Institutions / Campbell Newman Asset Management Inc
Campbell Newman Asset Management Inc
CIK 874791 · Institution · as of Dec 31, 2025
Portfolio value
$1.37B
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $93.56M | 6.8% |
| Microsoft Corp | $88.25M | 6.5% |
| Broadcom Inc. | $80.31M | 5.9% |
| Kla Corp | $61.92M | 4.5% |
| Amphenol Corp /De | $50.03M | 3.7% |
| ELI LILLY & Co | $44.66M | 3.3% |
| RTX Corp | $40.32M | 3.0% |
| Wec Energy Group, Inc. | $39.20M | 2.9% |
| Eaton Corp plc | $37.42M | 2.7% |
| AbbVie Inc. | $37.19M | 2.7% |
| Lowes Companies Inc | $34.92M | 2.6% |
| Intercontinental Exchange, Inc. | $34.77M | 2.5% |
| Analog Devices Inc | $34.72M | 2.5% |
| Jacobs Solutions Inc. | $33.75M | 2.5% |
| NASDAQ, Inc. | $33.43M | 2.4% |
| Emerson Electric Co | $33.15M | 2.4% |
| TE Connectivity PLC | $32.28M | 2.4% |
| Wells Fargo & COMPANY/MN | $31.43M | 2.3% |
| Arthur J. Gallagher & Co. | $31.43M | 2.3% |
| Texas Instruments Inc | $29.83M | 2.2% |
| Abbott Laboratories | $29.77M | 2.2% |
| Visa Inc | $29.50M | 2.2% |
| Mastercard Inc | $27.03M | 2.0% |
| Moody's Corp | $23.80M | 1.7% |
| Stryker Corp | $22.22M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.