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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 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
MSFT | Microsoft Corp | 185,745 | 69,726.8 | -3.71% | 5.920 | -0.24% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
AVGO | Broadcom Inc | 273,187 | 45,739.7 | -15.74% | 3.880 | -0.95% | 0.010 | +57.36% | +21.83% | 1,321,393.1 | Semiconductors | |
LLY | Eli Lilly and Co | 55,309 | 45,680.3 | -7.37% | 3.880 | -0.27% | 0.010 | +2.13% | +0.35% | 692,827.5 | Drug Manufacturers | |
V | Visa Inc | 128,050 | 44,876.4 | +0.19% | 3.810 | +0.01% | 0.010 | +3.51% | +10.17% | 677,903.7 | Credit Services | |
MA | Mastercard Inc | 79,841 | 43,762.4 | +0.19% | 3.710 | +0.01% | 0.010 | +6.52% | +4.98% | 499,772.1 | Credit Services | |
AJG | Arthur J. Gallagher & Co | 125,491 | 43,324.5 | -11.10% | 3.680 | -0.36% | 0.050 | -8.01% | +8.95% | 78,879.7 | Insurance | |
KLAC | KLA Corp | 63,101 | 42,896.1 | -1.60% | 3.640 | -0.05% | 0.050 | +38.83% | +49.32% | 123,848.1 | Semiconductors | |
SYK | Stryker Corp | 106,943 | 39,809.6 | +0.10% | 3.380 | 0% | 0.030 | +12.87% | +8.97% | 149,269.8 | Medical Devices & Instruments | |
ICE | Intercontinental Exchange Inc | 217,672 | 37,548.4 | +0.20% | 3.190 | +0.01% | 0.040 | +12.71% | +21.32% | 103,132.3 | 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 | $92.55 | -7.20% | 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 | $81.52 | -12.69% | 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 | $104.79 | 2.60% | New holding | 213,058 | 213,058 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -1.63% | 347.25 ($389.72) 424.87 | $358.64 | -7.97% | 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 | $74.31 | -8.72% | New holding | 240,890 | 240,890 | |
NDAQ | Nasdaq Inc | 2025-03-31 | New Buy New Buy | +1.55% | 72.17 ($78.69) 83.76 | $88.43 | 12.38% | New holding | 240,819 | 240,819 | |
APH | Amphenol Corp | 2025-03-31 | New Buy New Buy | +1.51% | 61.62 ($68.22) 78.55 | $99.44 | 45.76% | New holding | 271,076 | 271,076 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -1.48% | 33.19 ($36.08) 38.23 | $34.72 | -3.77% | Sold Out | 0 | -488,050 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +1.35% | 111.1 ($127.27) 140.22 | $131.49 | 3.32% | Add 99.03% | 241,828 | 120,325 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -1.21% | 201.56 ($216.11) 243.82 | $240.42 | 11.25% | Reduce -35.34% | 128,955 | -70,487 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC Total Holding History ($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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