Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAMPBELL NEWMAN ASSET MANAGEMENT INC (CIK 874791) reported $1.23B across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($78.7M, 6.39%), KLAC ($61.9M, 5.03%), AVGO ($60.7M, 4.92%), MSFT ($55.4M, 4.50%), APH ($47.2M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple, Inc. | $78.7M | 6.39% | 310,180 | Trimmed |
| 2 | KLAC | KLA Corp. | $61.9M | 5.03% | 42,069 | Trimmed |
| 3 | AVGO | Broadcom, Inc. | $60.7M | 4.92% | 196,119 | Trimmed |
| 4 | MSFT | Microsoft Corp. | $55.4M | 4.50% | 149,775 | Trimmed |
| 5 | APH | Amphenol Corp. | $47.2M | 3.83% | 373,689 | Added |
| 6 | ETN | Eaton Corp. plc | $44.1M | 3.57% | 123,177 | Added |
| 7 | WEC | WEC Energy Group, Inc. | $43.5M | 3.53% | 375,749 | Added |
| 8 | RTX | RTX Corp. | $42.8M | 3.47% | 222,016 | Added |
| 9 | STT | State Street Corp. | $42.1M | 3.42% | 332,857 | Added |
| 10 | WMB | The Williams Companies, Inc. | $41.7M | 3.38% | 572,943 | Added |
| 11 | ADI | Analog Devices, Inc. | $40.0M | 3.25% | 125,857 | Trimmed |
| 12 | ABBV | AbbVie, Inc. | $36.0M | 2.92% | 165,389 | Added |
| 13 | MSI | Motorola Solutions, Inc. | $35.4M | 2.88% | 81,673 | Added |
| 14 | LOW | Lowe's Companies, Inc. | $34.6M | 2.81% | 146,376 | Added |
| 15 | ICE | Intercontinental Exchange, Inc | $34.2M | 2.78% | 217,630 | Added |
| 16 | TXN | Texas Instruments, Inc. | $33.8M | 2.75% | 174,290 | Added |
| 17 | EMR | Emerson Electric Co. | $33.1M | 2.68% | 252,382 | Added |
| 18 | PEP | PepsiCo, Inc. | $29.8M | 2.42% | 191,736 | Added |
| 19 | NDAQ | Nasdaq, Inc. | $29.5M | 2.40% | 348,081 | Added |
| 20 | LLY | Eli Lilly & Co. | $28.6M | 2.32% | 31,129 | Trimmed |
| 21 | WFC | Wells Fargo & Co. | $27.3M | 2.21% | 342,355 | Added |
| 22 | V | Visa, Inc. Class A | $25.1M | 2.03% | 82,941 | Trimmed |
| 23 | MA | Mastercard, Inc. | $23.8M | 1.93% | 47,696 | Added |
| 24 | SYK | Stryker Corp. | $20.7M | 1.68% | 62,874 | Trimmed |
| 25 | SBUX | Starbucks Corp. | $20.5M | 1.67% | 229,350 | Added |
Source: SEC Form 13F filings · as of 2026-03-31