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CIK: 0000874791
Total reported value
$1.3B
$1.3B
105 檔
21.0%
The Q1 2025 SEC filing reveals that Campbell Newman Asset Management Inc held a total portfolio value of $1.3B, covering 105 public equity positions.
In Q1 2025, Campbell Newman Asset Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.55% | -0.25% | -3.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -0.80% | -3.71% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.88% | +0.04% | -15.74% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.88% | +2.43% | -7.37% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.81% | -0.07% | +0.19% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.71% | -0.28% | +0.19% | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.68% | -0.12% | EXIT | |
| 8 | KLAC | Kla CORP | Stock-Tech | 3.64% | +1.83% | -1.60% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 3.38% | -0.29% | +0.10% | |
| 10 | ICE | Intercontinental Exchange In | Stock-Financials | 3.19% | -2.73% | +0.20% | |
| 11 | TEL | TE Connectivity plc | Stock-Tech | 3.02% | — | +0.21% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.92% | -0.03% | +0.19% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.90% | -0.54% | +0.22% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.72% | — | +99.03% | |
| 15 | J | Jacobs Solutions Inc | Stock-Industrials | 2.61% | -1.54% | +0.62% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 2.50% | -0.50% | +0.18% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.43% | +3.37% | NEW | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 2.35% | -0.15% | +0.19% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 2.21% | +0.22% | -35.34% | |
| 20 | ACN | Accenture plc | Stock-Tech | 2.03% | — | +0.06% | |
| 21 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.97% | -0.28% | — | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.91% | +0.89% | +0.21% | |
| 23 | MCO | Moody's CORP | Stock-Financials | 1.86% | -0.20% | +0.13% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.69% | — | +1.60% | |
| 25 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.56% | -1.18% | EXIT | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 1.55% | -0.48% | — | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.51% | +0.23% | — | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.50% | -0.03% | -0.68% | |
| 29 | ZTS | Zoetis Inc | Stock-Healthcare | 1.40% | — | +3.14% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.02% | -4.73% | |
| 31 | VMC | Vulcan Materials Co | Stock-Materials | 1.28% | -0.09% | +5.66% | |
| 32 | DE | Deere & Co | Stock-Industrials | 1.25% | -0.04% | EXIT | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.99% | — | +0.19% | |
| 34 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.90% | — | -6.14% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | — | -6.82% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.03% | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.38% | -0.01% | -85.71% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.36% | -0.05% | -3.01% | |
| 40 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.32% | +0.06% | -32.86% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | — | -12.71% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | — | -84.33% | |
| 43 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.30% | -0.03% | -20.95% | |
| 44 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.28% | +0.08% | -0.46% | |
| 45 | MTZ | Mastec Inc | Stock-Industrials | 0.28% | +0.02% | -0.47% | |
| 46 | FN | Fabrinet | Stock-Tech | 0.26% | +0.02% | -0.45% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.02% | — | |
| 48 | ✓ | Stock-Other | 0.24% | — | -0.47% | ||
| 49 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.23% | +0.02% | -0.50% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.08% | -14.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AVGO | Broadcom Inc | — | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | MA | Mastercard Inc - A | — | NEW | New buy |
| 7 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 8 | KLAC | Kla CORP | — | NEW | New buy |
| 9 | SYK | Stryker CORP | — | NEW | New buy |
| 10 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 11 | TEL | TE Connectivity plc | — | NEW | New buy |
| 12 | ABBV | Abbvie Inc | — | NEW | New buy |
| 13 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 14 | ABT | Abbott Laboratories | — | NEW | New buy |
| 15 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 16 | RTX | Rtx CORP | — | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 18 | EMR | Emerson Electric Co | — | NEW | New buy |
| 19 | ADI | Analog Devices Inc | — | NEW | New buy |
| 20 | ACN | Accenture plc | — | NEW | New buy |
| 21 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 22 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 23 | MCO | Moody's CORP | — | NEW | New buy |
| 24 | EOG | Eog Resources Inc | — | NEW | New buy |
| 25 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 26 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 27 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 28 | HON | Honeywell International Inc | — | NEW | New buy |
| 29 | ZTS | Zoetis Inc | — | NEW | New buy |
| 30 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 31 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 32 | DE | Deere & Co | — | NEW | New buy |
| 33 | SPGI | S&p Global Inc | — | NEW | New buy |
| 34 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 35 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 38 | COP | Conocophillips | — | NEW | New buy |
| 39 | FISV | Fiserv Inc | — | NEW | New buy |
| 40 | CORT | Corcept Therapeutics Inc | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | HD | Home Depot Inc | — | NEW | New buy |
| 43 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 44 | LNTH | Lantheus Holdings Inc | — | NEW | New buy |
| 45 | MTZ | Mastec Inc | — | NEW | New buy |
| 46 | FN | Fabrinet | — | NEW | New buy |
| 47 | NVDA | Nvidia CORP | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | MEDP | Medpace Holdings Inc | — | NEW | New buy |
| 50 | META | Meta Platforms Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Campbell Newman Asset Management Inc reported a total U.S. public equity portfolio value of $1.3B across 105 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 21.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $77.2M
During Q1 2025, Campbell Newman Asset Management Inc's top holdings by market value included AAPL (6.5%)、MSFT (5.9%)、AVGO (3.9%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2025, Campbell Newman Asset Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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