CAMPBELL NEWMAN ASSET MANAGEMENT INC
CIK: 0000874791SEC EDGAR →
Portfolio Value
$1.4T
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple, Inc. | 344,157 | $93.6B | 6.85% |
| 2 | Microsoft Corp. | 182,483 | $88.3B | 6.46% |
| 3 | Broadcom, Inc. | 232,037 | $80.3B | 5.88% |
| 4 | KLA Corp. | 50,956 | $61.9B | 4.53% |
| 5 | Amphenol Corp. | 370,188 | $50.0B | 3.66% |
| 6 | Eli Lilly & Co. | 41,553 | $44.7B | 3.27% |
| 7 | RTX Corp. | 219,861 | $40.3B | 2.95% |
| 8 | WEC Energy Group, Inc. | 371,669 | $39.2B | 2.87% |
| 9 | Eaton Corp. plc | 117,471 | $37.4B | 2.74% |
| 10 | AbbVie, Inc. | 162,759 | $37.2B | 2.72% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (110)
$93.6B · 344K shares
$88.3B · 182K shares
$80.3B · 232K shares
$61.9B · 51K shares
$50.0B · 370K shares
$44.7B · 42K shares
$40.3B · 220K shares
$39.2B · 372K shares
$37.4B · 117K shares
$37.2B · 163K shares
$34.9B · 145K shares
$34.8B · 215K shares
$34.7B · 128K shares
$33.7B · 255K shares
$33.4B · 344K shares
$33.1B · 250K shares
$32.3B · 142K shares
$31.4B · 337K shares
$31.4B · 121K shares
$29.8B · 172K shares
$29.8B · 238K shares
$29.5B · 84K shares
$27.0B · 47K shares
$23.8B · 47K shares
$22.2B · 63K shares
$21.5B · 167K shares
$20.9B · 348K shares
$20.0B · 30K shares
$19.4B · 234K shares
$19.0B · 83K shares
$18.7B · 66K shares
$14.4B · 31K shares
$11.9B · 23K shares
$11.2B · 36K shares
$11.1B · 35K shares
$9.2B · 137K shares
$7.1B · 23K shares
$5.1B · 9K shares
$5.1B · 27K shares
$4.8B · 14K shares
$4.8B · 22K shares
$4.8B · 10K shares
$4.7B · 23K shares
$4.6B · 8K shares
$4.1B · 31K shares
$3.7B · 40K shares
$3.6B · 23K shares
$3.4B · 10K shares
$3.3B · 19K shares
$3.3B · 77K shares
$2.9B · 33K shares
$2.9B · 8K shares
$2.9B · 4K shares
$2.8B · 73K shares
$2.6B · 9K shares
$2.4B · 36K shares
$2.3B · 15K shares
$2.3B · 35K shares
$2.2B · 7K shares
$2.2B · 20K shares
$2.2B · 12K shares
$2.2B · 44K shares
$2.1B · 91K shares
$2.1B · 66K shares
$2.1B · 44K shares
$2.1B · 95K shares
$2.0B · 12K shares
$2.0B · 12K shares
$2.0B · 9K shares
$1.9B · 34K shares
$1.9B · 6K shares
$1.8B · 9K shares
$1.8B · 9K shares
$1.8B · 63K shares
$1.8B · 23K shares
$1.8B · 25K shares
$1.8B · 16K shares
$1.6B · 21K shares
$1.5B · 26K shares
$1.5B · 3K shares
$1.5B · 23K shares
$1.5B · 8K shares
$1.5B · 12K shares
$1.4B · 39K shares
$1.4B · 9K shares
$1.3B · 26K shares
$1.3B · 17K shares
$1.3B · 19K shares
$1.2B · 17K shares
$1.2B · 6K shares
$1.1B · 17K shares
$1.1B · 13K shares
$1.1B · 5K shares
$1.1B · 6K shares
$920.0M · 21K shares
$880.0M · 54K shares
$849.0M · 13K shares
$827.0M · 2K shares
$820.0M · 2K shares
$735.0M · 2K shares
$730.0M · 8K shares
$617.0M · 5K shares
$594.0M · 4K shares
$589.0M · 17K shares
$555.0M · 814 shares
$501.0M · 9K shares
$487.0M · 2K shares
$435.0M · 505 shares
$431.0M · 4K shares
$229.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $542.6B | 39.7% |
| Financial Services | 16 | $254.6B | 18.6% |
| Industrials | 20 | $190.6B | 13.9% |
| Healthcare | 16 | $163.6B | 12.0% |
| Consumer Cyclical | 12 | $78.7B | 5.8% |
| Utilities | 1 | $39.2B | 2.9% |
| Basic Materials | 3 | $29.2B | 2.1% |
| Communication Services | 5 | $28.8B | 2.1% |
| Energy | 4 | $23.9B | 1.7% |
| Consumer Defensive | 9 | $11.6B | 0.8% |
| Unknown | 1 | $3.7B | 0.3% |