Crossmark Global Holdings, Inc.
Crossmark Global Holdings, Inc. is a privately owned, faith-based boutique investment management firm headquartered in Houston, Texas. It was established in 1987 and operates as a wholly owned indirect subsidiary of AGFinancial, serving institutional investors, financial advisors, and individual clients, including through managed and separately managed account platforms as well as as investment adviser to registered investment companies (Crossmark ETFs and Steward Funds). The firm employs approximately 55 people and is registered with the SEC as an investment adviser.
Investment Strategy
Crossmark Global implements a values-based investment approach, screening investments according to faith-driven values, and combining fundamental and quantitative analysis for security selection. Their strategies include large cap core, multi-factor models (using earnings quality, profitability, growth, and valuation), and positive value investing, with a strong emphasis on risk management and portfolio constraints. The firm offers both long-only and long-short equity strategies, provides full holdings transparency and daily liquidity, and integrates ESG and values-based factors sourced both from third-party providers and in-house research. Their investment philosophy seeks to deliver long-term capital appreciation while aligning with clients’ beliefs and ethical criteria.
Top Holdings
Equity Positions (1,304)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.12% | $255.2M | 1,615,070 | $30.56 | $157.99 | +$76.4M |
M MSFT | MICROSOFT CORP | 3.56% | $220.6M | 443,456 | $141.31 | $497.41 | +$47.3M |
A AAPL | APPLE INC | 3.13% | $194.1M | 946,092 | $73.97 | $205.17 | -$18.8M |
A AMZN | AMAZON COM INC | 1.93% | $119.3M | 543,815 | $95.49 | $219.39 | +$21.0M |
M META | META PLATFORMS INC | 1.65% | $102.1M | 138,265 | $260.76 | $738.09 | +$17.5M |