Campbell Newman Asset Management
$1.3B 13F equity value
103 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Campbell Newman Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA Corp. | 306,440 | $92M | 6.9% |
| AAPL | Apple, Inc. | 286,001 | $83M | 6.2% |
| AVGO | Broadcom, Inc. | 176,981 | $67M | 5.0% |
| LLY | Eli Lilly & Co. | 53,348 | $64M | 4.8% |
| APH | Amphenol Corp. | 310,493 | $55M | 4.1% |
| STT | State Street Corp. | 297,972 | $51M | 3.8% |
| MSFT | Microsoft Corp. | 133,704 | $50M | 3.7% |
| ETN | Eaton Corp. plc | 116,585 | $50M | 3.7% |
| TXN | Texas Instruments, Inc. | 164,583 | $49M | 3.7% |
| WMB | The Williams Companies, Inc. | 654,720 | $49M | 3.6% |
Track Campbell Newman Asset Management's 13F portfolio: $1.3B in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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