CN

CAMPBELL NEWMAN ASSET MANAGEMENT INC

13F
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Last update 2025-07-17 106 Stocks (6 new)
Value $1.25 Bil Turnover 7 %
Countries:
CAMPBELL NEWMAN ASSET MANAGEME... Top Holdings of 2025-06-30 View Full List
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 View Full List
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)

To

CAMPBELL NEWMAN ASSET MANAGEMENT INC's Asset Allocation

To

CAMPBELL NEWMAN ASSET MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

CAMPBELL NEWMAN ASSET MANAGEMENT INC's Holdings Bubble Chart

CAMPBELL NEWMAN ASSET MANAGEMENT INC News

  • 1

Discussions on CAMPBELL NEWMAN ASSET MANAGEMENT INC

No discussions yet.