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CAMPBELL NEWMAN ASSET MANAGEMENT INC13F | |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | |
| Last update 2025-07-17 | 106 Stocks (6 new) |
| Value $1.25 Bil | Turnover 7 % |
CAMPBELL NEWMAN ASSET MANAGEME... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 179,757 | 89,412.9 | -3.22% | 7.120 | -0.19% | 0.000 | +42.44% | +21.60% | 3,794,982.6 | Software | |
AVGO | Broadcom Inc | 251,939 | 69,447.0 | -7.78% | 5.530 | -0.30% | 0.010 | +74.39% | +25.40% | 1,360,126.2 | Semiconductors | |
AAPL | Apple Inc | 337,915 | 69,330.1 | -2.78% | 5.520 | -0.18% | 0.000 | +10.69% | -14.53% | 3,189,246.9 | Hardware | |
KLAC | KLA Corp | 61,189 | 54,809.5 | -3.03% | 4.370 | -0.11% | 0.050 | +52.10% | +50.19% | 124,571.4 | Semiconductors | |
APH | Amphenol Corp | 449,521 | 44,390.2 | +65.83% | 3.540 | +1.41% | 0.040 | +63.46% | +50.05% | 125,508.0 | Hardware | |
V | Visa Inc | 123,797 | 43,954.2 | -3.32% | 3.500 | -0.13% | 0.010 | +10.40% | +12.01% | 689,234.0 | Credit Services | |
MA | Mastercard Inc | 77,083 | 43,316.0 | -3.45% | 3.450 | -0.13% | 0.010 | +9.33% | +6.07% | 504,975.4 | Credit Services | |
SYK | Stryker Corp | 102,951 | 40,730.6 | -3.73% | 3.240 | -0.13% | 0.030 | +15.23% | +8.94% | 149,231.6 | Medical Devices & Instruments | |
AJG | Arthur J. Gallagher & Co | 120,880 | 38,696.1 | -3.67% | 3.080 | -0.14% | 0.050 | -2.08% | +10.40% | 79,924.4 | Insurance | |
ICE | Intercontinental Exchange Inc | 209,783 | 38,488.9 | -3.62% | 3.070 | -0.12% | 0.040 | +17.53% | +22.63% | 104,242.2 | Capital Markets |
CAMPBELL NEWMAN ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns
CAMPBELL NEWMAN ASSET MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -2.43% | 274.35 ($384.44) 599.47 | $283.64 | -26.22% | Sold Out | 0 | -54,647 | |
ACN | Accenture PLC | 2025-06-30 | Sold Out Sold Out | -2.03% | 279.23 ($304.68) 323.21 | $283.03 | -7.11% | Sold Out | 0 | -76,665 | |
ETN | Eaton Corp PLC | 2025-06-30 | New Buy New Buy | +1.79% | 246.52 ($307.39) 356.99 | $376.86 | 22.60% | New holding | 62,768 | 62,768 | |
APH | Amphenol Corp | 2025-06-30 | Add Add | +1.41% | 59.09 ($81.52) 98.75 | $103.69 | 27.19% | Add 65.83% | 449,521 | 178,445 | |
TEL | TE Connectivity PLC | 2025-06-30 | Reduce Reduce | -1.37% | 122 ($151.65) 169.05 | $180.53 | 19.04% | Reduce -45.25% | 138,071 | -114,096 | |
WEC | WEC Energy Group Inc | 2025-06-30 | Add Add | +1.23% | 102.24 ($106.44) 109.76 | $108.62 | 2.05% | Add 69.62% | 361,394 | 148,336 | |
LLY | Eli Lilly and Co | 2025-06-30 | Reduce Reduce | -1.00% | 713.71 ($777.85) 898.95 | $764.51 | -1.71% | Reduce -25.88% | 40,995 | -14,314 | |
TXN | Texas Instruments Inc | 2025-06-30 | Add Add | +0.74% | 145.61 ($177.56) 207.62 | $215.61 | 21.43% | Add 35.64% | 169,980 | 44,659 | |
NDAQ | Nasdaq Inc | 2025-06-30 | Add Add | +0.67% | 66.4 ($79.77) 89.42 | $89.78 | 12.55% | Add 38.81% | 334,274 | 93,455 | |
COP | ConocoPhillips | 2025-06-30 | Reduce Reduce | -0.36% | 82.66 ($90.21) 106.1 | $91.40 | 1.32% | Reduce -94.31% | 2,451 | -40,587 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC Total Holding History ($B)
CAMPBELL NEWMAN ASSET MANAGEMENT INC's Asset Allocation
CAMPBELL NEWMAN ASSET MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CAMPBELL NEWMAN ASSET MANAGEMENT INC's Hypothetical Growth since 2025-06-30
CAMPBELL NEWMAN ASSET MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CAMPBELL NEWMAN ASSET MANAGEMENT INC's Holdings Heat Map
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CAMPBELL NEWMAN ASSET MANAGEMENT INC's Holdings Bubble Chart
CAMPBELL NEWMAN ASSET MANAGEMENT INC News
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