Campbell Newman Asset Management Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.2M, Microsoft Corp with a value of $69.7M, Eli Lilly & CO with a value of $45.7M, Broadcom Inc. with a value of $45.7M, and Visa Inc. with a value of $44.9M.
Examining the 13F form we can see an decrease of $57.8M in the current position value, from $1.17B to 1.11B.
Below you can find more details about Campbell Newman Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
Technology: $373 Million
Financial Services: $226 Million
Healthcare: $224 Million
Industrials: $108 Million
Consumer Cyclical: $72.7 Million
Energy: $28.3 Million
Basic Materials: $25.7 Million
Utilities: $23.2 Million
Other: $31.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
