Filed: 1/26/2026ACC: 0000874791-26-000004
📋 What this filing means
CAMPBELL NEWMAN ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 110 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.
110
Positions
$1.37B
Total AUM (reported)
7.43M
Total Shares
Allocation by class
COMMON STOCKS$1.37B100.0%
EXCHANGE-TRADED$555.1K0.0%
Portfolio Concentration
Top 3$262.12M19.2%
4–10$310.72M22.7%
11–25$462.01M33.8%
Rest$331.41M24.3%
Top 3 weight
19.2%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 7.43M
Sole
Full voting authority
3.65M
shares
% of voting shares49.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.78M
shares
% of voting shares50.8%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 50.8% of voting shares
Institutional Holdings110
Rows:
Apple, Inc.
SOLEShares344.16K
TypeSH
Market value$93.56M
6.85%
Sole
211.31K
Shared
0.00
None
132.85K
Microsoft Corp.
SOLEShares182.48K
TypeSH
Market value$88.25M
6.46%
Sole
113.55K
Shared
0.00
None
68.94K
Broadcom, Inc.
SOLEShares232.04K
TypeSH
Market value$80.31M
5.88%
Sole
150.81K
Shared
0.00
None
81.22K
KLA Corp.
SOLEShares50.96K
TypeSH
Market value$61.92M
4.53%
Sole
30.28K
Shared
0.00
None
20.67K
Amphenol Corp.
SOLEShares370.19K
TypeSH
Market value$50.03M
3.66%
Sole
182.28K
Shared
0.00
None
187.91K
Eli Lilly & Co.
SOLEShares41.55K
TypeSH
Market value$44.66M
3.27%
Sole
31.47K
Shared
0.00
None
10.08K
RTX Corp.
SOLEShares219.86K
TypeSH
Market value$40.32M
2.95%
Sole
116.25K
Shared
0.00
None
103.62K
WEC Energy Group, Inc.
SOLEShares371.67K
TypeSH
Market value$39.20M
2.87%
Sole
183.52K
Shared
0.00
None
188.15K
Eaton Corp. plc
SOLEShares117.47K
TypeSH
Market value$37.42M
2.74%
Sole
55.85K
Shared
0.00
None
61.62K
AbbVie, Inc.
SOLEShares162.76K
TypeSH
Market value$37.19M
2.72%
Sole
85.01K
Shared
0.00
None
77.75K
Lowe's Companies, Inc.
SOLEShares144.80K
TypeSH
Market value$34.92M
2.56%
Sole
73.52K
Shared
0.00
None
71.29K
Intercontinental Exchange, Inc
SOLEShares214.66K
TypeSH
Market value$34.77M
2.54%
Sole
110.37K
Shared
0.00
None
104.30K
Analog Devices, Inc.
SOLEShares128.01K
TypeSH
Market value$34.72M
2.54%
Sole
76.79K
Shared
0.00
None
51.22K
Jacobs Solutions, Inc.
SOLEShares254.79K
TypeSH
Market value$33.75M
2.47%
Sole
126.26K
Shared
0.00
None
128.53K
Nasdaq, Inc.
SOLEShares344.19K
TypeSH
Market value$33.43M
2.45%
Sole
168.79K
Shared
0.00
None
175.40K
Emerson Electric Co.
SOLEShares249.78K
TypeSH
Market value$33.15M
2.43%
Sole
126.10K
Shared
0.00
None
123.68K
TE Connectivity plc
SOLEShares141.90K
TypeSH
Market value$32.28M
2.36%
Sole
72.54K
Shared
0.00
None
69.36K
Wells Fargo & Co.
SOLEShares337.18K
TypeSH
Market value$31.43M
2.30%
Sole
168.89K
Shared
0.00
None
168.29K
Arthur J. Gallagher & Co.
SOLEShares121.43K
TypeSH
Market value$31.43M
2.30%
Sole
63.57K
Shared
0.00
None
57.87K
Texas Instruments, Inc.
SOLEShares171.93K
TypeSH
Market value$29.83M
2.18%
Sole
86.12K
Shared
0.00
None
85.81K
Abbott Laboratories
SOLEShares237.61K
TypeSH
Market value$29.77M
2.18%
Sole
122.28K
Shared
0.00
None
115.33K
Visa, Inc. Class A
SOLEShares84.11K
TypeSH
Market value$29.50M
2.16%
Sole
48.38K
Shared
0.00
None
35.73K
Mastercard, Inc.
SOLEShares47.35K
TypeSH
Market value$27.03M
1.98%
Sole
26.28K
Shared
0.00
None
21.07K
Moody's Corp.
SOLEShares46.59K
TypeSH
Market value$23.80M
1.74%
Sole
25.71K
Shared
0.00
None
20.88K
Stryker Corp.
SOLEShares63.22K
TypeSH
Market value$22.22M
1.63%
Sole
33.27K
Shared
0.00
None
29.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple, Inc.SOLE | COMMON STOCKS | 344.16K | SH | $93.56M 6.85% | 211.31K | 0.00 | 132.85K |
Microsoft Corp.SOLE | COMMON STOCKS | 182.48K | SH | $88.25M 6.46% | 113.55K | 0.00 | 68.94K |
Broadcom, Inc.SOLE | COMMON STOCKS | 232.04K | SH | $80.31M 5.88% | 150.81K | 0.00 | 81.22K |
KLA Corp.SOLE | COMMON STOCKS | 50.96K | SH | $61.92M 4.53% | 30.28K | 0.00 | 20.67K |
Amphenol Corp.SOLE | COMMON STOCKS | 370.19K | SH | $50.03M 3.66% | 182.28K | 0.00 | 187.91K |
Eli Lilly & Co.SOLE | COMMON STOCKS | 41.55K | SH | $44.66M 3.27% | 31.47K | 0.00 | 10.08K |
RTX Corp.SOLE | COMMON STOCKS | 219.86K | SH | $40.32M 2.95% | 116.25K | 0.00 | 103.62K |
WEC Energy Group, Inc.SOLE | COMMON STOCKS | 371.67K | SH | $39.20M 2.87% | 183.52K | 0.00 | 188.15K |
Eaton Corp. plcSOLE | COMMON STOCKS | 117.47K | SH | $37.42M 2.74% | 55.85K | 0.00 | 61.62K |
AbbVie, Inc.SOLE | COMMON STOCKS | 162.76K | SH | $37.19M 2.72% | 85.01K | 0.00 | 77.75K |
Lowe's Companies, Inc.SOLE | COMMON STOCKS | 144.80K | SH | $34.92M 2.56% | 73.52K | 0.00 | 71.29K |
Intercontinental Exchange, IncSOLE | COMMON STOCKS | 214.66K | SH | $34.77M 2.54% | 110.37K | 0.00 | 104.30K |
Analog Devices, Inc.SOLE | COMMON STOCKS | 128.01K | SH | $34.72M 2.54% | 76.79K | 0.00 | 51.22K |
Jacobs Solutions, Inc.SOLE | COMMON STOCKS | 254.79K | SH | $33.75M 2.47% | 126.26K | 0.00 | 128.53K |
Nasdaq, Inc.SOLE | COMMON STOCKS | 344.19K | SH | $33.43M 2.45% | 168.79K | 0.00 | 175.40K |
Emerson Electric Co.SOLE | COMMON STOCKS | 249.78K | SH | $33.15M 2.43% | 126.10K | 0.00 | 123.68K |
TE Connectivity plcSOLE | COMMON STOCKS | 141.90K | SH | $32.28M 2.36% | 72.54K | 0.00 | 69.36K |
Wells Fargo & Co.SOLE | COMMON STOCKS | 337.18K | SH | $31.43M 2.30% | 168.89K | 0.00 | 168.29K |
Arthur J. Gallagher & Co.SOLE | COMMON STOCKS | 121.43K | SH | $31.43M 2.30% | 63.57K | 0.00 | 57.87K |
Texas Instruments, Inc.SOLE | COMMON STOCKS | 171.93K | SH | $29.83M 2.18% | 86.12K | 0.00 | 85.81K |
Abbott LaboratoriesSOLE | COMMON STOCKS | 237.61K | SH | $29.77M 2.18% | 122.28K | 0.00 | 115.33K |
Visa, Inc. Class ASOLE | COMMON STOCKS | 84.11K | SH | $29.50M 2.16% | 48.38K | 0.00 | 35.73K |
Mastercard, Inc.SOLE | COMMON STOCKS | 47.35K | SH | $27.03M 1.98% | 26.28K | 0.00 | 21.07K |
Moody's Corp.SOLE | COMMON STOCKS | 46.59K | SH | $23.80M 1.74% | 25.71K | 0.00 | 20.88K |
Stryker Corp.SOLE | COMMON STOCKS | 63.22K | SH | $22.22M 1.63% | 33.27K | 0.00 | 29.94K |
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