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CAMPBELL NEWMAN ASSET MANAGEMENT INC 13F holdings

Filed 2026-07-21 · CAMPBELL NEWMAN ASSET MANAGEMENT INC · 99 positions · $1.3B

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TickerCompanySharesValue% of portfolio
KLACKLA Corp.306.4K$92.5M6.9%
AAPLApple, Inc.286.0K$82.8M6.1%
AVGOBroadcom, Inc.177.0K$66.9M5.0%
LLYEli Lilly & Co.53.3K$64.0M4.7%
APHAmphenol Corp.310.5K$54.7M4.1%
SPINState Street Corp.298.0K$50.5M3.8%
MSFTMicrosoft Corp.133.7K$49.9M3.7%
ETNEaton Corp. plc116.6K$49.7M3.7%
TXNTexas Instruments, Inc.164.6K$49.1M3.6%
WMBThe Williams Companies, Inc.654.7K$48.7M3.6%
ADIAnalog Devices, Inc.117.6K$46.7M3.5%
UNHUnitedHealth Group, Inc.109.3K$45.4M3.4%
WECWEC Energy Group, Inc.375.2K$43.8M3.3%
RTXRTX Corp.210.7K$40.0M3.0%
ABBVAbbVie, Inc.154.9K$39.0M2.9%
SBUXStarbucks Corp.348.5K$35.6M2.6%
EMREmerson Electric Co.238.5K$34.1M2.5%
MSIMotorola Solutions, Inc.80.7K$33.5M2.5%
LOWLowe's Companies, Inc.138.4K$30.5M2.3%
WFCWells Fargo & Co.342.1K$28.3M2.1%
VVisa, Inc. Class A76.8K$26.4M2.0%
NDAQNasdaq, Inc.328.4K$25.9M1.9%
PEPPepsiCo, Inc.185.7K$25.1M1.9%
LIILennox International, Inc.39.0K$22.3M1.7%
MAMastercard, Inc.43.3K$22.2M1.6%
MCOMoody's Corp.43.7K$19.8M1.5%
SYKStryker Corp.59.7K$18.8M1.4%
VMCVulcan Materials Co.62.5K$18.4M1.4%
MODModine Manufacturing Co.32.3K$8.6M0.6%
AMZNAmazon.com, Inc.34.7K$8.3M0.6%
ONTOOnto Innovation, Inc.19.7K$7.4M0.6%
GOOGAlphabet, Inc. Class C19.9K$7.0M0.5%
MTZMasTec, Inc.16.0K$6.6M0.5%
DYDycom Industries, Inc.13.0K$6.6M0.5%
DOCNDigitalOcean Holdings, Inc.41.4K$6.5M0.5%
CWCurtiss-Wright Corp.8.2K$6.2M0.5%
GOOGLAlphabet, Inc. Class A16.3K$5.8M0.4%
RMBSRambus, Inc.43.0K$5.7M0.4%
NVDANVIDIA Corp.27.0K$5.4M0.4%
FNFabrinet9.3K$5.2M0.4%
MEDPMedpace Holdings, Inc.9.6K$5.1M0.4%
LNTHLantheus Holdings, Inc.36.8K$4.1M0.3%
AEISAdvanced Energy Industries, In10.1K$3.8M0.3%
EVREvercore, Inc.10.5K$3.6M0.3%
SMTCSemtech Corp.22.0K$3.6M0.3%
APGAPi Group Corp.78.0K$3.3M0.2%
ENSGEnsign Group, Inc.20.0K$3.2M0.2%
PLXSPlexus Corp.10.3K$3.1M0.2%
—Catalyst Pharmaceuticals96.7K$3.0M0.2%
HALOHalozyme Therapeutics, Inc.37.8K$3.0M0.2%
PLUSePlus, Inc.35.0K$2.9M0.2%
VSECVSE Corp.12.6K$2.9M0.2%
AAONAAON, Inc.22.2K$2.8M0.2%
AMSCAmerican Superconductor Corp.67.3K$2.8M0.2%
PRMBPrimo Brands Corp.113.5K$2.8M0.2%
SKWDSkyward Specialty Insurance Gr45.8K$2.7M0.2%
ALHCAlignment Healthcare, Inc.109.6K$2.6M0.2%
MGYMagnolia Oil & Gas Corp. Cl A101.2K$2.6M0.2%
YOUClear Secure, Inc.41.5K$2.3M0.2%
AMDAdvanced Micro Devices, Inc.4.0K$2.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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