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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 | +22.31% | -15.69% | 3,145,634.3 | Hardware | |
MSFT | Microsoft Corp | 185,745 | 69,726.8 | -3.71% | 5.920 | -0.24% | 0.000 | +39.96% | +17.97% | 3,681,487.6 | Software | |
AVGO | Broadcom Inc | 273,187 | 45,739.7 | -15.74% | 3.880 | -0.95% | 0.010 | +76.41% | +19.09% | 1,291,620.2 | Semiconductors | |
LLY | Eli Lilly and Co | 55,309 | 45,680.3 | -7.37% | 3.880 | -0.27% | 0.010 | +9.22% | +2.92% | 710,611.6 | Drug Manufacturers | |
V | Visa Inc | 128,050 | 44,876.4 | +0.19% | 3.810 | +0.01% | 0.010 | +15.39% | +12.74% | 693,707.5 | Credit Services | |
MA | Mastercard Inc | 79,841 | 43,762.4 | +0.19% | 3.710 | +0.01% | 0.010 | +17.41% | +7.17% | 510,882.5 | Credit Services | |
AJG | Arthur J. Gallagher & Co | 125,491 | 43,324.5 | -11.10% | 3.680 | -0.36% | 0.050 | +1.23% | +11.32% | 80,590.1 | Insurance | |
KLAC | KLA Corp | 63,101 | 42,896.1 | -1.60% | 3.640 | -0.05% | 0.050 | +54.38% | +47.22% | 122,101.8 | Semiconductors | |
SYK | Stryker Corp | 106,943 | 39,809.6 | +0.10% | 3.380 | 0% | 0.030 | +16.36% | +9.28% | 149,703.5 | Medical Devices & Instruments | |
ICE | Intercontinental Exchange Inc | 217,672 | 37,548.4 | +0.20% | 3.190 | +0.01% | 0.040 | +20.09% | +22.54% | 104,164.8 | 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 | $95.98 | -3.76% | 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 | $82.19 | -11.97% | 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 | $103.20 | 1.05% | New holding | 213,058 | 213,058 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -1.63% | 347.25 ($389.72) 424.87 | $369.51 | -5.18% | 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 | $80.84 | -0.70% | New holding | 240,890 | 240,890 | |
NDAQ | Nasdaq Inc | 2025-03-31 | New Buy New Buy | +1.55% | 72.17 ($78.69) 83.76 | $89.09 | 13.22% | New holding | 240,819 | 240,819 | |
APH | Amphenol Corp | 2025-03-31 | New Buy New Buy | +1.51% | 61.62 ($68.22) 78.55 | $97.30 | 42.63% | New holding | 271,076 | 271,076 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -1.48% | 33.19 ($36.08) 38.23 | $35.88 | -0.57% | Sold Out | 0 | -488,050 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +1.35% | 111.1 ($127.27) 140.22 | $133.99 | 5.28% | Add 99.03% | 241,828 | 120,325 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -1.21% | 201.56 ($216.11) 243.82 | $246.96 | 14.28% | Reduce -35.34% | 128,955 | -70,487 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC Total Holding History ($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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