§ 13F · FUND PROFILE
CAMPBELL NEWMAN ASSET MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 105Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | 310K | $79M | 6.4% | −10% |
| 2 | KLAC | KLA Corp. | 42K | $62M | 5.0% | −17% |
| 3 | AVGO | Broadcom, Inc. | 196K | $61M | 4.9% | −15% |
| 4 | MSFT | Microsoft Corp. | 150K | $55M | 4.5% | −18% |
| 5 | APH | Amphenol Corp. | 374K | $47M | 3.8% | +1% |
| 6 | ETN | Eaton Corp. plc | 123K | $44M | 3.6% | +5% |
| 7 | WEC | WEC Energy Group, Inc. | 376K | $44M | 3.5% | +1% |
| 8 | RTX | RTX Corp. | 222K | $43M | 3.5% | +1% |
| 9 | STT | State Street Corp. | 333K | $42M | 3.4% | +100% |
| 10 | WMB | The Williams Companies, Inc. | 573K | $42M | 3.4% | +64% |
§ 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 $1.4 billion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed