1y return+20.0%S&P 500 +20.9%
3y return+61.9%S&P 500 +68.5%
5y return+58.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $246 against $297 in the S&P 500.2
Crossmark Global Holdings, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $420.5M | 5.5% | +10.3% |
| AAPLApple Inc | $373.6M | 4.8% | +4.0% |
| MSFTMicrosoft Corp | $176.8M | 2.3% | +3.2% |
| GOOGLAlphabet Inc | $160.3M | 2.1% | +6.6% |
| AMZNAmazon Com Inc | $155.5M | 2.0% | |
| AVGOBroadcom Inc | $148.0M | 1.9% | −4.5% |
| GOOGAlphabet Inc | $129.3M | 1.7% | |
| TSMTaiwan Semiconductor Manufac | $117.4M | 1.5% | −4.5% |
| CSCOCisco Sys Inc | $91.2M | 1.2% | +2.9% |
| MUMicron Technology Inc | $78.1M | 1.0% | +18.1% |
| JPMJpmorgan Chase & Co | $73.9M | 1.0% | −5.3% |
| VVisa Inc | $72.5M | 0.9% | |
| QCOMQualcomm Inc | $69.4M | 0.9% | −17.8% |
| GILDGilead Sciences Inc | $68.4M | 0.9% | +3.1% |
| METAMeta Platforms Inc | $67.5M | 0.9% | −3.0% |
| CCitigroup Inc | $64.7M | 0.8% | +12.1% |
| BACBank America Corp | $63.5M | 0.8% | +7.9% |
| TJXTjx Cos Inc New | $63.0M | 0.8% | +5.3% |
| TSLATesla Inc | $62.6M | 0.8% | |
| MAMastercard Incorporated | $59.6M | 0.8% | +8.2% |
| LRCXLam Research Corp | $57.6M | 0.7% | −4.6% |
| DELLDell Technologies Inc | $56.5M | 0.7% | +40.5% |
| KOCoca Cola Co | $54.6M | 0.7% | +1.5% |
| Asml Hldg NvCUSIP N07059210 | $53.6M | 0.7% | −4.1% |
| VZVerizon Communications Inc | $53.0M | 0.7% | +31.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $420.5M |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $39.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $148.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $50.2M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $117.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $53.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $57.6M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $53.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $160.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $129.3M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $11.3M
- MNSOMiniso Group Hldg Ltd was $10.7M
- Honeywell Intl IncCUSIP 438516106 was $9.2M
- Janus Henderson Group PLCCUSIP G4474Y214 was $5.0M
- LAZLazard Inc was $2.4M
- BYDBoyd Gaming Corp was $2.3M
- PEGAPegasystems Inc was $2.3M
- Ascendis Pharma A/sCUSIP 04351P101 was $1.8M
- Hologic IncCUSIP 436440101 was $1.3M
- AXIAYCentrais Elet Bras Sa was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crossmark Global Holdings, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1539204&type=13F-HR&dateb=&owner=include&count=40CIK 1539204
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1539204/000153920426000011/Filed July 16, 2026 · accession 0001539204-26-000011