Filed: 10/23/2025ACC: 0000874791-25-000013
📋 What this filing means
CAMPBELL NEWMAN ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$1.37B
Total AUM (reported)
7.03M
Total Shares
Allocation by class
COMMON STOCKS$1.37B100.0%
Portfolio Concentration
Top 3$258.48M18.9%
4–10$328.49M24.0%
11–25$485.50M35.5%
Rest$295.32M21.6%
Top 3 weight
18.9%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 7.03M
Sole
Full voting authority
3.45M
shares
% of voting shares49.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.58M
shares
% of voting shares50.9%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeNone · 50.9% of voting shares
Institutional Holdings105
Rows:
Microsoft Corp.
SOLEShares181.90K
TypeSH
Market value$94.22M
6.89%
Sole
113.36K
Shared
0.00
None
68.54K
Apple, Inc.
SOLEShares343.01K
TypeSH
Market value$87.34M
6.39%
Sole
210.98K
Shared
0.00
None
132.03K
Broadcom, Inc.
SOLEShares233.17K
TypeSH
Market value$76.92M
5.62%
Sole
152.01K
Shared
0.00
None
81.16K
KLA Corp.
SOLEShares58.28K
TypeSH
Market value$62.86M
4.60%
Sole
33.91K
Shared
0.00
None
24.37K
Amphenol Corp.
SOLEShares409.91K
TypeSH
Market value$50.73M
3.71%
Sole
202.35K
Shared
0.00
None
207.56K
Eaton Corp. plc
SOLEShares122.92K
TypeSH
Market value$46.00M
3.36%
Sole
59.93K
Shared
0.00
None
62.99K
Mastercard, Inc.
SOLEShares78.58K
TypeSH
Market value$44.69M
3.27%
Sole
41.25K
Shared
0.00
None
37.32K
Visa, Inc. Class A
SOLEShares126.06K
TypeSH
Market value$43.04M
3.15%
Sole
68.54K
Shared
0.00
None
57.52K
WEC Energy Group, Inc.
SOLEShares369.43K
TypeSH
Market value$42.33M
3.10%
Sole
182.69K
Shared
0.00
None
186.75K
Stryker Corp.
SOLEShares105.04K
TypeSH
Market value$38.83M
2.84%
Sole
53.23K
Shared
0.00
None
51.80K
Arthur J. Gallagher & Co.
SOLEShares123.39K
TypeSH
Market value$38.22M
2.79%
Sole
64.88K
Shared
0.00
None
58.52K
Jacobs Solutions, Inc.
SOLEShares254.49K
TypeSH
Market value$38.14M
2.79%
Sole
126.80K
Shared
0.00
None
127.69K
AbbVie, Inc.
SOLEShares161.86K
TypeSH
Market value$37.48M
2.74%
Sole
84.66K
Shared
0.00
None
77.21K
RTX Corp.
SOLEShares218.72K
TypeSH
Market value$36.60M
2.68%
Sole
115.80K
Shared
0.00
None
102.92K
Lowe's Companies, Inc.
SOLEShares144K
TypeSH
Market value$36.19M
2.65%
Sole
73.21K
Shared
0.00
None
70.80K
Intercontinental Exchange, Inc
SOLEShares214.15K
TypeSH
Market value$36.08M
2.64%
Sole
109.95K
Shared
0.00
None
104.20K
Emerson Electric Co.
SOLEShares248.33K
TypeSH
Market value$32.58M
2.38%
Sole
125.52K
Shared
0.00
None
122.82K
Abbott Laboratories
SOLEShares239.12K
TypeSH
Market value$32.03M
2.34%
Sole
124.54K
Shared
0.00
None
114.58K
Texas Instruments, Inc.
SOLEShares173.71K
TypeSH
Market value$31.91M
2.33%
Sole
87.99K
Shared
0.00
None
85.72K
Eli Lilly & Co.
SOLEShares41.42K
TypeSH
Market value$31.61M
2.31%
Sole
31.43K
Shared
0.00
None
10K
Analog Devices, Inc.
SOLEShares127.47K
TypeSH
Market value$31.32M
2.29%
Sole
76.61K
Shared
0.00
None
50.86K
TE Connectivity plc
SOLEShares141.03K
TypeSH
Market value$30.96M
2.26%
Sole
72.18K
Shared
0.00
None
68.84K
Nasdaq, Inc.
SOLEShares341.80K
TypeSH
Market value$30.23M
2.21%
Sole
167.71K
Shared
0.00
None
174.10K
Moody's Corp.
SOLEShares46.35K
TypeSH
Market value$22.08M
1.61%
Sole
25.62K
Shared
0.00
None
20.73K
Vulcan Materials Co.
SOLEShares65.25K
TypeSH
Market value$20.07M
1.47%
Sole
32.55K
Shared
0.00
None
32.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft Corp.SOLE | COMMON STOCKS | 181.90K | SH | $94.22M 6.89% | 113.36K | 0.00 | 68.54K |
Apple, Inc.SOLE | COMMON STOCKS | 343.01K | SH | $87.34M 6.39% | 210.98K | 0.00 | 132.03K |
Broadcom, Inc.SOLE | COMMON STOCKS | 233.17K | SH | $76.92M 5.62% | 152.01K | 0.00 | 81.16K |
KLA Corp.SOLE | COMMON STOCKS | 58.28K | SH | $62.86M 4.60% | 33.91K | 0.00 | 24.37K |
Amphenol Corp.SOLE | COMMON STOCKS | 409.91K | SH | $50.73M 3.71% | 202.35K | 0.00 | 207.56K |
Eaton Corp. plcSOLE | COMMON STOCKS | 122.92K | SH | $46.00M 3.36% | 59.93K | 0.00 | 62.99K |
Mastercard, Inc.SOLE | COMMON STOCKS | 78.58K | SH | $44.69M 3.27% | 41.25K | 0.00 | 37.32K |
Visa, Inc. Class ASOLE | COMMON STOCKS | 126.06K | SH | $43.04M 3.15% | 68.54K | 0.00 | 57.52K |
WEC Energy Group, Inc.SOLE | COMMON STOCKS | 369.43K | SH | $42.33M 3.10% | 182.69K | 0.00 | 186.75K |
Stryker Corp.SOLE | COMMON STOCKS | 105.04K | SH | $38.83M 2.84% | 53.23K | 0.00 | 51.80K |
Arthur J. Gallagher & Co.SOLE | COMMON STOCKS | 123.39K | SH | $38.22M 2.79% | 64.88K | 0.00 | 58.52K |
Jacobs Solutions, Inc.SOLE | COMMON STOCKS | 254.49K | SH | $38.14M 2.79% | 126.80K | 0.00 | 127.69K |
AbbVie, Inc.SOLE | COMMON STOCKS | 161.86K | SH | $37.48M 2.74% | 84.66K | 0.00 | 77.21K |
RTX Corp.SOLE | COMMON STOCKS | 218.72K | SH | $36.60M 2.68% | 115.80K | 0.00 | 102.92K |
Lowe's Companies, Inc.SOLE | COMMON STOCKS | 144K | SH | $36.19M 2.65% | 73.21K | 0.00 | 70.80K |
Intercontinental Exchange, IncSOLE | COMMON STOCKS | 214.15K | SH | $36.08M 2.64% | 109.95K | 0.00 | 104.20K |
Emerson Electric Co.SOLE | COMMON STOCKS | 248.33K | SH | $32.58M 2.38% | 125.52K | 0.00 | 122.82K |
Abbott LaboratoriesSOLE | COMMON STOCKS | 239.12K | SH | $32.03M 2.34% | 124.54K | 0.00 | 114.58K |
Texas Instruments, Inc.SOLE | COMMON STOCKS | 173.71K | SH | $31.91M 2.33% | 87.99K | 0.00 | 85.72K |
Eli Lilly & Co.SOLE | COMMON STOCKS | 41.42K | SH | $31.61M 2.31% | 31.43K | 0.00 | 10K |
Analog Devices, Inc.SOLE | COMMON STOCKS | 127.47K | SH | $31.32M 2.29% | 76.61K | 0.00 | 50.86K |
TE Connectivity plcSOLE | COMMON STOCKS | 141.03K | SH | $30.96M 2.26% | 72.18K | 0.00 | 68.84K |
Nasdaq, Inc.SOLE | COMMON STOCKS | 341.80K | SH | $30.23M 2.21% | 167.71K | 0.00 | 174.10K |
Moody's Corp.SOLE | COMMON STOCKS | 46.35K | SH | $22.08M 1.61% | 25.62K | 0.00 | 20.73K |
Vulcan Materials Co.SOLE | COMMON STOCKS | 65.25K | SH | $20.07M 1.47% | 32.55K | 0.00 | 32.69K |
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