CAMPBELL NEWMAN ASSET MANAGEMENT INC

Est. AUM

$1.23B

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple, Inc.	COMMON STOCKS	$78.7M	310180	6.39%	SOLE
2	KLA Corp.	COMMON STOCKS	$61.9M	42069	5.03%	SOLE
3	Broadcom, Inc.	COMMON STOCKS	$60.7M	196119	4.92%	SOLE
4	Microsoft Corp.	COMMON STOCKS	$55.4M	149775	4.50%	SOLE
5	Amphenol Corp.	COMMON STOCKS	$47.2M	373689	3.83%	SOLE
6	Eaton Corp. plc	COMMON STOCKS	$44.1M	123177	3.57%	SOLE
7	WEC Energy Group, Inc.	COMMON STOCKS	$43.5M	375749	3.53%	SOLE
8	RTX Corp.	COMMON STOCKS	$42.8M	222016	3.47%	SOLE
9	State Street Corp.	COMMON STOCKS	$42.1M	332857	3.42%	SOLE
10	The Williams Companies, Inc.	COMMON STOCKS	$41.7M	572943	3.38%	SOLE
11	Analog Devices, Inc.	COMMON STOCKS	$40.0M	125857	3.25%	SOLE
12	AbbVie, Inc.	COMMON STOCKS	$36.0M	165389	2.92%	SOLE
13	Motorola Solutions, Inc.	COMMON STOCKS	$35.4M	81673	2.88%	SOLE
14	Lowe's Companies, Inc.	COMMON STOCKS	$34.6M	146376	2.81%	SOLE
15	Intercontinental Exchange, Inc	COMMON STOCKS	$34.2M	217630	2.78%	SOLE
16	Texas Instruments, Inc.	COMMON STOCKS	$33.8M	174290	2.75%	SOLE
17	Emerson Electric Co.	COMMON STOCKS	$33.1M	252382	2.68%	SOLE
18	PepsiCo, Inc.	COMMON STOCKS	$29.8M	191736	2.42%	SOLE
19	Nasdaq, Inc.	COMMON STOCKS	$29.5M	348081	2.40%	SOLE
20	Eli Lilly & Co.	COMMON STOCKS	$28.6M	31129	2.32%	SOLE
21	Wells Fargo & Co.	COMMON STOCKS	$27.3M	342355	2.21%	SOLE
22	Visa, Inc. Class A	COMMON STOCKS	$25.1M	82941	2.03%	SOLE
23	Mastercard, Inc.	COMMON STOCKS	$23.8M	47696	1.93%	SOLE
24	Stryker Corp.	COMMON STOCKS	$20.7M	62874	1.68%	SOLE
25	Starbucks Corp.	COMMON STOCKS	$20.5M	229350	1.67%	SOLE
26	Moody's Corp.	COMMON STOCKS	$20.5M	47057	1.67%	SOLE
27	Jacobs Solutions, Inc.	COMMON STOCKS	$19.7M	155069	1.60%	SOLE
28	Vulcan Materials Co.	COMMON STOCKS	$18.0M	66186	1.46%	SOLE
29	Lennox International, Inc.	COMMON STOCKS	$17.6M	37824	1.42%	SOLE
30	Cognizant Technology Solutions	COMMON STOCKS	$14.6M	237419	1.18%	SOLE
31	Intuit, Inc.	COMMON STOCKS	$13.0M	29971	1.05%	SOLE
32	Amazon.com, Inc.	COMMON STOCKS	$7.2M	34731	0.59%	SOLE
33	Modine Manufacturing Co.	COMMON STOCKS	$6.8M	31169	0.55%	SOLE
34	MasTec, Inc.	COMMON STOCKS	$5.8M	18156	0.47%	SOLE
35	Alphabet, Inc. Class C	COMMON STOCKS	$5.7M	19888	0.46%	SOLE
36	Alphabet, Inc. Class A	COMMON STOCKS	$5.6M	19565	0.46%	SOLE
37	Curtiss-Wright Corp.	COMMON STOCKS	$5.3M	7808	0.43%	SOLE
38	Dycom Industries, Inc.	COMMON STOCKS	$4.9M	14495	0.40%	SOLE
39	Onto Innovation, Inc.	COMMON STOCKS	$4.8M	23211	0.39%	SOLE
40	NVIDIA Corp.	COMMON STOCKS	$4.7M	27114	0.38%	SOLE
41	Fabrinet	COMMON STOCKS	$4.6M	8846	0.37%	SOLE
42	Medpace Holdings, Inc.	COMMON STOCKS	$4.4M	9188	0.36%	SOLE
43	Ensign Group, Inc.	COMMON STOCKS	$3.8M	19085	0.31%	SOLE
44	DigitalOcean Holdings, Inc.	COMMON STOCKS	$3.8M	44793	0.31%	SOLE
45	Rambus, Inc.	COMMON STOCKS	$3.5M	41067	0.29%	SOLE
46	Advanced Energy Industries, In	COMMON STOCKS	$3.1M	9573	0.25%	SOLE
47	Magnolia Oil & Gas Corp. Cl A	COMMON STOCKS	$3.1M	96831	0.25%	SOLE
48	APi Group Corp.	COMMON STOCKS	$3.0M	74554	0.25%	SOLE
49	Evercore, Inc.	COMMON STOCKS	$3.0M	10027	0.24%	SOLE
50	Lantheus Holdings, Inc.	COMMON STOCKS	$2.7M	35206	0.22%	SOLE

1–50 of 103

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.