Campbell Newman Asset Management Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $89.4M, Broadcom Inc. with a value of $69.4M, Apple Inc. with a value of $69.3M, Kla Corp with a value of $54.8M, and Amphenol Corp with a value of $44.4M.
Examining the 13F form we can see an increase of $78.8M in the current position value, from $1.11B to 1.19B.
Below you can find more details about Campbell Newman Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
Technology: $441 Million
Financial Services: $235 Million
Healthcare: $175 Million
Industrials: $147 Million
Consumer Cyclical: $72.6 Million
Utilities: $37.7 Million
Basic Materials: $26.7 Million
Energy: $21.9 Million
Other: $35.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
