Campbell Newman Asset Management Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94.2M, Apple Inc. with a value of $87.3M, Broadcom Inc. with a value of $76.9M, Kla Corp with a value of $62.9M, and Amphenol Corp with a value of $50.7M.
Examining the 13F form we can see an increase of $105M in the current position value, from $1.19B to 1.3B.
Below you can find more details about Campbell Newman Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
Technology: $492 Million
Financial Services: $234 Million
Healthcare: $183 Million
Industrials: $176 Million
Consumer Cyclical: $80.1 Million
Utilities: $42.3 Million
Basic Materials: $28.5 Million
Communication Services: $24.5 Million
Other: $35.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
