13F-HR filed by CAMPBELL NEWMAN ASSET MANAGEMENT INC
CAMPBELL NEWMAN ASSET MANAGEMENT INC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-17, with 106 holding rows worth $1,255,256,485.
- Accession
- 0000874791-25-000009
- Filer
- CIK 874791
- Filed
- 2025-07-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 106 entries on the cover page, a total value of $1,255,256,485 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,255,256,485 with VALUE read as dollars as filed, 13F file number 028-02903. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 179,757 | $89,412,929 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 251,939 | $69,447,028 | dollars as filed | |
| Apple Inc | 037833100 | COM | 337,915 | $69,330,090 | dollars as filed | |
| KLA CORP | 482480100 | COM | 61,189 | $54,809,475 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 449,521 | $44,390,199 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 123,797 | $43,954,149 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 77,083 | $43,316,040 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 102,951 | $40,730,564 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 120,880 | $38,696,106 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 209,783 | $38,488,919 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 361,394 | $37,657,217 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 169,980 | $35,291,338 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 249,046 | $32,737,097 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 243,285 | $32,437,189 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 40,995 | $31,956,832 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 234,249 | $31,860,258 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 214,704 | $31,351,052 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 140,994 | $31,282,413 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 334,274 | $29,890,781 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 125,396 | $29,846,756 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 158,673 | $29,452,791 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 138,071 | $23,288,436 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 45,495 | $22,819,837 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 62,768 | $22,407,548 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 80,418 | $18,727,744 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 237,647 | $18,543,621 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 82,540 | $18,108,451 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 149,875 | $17,926,588 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 63,845 | $16,652,053 | dollars as filed | |
| Deere & Company | 244199105 | COM | 30,127 | $15,319,294 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 95,588 | $14,906,965 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 22,237 | $11,725,348 | dollars as filed | |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 459506101 | Stock | 136,671 | $10,052,152 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 23,204 | $6,779,513 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 35,769 | $6,345,063 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 35,476 | $6,251,935 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 14,914 | $4,394,858 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 25,601 | $4,363,178 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 27,260 | $4,306,807 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 8,712 | $4,256,248 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 14,755 | $3,605,974 | dollars as filed | |
| STRIDE INC | 86333M108 | COM | 24,171 | $3,509,387 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 79,122 | $3,464,752 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 22,601 | $3,452,303 | dollars as filed | |
| FISERV INC | 337738108 | COM | 18,936 | $3,264,756 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,344 | $3,206,263 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 8,384 | $3,073,910 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 19,401 | $2,992,798 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 9,348 | $2,933,963 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 35,771 | $2,928,214 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 17,255 | $2,840,863 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 34,442 | $2,801,168 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 10,182 | $2,749,410 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 20,760 | $2,735,753 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 41,663 | $2,667,265 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 68,433 | $2,636,039 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 35,360 | $2,595,424 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 50,576 | $2,581,905 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 25,384 | $2,500,324 | dollars as filed | |
| EPLUS INC | 294268107 | COM | 34,068 | $2,456,303 | dollars as filed | |
| AMERICAN SUPERCONDUCTOR CORP | 030111207 | SHS NEW | 65,011 | $2,385,254 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 9,165 | $2,345,965 | dollars as filed | |
| MAGNOLIA OIL & GAS CORP | 559663109 | CL A | 98,420 | $2,212,482 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 8,987 | $2,141,243 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 12,098 | $2,084,969 | dollars as filed | |
| CATALYST PHARMACEUTICALS INC | 14888U101 | COM | 93,968 | $2,039,106 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 5,826 | $1,968,139 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 12,884 | $1,958,368 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 15,565 | $1,930,216 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 36,725 | $1,910,435 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 18,800 | $1,897,484 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 6,762 | $1,888,018 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 15,269 | $1,885,569 | dollars as filed | |
| NV5 HOLDINGS, INC | 62945V109 | COM | 75,492 | $1,743,110 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,744 | $1,693,071 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 12,443 | $1,667,486 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 55,894 | $1,655,580 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 34,350 | $1,625,442 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 23,140 | $1,605,453 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 21,549 | $1,589,239 | dollars as filed | |
| SKYWARD SPECIALTY INS GROUP | 830940102 | COM | 27,051 | $1,563,277 | dollars as filed | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 26,660 | $1,501,491 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 17,711 | $1,445,926 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 45,575 | $1,436,524 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 4,896 | $1,427,086 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 9,454 | $1,248,306 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 13,274 | $1,216,297 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 8,539 | $1,211,684 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,638 | $1,069,603 | dollars as filed | |
| MOELIS & CO | 60786M105 | CL A | 17,087 | $1,064,862 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 6,379 | $1,058,595 | dollars as filed | |
| MATADOR RES CO COM | 576485205 | Stock | 20,761 | $990,715 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,255 | $986,360 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2,267 | $953,183 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 13,367 | $949,592 | dollars as filed | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 3,535 | $789,514 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 1,626 | $723,895 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 8,010 | $721,941 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 9,488 | $694,427 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 13,177 | $678,879 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,150 | $661,178 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,133 | $553,337 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 505 | $499,920 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,250 | $471,443 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,600 | $380,232 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,451 | $219,953 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000874791-25-000009 | this filing | 2025-07-17 | acceptance time not in the bulk data set |