The Analysis of CAMPBELL NEWMAN ASSET MANAGEMENT INC's Holdings
Currently, CAMPBELL NEWMAN ASSET MANAGEMENT INC holds 105 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in ETN (+60.2K shares, valued at $22.5M), AAPL (+5.1K shares, valued at $1.3M), UPST (+21.9K shares, valued at $1.1M); decreased their positions in AVGO (-18.8K shares, valued at $6.2M), APH (-39.6K shares, valued at $4.9M), KLAC (-2.9K shares, valued at $3.1M); initiated new positions in UPST (+21.9K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft Corp.181.9K shares1.19%2025-09-302025-10-23
AAPL Apple, Inc.343.0K shares1.51%2025-09-302025-10-23 AVGO Broadcom, Inc.233.2K shares-7.45%2025-09-302025-10-23 KLAC KLA Corp.58.3K shares-4.75%2025-09-302025-10-23 APH Amphenol Corp.409.9K shares-8.81%2025-09-302025-10-23 ETN Eaton Corp. plc122.9K shares95.84%2025-09-302025-10-23 MA Mastercard, Inc.78.6K shares1.94%2025-09-302025-10-23 V Visa, Inc. Class A126.1K shares1.83%2025-09-302025-10-23 WEC WEC Energy Group, Inc.369.4K shares2.22%2025-09-302025-10-23 SYK Stryker Corp.105.0K shares2.03%2025-09-302025-10-23 AJG Arthur J. Gallagher & Co.123.4K shares2.08%2025-09-302025-10-23 J Jacobs Solutions, Inc.254.5K shares2.19%2025-09-302025-10-23 ABBV AbbVie, Inc.161.9K shares2.01%2025-09-302025-10-23 RTX RTX Corp.218.7K shares1.87%2025-09-302025-10-23 LOW Lowe's Companies, Inc.144.0K shares2.14%2025-09-302025-10-23 ICE Intercontinental Exchange, Inc214.2K shares2.08%2025-09-302025-10-23 EMR Emerson Electric Co.248.3K shares2.07%2025-09-302025-10-23 ABT Abbott Laboratories239.1K shares2.08%2025-09-302025-10-23 TXN Texas Instruments, Inc.173.7K shares2.19%2025-09-302025-10-23 LLY Eli Lilly & Co.41.4K shares1.05%2025-09-302025-10-23 ADI Analog Devices, Inc.127.5K shares1.66%2025-09-302025-10-23 TEL TE Connectivity plc141.0K shares2.14%2025-09-302025-10-23 NDAQ Nasdaq, Inc.341.8K shares2.25%2025-09-302025-10-23 MCO Moody's Corp.46.3K shares1.87%2025-09-302025-10-23 VMC Vulcan Materials Co.65.2K shares2.19%2025-09-302025-10-23 AMZN Amazon.com, Inc.82.6K shares0.06%2025-09-302025-10-23 HON Honeywell International, Inc.82.1K shares2.09%2025-09-302025-10-23 EOG EOG Resources, Inc.152.5K shares1.78%2025-09-302025-10-23 CTSH Cognizant Technology Solutions242.5K shares2.03%2025-09-302025-10-23 ZTS Zoetis, Inc.97.4K shares1.92%2025-09-302025-10-23 DE Deere & Co.30.8K shares2.11%2025-09-302025-10-23 SPGI S&P Global, Inc.22.6K shares1.82%2025-09-302025-10-23 GOOG Alphabet, Inc. Class C35.7K shares-0.11%2025-09-302025-10-23 GOOGL Alphabet, Inc. Class A35.5K shares0.12%2025-09-302025-10-23 IFF Intl. Flavors & Fragrances, In136.7K shares0.00%2025-09-302025-10-23 MCD McDonald's Corp.23.2K shares0.00%2025-09-302025-10-23 MTZ MasTec, Inc.24.3K shares-5.26%2025-09-302025-10-23 FN Fabrinet14.1K shares-5.61%2025-09-302025-10-23 NVDA NVIDIA Corp.27.3K shares0.30%2025-09-302025-10-23 CIEN Ciena Corp.34.6K shares0.42%2025-09-302025-10-23 MEDP Medpace Holdings, Inc.9.4K shares0.42%2025-09-302025-10-23 CW Curtiss-Wright Corp.8.7K shares0.40%2025-09-302025-10-23 MOD Modine Manufacturing Co.31.6K shares24.58%2025-09-302025-10-23 RMBS Rambus, Inc.41.9K shares0.45%2025-09-302025-10-23 DY Dycom Industries, Inc.14.8K shares0.41%2025-09-302025-10-23 JNJ Johnson & Johnson22.6K shares0.00%2025-09-302025-10-23 AMSC American Superconductor Corp.65.4K shares0.54%2025-09-302025-10-23 Stride, Inc. Stride, Inc.24.3K shares0.42%2025-09-302025-10-23 EXLS ExlService Holdings, Inc.79.5K shares0.48%2025-09-302025-10-23 EVR Evercore, Inc.10.2K shares0.44%2025-09-302025-10-23 HD The Home Depot, Inc.8.4K shares0.00%2025-09-302025-10-23 ENSG Ensign Group, Inc.19.5K shares0.41%2025-09-302025-10-23 META Meta Platforms, Inc.4.4K shares0.25%2025-09-302025-10-23 CORT Corcept Therapeutics, Inc.35.5K shares0.48%2025-09-302025-10-23 NSC Norfolk Southern Corporation9.2K shares0.00%2025-09-302025-10-23 HALO Halozyme Therapeutics, Inc.36.9K shares0.42%2025-09-302025-10-23 OLLI Ollie's Bargain Outlet Holding20.9K shares0.43%2025-09-302025-10-23 APG APi Group Corp.76.1K shares50.46%2025-09-302025-10-23 PTC PTC, Inc.12.1K shares0.41%2025-09-302025-10-23 FI Fiserv, Inc.19.0K shares0.19%2025-09-302025-10-23 ONTO Onto Innovation, Inc.18.9K shares0.43%2025-09-302025-10-23 PLUS ePlus, Inc.34.2K shares0.42%2025-09-302025-10-23 MGY Magnolia Oil & Gas Corp. Cl A98.8K shares0.42%2025-09-302025-10-23 TJX The TJX Companies, Inc.15.3K shares0.33%2025-09-302025-10-23 Oracle Corp. Oracle Corp.7.8K shares0.44%2025-09-302025-10-23 SUPN Supernus Pharmaceuticals, Inc.45.8K shares0.41%2025-09-302025-10-23 TMUS T-Mobile US, Inc.9.0K shares0.33%2025-09-302025-10-23 BOOT Boot Barn Holdings, Inc.12.9K shares0.47%2025-09-302025-10-23 AAON AAON, Inc.21.6K shares0.45%2025-09-302025-10-23 AMGN Amgen,Inc.6.8K shares0.00%2025-09-302025-10-23 SFM Sprouts Farmers Market, Inc.17.3K shares0.43%2025-09-302025-10-23 CPRX Catalyst Pharmaceuticals94.4K shares0.42%2025-09-302025-10-23 LAD Lithia Motors, Inc.5.8K shares0.36%2025-09-302025-10-23 LNTH Lantheus Holdings, Inc.35.9K shares0.43%2025-09-302025-10-23 DIS The Walt Disney Co.15.6K shares0.00%2025-09-302025-10-23 BAC Bank of America Corp.34.4K shares0.00%2025-09-302025-10-23 CCS Century Communities, Inc.26.8K shares0.43%2025-09-302025-10-23 CSCO Cisco Systems, Inc.23.1K shares0.00%2025-09-302025-10-23 POOL Pool Corp.4.9K shares0.45%2025-09-302025-10-23 TMDX Transmedics Group, Inc.12.5K shares0.44%2025-09-302025-10-23 AMD Advanced Micro Devices, Inc.8.6K shares0.37%2025-09-302025-10-23 KNF Knife River Corp.17.8K shares0.50%2025-09-302025-10-23 PEP PepsiCo, Inc.9.5K shares0.00%2025-09-302025-10-23 SKWD Skyward Specialty Insurance Gr27.3K shares0.98%2025-09-302025-10-23 TMO Thermo Fisher Scientific, Inc.2.6K shares0.34%2025-09-302025-10-23 PRMB Primo Brands Corp.56.2K shares0.48%2025-09-302025-10-23 MC Moelis17.2K shares0.42%2025-09-302025-10-23 HSY The Hershey Co.6.4K shares0.00%2025-09-302025-10-23 SBUX Starbucks Corp.13.3K shares-0.10%2025-09-302025-10-23 UPST Upstart Holdings, Inc.21.9K sharesnew addition2025-09-302025-10-23 MSI Motorola Solutions, Inc.2.3K shares0.57%2025-09-302025-10-23 TT Trane Technologies plc2.3K shares0.49%2025-09-302025-10-23 MTDR Matador Resources Co.20.8K shares0.40%2025-09-302025-10-23 NKE NIKE, Inc. Class B13.4K shares0.30%2025-09-302025-10-23 ORLY O Reilly Automotive8.0K shares0.00%2025-09-302025-10-23 PG Procter & Gamble Co.4.2K shares0.00%2025-09-302025-10-23 MKTX MarketAxess Holdings, Inc.3.5K shares0.37%2025-09-302025-10-23 XOM ExxonMobil Corp.5.1K shares0.00%2025-09-302025-10-23 CARR Carrier Global Corp.9.5K shares0.00%2025-09-302025-10-23 BA The Boeing Co.2.3K shares0.49%2025-09-302025-10-23 COST Costco Wholesale Corp.505 shares0.00%2025-09-302025-10-23 JCI Johnson Controls Intl PLC3.6K shares0.00%2025-09-302025-10-23 COP ConocoPhillips2.5K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available