13F HOLDINGS REPORT

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0000874791-25-000013

Total Value

$1.37B

Positions

105

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (105)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Microsoft Corp.	MSFT	181,902	$94.2M	6.89%
2	Apple, Inc.	AAPL	343,009	$87.3M	6.39%
3	Broadcom, Inc.	AVGO	233,169	$76.9M	5.62%
4	KLA Corp.	KLAC	58,282	$62.9M	4.60%
5	Amphenol Corp.	032095101	409,910	$50.7M	3.71%
6	Eaton Corp. plc	ETN	122,922	$46.0M	3.36%
7	Mastercard, Inc.	MA	78,576	$44.7M	3.27%
8	Visa, Inc. Class A	V	126,063	$43.0M	3.15%
9	WEC Energy Group, Inc.	WEC	369,433	$42.3M	3.10%
10	Stryker Corp.	SYK	105,037	$38.8M	2.84%
11	Arthur J. Gallagher & Co.	363576109	123,392	$38.2M	2.79%
12	Jacobs Solutions, Inc.	J	254,491	$38.1M	2.79%
13	AbbVie, Inc.	ABBV	161,861	$37.5M	2.74%
14	RTX Corp.	RTX	218,720	$36.6M	2.68%
15	Lowe's Companies, Inc.	548661107	144,005	$36.2M	2.65%
16	Intercontinental Exchange, Inc	45866F104	214,153	$36.1M	2.64%
17	Emerson Electric Co.	EMR	248,333	$32.6M	2.38%
18	Abbott Laboratories	ABLZF	239,121	$32.0M	2.34%
19	Texas Instruments, Inc.	882508104	173,705	$31.9M	2.33%
20	Eli Lilly & Co.	LLY	41,424	$31.6M	2.31%
21	Analog Devices, Inc.	ADI	127,475	$31.3M	2.29%
22	TE Connectivity plc	TEL	141,025	$31.0M	2.26%
23	Nasdaq, Inc.	NDAQ	341,804	$30.2M	2.21%
24	Moody's Corp.	MCO	46,348	$22.1M	1.61%
25	Vulcan Materials Co.	929160109	65,245	$20.1M	1.47%
26	Amazon.com, Inc.	AMZN	82,591	$18.1M	1.33%
27	Honeywell International, Inc.	438516106	82,101	$17.3M	1.26%
28	EOG Resources, Inc.	EOG	152,546	$17.1M	1.25%
29	Cognizant Technology Solutions	CTSH	242,460	$16.3M	1.19%
30	Zoetis, Inc.	ZTS	97,424	$14.3M	1.04%
31	Deere & Co.	DE	30,764	$14.1M	1.03%
32	S&P Global, Inc.	SPGI	22,642	$11.0M	0.81%
33	Alphabet, Inc. Class C	GOOG	35,728	$8.7M	0.64%
34	Alphabet, Inc. Class A	GOOG	35,520	$8.6M	0.63%
35	Intl. Flavors & Fragrances, In	459506101	136,671	$8.4M	0.61%
36	McDonald's Corp.	MCD	23,204	$7.1M	0.52%
37	MasTec, Inc.	MTZ	24,254	$5.2M	0.38%
38	Fabrinet	FN	14,077	$5.1M	0.38%
39	NVIDIA Corp.	NVDA	27,343	$5.1M	0.37%
40	Ciena Corp.	CIEN	34,586	$5.0M	0.37%
41	Medpace Holdings, Inc.	MEDP	9,387	$4.8M	0.35%
42	Curtiss-Wright Corp.	CW	8,747	$4.7M	0.35%
43	Modine Manufacturing Co.	607828100	31,623	$4.5M	0.33%
44	Rambus, Inc.	RMBS	41,851	$4.4M	0.32%
45	Dycom Industries, Inc.	267475101	14,815	$4.3M	0.32%
46	Johnson & Johnson	JNJ	22,601	$4.2M	0.31%
47	American Superconductor Corp.	AMSC	65,365	$3.9M	0.28%
48	Stride, Inc.	LRN	24,272	$3.6M	0.26%
49	ExlService Holdings, Inc.	EXLS	79,500	$3.5M	0.26%
50	Evercore, Inc.	EVR	10,227	$3.4M	0.25%
51	The Home Depot, Inc.	HD	8,384	$3.4M	0.25%
52	Ensign Group, Inc.	ENSG	19,480	$3.4M	0.25%
53	Meta Platforms, Inc.	META	4,355	$3.2M	0.23%
54	Corcept Therapeutics, Inc.	CORT	35,530	$3.0M	0.22%
55	Vital Farms, Inc.	VITL	68,724	$2.8M	0.21%
56	Norfolk Southern Corporation	655844108	9,165	$2.8M	0.20%
57	Halozyme Therapeutics, Inc.	HALO	36,878	$2.7M	0.20%
58	Ollie's Bargain Outlet Holding	681116109	20,850	$2.7M	0.20%
59	APi Group Corp.	APG	76,095	$2.6M	0.19%
60	PTC, Inc.	PTC	12,147	$2.5M	0.18%
61	Fiserv, Inc.	FISV	18,972	$2.4M	0.18%
62	Onto Innovation, Inc.	ONTO	18,880	$2.4M	0.18%
63	ePlus, Inc.	PLUS	34,210	$2.4M	0.18%
64	Magnolia Oil & Gas Corp. Cl A	MGY	98,832	$2.4M	0.17%
65	The TJX Companies, Inc.	872540109	15,319	$2.2M	0.16%
66	Oracle Corp.	ORCL-PD	7,778	$2.2M	0.16%
67	Supernus Pharmaceuticals, Inc.	SUPN	45,760	$2.2M	0.16%
68	T-Mobile US, Inc.	TMUSZ	9,017	$2.2M	0.16%
69	Boot Barn Holdings, Inc.	BOOT	12,944	$2.1M	0.16%
70	AAON, Inc.	AAON	21,647	$2.0M	0.15%
71	Amgen,Inc.	AMGN	6,762	$1.9M	0.14%
72	Sprouts Farmers Market, Inc.	85208M102	17,329	$1.9M	0.14%
73	Catalyst Pharmaceuticals	CPRX	94,366	$1.9M	0.14%
74	Lithia Motors, Inc.	536797103	5,847	$1.8M	0.14%
75	Lantheus Holdings, Inc.	LNTH	35,925	$1.8M	0.13%
76	The Walt Disney Co.	254687106	15,565	$1.8M	0.13%
77	Bank of America Corp.	060505104	34,350	$1.8M	0.13%
78	Century Communities, Inc.	156504300	26,774	$1.7M	0.12%
79	Cisco Systems, Inc.	CSCO	23,140	$1.6M	0.12%
80	Pool Corp.	POOL	4,918	$1.5M	0.11%
81	Transmedics Group, Inc.	TMDX	12,498	$1.4M	0.10%
82	Advanced Micro Devices, Inc.	AMD	8,571	$1.4M	0.10%
83	Knife River Corp.	KNF	17,799	$1.4M	0.10%
84	PepsiCo, Inc.	PEP	9,454	$1.3M	0.10%
85	Skyward Specialty Insurance Gr	830940102	27,316	$1.3M	0.09%
86	Thermo Fisher Scientific, Inc.	TMO	2,647	$1.3M	0.09%
87	Primo Brands Corp.	PRMB	56,161	$1.2M	0.09%
88	Moelis	MC	17,158	$1.2M	0.09%
89	The Hershey Co.	HSY	6,379	$1.2M	0.09%
90	Starbucks Corp.	SBUX	13,261	$1.1M	0.08%
91	Upstart Holdings, Inc.	UPST	21,943	$1.1M	0.08%
92	Motorola Solutions, Inc.	MSI	2,280	$1.0M	0.08%
93	Trane Technologies plc	TT	2,266	$956,161	0.07%
94	Matador Resources Co.	MTDR	20,844	$936,521	0.07%
95	NIKE, Inc. Class B	NKE	13,407	$934,870	0.07%
96	O Reilly Automotive	67103H107	8,010	$863,558	0.06%
97	Vertex Pharmaceuticals, Inc.	92532f100	1,634	$639,940	0.05%
98	Procter & Gamble Co.	742718109	4,150	$637,648	0.05%
99	MarketAxess Holdings, Inc.	MKTX	3,548	$618,239	0.05%
100	ExxonMobil Corp.	XOM	5,133	$578,746	0.04%
101	Carrier Global Corp.	CARR	9,488	$566,434	0.04%
102	The Boeing Co.	BA-PA	2,261	$487,992	0.04%
103	Costco Wholesale Corp.	22160K105	505	$467,443	0.03%
104	Johnson Controls Intl PLC	G51502105	3,600	$395,820	0.03%
105	ConocoPhillips	COP	2,451	$231,840	0.02%