13F HOLDINGS REPORT
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0000874791-26-000004
Total Value
$1.37B
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Apple, Inc. | AAPL | 344,157 | $93.6M | 6.85% |
| 2 | Microsoft Corp. | MSFT | 182,483 | $88.3M | 6.46% |
| 3 | Broadcom, Inc. | AVGO | 232,037 | $80.3M | 5.88% |
| 4 | KLA Corp. | KLAC | 50,956 | $61.9M | 4.53% |
| 5 | Amphenol Corp. | 032095101 | 370,188 | $50.0M | 3.66% |
| 6 | Eli Lilly & Co. | LLY | 41,553 | $44.7M | 3.27% |
| 7 | RTX Corp. | RTX | 219,861 | $40.3M | 2.95% |
| 8 | WEC Energy Group, Inc. | WEC | 371,669 | $39.2M | 2.87% |
| 9 | Eaton Corp. plc | ETN | 117,471 | $37.4M | 2.74% |
| 10 | AbbVie, Inc. | ABBV | 162,759 | $37.2M | 2.72% |
| 11 | Lowe's Companies, Inc. | 548661107 | 144,801 | $34.9M | 2.56% |
| 12 | Intercontinental Exchange, Inc | 45866F104 | 214,663 | $34.8M | 2.54% |
| 13 | Analog Devices, Inc. | ADI | 128,006 | $34.7M | 2.54% |
| 14 | Jacobs Solutions, Inc. | J | 254,792 | $33.7M | 2.47% |
| 15 | Nasdaq, Inc. | NDAQ | 344,191 | $33.4M | 2.45% |
| 16 | Emerson Electric Co. | EMR | 249,775 | $33.2M | 2.43% |
| 17 | TE Connectivity plc | TEL | 141,899 | $32.3M | 2.36% |
| 18 | Wells Fargo & Co. | 949746101 | 337,184 | $31.4M | 2.30% |
| 19 | Arthur J. Gallagher & Co. | 363576109 | 121,432 | $31.4M | 2.30% |
| 20 | Texas Instruments, Inc. | 882508104 | 171,930 | $29.8M | 2.18% |
| 21 | Abbott Laboratories | ABLZF | 237,614 | $29.8M | 2.18% |
| 22 | Visa, Inc. Class A | V | 84,110 | $29.5M | 2.16% |
| 23 | Mastercard, Inc. | MA | 47,348 | $27.0M | 1.98% |
| 24 | Moody's Corp. | MCO | 46,589 | $23.8M | 1.74% |
| 25 | Stryker Corp. | SYK | 63,217 | $22.2M | 1.63% |
| 26 | State Street Corp. | STT-PG | 166,768 | $21.5M | 1.57% |
| 27 | The Williams Companies, Inc. | 969457100 | 348,456 | $20.9M | 1.53% |
| 28 | Intuit, Inc. | INTU | 30,238 | $20.0M | 1.47% |
| 29 | Cognizant Technology Solutions | CTSH | 233,518 | $19.4M | 1.42% |
| 30 | Amazon.com, Inc. | AMZN | 82,531 | $19.0M | 1.39% |
| 31 | Vulcan Materials Co. | 929160109 | 65,709 | $18.7M | 1.37% |
| 32 | Deere & Co. | DE | 30,946 | $14.4M | 1.05% |
| 33 | S&P Global, Inc. | SPGI | 22,743 | $11.9M | 0.87% |
| 34 | Alphabet, Inc. Class C | GOOG | 35,728 | $11.2M | 0.82% |
| 35 | Alphabet, Inc. Class A | GOOG | 35,439 | $11.1M | 0.81% |
| 36 | Intl. Flavors & Fragrances, In | 459506101 | 136,671 | $9.2M | 0.67% |
| 37 | McDonald's Corp. | MCD | 23,204 | $7.1M | 0.52% |
| 38 | Medpace Holdings, Inc. | MEDP | 9,039 | $5.1M | 0.37% |
| 39 | NVIDIA Corp. | NVDA | 27,114 | $5.1M | 0.37% |
| 40 | Dycom Industries, Inc. | 267475101 | 14,276 | $4.8M | 0.35% |
| 41 | MasTec, Inc. | MTZ | 22,123 | $4.8M | 0.35% |
| 42 | Fabrinet | FN | 10,486 | $4.8M | 0.35% |
| 43 | Johnson & Johnson | JNJ | 22,601 | $4.7M | 0.34% |
| 44 | Curtiss-Wright Corp. | CW | 8,426 | $4.6M | 0.34% |
| 45 | Modine Manufacturing Co. | 607828100 | 30,724 | $4.1M | 0.30% |
| 46 | Rambus, Inc. | RMBS | 40,346 | $3.7M | 0.27% |
| 47 | Onto Innovation, Inc. | ONTO | 22,779 | $3.6M | 0.26% |
| 48 | Evercore, Inc. | EVR | 9,854 | $3.4M | 0.25% |
| 49 | Ensign Group, Inc. | ENSG | 18,768 | $3.3M | 0.24% |
| 50 | ExlService Holdings, Inc. | EXLS | 76,685 | $3.3M | 0.24% |
| 51 | ePlus, Inc. | PLUS | 32,955 | $2.9M | 0.21% |
| 52 | The Home Depot, Inc. | HD | 8,384 | $2.9M | 0.21% |
| 53 | Meta Platforms, Inc. | META | 4,337 | $2.9M | 0.21% |
| 54 | APi Group Corp. | APG | 73,310 | $2.8M | 0.21% |
| 55 | Norfolk Southern Corporation | 655844108 | 9,165 | $2.6M | 0.19% |
| 56 | Halozyme Therapeutics, Inc. | HALO | 35,527 | $2.4M | 0.17% |
| 57 | The TJX Companies, Inc. | 872540109 | 15,251 | $2.3M | 0.17% |
| 58 | Lantheus Holdings, Inc. | LNTH | 34,616 | $2.3M | 0.17% |
| 59 | Amgen,Inc. | AMGN | 6,762 | $2.2M | 0.16% |
| 60 | Ollie's Bargain Outlet Holding | 681116109 | 20,089 | $2.2M | 0.16% |
| 61 | Boot Barn Holdings, Inc. | BOOT | 12,477 | $2.2M | 0.16% |
| 62 | Supernus Pharmaceuticals, Inc. | SUPN | 44,070 | $2.2M | 0.16% |
| 63 | Catalyst Pharmaceuticals | CPRX | 90,917 | $2.1M | 0.16% |
| 64 | Vital Farms, Inc. | VITL | 66,219 | $2.1M | 0.15% |
| 65 | DigitalOcean Holdings, Inc. | DOCN | 43,667 | $2.1M | 0.15% |
| 66 | Magnolia Oil & Gas Corp. Cl A | MGY | 95,099 | $2.1M | 0.15% |
| 67 | PTC, Inc. | PTC | 11,709 | $2.0M | 0.15% |
| 68 | VSE Corp. | VSECU | 11,653 | $2.0M | 0.15% |
| 69 | Advanced Energy Industries, In | 007973100 | 9,334 | $2.0M | 0.14% |
| 70 | Bank of America Corp. | 060505104 | 34,350 | $1.9M | 0.14% |
| 71 | Lithia Motors, Inc. | 536797103 | 5,636 | $1.9M | 0.14% |
| 72 | Advanced Micro Devices, Inc. | AMD | 8,532 | $1.8M | 0.13% |
| 73 | T-Mobile US, Inc. | TMUSZ | 8,967 | $1.8M | 0.13% |
| 74 | American Superconductor Corp. | AMSC | 63,148 | $1.8M | 0.13% |
| 75 | Cisco Systems, Inc. | CSCO | 23,140 | $1.8M | 0.13% |
| 76 | RadNet, Inc. | RDNT | 24,848 | $1.8M | 0.13% |
| 77 | The Walt Disney Co. | 254687106 | 15,565 | $1.8M | 0.13% |
| 78 | AAON, Inc. | AAON | 20,871 | $1.6M | 0.12% |
| 79 | Century Communities, Inc. | 156504300 | 25,801 | $1.5M | 0.11% |
| 80 | Thermo Fisher Scientific, Inc. | TMO | 2,633 | $1.5M | 0.11% |
| 81 | Stride, Inc. | LRN | 23,383 | $1.5M | 0.11% |
| 82 | Oracle Corp. | ORCL-PD | 7,719 | $1.5M | 0.11% |
| 83 | Transmedics Group, Inc. | TMDX | 12,039 | $1.5M | 0.11% |
| 84 | Clear Secure, Inc. | YOU | 38,881 | $1.4M | 0.10% |
| 85 | PepsiCo, Inc. | PEP | 9,454 | $1.4M | 0.10% |
| 86 | Skyward Specialty Insurance Gr | 830940102 | 26,318 | $1.3M | 0.10% |
| 87 | Sprouts Farmers Market, Inc. | 85208M102 | 16,596 | $1.3M | 0.10% |
| 88 | Fiserv, Inc. | FISV | 18,911 | $1.3M | 0.09% |
| 89 | Knife River Corp. | KNF | 17,062 | $1.2M | 0.09% |
| 90 | The Hershey Co. | HSY | 6,379 | $1.2M | 0.08% |
| 91 | Moelis | MC | 16,565 | $1.1M | 0.08% |
| 92 | Starbucks Corp. | SBUX | 13,179 | $1.1M | 0.08% |
| 93 | Pool Corp. | POOL | 4,785 | $1.1M | 0.08% |
| 94 | Honeywell International, Inc. | 438516106 | 5,572 | $1.1M | 0.08% |
| 95 | Upstart Holdings, Inc. | UPST | 21,045 | $920,298 | 0.07% |
| 96 | Primo Brands Corp. | PRMB | 53,843 | $880,333 | 0.06% |
| 97 | NIKE, Inc. Class B | NKE | 13,341 | $849,955 | 0.06% |
| 98 | Trane Technologies plc | TT | 2,127 | $827,828 | 0.06% |
| 99 | Motorola Solutions, Inc. | MSI | 2,140 | $820,305 | 0.06% |
| 100 | Vertex Pharmaceuticals, Inc. | 92532f100 | 1,622 | $735,350 | 0.05% |
| 101 | O Reilly Automotive | 67103H107 | 8,010 | $730,592 | 0.05% |
| 102 | ExxonMobil Corp. | XOM | 5,133 | $617,705 | 0.05% |
| 103 | Procter & Gamble Co. | 742718109 | 4,150 | $594,737 | 0.04% |
| 104 | Corcept Therapeutics, Inc. | CORT | 16,931 | $589,199 | 0.04% |
| 105 | SPDR Tr Unit Ser 1 | SPY | 814 | $555,083 | 0.04% |
| 106 | Carrier Global Corp. | CARR | 9,488 | $501,346 | 0.04% |
| 107 | The Boeing Co. | BA-PA | 2,244 | $487,217 | 0.04% |
| 108 | Costco Wholesale Corp. | 22160K105 | 505 | $435,482 | 0.03% |
| 109 | Johnson Controls Intl PLC | G51502105 | 3,600 | $431,100 | 0.03% |
| 110 | ConocoPhillips | COP | 2,451 | $229,438 | 0.02% |