Campbell Newman Asset Management Inc Top Holdings and 13F Report (2025) About Campbell Newman Asset Management IncInvestment ActivityCampbell Newman Asset Management Inc has $1.26 billion in total holdings as of June 30, 2025.Campbell Newman Asset Management Inc owns shares of 106 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.82% of the portfolio was purchased this quarter.About 9.70% of the portfolio was sold this quarter.This quarter, Campbell Newman Asset Management Inc has purchased 105 new stocks and bought additional shares in 40 stocks.Campbell Newman Asset Management Inc sold shares of 44 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $89,412,929Broadcom $69,447,028Apple $69,330,090KLA $54,809,475Amphenol $44,390,199 Largest New Holdings this Quarter G29183103 - Eaton $22,407,548 Holding741623102 - Primo Brands Corp. $1,655,580 Holding830940102 - Skyward Specialty Insurance Group $1,563,277 Holding498894104 - Knife River $1,445,926 HoldingG8994E103 - Trane Technologies $986,360 Holding Largest Purchases this Quarter Eaton 62,768 shares (about $22.41M)Amphenol 178,445 shares (about $17.62M)WEC Energy Group 148,336 shares (about $15.46M)Texas Instruments 44,659 shares (about $9.27M)Nasdaq 93,455 shares (about $8.36M) Largest Sales this Quarter TE Connectivity plc 114,096 shares (about $19.24M)Eli Lilly and Company 14,314 shares (about $11.16M)Broadcom 21,248 shares (about $5.86M)ConocoPhillips 40,587 shares (about $3.64M)Microsoft 5,988 shares (about $2.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCampbell Newman Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$89,412,929$2,978,491 ▼-3.2%179,7577.1%Computer and TechnologyAVGOBroadcom$69,447,028$5,857,015 ▼-7.8%251,9395.5%Computer and TechnologyAAPLApple$69,330,090$1,981,944 ▼-2.8%337,9155.5%Computer and TechnologyKLACKLA$54,809,475$1,712,656 ▼-3.0%61,1894.4%Computer and TechnologyAPHAmphenol$44,390,199$17,621,444 ▲65.8%449,5213.5%Computer and TechnologyVVisa$43,954,149$1,510,028 ▼-3.3%123,7973.5%Business ServicesMAMastercard$43,316,040$1,549,831 ▼-3.5%77,0833.5%Business ServicesSYKStryker$40,730,564$1,579,357 ▼-3.7%102,9513.2%MedicalAJGArthur J. Gallagher & Co.$38,696,106$1,476,073 ▼-3.7%120,8803.1%FinanceICEIntercontinental Exchange$38,488,919$1,447,396 ▼-3.6%209,7833.1%FinanceWECWEC Energy Group$37,657,217$15,456,596 ▲69.6%361,3943.0%UtilitiesTXNTexas Instruments$35,291,338$9,272,125 ▲35.6%169,9802.8%Computer and TechnologyJJacobs Solutions$32,737,097$708,384 ▼-2.1%249,0462.6%Business ServicesEMREmerson Electric$32,437,189$1,284,235 ▼-3.8%243,2852.6%IndustrialsLLYEli Lilly and Company$31,956,832$11,158,192 ▼-25.9%40,9952.5%MedicalABTAbbott Laboratories$31,860,258$1,030,821 ▼-3.1%234,2492.5%MedicalRTXRTX$31,351,052$1,148,592 ▼-3.5%214,7042.5%AerospaceLOWLowe's Companies$31,282,413$1,212,966 ▼-3.7%140,9942.5%Retail/WholesaleNDAQNasdaq$29,890,781$8,356,746 ▲38.8%334,2742.4%FinanceADIAnalog Devices$29,846,756$847,113 ▼-2.8%125,3962.4%Computer and TechnologyABBVAbbVie$29,452,791$1,010,698 ▼-3.3%158,6732.3%MedicalTE Connectivity plc$23,288,436$19,244,573 ▼-45.2%138,0711.9%COMMON STOCKSMCOMoody's$22,819,837$816,589 ▼-3.5%45,4951.8%FinanceETNEaton$22,407,548$22,407,548 ▲New Holding62,7681.8%IndustrialsHONHoneywell International$18,727,744$730,777 ▼-3.8%80,4181.5%Multi-Sector ConglomeratesCTSHCognizant Technology Solutions$18,543,621$253,052 ▼-1.3%237,6471.5%Computer and TechnologyAMZNAmazon.com$18,108,451$15,796 ▼-0.1%82,5401.4%Retail/WholesaleEOGEOG Resources$17,926,588$598,410 ▼-3.2%149,8751.4%EnergyVMCVulcan Materials$16,652,053$188,834 ▼-1.1%63,8451.3%ConstructionDEDeere & Company$15,319,294$595,951 ▼-3.7%30,1271.2%IndustrialsZTSZoetis$14,906,965$726,728 ▼-4.6%95,5881.2%MedicalSPGIS&P Global$11,725,348$341,157 ▼-2.8%22,2370.9%FinanceIFFInternational Flavors & Fragrances$10,052,1520.0%136,6710.8%Basic MaterialsMCDMcDonald's$6,779,5130.0%23,2040.5%Retail/WholesaleGOOGAlphabet$6,345,0630.0%35,7690.5%Computer and TechnologyGOOGLAlphabet$6,251,935$12,160 ▼-0.2%35,4760.5%Computer and TechnologyFNFabrinet$4,394,858$215,116 ▼-4.7%14,9140.4%Computer and TechnologyMTZMasTec$4,363,178$379,207 ▼-8.0%25,6010.3%ConstructionNVDANVIDIA$4,306,807$15,009 ▼-0.3%27,2600.3%Computer and TechnologyCWCurtiss-Wright$4,256,248$281,893 ▲7.1%8,7120.3%AerospaceDYDycom Industries$3,605,974$239,502 ▲7.1%14,7550.3%ConstructionLRNStride$3,509,387$233,175 ▲7.1%24,1710.3%Consumer DiscretionaryEXLSExlService$3,464,752$232,919 ▲7.2%79,1220.3%Computer and TechnologyJNJJohnson & Johnson$3,452,3030.0%22,6010.3%MedicalFIFiserv$3,264,756$6,379 ▼-0.2%18,9360.3%Business ServicesMETAMeta Platforms$3,206,263$136,547 ▼-4.1%4,3440.3%Computer and TechnologyHDHome Depot$3,073,910$467,833 ▼-13.2%8,3840.2%Retail/WholesaleENSGThe Ensign Group$2,992,798$198,533 ▲7.1%19,4010.2%MedicalMEDPMedpace$2,933,963$195,221 ▲7.1%9,3480.2%MedicalLNTHLantheus$2,928,214$194,417 ▲7.1%35,7710.2%MedicalSFMSprouts Farmers Market$2,840,863$188,842 ▲7.1%17,2550.2%Retail/WholesaleCIENCiena$2,801,168$186,164 ▲7.1%34,4420.2%Computer and TechnologyEVREvercore$2,749,410$182,268 ▲7.1%10,1820.2%FinanceOLLIOllie's Bargain Outlet$2,735,753$181,988 ▲7.1%20,7600.2%Consumer StaplesRMBSRambus$2,667,265$178,232 ▲7.2%41,6630.2%Computer and TechnologyVITLVital Farms$2,636,039$174,996 ▲7.1%68,4330.2%Consumer StaplesCORTCorcept Therapeutics$2,595,424$174,325 ▲7.2%35,3600.2%MedicalAPGAPi Group$2,581,905$170,864 ▲7.1%50,5760.2%Business ServicesMODModine Manufacturing$2,500,324$119,875 ▲5.0%25,3840.2%Auto/Tires/TrucksPLUSePlus$2,456,303$162,874 ▲7.1%34,0680.2%Computer and TechnologyAMSCAmerican Superconductor$2,385,254$160,886 ▲7.2%65,0110.2%Computer and TechnologyNSCNorfolk Southern$2,345,9650.0%9,1650.2%TransportationMGYMagnolia Oil & Gas$2,212,482$146,660 ▲7.1%98,4200.2%EnergyTMUST-Mobile US$2,141,243$4,527 ▼-0.2%8,9870.2%Computer and TechnologyPTCPTC$2,084,969$137,700 ▲7.1%12,0980.2%Computer and TechnologyCPRXCatalyst Pharmaceuticals$2,039,106$135,256 ▲7.1%93,9680.2%MedicalLADLithia Motors$1,968,139$129,723 ▲7.1%5,8260.2%Retail/WholesaleBOOTBoot Barn$1,958,368$130,416 ▲7.1%12,8840.2%Retail/WholesaleDISWalt Disney$1,930,2160.0%15,5650.2%Consumer DiscretionaryHALOHalozyme Therapeutics$1,910,435$126,877 ▲7.1%36,7250.2%MedicalONTOOnto Innovation$1,897,484$126,263 ▲7.1%18,8000.2%Computer and TechnologyAMGNAmgen$1,888,0180.0%6,7620.2%MedicalTJXTJX Companies$1,885,569$3,705 ▼-0.2%15,2690.2%Retail/WholesaleNVEENV5 Global$1,743,110$115,658 ▲7.1%75,4920.1%Business ServicesORCLOracle$1,693,071$4,810 ▼-0.3%7,7440.1%Computer and TechnologyTMDXTransMedics Group$1,667,486$110,424 ▲7.1%12,4430.1%MedicalPrimo Brands Corp.$1,655,580$1,655,580 ▲New Holding55,8940.1%COMMON STOCKSBACBank of America$1,625,4420.0%34,3500.1%FinanceCSCOCisco Systems$1,605,4530.0%23,1400.1%Computer and TechnologyAAONAAON$1,589,239$105,905 ▲7.1%21,5490.1%ConstructionSKWDSkyward Specialty Insurance Group$1,563,277$1,563,277 ▲New Holding27,0510.1%FinanceCCSCentury Communities$1,501,491$99,799 ▲7.1%26,6600.1%ConstructionKNFKnife River$1,445,926$1,445,926 ▲New Holding17,7110.1%ConstructionSUPNSupernus Pharmaceuticals$1,436,524$95,159 ▲7.1%45,5750.1%MedicalPOOLPool$1,427,086$54,798 ▲4.0%4,8960.1%Consumer DiscretionaryPEPPepsiCo$1,248,3060.0%9,4540.1%Consumer StaplesSBUXStarbucks$1,216,297$6,139 ▼-0.5%13,2740.1%Retail/WholesaleAMDAdvanced Micro Devices$1,211,684$2,696 ▼-0.2%8,5390.1%Computer and TechnologyTMOThermo Fisher Scientific$1,069,603$2,433 ▼-0.2%2,6380.1%MedicalMCMoelis & Company$1,064,862$71,294 ▲7.2%17,0870.1%FinanceHSYHershey$1,058,5950.0%6,3790.1%Consumer StaplesMTDRMatador Resources$990,715$65,520 ▲7.1%20,7610.1%EnergyTTTrane Technologies$986,360$986,360 ▲New Holding2,2550.1%ConstructionMSIMotorola Solutions$953,183$953,183 ▲New Holding2,2670.1%Computer and TechnologyNKENIKE$949,592$16,765 ▼-1.7%13,3670.1%Consumer DiscretionaryMKTXMarketAxess$789,514$52,039 ▲7.1%3,5350.1%FinanceVRTXVertex Pharmaceuticals$723,895$2,226 ▼-0.3%1,6260.1%MedicalORLYO'Reilly Automotive$721,941$673,812 ▲1,400.0%8,0100.1%Retail/WholesaleCARRCarrier Global$694,4270.0%9,4880.1%ConstructionLGIHLGI Homes$678,879$44,977 ▲7.1%13,1770.1%FinanceShowing largest 100 holdings. 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