Campbell Newman Asset Management Inc Top Holdings and 13F Report (2025) About Campbell Newman Asset Management IncInvestment ActivityCampbell Newman Asset Management Inc has $1.18 billion in total holdings as of March 31, 2025.Campbell Newman Asset Management Inc owns shares of 105 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 11.46% of the portfolio was sold this quarter.This quarter, Campbell Newman Asset Management Inc has purchased 103 new stocks and bought additional shares in 26 stocks.Campbell Newman Asset Management Inc sold shares of 54 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $77,206,887Microsoft $69,726,816Broadcom $45,739,725Eli Lilly and Company $45,680,256Visa $44,876,436 Largest New Holdings this Quarter 92939U106 - WEC Energy Group $23,219,061 Holding192446102 - Cognizant Technology Solutions $18,428,085 Holding631103108 - Nasdaq $18,268,529 Holding032095101 - Amphenol $17,779,875 Holding78462F103 - SPDR S&P 500 ETF Trust $971,660 Holding Largest Purchases this Quarter WEC Energy Group 213,058 shares (about $23.22M)Cognizant Technology Solutions 240,890 shares (about $18.43M)Nasdaq 240,819 shares (about $18.27M)Amphenol 271,076 shares (about $17.78M)Abbott Laboratories 120,325 shares (about $15.96M) Largest Sales this Quarter ConocoPhillips 258,130 shares (about $27.11M)Home Depot 51,969 shares (about $19.05M)Analog Devices 70,487 shares (about $14.22M)Broadcom 51,021 shares (about $8.54M)Arthur J. Gallagher & Co. 15,672 shares (about $5.41M) 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 PortfolioSectorAAPLApple$77,206,887$2,663,341 ▼-3.3%347,5756.6%Computer and TechnologyMSFTMicrosoft$69,726,816$2,688,919 ▼-3.7%185,7455.9%Computer and TechnologyAVGOBroadcom$45,739,725$8,542,451 ▼-15.7%273,1873.9%Computer and TechnologyLLYEli Lilly and Company$45,680,256$3,634,830 ▼-7.4%55,3093.9%MedicalVVisa$44,876,436$83,760 ▲0.2%128,0503.8%Business ServicesMAMastercard$43,762,449$81,670 ▲0.2%79,8413.7%Business ServicesAJGArthur J. Gallagher & Co.$43,324,513$5,410,601 ▼-11.1%125,4913.7%FinanceKLACKLA$42,896,060$698,834 ▼-1.6%63,1013.6%Computer and TechnologySYKStryker$39,809,558$39,831 ▲0.1%106,9433.4%MedicalICEIntercontinental Exchange$37,548,450$74,175 ▲0.2%217,6723.2%FinanceTE Connectivity plc$35,636,240$76,313 ▲0.2%252,1673.0%COMMON STOCKSABBVAbbVie$34,386,003$64,951 ▲0.2%164,1182.9%MedicalLOWLowe's Companies$34,159,116$73,934 ▲0.2%146,4612.9%Retail/WholesaleABTAbbott Laboratories$32,078,484$15,961,111 ▲99.0%241,8282.7%MedicalJJacobs Solutions$30,758,647$190,885 ▲0.6%254,4352.6%Business ServicesRTXRTX$29,481,598$53,381 ▲0.2%222,5702.5%AerospaceUNHUnitedHealth Group$28,621,366$46,614 ▲0.2%54,6472.4%MedicalEMREmerson Electric$27,729,820$53,395 ▲0.2%252,9172.4%IndustrialsADIAnalog Devices$26,006,355$14,215,113 ▼-35.3%128,9552.2%Computer and TechnologyACNAccenture$23,922,547$14,042 ▲0.1%76,6652.0%Computer and TechnologyWECWEC Energy Group$23,219,061$23,219,061 ▲New Holding213,0582.0%UtilitiesTXNTexas Instruments$22,520,202$46,363 ▲0.2%125,3211.9%Computer and TechnologyMCOMoody's$21,944,710$27,941 ▲0.1%47,1231.9%FinanceEOGEOG Resources$19,861,555$313,419 ▲1.6%154,8781.7%EnergyCTSHCognizant Technology Solutions$18,428,085$18,428,085 ▲New Holding240,8901.6%Computer and TechnologyNDAQNasdaq$18,268,529$18,268,529 ▲New Holding240,8191.6%FinanceAPHAmphenol$17,779,875$17,779,875 ▲New Holding271,0761.5%Computer and TechnologyHONHoneywell International$17,692,983$121,121 ▼-0.7%83,5561.5%Multi-Sector ConglomeratesZTSZoetis$16,505,833$502,841 ▲3.1%100,2481.4%MedicalAMZNAmazon.com$15,717,759$780,066 ▼-4.7%82,6121.3%Retail/WholesaleVMCVulcan Materials$15,063,948$807,218 ▲5.7%64,5691.3%ConstructionDEDeere & Company$14,690,186$36,609 ▲0.2%31,2991.2%IndustrialsSPGIS&P Global$11,627,360$21,848 ▲0.2%22,8841.0%Business ServicesIFFInternational Flavors & Fragrances$10,607,036$693,445 ▼-6.1%136,6710.9%Basic MaterialsMCDMcDonald's$7,248,233$530,092 ▼-6.8%23,2040.6%Retail/WholesaleGOOGAlphabet$5,588,1910.0%35,7690.5%Computer and TechnologyGOOGLAlphabet$5,496,6790.0%35,5450.5%Computer and TechnologyCOPConocoPhillips$4,519,851$27,108,814 ▼-85.7%43,0380.4%EnergyFIFiserv$4,189,808$129,848 ▼-3.0%18,9730.4%Business ServicesCORTCorcept Therapeutics$3,767,547$1,843,739 ▼-32.9%32,9850.3%MedicalJNJJohnson & Johnson$3,748,150$545,945 ▼-12.7%22,6010.3%MedicalHDHome Depot$3,540,293$19,046,117 ▼-84.3%9,6600.3%Retail/WholesaleEXLSExlService$3,484,240$923,428 ▼-21.0%73,8030.3%Business ServicesLNTHLantheus$3,259,450$15,030 ▼-0.5%33,3960.3%MedicalMTZMasTec$3,247,572$15,289 ▼-0.5%27,8260.3%ConstructionFNFabrinet$3,089,846$13,826 ▼-0.4%15,6440.3%Computer and TechnologyNVDANVIDIA$2,964,7350.0%27,3550.3%Computer and TechnologyLRNStride$2,854,473$13,409 ▼-0.5%22,5650.2%Consumer DiscretionaryMEDPMedpace$2,658,725$13,406 ▼-0.5%8,7260.2%MedicalMETAMeta Platforms$2,610,334$435,152 ▼-14.3%4,5290.2%Computer and TechnologyCWCurtiss-Wright$2,580,991$12,691 ▼-0.5%8,1350.2%AerospaceSFMSprouts Farmers Market$2,458,725$10,532 ▼-0.4%16,1080.2%Retail/WholesaleTMUST-Mobile US$2,401,9900.0%9,0060.2%Computer and TechnologyENSGThe Ensign Group$2,343,952$10,740 ▼-0.5%18,1140.2%MedicalMGYMagnolia Oil & Gas$2,321,293$6,820 ▼-0.3%91,8960.2%EnergyOLLIOllie's Bargain Outlet$2,254,940$10,589 ▼-0.5%19,3790.2%Consumer StaplesHALOHalozyme Therapeutics$2,187,790$5,551 ▼-0.3%34,2860.2%MedicalNSCNorfolk Southern$2,170,7300.0%9,1650.2%TransportationONTOOnto Innovation$2,129,396$9,222 ▼-0.4%17,5490.2%Computer and TechnologyCPRXCatalyst Pharmaceuticals$2,127,574$9,458 ▼-0.4%87,7350.2%MedicalAMGNAmgen$2,106,7010.0%6,7620.2%MedicalDYDycom Industries$2,098,484$9,902 ▼-0.5%13,7750.2%ConstructionRMBSRambus$2,012,960$8,646 ▼-0.4%38,8790.2%Computer and TechnologyVITLVital Farms$1,946,728$8,989 ▼-0.5%63,8900.2%Consumer StaplesCIENCiena$1,943,006$9,185 ▼-0.5%32,1530.2%Computer and TechnologyPLUSePlus$1,941,303$8,788 ▼-0.5%31,8090.2%Computer and TechnologyEVREvercore$1,898,787$8,788 ▼-0.5%9,5070.2%FinanceTJXTJX Companies$1,863,4180.0%15,2990.2%Retail/WholesaleMODModine Manufacturing$1,854,817$6,293 ▼-0.3%24,1670.2%Auto/Tires/TrucksPTCPTC$1,750,780$8,367 ▼-0.5%11,2990.1%Computer and TechnologyAPGAPi Group$1,688,909$7,867 ▼-0.5%47,2290.1%Business ServicesCCSCentury Communities$1,669,985$7,649 ▼-0.5%24,8880.1%ConstructionLADLithia Motors$1,597,445$7,045 ▼-0.4%5,4420.1%Retail/WholesaleAAONAAON$1,571,429$6,719 ▼-0.4%20,1130.1%ConstructionDISWalt Disney$1,536,2660.0%15,5650.1%Consumer DiscretionaryPOOLPool$1,498,792$637 ▼0.0%4,7080.1%Consumer DiscretionaryBACBank of America$1,433,4260.0%34,3500.1%FinanceCSCOCisco Systems$1,427,9690.0%23,1400.1%Computer and TechnologyPEPPepsiCo$1,417,5330.0%9,4540.1%Consumer StaplesSUPNSupernus Pharmaceuticals$1,393,709$6,419 ▼-0.5%42,5560.1%MedicalNVEENV5 Global$1,358,207$6,321 ▼-0.5%70,4830.1%Business ServicesTMOThermo Fisher Scientific$1,315,6540.0%2,6440.1%MedicalSBUXStarbucks$1,308,6190.0%13,3410.1%Retail/WholesaleBOOTBoot Barn$1,291,953$5,479 ▼-0.4%12,0260.1%Retail/WholesaleAMSCAmerican Superconductor$1,099,756$7,637 ▲0.7%60,6260.1%Computer and TechnologyHSYHershey$1,091,000$545,757 ▼-33.3%6,3790.1%Consumer StaplesORCLOracle$1,085,7640.0%7,7660.1%Computer and TechnologyMTDRMatador Resources$990,533$6,335 ▲0.6%19,3880.1%EnergySPYSPDR S&P 500 ETF Trust$971,660$971,660 ▲New Holding1,7370.1%FinanceMCMoelis & Company$930,433$3,210 ▼-0.3%15,9430.1%FinanceAMDAdvanced Micro Devices$879,2490.0%8,5580.1%Computer and TechnologyNKENIKE$863,518$2,476 ▲0.3%13,6030.1%Consumer DiscretionaryLGIHLGI Homes$817,847$6,846 ▲0.8%12,3040.1%FinanceBLKBBlackbaud$811,676$3,909 ▼-0.5%13,0810.1%Computer and TechnologyVRTXVertex Pharmaceuticals$790,7410.0%1,6310.1%MedicalTMDXTransMedics Group$781,726$11,168 ▲1.4%11,6190.1%MedicalORLYO'Reilly Automotive$764,998$94,550 ▼-11.0%5340.1%Retail/WholesaleMKTXMarketAxess$714,394$1,731 ▲0.2%3,3020.1%FinancePGProcter & Gamble$707,2430.0%4,1500.1%Consumer StaplesXOMExxon Mobil$610,468$29,733 ▼-4.6%5,1330.1%EnergyShowing largest 100 holdings. 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