Campbell Newman Asset Management Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ePlus Inc	—	$2.89M	32,955	0.2%
HOME DEPOT, INC.	—	$2.88M	8,384	0.2%
Meta Platforms Inc	—	$2.86M	4,337	0.2%
APi Group Corp	—	$2.80M	73,310	0.2%
NORFOLK SOUTHERN CORP	—	$2.65M	9,165	0.2%
Halozyme Therapeutics Inc	—	$2.39M	35,527	0.2%
TJX Cos Inc/The	—	$2.34M	15,251	0.2%
Lantheus Holdings, Inc.	—	$2.30M	34,616	0.2%
AMGEN INC	—	$2.21M	6,762	0.2%
Ollie's Bargain Outlet Holdings, Inc.	—	$2.20M	20,089	0.2%
Boot Barn Holdings, Inc.	—	$2.20M	12,477	0.2%
Supernus Pharmaceuticals Inc	—	$2.19M	44,070	0.2%
CATALYST PHARMACEUTICALS, INC.	—	$2.12M	90,917	0.2%
Vital Farms, Inc.	—	$2.12M	66,219	0.2%
DigitalOcean Holdings, Inc.	—	$2.10M	43,667	0.2%
Magnolia Oil & Gas Corp	—	$2.08M	95,099	0.2%
PTC Inc	—	$2.04M	11,709	0.1%
VSE CORP	—	$2.01M	11,653	0.1%
ADVANCED ENERGY INDUSTRIES INC	—	$1.95M	9,334	0.1%
BANK OF AMERICA CORP /DE	—	$1.89M	34,350	0.1%
LITHIA MOTORS INC	—	$1.87M	5,636	0.1%
ADVANCED MICRO DEVICES INC	—	$1.83M	8,532	0.1%
T-Mobile US, Inc.TMUS	Common Stock	$1.82M	8,967	0.1%
AMERICAN SUPERCONDUCTOR CORP /DE	—	$1.82M	63,148	0.1%
CISCO SYSTEMS, INC.	—	$1.78M	23,140	0.1%
RadNet, Inc.	—	$1.77M	24,848	0.1%
Walt Disney Co	—	$1.77M	15,565	0.1%
AAON, INC.	—	$1.59M	20,871	0.1%
Century Communities, Inc.	—	$1.53M	25,801	0.1%
THERMO FISHER SCIENTIFIC INC.	—	$1.53M	2,633	0.1%
Stride, Inc.	—	$1.52M	23,383	0.1%
Oracle Corp.	—	$1.50M	7,719	0.1%
TransMedics Group, Inc.	—	$1.46M	12,039	0.1%
Clear Secure, Inc.	—	$1.36M	38,881	0.1%
PEPSICO INC	—	$1.36M	9,454	0.1%
Skyward Specialty Insurance Group, Inc.	—	$1.35M	26,318	0.1%
Sprouts Farmers Market, Inc.	—	$1.32M	16,596	0.1%
FISERV INC	—	$1.27M	18,911	0.1%
Knife River Corp	—	$1.20M	17,062	0.1%
HERSHEY CO	—	$1.16M	6,379	0.1%
Moelis & Co	—	$1.14M	16,565	0.1%
STARBUCKS CORP	—	$1.11M	13,179	0.1%
POOL CORP	—	$1.09M	4,785	0.1%
HONEYWELL INTERNATIONAL INC	—	$1.09M	5,572	0.1%
Upstart Holdings, INC.	—	$920.3K	21,045	0.1%
Primo Brands Corp	—	$880.3K	53,843	0.1%
NIKE, Inc.	—	$850.0K	13,341	0.1%
Trane Technologies plc	—	$827.8K	2,127	0.1%
Motorola Solutions, Inc.	—	$820.3K	2,140	0.1%
Vertex Pharmaceuticals, Inc.	—	$735.4K	1,622	0.1%