Campbell Newman Asset Management Inc Top Holdings and 13F Report (2026)

About Campbell Newman Asset Management Inc

Investment Activity

Campbell Newman Asset Management Inc has $1.23 billion in total holdings as of March 31, 2026.
Campbell Newman Asset Management Inc owns shares of 103 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 12.37% of the portfolio was purchased this quarter.
About 18.89% of the portfolio was sold this quarter.
This quarter, Campbell Newman Asset Management Inc has purchased 110 new stocks and bought additional shares in 59 stocks.
Campbell Newman Asset Management Inc sold shares of 27 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $78,720,689
KLA: $61,942,883
Broadcom: $60,700,792
Microsoft: $55,442,212
Amphenol: $47,215,605

Largest New Holdings this Quarter

526107107 - Lennox International: $17,555,253 Holding
53263P105 - Limbach: $1,952,577 Holding
01625V104 - Alignment Healthcare: $1,843,528 Holding
816850101 - Semtech: $1,611,384 Holding

Largest Purchases this Quarter

Motorola Solutions: 79,533 shares (about $34.51M)
PepsiCo: 182,282 shares (about $28.31M)
State Street: 166,089 shares (about $21.02M)
Starbucks: 216,171 shares (about $19.37M)
Lennox International: 37,824 shares (about $17.56M)

Largest Sales this Quarter

TE Connectivity plc: 139,429 shares (about $29.14M)
Arthur J. Gallagher & Co.: 114,673 shares (about $24.84M)
Abbott Laboratories: 235,133 shares (about $24.14M)
Deere & Company: 30,116 shares (about $16.96M)
KLA: 8,887 shares (about $13.09M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$78,720,689	$8,623,035 â–¼	-9.9%	310,180	6.4%	Computer and Technology
KLAC KLA	$61,942,883	$13,085,322 â–¼	-17.4%	42,069	5.0%	Computer and Technology
AVGO Broadcom	$60,700,792	$11,116,980 â–¼	-15.5%	196,119	4.9%	Computer and Technology
MSFT Microsoft	$55,442,212	$12,107,520 â–¼	-17.9%	149,775	4.5%	Computer and Technology
APH Amphenol	$47,215,605	$442,351 â–²	0.9%	373,689	3.8%	Computer and Technology
ETN Eaton	$44,056,718	$2,040,865 â–²	4.9%	123,177	3.6%	Industrials
WEC WEC Energy Group	$43,500,420	$472,341 â–²	1.1%	375,749	3.5%	Utilities
RTX RTX	$42,826,851	$415,699 â–²	1.0%	222,016	3.5%	Aerospace
STT State Street	$42,126,382	$21,020,224 â–²	99.6%	332,857	3.4%	Finance
WMB Williams Companies	$41,698,792	$16,338,164 â–²	64.4%	572,943	3.4%	Energy
ADI Analog Devices	$40,040,146	$683,683 â–¼	-1.7%	125,857	3.2%	Computer and Technology
ABBV AbbVie	$35,970,347	$571,997 â–²	1.6%	165,389	2.9%	Medical
MSI Motorola Solutions	$35,443,632	$34,514,936 â–²	3,716.5%	81,673	2.9%	Computer and Technology
LOW Lowe's Companies	$34,585,783	$372,142 â–²	1.1%	146,376	2.8%	Retail/Wholesale
ICE Intercontinental Exchange	$34,228,846	$466,650 â–²	1.4%	217,630	2.8%	Finance
TXN Texas Instruments	$33,836,726	$458,171 â–²	1.4%	174,290	2.7%	Computer and Technology
EMR Emerson Electric	$33,067,090	$341,569 â–²	1.0%	252,382	2.7%	Industrials
PEP PepsiCo	$29,774,683	$28,306,571 â–²	1,928.1%	191,736	2.4%	Consumer Staples
NDAQ Nasdaq	$29,548,596	$330,222 â–²	1.1%	348,081	2.4%	Finance
LLY Eli Lilly and Company	$28,631,520	$9,587,682 â–¼	-25.1%	31,129	2.3%	Medical
WFC Wells Fargo & Company	$27,254,882	$411,663 â–²	1.5%	342,355	2.2%	Finance
V Visa	$25,068,108	$353,319 â–¼	-1.4%	82,941	2.0%	Business Services
MA Mastercard	$23,831,800	$173,882 â–²	0.7%	47,696	1.9%	Business Services
SYK Stryker	$20,659,795	$112,707 â–¼	-0.5%	62,874	1.7%	Medical
SBUX Starbucks	$20,547,467	$19,366,760 â–²	1,640.3%	229,350	1.7%	Retail/Wholesale
MCO Moody's	$20,528,616	$204,165 â–²	1.0%	47,057	1.7%	Finance
J Jacobs Solutions	$19,737,182	$12,692,743 â–¼	-39.1%	155,069	1.6%	Business Services
VMC Vulcan Materials	$18,022,448	$129,887 â–²	0.7%	66,186	1.5%	Construction
LII Lennox International	$17,555,253	$17,555,253 â–²	New Holding	37,824	1.4%	Construction
CTSH Cognizant Technology Solutions	$14,565,676	$239,327 â–²	1.7%	237,419	1.2%	Computer and Technology
INTU Intuit	$12,958,861	$115,445 â–¼	-0.9%	29,971	1.1%	Computer and Technology
AMZN Amazon.com	$7,233,425	$9,955,305 â–¼	-57.9%	34,731	0.6%	Retail/Wholesale
MOD Modine Manufacturing	$6,754,634	$96,436 â–²	1.4%	31,169	0.5%	Auto/Tires/Trucks
MTZ MasTec	$5,841,511	$1,276,342 â–¼	-17.9%	18,156	0.5%	Construction
GOOG Alphabet	$5,705,072	$4,543,863 â–¼	-44.3%	19,888	0.5%	Computer and Technology
GOOGL Alphabet	$5,626,111	$4,564,727 â–¼	-44.8%	19,565	0.5%	Computer and Technology
CW Curtiss-Wright	$5,318,185	$420,932 â–¼	-7.3%	7,808	0.4%	Aerospace
DY Dycom Industries	$4,911,196	$74,202 â–²	1.5%	14,495	0.4%	Construction
ONTO Onto Innovation	$4,759,880	$88,590 â–²	1.9%	23,211	0.4%	Computer and Technology
NVDA NVIDIA	$4,728,682		0.0%	27,114	0.4%	Computer and Technology
FN Fabrinet	$4,613,366	$855,293 â–¼	-15.6%	8,846	0.4%	Computer and Technology
MEDP Medpace	$4,411,986	$71,548 â–²	1.6%	9,188	0.4%	Medical
ENSG The Ensign Group	$3,845,628	$63,876 â–²	1.7%	19,085	0.3%	Medical
DigitalOcean Holdings, Inc.	$3,842,344	$96,588 â–²	2.6%	44,793	0.3%	COMMON STOCKS
RMBS Rambus	$3,532,994	$62,028 â–²	1.8%	41,067	0.3%	Computer and Technology
AEIS Advanced Energy Industries	$3,089,303	$77,128 â–²	2.6%	9,573	0.3%	Computer and Technology
MGY Magnolia Oil & Gas	$3,056,955	$54,679 â–²	1.8%	96,831	0.2%	Energy
APG APi Group	$3,020,928	$50,407 â–²	1.7%	74,554	0.2%	Business Services
EVR Evercore	$2,993,160	$51,642 â–²	1.8%	10,027	0.2%	Finance
LNTH Lantheus	$2,670,375	$44,751 â–²	1.7%	35,206	0.2%	Medical
PLUS ePlus	$2,522,230	$42,366 â–²	1.7%	33,518	0.2%	Computer and Technology
META Meta Platforms	$2,476,179	$5,149 â–¼	-0.2%	4,328	0.2%	Computer and Technology
TJX TJX Companies	$2,435,585		0.0%	15,251	0.2%	Retail/Wholesale
EXLS ExlService	$2,377,688	$42,630 â–²	1.8%	78,085	0.2%	Computer and Technology
HALO Halozyme Therapeutics	$2,335,082	$38,972 â–²	1.7%	36,130	0.2%	Medical
SUPN Supernus Pharmaceuticals	$2,316,126	$38,147 â–²	1.7%	44,808	0.2%	Medical
CPRX Catalyst Pharmaceuticals	$2,289,706	$38,601 â–²	1.7%	92,476	0.2%	Medical
VSEC VSE	$2,202,842	$54,029 â–²	2.5%	11,946	0.2%	Construction
AMSC American Superconductor	$2,177,807	$40,248 â–²	1.9%	64,337	0.2%	Computer and Technology
LRN Stride	$2,097,212	$35,533 â–²	1.7%	23,786	0.2%	Consumer Discretionary
LMB Limbach	$1,952,577	$1,952,577 â–²	New Holding	25,017	0.2%	Construction
YOU CLEAR Secure	$1,918,585	$36,356 â–²	1.9%	39,632	0.2%	Computer and Technology
TMUS T-Mobile US	$1,883,339		0.0%	8,967	0.2%	Computer and Technology
OLLI Ollie's Bargain Outlet	$1,880,009	$31,017 â–²	1.7%	20,426	0.2%	Consumer Staples
BOOT Boot Barn	$1,858,626	$32,492 â–²	1.8%	12,699	0.2%	Retail/Wholesale
ALHC Alignment Healthcare	$1,843,528	$1,843,528 â–²	New Holding	104,627	0.1%	Medical
SPY SPDR S&P 500 ETF Trust	$1,811,847	$1,282,470 â–²	242.3%	2,786	0.1%	Finance
AAON AAON	$1,758,107	$31,031 â–²	1.8%	21,246	0.1%	Construction
AMD Advanced Micro Devices	$1,735,665		0.0%	8,532	0.1%	Computer and Technology
PTC PTC	$1,697,341	$28,925 â–²	1.7%	11,912	0.1%	Computer and Technology
HD Home Depot	$1,661,552	$1,095,861 â–¼	-39.7%	5,052	0.1%	Retail/Wholesale
SMTC Semtech	$1,611,384	$1,611,384 â–²	New Holding	20,957	0.1%	Computer and Technology
CCS Century Communities	$1,505,709	$25,247 â–²	1.7%	26,241	0.1%	Construction
AJG Arthur J. Gallagher & Co.	$1,463,864	$24,835,875 â–¼	-94.4%	6,759	0.1%	Finance
LAD Lithia Motors	$1,430,396	$22,974 â–²	1.6%	5,728	0.1%	Retail/Wholesale
RDNT RadNet	$1,424,524	$35,770 â–²	2.6%	25,488	0.1%	Medical
KNF Knife River	$1,423,078	$29,966 â–²	2.2%	17,429	0.1%	Construction
SFM Sprouts Farmers Market	$1,306,659	$26,610 â–²	2.1%	16,941	0.1%	Retail/Wholesale
TMO Thermo Fisher Scientific	$1,294,198		0.0%	2,633	0.1%	Medical
TMDX TransMedics Group	$1,217,574	$20,777 â–²	1.7%	12,248	0.1%	Medical
SKWD Skyward Specialty Insurance Group	$1,186,524	$36,953 â–²	3.2%	27,164	0.1%	Finance
ORCL Oracle	$1,135,542		0.0%	7,719	0.1%	Computer and Technology
Fiserv, Inc.	$1,054,006	$1,228 â–¼	-0.1%	18,889	0.1%	COMMON STOCKS
Primo Brands Corp.	$1,035,669	$21,805 â–²	2.2%	55,001	0.1%	COMMON STOCKS
POOL Pool	$979,277	$11,128 â–²	1.1%	4,840	0.1%	Consumer Discretionary
MC Moelis & Company	$961,077	$16,872 â–²	1.8%	16,861	0.1%	Finance
VITL Vital Farms	$951,067	$16,054 â–²	1.7%	67,356	0.1%	Consumer Staples
TT Trane Technologies	$931,414	$45,008 â–²	5.1%	2,235	0.1%	Construction
XOM ExxonMobil	$870,865		0.0%	5,133	0.1%	Energy
ORLY O'Reilly Automotive	$739,403		0.0%	8,010	0.1%	Retail/Wholesale
HON Honeywell International	$731,659	$527,780 â–¼	-41.9%	3,237	0.1%	Multi-Sector Conglomerates
VRTX Vertex Pharmaceuticals	$724,288		0.0%	1,622	0.1%	Medical
DIS Walt Disney	$719,766	$780,389 â–¼	-52.0%	7,468	0.1%	Consumer Discretionary
NKE NIKE	$702,400	$2,271 â–¼	-0.3%	13,298	0.1%	Consumer Discretionary
CORT Corcept Therapeutics	$695,388	$12,899 â–²	1.9%	17,251	0.1%	Medical
TE Connectivity plc	$516,279	$29,143,427 â–¼	-98.3%	2,470	0.0%	COMMON STOCKS
COST Costco Wholesale	$503,197		0.0%	505	0.0%	Retail/Wholesale
JCI Johnson Controls International	$471,420		0.0%	3,600	0.0%	Construction
DE Deere & Company	$467,539	$16,964,343 â–¼	-97.3%	830	0.0%	Industrials
BA Boeing	$446,623		0.0%	2,244	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

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Campbell Newman Asset Management Inc Top Holdings and 13F Report (2026)

About Campbell Newman Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Campbell Newman Asset Management Inc Top Holdings and 13F Report (2026)

About Campbell Newman Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCampbell Newman Asset Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools