Campbell Newman Asset Management Inc has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.22 Billion distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91.1M, Apple Inc. with a value of $80.2M, Broadcom Inc. with a value of $60M, Kla Corp with a value of $56.5M, and Eli Lilly & CO with a value of $56.5M.
Examining the 13F form we can see an decrease of $9.03M in the current position value, from $1.23B to 1.22B.
Below you can find more details about Campbell Newman Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
Technology: $463 Million
Healthcare: $247 Million
Financial Services: $162 Million
Industrials: $106 Million
Consumer Cyclical: $105 Million
Energy: $62.1 Million
Communication Services: $40.1 Million
Consumer Defensive: $21.9 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions