Campbell Newman Asset Management
$1.2B Assets Reported
109 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple, Inc. | 310,180 | $79M | 6.4% |
| KLAC | KLA Corp. | 42,069 | $62M | 5.1% |
| AVGO | Broadcom, Inc. | 196,119 | $61M | 5.0% |
| MSFT | Microsoft Corp. | 149,775 | $55M | 4.5% |
| APH | Amphenol Corp. | 373,689 | $47M | 3.9% |
| ETN | Eaton Corp. plc | 123,177 | $44M | 3.6% |
| WEC | WEC Energy Group, Inc. | 375,749 | $44M | 3.5% |
| RTX | RTX Corp. | 222,016 | $43M | 3.5% |
| STT | State Street Corp. | 332,857 | $42M | 3.4% |
| WMB | The Williams Companies, Inc. | 572,943 | $42M | 3.4% |
Track Campbell Newman Asset Management's 13F portfolio: $1.2B in reported holdings, 109 positions. Top holdings, AUM, and quarterly changes on SentiSense.