H & R INC70,86095,978+25,118350.10%+2
SAP AG ADR SPON(SAP)067,748+67,7480100.22%+10
ROSS STORES INC(ROST)055,180+55,180080.16%+8
SERVICENOW INC COM(NOW)010,716+10,716080.16%+8
BERKSHIRE HATHAWAY INC DEL CL082,690+82,6900290.61%+29
AFLAC INC(AFL)086,010+86,010070.15%+7
SCHWAB CHARLES CORP(SCHW)098,643+98,643070.14%+7
INTUIT INC(INTU)18,90018,803-9710120.24%+2
PRUDENTIAL FINL INC(PFH)035,167+35,167040.08%+4
WESTERN DIGITAL CORP(WDC)211,309211,578+26910110.23%+1
SIMON PPTY GROUP INC(SPG)040,145+40,145060.12%+6
TEXAS INSTRUMENTS INC(TXN)0155,629+155,6290270.55%+27
BUNGE GLOBAL SA COM SHS(BG)014,090+14,090010.03%+1
COCA COLA FEMSA S A B DE C VSP(KOF)128,509118,753-9,75610110.23%+1
CROWN CASTLE INC(CCI)076,593+76,593090.18%+9
UNITED MICROELECTRONICS CORP S(UMC)01,369,735+1,369,7350120.24%+12
FISERV INC(FISV)048,007+48,007060.13%+6
BRISTOL MYERS SQUIBB CO(BMY)0291,200+291,2000150.31%+15
Page 1 of 1