Crossmark Global Holdings, Inc.

$6.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1539204 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $6.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,239
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 98
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 150

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$27.6M	+272,493	$305M	$332M	1,632,283	1,904,776
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$72.3M	+287,907	$243M	$315M	954,065	1,241,972
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$78.0M	−19,545	$248M	$170M	478,749	459,204
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$17.0M	+111,061	$119M	$136M	541,731	652,792
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$4.2M	+38,081	$123M	$127M	371,946	410,027
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$36.2M	+71,913	$84.8M	$121M	348,660	420,573
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$26.0M	+41,070	$79.9M	$106M	328,089	369,159
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	−$786K	−56,890	$87.8M	$87.0M	314,351	257,461
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$14.5M	−3,214	$58.6M	$73.2M	528,203	524,989
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$38.1M	−24,658	$109M	$70.6M	148,140	123,482
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$8.1M	−9,753	$78.2M	$70.1M	247,967	238,214
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$6.9M	+4,220	$71.0M	$64.2M	208,104	212,324
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$30.7M	+171,052	$32.4M	$63.1M	224,081	395,133
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$23.0M	+21,161	$38.5M	$61.5M	341,362	362,523
position key `pos:17533` · issuer key `iss:1509` COM	ADD	−$10.9M	+37,407	$69.8M	$58.8M	419,454	456,861
position key `pos:11944` · issuer key `iss:454` COM	TRIM	+$3.3M	−53,634	$55.3M	$58.6M	808,596	754,962
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$3.1M	+17,451	$58.6M	$55.5M	131,827	149,278
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$4.8M	+4,673	$58.3M	$53.6M	102,581	107,254
position key `pos:10493` · issuer key `iss:471` COM	TRIM	−$4.1M	−158,753	$54.5M	$50.4M	821,284	662,531
position key `pos:13234` · issuer key `iss:230` COM	ADD	+$5.7M	+167,732	$44.6M	$50.3M	864,708	1,032,440
position key `pos:16131` · issuer key `iss:1632` COM	ADD	+$14.8M	+163,502	$35.4M	$50.2M	370,337	533,839
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$10.1M	+94,967	$37.7M	$47.9M	858,236	953,203
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$8.6M	+21,768	$38.6M	$47.2M	76,688	98,456
position key `pos:15168` · issuer key `iss:456` COM NEW	ADD	+$11.0M	+59,979	$35.8M	$46.8M	352,499	412,478
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$12.0M	+15,659	$34.3M	$46.3M	212,165	227,824
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$3.2M	−45,241	$43.1M	$46.3M	417,883	372,642
position key `pos:15598` · issuer key `iss:1962` COM	TRIM	+$15.2M	−64,608	$26.1M	$41.3M	217,272	152,664
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$16.3M	+12,139	$24.9M	$41.2M	32,688	44,827
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$19.6M	+406,353	$21.1M	$40.8M	17,614	423,967
position key `pos:16072` · issuer key `iss:1370` COM	ADD	+$10.3M	+161,809	$28.3M	$38.6M	100,701	262,510
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$4.2M	−25,518	$42.7M	$38.5M	508,959	483,441
position key `pos:13619` · issuer key `iss:2145` SHS	ADD	+$20.4M	+130,543	$17.5M	$37.9M	159,179	289,722
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	TRIM	+$4.8M	−5,250	$32.3M	$37.1M	33,335	28,085
position key `pos:16349` · issuer key `iss:867` SPON ADR NEW	TRIM	+$2.6M	−35,663	$34.1M	$36.7M	480,138	444,475
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	+$7.6M	+98,976	$28.7M	$36.3M	196,838	295,814
position key `pos:15119` · issuer key `iss:489` CL A	ADD	+$5.4M	+281,256	$30.7M	$36.1M	976,210	1,257,466
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	+$340K	−5,331	$34.5M	$34.8M	217,000	211,669
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$2.1M	+4,283	$31.8M	$33.9M	104,658	108,941
position key `pos:11849` · issuer key `iss:104` COM	ADD	+$9.0M	+36,601	$23.6M	$32.6M	71,077	107,678
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$8.1M	+12,311	$40.3M	$32.1M	300,773	313,084
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$3.5M	+6,144	$35.2M	$31.8M	124,918	131,062
position key `pos:13406` · issuer key `iss:2156` SHS	ADD	−$2.2M	+9,671	$33.9M	$31.7M	356,091	365,762
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$3.0M	+78,203	$28.6M	$31.7M	1,014,019	1,092,222
position key `pos:14992` · issuer key `iss:1485` COM	ADD	−$1.9M	+796	$32.9M	$31.0M	213,928	214,724
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$11.1M	+16,615	$19.7M	$30.8M	80,199	96,814
position key `pos:15015` · issuer key `iss:92` COM	ADD	+$12.7M	+192,425	$18.1M	$30.8M	273,587	466,012
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$5.8M	+3,237	$36.3M	$30.5M	89,496	92,733
position key `pos:15492` · issuer key `iss:355` COM	TRIM	−$3.6M	−4,243	$33.5M	$29.8M	116,050	111,807
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$12.6M	+10,745	$17.2M	$29.8M	128,608	139,353
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$8.1M	−10,018	$21.4M	$29.5M	255,204	245,186
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$3.6M	+32,239	$24.4M	$28.0M	257,740	289,979
position key `sid:sec:prov:28aa181b6d7eb8f2a02c1f64e598413e` · issuer key `cusip6:05946K` SPONSORED ADR	TRIM	+$769K	−117,460	$26.5M	$27.2M	1,374,583	1,257,123
position key `pos:13354` · issuer key `iss:367` COM	TRIM	−$2.1M	−10,112	$29.0M	$26.9M	384,548	374,436
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$3.7M	+15,301	$29.9M	$26.2M	164,062	179,363
position key `pos:13683` · issuer key `iss:1648` COM	ADD	+$15.3M	+233,372	$10.2M	$25.6M	11,123	244,495
position key `pos:14164` · issuer key `iss:1136` SPONSORED ADR	TRIM	+$1.4M	−226,268	$23.1M	$24.4M	5,079,633	4,853,365
position key `pos:14419` · issuer key `iss:549` COM	ADD	−$1.3M	+25,615	$25.6M	$24.2M	150,802	176,417
position key `pos:11150` · issuer key `iss:1887` COM	TRIM	+$1.6M	−33,602	$22.0M	$23.6M	129,205	95,603
position key `pos:15134` · issuer key `iss:1844` COM NEW	ADD	+$4.7M	+63,486	$18.8M	$23.6M	389,893	453,379
position key `pos:11979` · issuer key `iss:57` COM CL A	ADD	+$12.2M	+93,268	$11.3M	$23.5M	92,959	186,227
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$2.4M	+16,900	$25.7M	$23.2M	224,226	241,126
position key `pos:16185` · issuer key `iss:647` COM	ADD	+$1.7M	+12,833	$21.4M	$23.1M	163,245	176,078
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$4.2M	+2,224	$18.8M	$23.0M	24,319	26,543
position key `pos:12791` · issuer key `iss:2307` ORD	ADD	+$3.0M	+7,777	$19.6M	$22.7M	338,439	346,216
position key `pos:14103` · issuer key `iss:803` COM	ADD	+$4.5M	+89,877	$17.7M	$22.2M	825,592	915,469
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$8.2M	+17,383	$13.9M	$22.1M	89,340	106,723
position key `pos:12696` · issuer key `iss:1845` COM	ADD	+$11.5M	+198,386	$10.4M	$21.9M	106,040	304,426
position key `pos:17240` · issuer key `iss:1468` COM NEW	TRIM	+$102K	−8,337	$21.7M	$21.8M	170,523	162,186
position key `pos:12883` · issuer key `iss:2178` SHS	ADD	+$20.3M	+169,423	$1.2M	$21.4M	11,922	181,345
position key `pos:13690` · issuer key `iss:2116` SHS	ADD	−$845K	+42,489	$21.9M	$21.1M	523,243	565,732
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$17.9M	−2,244	$38.5M	$20.6M	7,128	4,884
position key `pos:16784` · issuer key `iss:2268` COM STK	TRIM	+$1.0M	−126,746	$19.3M	$20.3M	397,857	271,111
position key `pos:12030` · issuer key `iss:525` COM	TRIM	−$3.3M	−5,112	$23.5M	$20.2M	25,383	20,271
position key `pos:18253` · issuer key `iss:1731` COM	TRIM	+$6.2M	−27,430	$13.8M	$20.0M	329,690	302,260
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$4.5M	+26,651	$15.2M	$19.7M	139,637	166,288
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$4.9M	−286	$14.7M	$19.6M	13,597	13,311
position key `pos:17290` · issuer key `iss:39` COM	ADD	−$5.3M	+9,798	$24.8M	$19.5M	70,347	80,145
position key `pos:10128` · issuer key `iss:1413` COM	ADD	+$11.9M	+11,750	$7.6M	$19.5M	9,983	21,733
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	−$19.6M	−175,725	$39.0M	$19.4M	233,046	57,321
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	−$2.8M	+7,757	$22.1M	$19.3M	89,584	97,341
position key `pos:17153` · issuer key `iss:386` COM	TRIM	+$5.2M	−42,152	$13.8M	$19.0M	433,065	390,913
position key `pos:13432` · issuer key `iss:411` COM	TRIM	−$210K	−13,416	$19.2M	$19.0M	40,185	26,769
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$1.2M	−21,849	$20.0M	$18.8M	119,519	97,670
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$7.6M	+62,488	$11.1M	$18.7M	246,488	308,976
position key `pos:16012` · issuer key `iss:1713` COM	ADD	+$2.9M	+21,614	$15.8M	$18.6M	186,405	208,019
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$680K	−2,190	$18.8M	$18.1M	23,629	21,439
position key `pos:15694` · issuer key `iss:72` SPONSORED ADS	TRIM	−$10.4M	−15,309	$28.4M	$18.0M	159,110	143,801
position key `pos:17594` · issuer key `iss:1808` COM NEW	TRIM	+$144K	−29,426	$17.3M	$17.4M	216,259	186,833
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$4.4M	+1,258	$21.8M	$17.4M	92,117	93,375
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$2.3M	+14,868	$15.0M	$17.4M	64,932	79,800
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$6.6M	+17,811	$10.7M	$17.2M	112,742	130,553
position key `pos:14773` · issuer key `iss:2228` ORD SHS	TRIM	−$923K	−261	$18.2M	$17.2M	82,691	82,430
position key `pos:12359` · issuer key `iss:566` COM NEW	ADD	+$3.6M	+19,385	$13.4M	$17.0M	236,085	255,470
position key `pos:14157` · issuer key `iss:149` COM	TRIM	−$15.2M	−107,014	$32.0M	$16.8M	156,082	49,068
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$3.9M	+2,131	$12.7M	$16.7M	66,082	68,213
position key `sid:sec:prov:4d83c7d84be020681d5dc38e6f186d1a` · issuer key `cusip6:88706T` SPONSORED ADR	TRIM	+$1.9M	−27,901	$14.4M	$16.3M	644,599	616,698
position key `pos:11239` · issuer key `iss:764` COM	ADD	+$4.9M	+63,559	$11.5M	$16.3M	136,181	199,740
position key `pos:14503` · issuer key `iss:1578` SPON ADS	TRIM	−$9.5M	−185,648	$25.8M	$16.3M	360,692	175,044
position key `pos:16532` · issuer key `iss:812` COM	ADD	+$6.4M	+56,048	$9.8M	$16.2M	161,150	217,198
position key `sid:sec:prov:0973086a2b6e1200b2cea90940c675c9` · issuer key `cusip6:98980A` SPONSORED ADS A	ADD	+$4.4M	+29,245	$11.8M	$16.2M	612,738	641,983

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 24

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$131K	$2.0M	$2.1M	14,028	14,028
position key `sid:sec:prov:d37cd84cdc3d3f283899fc5c135dc0ff` · issuer key `cusip6:858927` COM	NO CHANGE	+$150K	$723K	$873K	23,843	23,843
position key `pos:11895` · issuer key `iss:1013` 3YRTB ETF	NO CHANGE	−$19.8K	$791K	$771K	10,390	10,390
position key `pos:12749` · issuer key `iss:2014` COM	NO CHANGE	−$32.6K	$701K	$668K	14,905	14,905
position key `pos:17823` · issuer key `iss:153` COM	NO CHANGE	+$34.7K	$623K	$657K	16,215	16,215
position key `pos:15882` · issuer key `iss:726` COM	NO CHANGE	−$45.3K	$497K	$452K	4,178	4,178
position key `pos:17016` · issuer key `iss:1471` COM NEW	NO CHANGE	+$62.8K	$315K	$378K	7,166	7,166
position key `pos:12924` · issuer key `iss:687` COM	NO CHANGE	+$6.8K	$337K	$343K	11,311	11,311
position key `pos:11977` · issuer key `iss:816` COM SHS	NO CHANGE	−$28.1K	$321K	$293K	36,078	36,078
position key `pos:10326` · issuer key `iss:1518` COM	NO CHANGE	−$26.0K	$300K	$274K	8,283	8,283
position key `sid:sec:prov:7402e1442c66f971b31504cdbd4c3b6e` · issuer key `cusip6:318672` COM NEW	NO CHANGE	−$8.7K	$277K	$268K	12,545	12,545
position key `pos:13958` · issuer key `iss:1446` COMMON STOCK	NO CHANGE	+$21.1K	$234K	$255K	6,820	6,820
position key `pos:16061` · issuer key `iss:1935` COM	NO CHANGE	+$44.6K	$209K	$253K	3,867	3,867
position key `pos:14420` · issuer key `iss:1383` COM	NO CHANGE	+$16.0K	$227K	$243K	2,765	2,765
position key `pos:10762` · issuer key `iss:1038` COM	NO CHANGE	+$3.0K	$237K	$240K	8,240	8,240
position key `pos:10264` · issuer key `iss:787` COM	NO CHANGE	+$19.9K	$217K	$237K	11,642	11,642
position key `pos:14995` · issuer key `iss:911` COM	NO CHANGE	−$14.7K	$229K	$214K	5,467	5,467
position key `pos:17354` · issuer key `iss:308` CL A	NO CHANGE	−$78.0K	$292K	$214K	9,035	9,035
position key `pos:15656` · issuer key `iss:378` COM	NO CHANGE	−$53.6K	$266K	$212K	4,327	4,327
position key `pos:13019` · issuer key `iss:261` CL A	NO CHANGE	+$5.6K	$165K	$171K	17,483	17,483
position key `pos:14031` · issuer key `iss:140` COM	NO CHANGE	+$5.3K	$125K	$131K	12,370	12,370
position key `sid:sec:prov:c61da9e6980ff46f26e241591da24d58` · issuer key `cusip6:43940T` COM	NO CHANGE	+$4.4K	$120K	$124K	11,103	11,103
position key `pos:16795` · issuer key `iss:898` COM	NO CHANGE	+$34.6K	$68.2K	$103K	10,392	10,392
position key `pos:17780` · issuer key `iss:1423` COM	NO CHANGE	−$17.3K	$85.7K	$68.4K	14,161	14,161

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 1,225 issuers · $6.8B disclosed value over 1,239 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$332M

1,904,776

4.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$315M

1,241,972

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Crossmark Global Holdings, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$121M	420,573
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$106M	369,159

$227M

789,732

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$170M

459,204

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$136M

652,792

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$127M

410,027

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$87.0M

257,461

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$73.2M

524,989

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$70.6M

123,482

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$70.1M

238,214

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$64.2M

212,324

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$63.1M

395,133

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$61.5M

362,523

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$58.8M

456,861

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$58.6M

754,962

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$55.5M

149,278

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$53.6M

107,254

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$50.4M

662,531

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$50.3M

1,032,440

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$50.2M

533,839

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$47.9M

953,203

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$47.2M

98,456

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$46.8M

412,478

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$46.3M

227,824

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$46.3M

372,642

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN DIGITAL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$41.3M

152,664

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$41.2M

44,827

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$40.8M

423,967

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$38.6M

262,510

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO CO NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$38.5M

483,441

0.6%

—

JOHNSON CTLS INTL PLC

1 position · 2 reported rows

Rows Crossmark Global Holdings, Inc. reported for JOHNSON CTLS INTL PLC, as it reported them
JOHNSON CTLS INTL PLC · SHS CUSIP — src ↗	$29.7M	227,032
JOHNSON CTLS INTL PLC · SHS CUSIP — src ↗	$8.2M	62,690

ticker not yet mapped

$37.9M

289,722

0.6%

—

ASML HOLDING N V · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$37.1M

28,085

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HSBC HLDGS PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$36.7M

444,475

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$36.3M

295,814

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$36.1M

1,257,466

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$34.8M

211,669

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$33.9M

108,941

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$32.6M

107,678

0.5%

—

ABBOTT LABS · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$32.1M

313,084

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$31.8M

131,062

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$31.7M

365,762

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$31.7M

1,092,222

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER AND GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$31.0M

214,724

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.8M

96,814

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.8M

466,012

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.5M

92,733

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$29.8M

111,807

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows Crossmark Global Holdings, Inc. reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$16.2M	75,928
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$13.6M	63,425

$29.8M

139,353

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$29.5M

245,186

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$28.0M

289,979

0.4%

—

BANCO BILBAO VIZCAYA ARGENTA · SPONSORED ADR CUSIP 05946K101
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$27.2M

1,257,123

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.9M

374,436

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.2M

179,363

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$25.6M

244,495

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LLOYDS BANKING GROUP PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$24.4M

4,853,365

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D R HORTON INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$24.2M

176,417

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.6M

95,603

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP DEL · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.6M

453,379

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.5M

186,227

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.2M

241,126

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.1M

176,078

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.0M

26,543

0.3%

—

FLEX LTD · ORD CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$22.7M

346,216

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GAP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$22.2M

915,469

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$22.1M

106,723

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.9M

304,426

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POPULAR INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.8M

162,186

0.3%

—

NVENT ELECTRIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$21.4M

181,345

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENPACT LIMITED · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.1M

565,732

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.6M

4,884

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MILLICOM INTL CELLULAR S A · COM STK CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.3M

271,111

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHSL CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.2M

20,271

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNCOR ENERGY INC NEW

1 position · 2 reported rows

Rows Crossmark Global Holdings, Inc. reported for SUNCOR ENERGY INC NEW, as it reported them
SUNCOR ENERGY INC NEW · COM CUSIP — src ↗	$19.6M	297,119
SUNCOR ENERGY INC NEW · COM CUSIP — src ↗	$340K	5,141

$20.0M

302,260

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.7M

166,288

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.6M

13,311

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.5M

80,145

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.5M

21,733

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.4M

57,321

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.3M

97,341

0.3%

—

CANADIAN NAT RES LTD · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$19.0M

390,913

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.0M

26,769

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.8M

97,670

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.7M

308,976

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.6M

208,019

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.1M

21,439

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALIBABA GROUP HLDG LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.0M

143,801

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TORONTO DOMINION BK ONT · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.4M

186,833

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.4M

93,375

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.4M

79,800

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.2M

130,553

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.2M

82,430

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC DEL · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.0M

255,470

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.8M

49,068

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.7M

68,213

0.2%

—

TIM S A · SPONSORED ADR CUSIP 88706T108
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$16.3M

616,698

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORTINET INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.3M

199,740

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.3M

175,044

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MTRS CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.2M

217,198

0.2%

—

ZTO EXPRESS CAYMAN INC · SPONSORED ADS A CUSIP 98980A105
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$16.2M

641,983

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.1M

279,905

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 34.9%below median 80.0%
Concentration index: 94 bpsbelow median 446 bps
Positions with value: 1239 / 1239median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 34.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 94 · QoQ moves: 1,384

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Crossmark Global Holdings, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).