Campbell Newman Asset Management Inc has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $87.3M, Apple Inc. with a value of $67.5M, Broadcom Inc. with a value of $58M, Kla Corp with a value of $53.1M, and Eli Lilly & CO with a value of $49.8M.

Examining the 13F form we can see an increase of $74.2M in the current position value, from $1.16B to 1.23B.

Below you can find more details about Campbell Newman Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.23 Billion
Technology: $438 Million
Healthcare: $228 Million
Financial Services: $167 Million
Consumer Cyclical: $118 Million
Industrials: $116 Million
Energy: $68 Million
Communication Services: $40.8 Million
Real Estate: $21.2 Million
Other: $36.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $1.23 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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