§ 13F · FUND PROFILE
CAMPBELL NEWMAN ASSET MANAGEMENT INC.
AUM · $1.3B (13F)Positions · 99Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corp. | 306K | $92M | 6.9% | +628% |
| 2 | AAPL | Apple, Inc. | 286K | $83M | 6.1% | −8% |
| 3 | AVGO | Broadcom, Inc. | 177K | $67M | 5.0% | −10% |
| 4 | LLY | Eli Lilly & Co. | 53K | $64M | 4.7% | +71% |
| 5 | APH | Amphenol Corp. | 310K | $55M | 4.1% | −17% |
| 6 | STT | State Street Corp. | 298K | $51M | 3.8% | −10% |
| 7 | MSFT | Microsoft Corp. | 134K | $50M | 3.7% | −11% |
| 8 | ETN | Eaton Corp. plc | 117K | $50M | 3.7% | −5% |
| 9 | TXN | Texas Instruments, Inc. | 165K | $49M | 3.6% | −6% |
| 10 | WMB | The Williams Companies, Inc. | 655K | $49M | 3.6% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMPBELL SIGNAL
AC read
CAMPBELL NEWMAN ASSET MANAGEMENT INC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 99 positions.
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