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CAMPBELL NEWMAN ASSET MANAGEMENT INC13F | |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | |
| Last update 2025-04-16 | 105 Stocks (5 new) |
| Value $1.18 Bil | Turnover 8 % |
CAMPBELL NEWMAN ASSET MANAGEME... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 347,575 | 77,206.9 | -3.33% | 6.550 | -0.24% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
MSFT | Microsoft Corp | 185,745 | 69,726.8 | -3.71% | 5.920 | -0.24% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
AVGO | Broadcom Inc | 273,187 | 45,739.7 | -15.74% | 3.880 | -0.95% | 0.010 | +54.88% | +19.52% | 1,296,276.6 | Semiconductors | |
LLY | Eli Lilly and Co | 55,309 | 45,680.3 | -7.37% | 3.880 | -0.27% | 0.010 | +6.18% | +3.93% | 717,596.0 | Drug Manufacturers | |
V | Visa Inc | 128,050 | 44,876.4 | +0.19% | 3.810 | +0.01% | 0.010 | +4.74% | +11.27% | 684,701.8 | Credit Services | |
MA | Mastercard Inc | 79,841 | 43,762.4 | +0.19% | 3.710 | +0.01% | 0.010 | +8.06% | +5.49% | 502,187.6 | Credit Services | |
AJG | Arthur J. Gallagher & Co | 125,491 | 43,324.5 | -11.10% | 3.680 | -0.36% | 0.050 | -7.84% | +11.55% | 80,759.1 | Insurance | |
KLAC | KLA Corp | 63,101 | 42,896.1 | -1.60% | 3.640 | -0.05% | 0.050 | +37.93% | +46.98% | 121,905.4 | Semiconductors | |
SYK | Stryker Corp | 106,943 | 39,809.6 | +0.10% | 3.380 | 0% | 0.030 | +11.00% | +9.21% | 149,602.3 | Medical Devices & Instruments | |
ICE | Intercontinental Exchange Inc | 217,672 | 37,548.4 | +0.20% | 3.190 | +0.01% | 0.040 | +14.09% | +22.69% | 104,296.7 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
COP | ConocoPhillips | 2025-03-31 | Reduce Reduce | -2.07% | 88.6 ($99.73) 105.85 | $94.17 | -5.58% | Reduce -85.71% | 43,038 | -258,130 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -1.98% | 83.01 ($93.37) 101.02 | $83.67 | -10.39% | Sold Out | 0 | -246,988 | |
WEC | WEC Energy Group Inc | 2025-03-31 | New Buy New Buy | +1.97% | 92.12 ($102.13) 108.98 | $105.85 | 3.64% | New holding | 213,058 | 213,058 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -1.63% | 347.25 ($389.72) 424.87 | $370.11 | -5.03% | Reduce -84.33% | 9,660 | -51,969 | |
CTSH | Cognizant Technology Solutions Corp | 2025-03-31 | New Buy New Buy | +1.56% | 75.32 ($81.41) 90.7 | $75.39 | -7.39% | New holding | 240,890 | 240,890 | |
NDAQ | Nasdaq Inc | 2025-03-31 | New Buy New Buy | +1.55% | 72.17 ($78.69) 83.76 | $89.66 | 13.94% | New holding | 240,819 | 240,819 | |
APH | Amphenol Corp | 2025-03-31 | New Buy New Buy | +1.51% | 61.62 ($68.22) 78.55 | $100.21 | 46.89% | New holding | 271,076 | 271,076 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -1.48% | 33.19 ($36.08) 38.23 | $35.64 | -1.22% | Sold Out | 0 | -488,050 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +1.35% | 111.1 ($127.27) 140.22 | $132.03 | 3.74% | Add 99.03% | 241,828 | 120,325 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -1.21% | 201.56 ($216.11) 243.82 | $243.46 | 12.66% | Reduce -35.34% | 128,955 | -70,487 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC Total Holding History ($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 2025-03-31
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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