Campbell Newman Asset Management Inc Reduced Holdings in Q2 2025

Campbell Newman Asset Management Inc

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-14.3K
- 25.88%
$713.71 - $898.95 $10.2M - $12.9M
41K $32M
AAPL
Apple Inc.

Technology
-9.66K
- 2.78%
$172.42 - $223.89 $1.67M - $2.16M
338K $69.3M
ABBV
Abb Vie Inc.

Healthcare
-5.45K
- 3.32%
$170.16 - $206.27 $927K - $1.12M
159K $29.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
-4.61K
- 3.67%
$310.86 - $348.77 $1.43M - $1.61M
121K $38.7M
COP
Conocophillips

Energy
-40.6K
- 94.31%
$82.66 - $106.1 $3.35M - $4.31M
2.45K $219K
LOW
Lowes Companies Inc

Consumer Cyclical
-5.47K
- 3.73%
$210.83 - $235.28 $1.15M - $1.29M
141K $31.3M
EOG
Eog Resources Inc

Energy
-5K
- 3.23%
$104.61 - $129.97 $523K - $650K
150K $17.9M
ZTS
Zoetis Inc.

Healthcare
-4.66K
- 4.65%
$144.41 - $170.3 $673K - $794K
95.6K $14.9M
V
Visa Inc.

Financial Services
-4.25K
- 3.32%
$308.27 - $373.31 $1.31M - $1.59M
124K $44M
HD
Home Depot, Inc.

Consumer Cyclical
-1.28K
- 13.21%
$335.24 - $380.78 $428K - $486K
8.38K $3.07M
TMUS
T Mobile Us, Inc.

Communication Services
-19
- 0.21%
$220.99 - $268.54 $4.2K - $5.1K
8.99K $2.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.23%
$390.26 - $489.06 $2.34K - $2.93K
2.64K $1.07M
ABT
Abbott Laboratories

Healthcare
-7.58K
- 3.13%
$123.95 - $138.08 $939K - $1.05M
234K $31.9M
SBUX
Starbucks Corp

Consumer Cyclical
-67
- 0.5%
$79.69 - $99.41 $5.34K - $6.66K
13.3K $1.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.31%
$421.16 - $509.5 $2.11K - $2.55K
1.63K $723K
FISV
Fiserv Inc

Technology
-37
- 0.2%
N/A
18.9K $2.37M
Te Connectivity PLC
-114K
- 45.25%
N/A
138K $0
Jacobs Solutions, Inc.
-5.39K
- 2.12%
N/A
249K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-30
- 0.2%
$119.13 - $135.03 $3.57K - $4.05K
15.3K $1.89M
NKE
Nike, Inc.

Consumer Cyclical
-236
- 1.73%
$53.27 - $72.04 $12.6K - $17K
13.4K $949K
BA
Boeing CO

Industrials
-7
- 0.31%
$136.59 - $217.51 $956 - $1.52K
2.25K $471K
SPGI
S&P Global Inc.

Financial Services
-647
- 2.83%
$438.31 - $527.29 $284K - $341K
22.2K $11.7M
CTSH
Cognizant Technology Solutions Corp

Technology
-3.24K
- 1.35%
$66.47 - $81.81 $216K - $265K
238K $18.5M
AMD
Advanced Micro Devices Inc

Technology
-19
- 0.22%
$78.21 - $143.81 $1.49K - $2.73K
8.54K $1.21M
META
Meta Platforms, Inc.

Communication Services
-185
- 4.08%
$484.66 - $738.09 $89.7K - $137K
4.34K $3.21M
ORCL
Oracle Corp

Technology
-22
- 0.28%
$122.82 - $218.63 $2.7K - $4.81K
7.74K $1.69M
DE
Deere & CO

Industrials
-1.17K
- 3.74%
$412.99 - $531.48 $484K - $623K
30.1K $15.3M
GOOGL
Alphabet Inc.

Communication Services
-69
- 0.19%
$144.7 - $178.6 $9.98K - $12.3K
35.5K $6.25M
MCO
Moodys Corp

Financial Services
-1.63K
- 3.45%
$396.7 - $501.59 $646K - $817K
45.5K $22.8M
SYK
Stryker Corp

Healthcare
-3.99K
- 3.73%
$337.37 - $395.63 $1.35M - $1.58M
103K $40.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-7.89K
- 3.62%
$151.62 - $183.47 $1.2M - $1.45M
210K $38.5M
HON
Honeywell International Inc

Industrials
-3.14K
- 3.76%
$182.86 - $232.88 $574K - $731K
80.4K $18.7M
MTZ
Mastec Inc

Industrials
-2.23K
- 8.0%
$106.07 - $171.99 $236K - $383K
25.6K $4.36M
FN
Fabrinet

Technology
-730
- 4.67%
$171.03 - $298.93 $125K - $218K
14.9K $4.39M
NVDA
Nvidia Corp

Technology
-95
- 0.35%
$94.31 - $157.99 $8.96K - $15K
27.3K $4.31M
VMC
Vulcan Materials CO

Basic Materials
-724
- 1.12%
$226.49 - $276.01 $164K - $200K
63.8K $16.7M
RTX
Raytheon Technologies Corp

Industrials
-7.87K
- 3.53%
$113.75 - $148.48 $895K - $1.17M
215K $31.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-72
- 0.09%
$167.32 - $223.3 $12K - $16.1K
82.5K $18.1M
ADI
Analog Devices Inc

Technology
-3.56K
- 2.76%
$164.6 - $238.02 $586K - $847K
125K $29.8M
EMR
Emerson Electric CO

Industrials
-9.63K
- 3.81%
$94.15 - $133.33 $907K - $1.28M
243K $32.4M
KLAC
Kla Corp

Technology
-1.91K
- 3.03%
$576.53 - $902.94 $1.1M - $1.73M
61.2K $54.8M
MSFT
Microsoft Corp

Technology
-5.99K
- 3.22%
$354.56 - $497.45 $2.12M - $2.98M
180K $89.4M
AVGO
Broadcom Inc.

Technology
-21.2K
- 7.78%
$146.29 - $275.65 $3.11M - $5.86M
252K $69.4M
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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