Campbell Newman Asset Management Inc Top Holdings and 13F Report (2025) About Campbell Newman Asset Management IncInvestment ActivityCampbell Newman Asset Management Inc has $1.37 billion in total holdings as of September 30, 2025.Campbell Newman Asset Management Inc owns shares of 105 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Campbell Newman Asset Management Inc has purchased 106 new stocks and bought additional shares in 79 stocks.Campbell Newman Asset Management Inc sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $94,216,141Apple $87,340,489Broadcom $76,924,785KLA $62,863,014Amphenol $50,726,363 Largest New Holdings this Quarter 91680M107 - Upstart $1,114,704 Holding Largest Purchases this Quarter Eaton 60,154 shares (about $22.51M)Apple 5,094 shares (about $1.30M)Upstart 21,943 shares (about $1.11M)Microsoft 2,145 shares (about $1.11M)WEC Energy Group 8,039 shares (about $921.19K) Largest Sales this Quarter Broadcom 18,770 shares (about $6.19M)Amphenol 39,611 shares (about $4.90M)KLA 2,907 shares (about $3.14M)Fabrinet 837 shares (about $305.19K)MasTec 1,347 shares (about $286.66K) 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$94,216,141$1,111,003 ▲1.2%181,9026.9%Computer and TechnologyAAPLApple$87,340,489$1,297,087 ▲1.5%343,0096.4%Computer and TechnologyAVGOBroadcom$76,924,785$6,192,411 ▼-7.5%233,1695.6%Computer and TechnologyKLACKLA$62,863,014$3,135,493 ▼-4.8%58,2824.6%Computer and TechnologyAPHAmphenol$50,726,363$4,901,861 ▼-8.8%409,9103.7%Computer and TechnologyETNEaton$46,003,559$22,512,635 ▲95.8%122,9223.4%IndustrialsMAMastercard$44,694,833$849,234 ▲1.9%78,5763.3%Business ServicesVVisa$43,035,410$773,567 ▲1.8%126,0633.1%Business ServicesWECWEC Energy Group$42,333,286$921,188 ▲2.2%369,4333.1%UtilitiesSYKStryker$38,829,058$771,132 ▲2.0%105,0372.8%MedicalAJGArthur J. Gallagher & Co.$38,219,438$778,067 ▲2.1%123,3922.8%FinanceJJacobs Solutions$38,138,021$815,988 ▲2.2%254,4912.8%Business ServicesABBVAbbVie$37,477,182$738,147 ▲2.0%161,8612.7%MedicalRTXRTX$36,598,387$671,997 ▲1.9%218,7202.7%AerospaceLOWLowe's Companies$36,189,963$756,696 ▲2.1%144,0052.6%Retail/WholesaleICEIntercontinental Exchange$36,080,497$736,258 ▲2.1%214,1532.6%FinanceEMREmerson Electric$32,576,323$662,197 ▲2.1%248,3332.4%IndustrialsABTAbbott Laboratories$32,027,917$652,557 ▲2.1%239,1212.3%MedicalTXNTexas Instruments$31,914,881$684,396 ▲2.2%173,7052.3%Computer and TechnologyLLYEli Lilly and Company$31,606,512$327,327 ▲1.0%41,4242.3%MedicalADIAnalog Devices$31,320,608$510,810 ▲1.7%127,4752.3%Computer and TechnologyTE Connectivity plc$30,959,218$648,492 ▲2.1%141,0252.3%COMMON STOCKSNDAQNasdaq$30,232,564$666,029 ▲2.3%341,8042.2%FinanceMCOMoody's$22,083,895$406,437 ▲1.9%46,3481.6%FinanceVMCVulcan Materials$20,070,667$430,668 ▲2.2%65,2451.5%ConstructionAMZNAmazon.com$18,134,506$11,198 ▲0.1%82,5911.3%Retail/WholesaleHONHoneywell International$17,282,261$354,272 ▲2.1%82,1011.3%Multi-Sector ConglomeratesEOGEOG Resources$17,103,495$299,473 ▲1.8%152,5461.3%EnergyCTSHCognizant Technology Solutions$16,261,815$322,808 ▲2.0%242,4601.2%Computer and TechnologyZTSZoetis$14,255,095$268,644 ▲1.9%97,4241.0%MedicalDEDeere & Company$14,067,161$291,275 ▲2.1%30,7641.0%IndustrialsSPGIS&P Global$11,020,088$197,118 ▲1.8%22,6420.8%FinanceGOOGAlphabet$8,701,554$9,986 ▼-0.1%35,7280.6%Computer and TechnologyGOOGLAlphabet$8,634,912$10,696 ▲0.1%35,5200.6%Computer and TechnologyIFFInternational Flavors & Fragrances$8,410,7330.0%136,6710.6%Basic MaterialsMCDMcDonald's$7,051,4640.0%23,2040.5%Retail/WholesaleMTZMasTec$5,161,494$286,655 ▼-5.3%24,2540.4%ConstructionFNFabrinet$5,132,756$305,187 ▼-5.6%14,0770.4%Computer and TechnologyNVDANVIDIA$5,101,657$15,486 ▲0.3%27,3430.4%Computer and TechnologyCIENCiena$5,038,143$20,976 ▲0.4%34,5860.4%Computer and TechnologyMEDPMedpace$4,826,420$20,052 ▲0.4%9,3870.4%MedicalCWCurtiss-Wright$4,749,096$19,003 ▲0.4%8,7470.3%AerospaceMODModine Manufacturing$4,495,526$886,936 ▲24.6%31,6230.3%Auto/Tires/TrucksRMBSRambus$4,360,874$19,590 ▲0.5%41,8510.3%Computer and TechnologyDYDycom Industries$4,322,424$17,506 ▲0.4%14,8150.3%ConstructionJNJJohnson & Johnson$4,190,6770.0%22,6010.3%MedicalAMSCAmerican Superconductor$3,882,027$21,024 ▲0.5%65,3650.3%Computer and TechnologyLRNStride$3,615,072$15,043 ▲0.4%24,2720.3%Consumer DiscretionaryEXLSExlService$3,500,385$16,643 ▲0.5%79,5000.3%Computer and TechnologyEVREvercore$3,449,772$15,179 ▲0.4%10,2270.3%FinanceHDHome Depot$3,397,1130.0%8,3840.2%Retail/WholesaleENSGThe Ensign Group$3,365,560$13,649 ▲0.4%19,4800.2%MedicalMETAMeta Platforms$3,198,225$8,078 ▲0.3%4,3550.2%Computer and TechnologyCORTCorcept Therapeutics$2,952,898$14,129 ▲0.5%35,5300.2%MedicalVITLVital Farms$2,827,993$11,975 ▲0.4%68,7240.2%Consumer StaplesNSCNorfolk Southern$2,753,2580.0%9,1650.2%TransportationHALOHalozyme Therapeutics$2,704,633$11,221 ▲0.4%36,8780.2%MedicalOLLIOllie's Bargain Outlet$2,677,140$11,556 ▲0.4%20,8500.2%Consumer StaplesAPGAPi Group$2,615,385$877,088 ▲50.5%76,0950.2%Business ServicesPTCPTC$2,466,084$9,948 ▲0.4%12,1470.2%Computer and TechnologyFIFiserv$2,446,060$4,641 ▲0.2%18,9720.2%Business ServicesONTOOnto Innovation$2,439,674$10,338 ▲0.4%18,8800.2%Computer and TechnologyPLUSePlus$2,429,252$10,083 ▲0.4%34,2100.2%Computer and TechnologyMGYMagnolia Oil & Gas$2,359,120$9,834 ▲0.4%98,8320.2%EnergyTJXTJX Companies$2,214,208$7,227 ▲0.3%15,3190.2%Retail/WholesaleORCLOracle$2,187,485$9,562 ▲0.4%7,7780.2%Computer and TechnologySUPNSupernus Pharmaceuticals$2,186,870$8,841 ▲0.4%45,7600.2%MedicalTMUST-Mobile US$2,158,489$7,181 ▲0.3%9,0170.2%Computer and TechnologyBOOTBoot Barn$2,145,080$9,943 ▲0.5%12,9440.2%Retail/WholesaleAAONAAON$2,022,696$9,157 ▲0.5%21,6470.1%ConstructionAMGNAmgen$1,908,2360.0%6,7620.1%MedicalSFMSprouts Farmers Market$1,885,395$8,051 ▲0.4%17,3290.1%Retail/WholesaleCPRXCatalyst Pharmaceuticals$1,859,010$7,841 ▲0.4%94,3660.1%MedicalLADLithia Motors$1,847,652$6,636 ▲0.4%5,8470.1%Retail/WholesaleLNTHLantheus$1,842,593$7,899 ▲0.4%35,9250.1%MedicalDISWalt Disney$1,782,1930.0%15,5650.1%Consumer DiscretionaryBACBank of America$1,772,1170.0%34,3500.1%FinanceCCSCentury Communities$1,696,668$7,224 ▲0.4%26,7740.1%ConstructionCSCOCisco Systems$1,583,2390.0%23,1400.1%Computer and TechnologyPOOLPool$1,524,924$6,822 ▲0.4%4,9180.1%Consumer DiscretionaryTMDXTransMedics Group$1,402,276$6,171 ▲0.4%12,4980.1%MedicalAMDAdvanced Micro Devices$1,386,702$5,177 ▲0.4%8,5710.1%Computer and TechnologyKNFKnife River$1,368,209$6,765 ▲0.5%17,7990.1%ConstructionPEPPepsiCo$1,327,7200.0%9,4540.1%Consumer StaplesSKWDSkyward Specialty Insurance Group$1,299,149$12,603 ▲1.0%27,3160.1%FinanceTMOThermo Fisher Scientific$1,283,848$4,365 ▲0.3%2,6470.1%MedicalPrimo Brands Corp.$1,241,158$5,901 ▲0.5%56,1610.1%COMMON STOCKSMCMoelis & Company$1,223,709$5,064 ▲0.4%17,1580.1%FinanceHSYHershey$1,193,1920.0%6,3790.1%Consumer StaplesSBUXStarbucks$1,121,881$1,100 ▼-0.1%13,2610.1%Retail/WholesaleUPSTUpstart$1,114,704$1,114,704 ▲New Holding21,9430.1%FinanceMSIMotorola Solutions$1,042,621$5,945 ▲0.6%2,2800.1%Computer and TechnologyTTTrane Technologies$956,161$4,642 ▲0.5%2,2660.1%ConstructionMTDRMatador Resources$936,521$3,729 ▲0.4%20,8440.1%EnergyNKENIKE$934,870$2,789 ▲0.3%13,4070.1%Consumer DiscretionaryORLYO'Reilly Automotive$863,5580.0%8,0100.1%Retail/WholesaleVRTXVertex Pharmaceuticals$639,940$3,133 ▲0.5%1,6340.0%MedicalPGProcter & Gamble$637,6480.0%4,1500.0%Consumer StaplesMKTXMarketAxess$618,239$2,265 ▲0.4%3,5480.0%FinanceXOMExxon Mobil$578,7460.0%5,1330.0%EnergyShowing largest 100 holdings. 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