Campbell Newman Asset Management Inc Incresed Positions in Q2 2025

Campbell Newman Asset Management Inc

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
178K
+ 65.83%
$59.09 - $98.75 $10.5M - $17.6M
450K $44.4M
WEC
Wec Energy Group, Inc.

Utilities
148K
+ 69.62%
$102.24 - $109.76 $15.2M - $16.3M
361K $37.7M
NDAQ
Nasdaq, Inc.

Financial Services
93.5K
+ 38.81%
$66.4 - $89.42 $6.21M - $8.36M
334K $29.9M
TXN
Texas Instruments Inc

Technology
44.7K
+ 35.64%
N/A
170K $33.1M
CW
Curtiss Wright Corp

Industrials
577
+ 7.09%
$283.18 - $488.55 $163K - $282K
8.71K $4.26M
DY
Dycom Industries Inc

Industrials
980
+ 7.11%
$138.96 - $245.71 $136K - $241K
14.8K $3.61M
AMSC
American Superconductor Corp

Industrials
4.39K
+ 7.23%
$15.8 - $37.12 $69.3K - $163K
65K $2.39M
APG
A Pi Group Corp

Industrials
3.35K
+ 7.09%
$32.2 - $51.23 $108K - $171K
50.6K $2.58M
TMDX
Trans Medics Group, Inc.

Healthcare
824
+ 7.09%
$67.67 - $143.04 $55.8K - $118K
12.4K $1.67M
CIEN
Ciena Corp

Technology
2.29K
+ 7.12%
$53.5 - $83.89 $122K - $192K
34.4K $2.8M
VITL
Vital Farms, Inc.

Consumer Defensive
4.54K
+ 7.11%
$30.52 - $38.52 $139K - $175K
68.4K $2.64M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
858
+ 7.13%
$89.13 - $167.48 $76.5K - $144K
12.9K $1.96M
LRN
Stride, Inc.

Consumer Defensive
1.61K
+ 7.12%
$124.45 - $160.72 $200K - $258K
24.2K $3.51M
RMBS
Rambus Inc

Technology
2.78K
+ 7.16%
$42.9 - $64.02 $119K - $178K
41.7K $2.67M
ENSG
Ensign Group, Inc

Healthcare
1.29K
+ 7.11%
$119.93 - $156.36 $154K - $201K
19.4K $2.99M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.22K
+ 5.04%
$69.3 - $105.57 $84.3K - $128K
25.4K $2.5M
PLUS
Eplus Inc

Technology
2.26K
+ 7.1%
$54.77 - $74.09 $124K - $167K
34.1K $2.46M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.38K
+ 7.13%
$103.49 - $133.44 $143K - $184K
20.8K $2.74M
NVEE
Nv5 Global, Inc.

Industrials
5.01K
+ 7.11%
$15.12 - $23.09 $75.7K - $116K
75.5K $1.74M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.15K
+ 7.12%
$144.63 - $179.53 $166K - $206K
17.3K $2.84M
LAD
Lithia Motors Inc

Consumer Cyclical
384
+ 7.06%
$271.94 - $339.35 $104K - $130K
5.83K $1.97M
PTC
Ptc Inc.

Technology
799
+ 7.07%
$136.74 - $173.24 $109K - $138K
12.1K $2.08M
MEDP
Medpace Holdings, Inc.

Healthcare
622
+ 7.13%
$277.23 - $315.28 $172K - $196K
9.35K $2.93M
MC
Moelis & CO

Financial Services
1.14K
+ 7.18%
$48.86 - $62.99 $55.9K - $72.1K
17.1K $1.06M
MKTX
Marketaxess Holdings Inc

Financial Services
233
+ 7.06%
$203.19 - $231.09 $47.3K - $53.8K
3.54K $789K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
3.02K
+ 7.09%
$30.29 - $33.43 $91.4K - $101K
45.6K $1.44M
AAON
Aaon, Inc.

Industrials
1.44K
+ 7.14%
$71.78 - $106.87 $103K - $153K
21.5K $1.59M
MTDR
Matador Resources CO

Energy
1.37K
+ 7.08%
$36.67 - $52.23 $50.3K - $71.7K
20.8K $990K
EXLS
Exl Service Holdings, Inc.

Technology
5.32K
+ 7.21%
$41.85 - $48.48 $223K - $258K
79.1K $3.46M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.48K
+ 1400.0%
$87.84 - $1441.89 $657K - $10.8M
8.01K $721K
POOL
Pool Corp

Industrials
188
+ 3.99%
$285.0 - $325.66 $53.6K - $61.2K
4.9K $1.43M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
6.23K
+ 7.1%
$21.4 - $26.31 $133K - $164K
94K $2.04M
MGY
Magnolia Oil & Gas Corp

Energy
6.52K
+ 7.1%
$19.6 - $25.72 $128K - $168K
98.4K $2.21M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
873
+ 7.1%
$47.34 - $67.22 $41.3K - $58.7K
13.2K $678K
CCS
Century Communities, Inc.

Consumer Cyclical
1.77K
+ 7.12%
$51.04 - $67.94 $90.4K - $120K
26.7K $1.5M
ONTO
Onto Innovation Inc.

Technology
1.25K
+ 7.13%
$88.5 - $133.37 $111K - $167K
18.8K $1.9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.44K
+ 7.11%
$47.91 - $70.14 $117K - $171K
36.7K $1.91M
LNTH
Lantheus Holdings, Inc.

Healthcare
2.38K
+ 7.11%
$73.86 - $108.74 $175K - $258K
35.8K $2.93M
CORT
Corcept Therapeutics Inc

Healthcare
2.38K
+ 7.2%
$62.24 - $91.93 $148K - $218K
35.4K $2.6M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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