CAMPBELL NEWMAN ASSET MANAGEMENT INC

CIK 0000874791 • 6 13F filings • Apr 16, 2025 – Jul 21, 2026

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Filer information

Filed by: CAMPBELL NEWMAN ASSET MANAGEMENT INC, Chief Compliance Officer
Address: 330 E. KILBOURN AVENUE #1125, MILWAUKEE, WI, 53202
Phone: 414-635-1011
AUM: $1.37B

AUM over time

$1.35B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.37B110 positionsView on SEC.gov

			% of Portfolio
AAON, Inc.	COMMON STOCKS	$1.6M	0.1%Prev: 0.1%	20,871 SH	Decreased-776 SH
Abbott Laboratories	COMMON STOCKS	$29.8M	2.2%Prev: 2.3%	237,614 SH	Decreased-1,507 SH
AbbVie, Inc.	COMMON STOCKS	$37.2M	2.7%Prev: 2.7%	162,759 SH	Decreased+898 SH
Advanced Energy Industries, In	COMMON STOCKS	$2.0M	0.1%	9,334 SH	New
Advanced Micro Devices, Inc.	COMMON STOCKS	$1.8M	0.1%Prev: 0.1%	8,532 SH	Increased-39 SH
Alphabet, Inc. Class A	COMMON STOCKS	$11.1M	0.8%Prev: 0.6%	35,439 SH	Increased-81 SH
Alphabet, Inc. Class C	COMMON STOCKS	$11.2M	0.8%Prev: 0.6%	35,728 SH	Increased
Amazon.com, Inc.	COMMON STOCKS	$19.0M	1.4%Prev: 1.3%	82,531 SH	Increased-60 SH
American Superconductor Corp.	COMMON STOCKS	$1.8M	0.1%Prev: 0.3%	63,148 SH	Decreased-2,217 SH
Amgen,Inc.	COMMON STOCKS	$2.2M	0.2%Prev: 0.1%	6,762 SH	Increased
Amphenol Corp.	COMMON STOCKS	$50.0M	3.7%Prev: 3.7%	370,188 SH	Decreased-39,722 SH
Analog Devices, Inc.	COMMON STOCKS	$34.7M	2.5%Prev: 2.3%	128,006 SH	Increased+531 SH
APi Group Corp.	COMMON STOCKS	$2.8M	0.2%Prev: 0.2%	73,310 SH	Increased-2,785 SH
Apple, Inc.	COMMON STOCKS	$93.6M	6.8%Prev: 6.4%	344,157 SH	Increased+1,148 SH
Arthur J. Gallagher & Co.	COMMON STOCKS	$31.4M	2.3%Prev: 2.8%	121,432 SH	Decreased-1,960 SH
Bank of America Corp.	COMMON STOCKS	$1.9M	0.1%Prev: 0.1%	34,350 SH	Increased
Boot Barn Holdings, Inc.	COMMON STOCKS	$2.2M	0.2%Prev: 0.2%	12,477 SH	Increased-467 SH
Broadcom, Inc.	COMMON STOCKS	$80.3M	5.9%Prev: 5.6%	232,037 SH	Increased-1,132 SH
Carrier Global Corp.	COMMON STOCKS	$501K	0.0%Prev: 0.0%	9,488 SH	Decreased
Catalyst Pharmaceuticals	COMMON STOCKS	$2.1M	0.2%Prev: 0.1%	90,917 SH	Increased-3,449 SH
Century Communities, Inc.	COMMON STOCKS	$1.5M	0.1%Prev: 0.1%	25,801 SH	Decreased-973 SH
Cisco Systems, Inc.	COMMON STOCKS	$1.8M	0.1%Prev: 0.1%	23,140 SH	Increased
Clear Secure, Inc.	COMMON STOCKS	$1.4M	0.1%	38,881 SH	New
Cognizant Technology Solutions	COMMON STOCKS	$19.4M	1.4%Prev: 1.2%	233,518 SH	Increased-8,942 SH
ConocoPhillips	COMMON STOCKS	$229K	0.0%Prev: 0.0%	2,451 SH	Decreased
Corcept Therapeutics, Inc.	COMMON STOCKS	$589K	0.0%Prev: 0.2%	16,931 SH	Decreased-18,599 SH
Costco Wholesale Corp.	COMMON STOCKS	$435K	0.0%Prev: 0.0%	505 SH	Decreased
Curtiss-Wright Corp.	COMMON STOCKS	$4.6M	0.3%Prev: 0.3%	8,426 SH	Decreased-321 SH
Deere & Co.	COMMON STOCKS	$14.4M	1.1%Prev: 1.0%	30,946 SH	Increased+182 SH
DigitalOcean Holdings, Inc.	COMMON STOCKS	$2.1M	0.2%	43,667 SH	New
Dycom Industries, Inc.	COMMON STOCKS	$4.8M	0.4%Prev: 0.3%	14,276 SH	Increased-539 SH
Eaton Corp. plc	COMMON STOCKS	$37.4M	2.7%Prev: 3.4%	117,471 SH	Decreased-5,451 SH
Eli Lilly & Co.	COMMON STOCKS	$44.7M	3.3%Prev: 2.3%	41,553 SH	Increased+129 SH
Emerson Electric Co.	COMMON STOCKS	$33.2M	2.4%Prev: 2.4%	249,775 SH	Increased+1,442 SH
Ensign Group, Inc.	COMMON STOCKS	$3.3M	0.2%Prev: 0.2%	18,768 SH	Decreased-712 SH
ePlus, Inc.	COMMON STOCKS	$2.9M	0.2%Prev: 0.2%	32,955 SH	Increased-1,255 SH
Evercore, Inc.	COMMON STOCKS	$3.4M	0.2%Prev: 0.3%	9,854 SH	Decreased-373 SH
ExlService Holdings, Inc.	COMMON STOCKS	$3.3M	0.2%Prev: 0.3%	76,685 SH	Decreased-2,815 SH
ExxonMobil Corp.	COMMON STOCKS	$618K	0.0%Prev: 0.0%	5,133 SH	Increased
Fabrinet	COMMON STOCKS	$4.8M	0.3%Prev: 0.4%	10,486 SH	Decreased-3,591 SH
Fiserv, Inc.	COMMON STOCKS	$1.3M	0.1%Prev: 0.2%	18,911 SH	Decreased-61 SH
Halozyme Therapeutics, Inc.	COMMON STOCKS	$2.4M	0.2%Prev: 0.2%	35,527 SH	Decreased-1,351 SH
Honeywell International, Inc.	COMMON STOCKS	$1.1M	0.1%Prev: 1.3%	5,572 SH	Decreased-76,529 SH
Intercontinental Exchange, Inc	COMMON STOCKS	$34.8M	2.5%Prev: 2.6%	214,663 SH	Decreased+510 SH
Intl. Flavors & Fragrances, In	COMMON STOCKS	$9.2M	0.7%Prev: 0.6%	136,671 SH	Increased
Intuit, Inc.	COMMON STOCKS	$20.0M	1.5%	30,238 SH	New
Jacobs Solutions, Inc.	COMMON STOCKS	$33.7M	2.5%Prev: 2.8%	254,792 SH	Decreased+301 SH
Johnson & Johnson	COMMON STOCKS	$4.7M	0.3%Prev: 0.3%	22,601 SH	Increased
Johnson Controls Intl PLC	COMMON STOCKS	$431K	0.0%Prev: 0.0%	3,600 SH	Increased
KLA Corp.	COMMON STOCKS	$61.9M	4.5%Prev: 4.6%	50,956 SH	Decreased-7,326 SH
Knife River Corp.	COMMON STOCKS	$1.2M	0.1%Prev: 0.1%	17,062 SH	Decreased-737 SH
Lantheus Holdings, Inc.	COMMON STOCKS	$2.3M	0.2%Prev: 0.1%	34,616 SH	Increased-1,309 SH
Lithia Motors, Inc.	COMMON STOCKS	$1.9M	0.1%Prev: 0.1%	5,636 SH	Increased-211 SH
Lowe's Companies, Inc.	COMMON STOCKS	$34.9M	2.6%Prev: 2.6%	144,801 SH	Decreased+796 SH
Magnolia Oil & Gas Corp. Cl A	COMMON STOCKS	$2.1M	0.2%Prev: 0.2%	95,099 SH	Decreased-3,733 SH
MasTec, Inc.	COMMON STOCKS	$4.8M	0.4%Prev: 0.4%	22,123 SH	Decreased-2,131 SH
Mastercard, Inc.	COMMON STOCKS	$27.0M	2.0%Prev: 3.3%	47,348 SH	Decreased-31,228 SH
McDonald's Corp.	COMMON STOCKS	$7.1M	0.5%Prev: 0.5%	23,204 SH	Increased
Medpace Holdings, Inc.	COMMON STOCKS	$5.1M	0.4%Prev: 0.4%	9,039 SH	Increased-348 SH
Meta Platforms, Inc.	COMMON STOCKS	$2.9M	0.2%Prev: 0.2%	4,337 SH	Decreased-18 SH
Microsoft Corp.	COMMON STOCKS	$88.3M	6.5%Prev: 6.9%	182,483 SH	Decreased+581 SH
Modine Manufacturing Co.	COMMON STOCKS	$4.1M	0.3%Prev: 0.3%	30,724 SH	Decreased-899 SH
Moelis	COMMON STOCKS	$1.1M	0.1%Prev: 0.1%	16,565 SH	Decreased-593 SH
Moody's Corp.	COMMON STOCKS	$23.8M	1.7%Prev: 1.6%	46,589 SH	Increased+241 SH
Motorola Solutions, Inc.	COMMON STOCKS	$820K	0.1%Prev: 0.1%	2,140 SH	Decreased-140 SH
Nasdaq, Inc.	COMMON STOCKS	$33.4M	2.4%Prev: 2.2%	344,191 SH	Increased+2,387 SH
NIKE, Inc. Class B	COMMON STOCKS	$850K	0.1%Prev: 0.1%	13,341 SH	Decreased-66 SH
Norfolk Southern Corporation	COMMON STOCKS	$2.6M	0.2%Prev: 0.2%	9,165 SH	Decreased
NVIDIA Corp.	COMMON STOCKS	$5.1M	0.4%Prev: 0.4%	27,114 SH	Decreased-229 SH
O Reilly Automotive	COMMON STOCKS	$731K	0.1%Prev: 0.1%	8,010 SH	Decreased
Ollie's Bargain Outlet Holding	COMMON STOCKS	$2.2M	0.2%Prev: 0.2%	20,089 SH	Decreased-761 SH
Onto Innovation, Inc.	COMMON STOCKS	$3.6M	0.3%Prev: 0.2%	22,779 SH	Increased+3,899 SH
Oracle Corp.	COMMON STOCKS	$1.5M	0.1%Prev: 0.2%	7,719 SH	Decreased-59 SH
PepsiCo, Inc.	COMMON STOCKS	$1.4M	0.1%Prev: 0.1%	9,454 SH	Increased
Pool Corp.	COMMON STOCKS	$1.1M	0.1%Prev: 0.1%	4,785 SH	Decreased-133 SH
Primo Brands Corp.	COMMON STOCKS	$880K	0.1%Prev: 0.1%	53,843 SH	Decreased-2,318 SH
Procter & Gamble Co.	COMMON STOCKS	$595K	0.0%Prev: 0.0%	4,150 SH	Decreased
PTC, Inc.	COMMON STOCKS	$2.0M	0.1%Prev: 0.2%	11,709 SH	Decreased-438 SH
RadNet, Inc.	COMMON STOCKS	$1.8M	0.1%	24,848 SH	New
Rambus, Inc.	COMMON STOCKS	$3.7M	0.3%Prev: 0.3%	40,346 SH	Decreased-1,505 SH
RTX Corp.	COMMON STOCKS	$40.3M	3.0%Prev: 2.7%	219,861 SH	Increased+1,141 SH
S&P Global, Inc.	COMMON STOCKS	$11.9M	0.9%Prev: 0.8%	22,743 SH	Increased+101 SH
Skyward Specialty Insurance Gr	COMMON STOCKS	$1.3M	0.1%Prev: 0.1%	26,318 SH	Increased-998 SH
SPDR Tr Unit Ser 1	EXCHANGE-TRADED	$555K	0.0%	814 SH	New
Sprouts Farmers Market, Inc.	COMMON STOCKS	$1.3M	0.1%Prev: 0.1%	16,596 SH	Decreased-733 SH
Starbucks Corp.	COMMON STOCKS	$1.1M	0.1%Prev: 0.1%	13,179 SH	Decreased-82 SH
State Street Corp.	COMMON STOCKS	$21.5M	1.6%	166,768 SH	New
Stride, Inc.	COMMON STOCKS	$1.5M	0.1%Prev: 0.3%	23,383 SH	Decreased-889 SH
Stryker Corp.	COMMON STOCKS	$22.2M	1.6%Prev: 2.8%	63,217 SH	Decreased-41,820 SH
Supernus Pharmaceuticals, Inc.	COMMON STOCKS	$2.2M	0.2%Prev: 0.2%	44,070 SH	Increased-1,690 SH
T-Mobile US, Inc.	COMMON STOCKS	$1.8M	0.1%Prev: 0.2%	8,967 SH	Decreased-50 SH
TE Connectivity plc	COMMON STOCKS	$32.3M	2.4%Prev: 2.3%	141,899 SH	Increased+874 SH
Texas Instruments, Inc.	COMMON STOCKS	$29.8M	2.2%Prev: 2.3%	171,930 SH	Decreased-1,775 SH
The Boeing Co.	COMMON STOCKS	$487K	0.0%Prev: 0.0%	2,244 SH	Decreased-17 SH
The Hershey Co.	COMMON STOCKS	$1.2M	0.1%Prev: 0.1%	6,379 SH	Decreased
The Home Depot, Inc.	COMMON STOCKS	$2.9M	0.2%Prev: 0.2%	8,384 SH	Decreased
The TJX Companies, Inc.	COMMON STOCKS	$2.3M	0.2%Prev: 0.2%	15,251 SH	Increased-68 SH
The Walt Disney Co.	COMMON STOCKS	$1.8M	0.1%Prev: 0.1%	15,565 SH	Decreased
The Williams Companies, Inc.	COMMON STOCKS	$20.9M	1.5%	348,456 SH	New
Thermo Fisher Scientific, Inc.	COMMON STOCKS	$1.5M	0.1%Prev: 0.1%	2,633 SH	Increased-14 SH
Trane Technologies plc	COMMON STOCKS	$828K	0.1%Prev: 0.1%	2,127 SH	Decreased-139 SH
Transmedics Group, Inc.	COMMON STOCKS	$1.5M	0.1%Prev: 0.1%	12,039 SH	Increased-459 SH
Upstart Holdings, Inc.	COMMON STOCKS	$920K	0.1%Prev: 0.1%	21,045 SH	Decreased-898 SH
Vertex Pharmaceuticals, Inc.	COMMON STOCKS	$735K	0.1%Prev: 0.0%	1,622 SH	Increased-12 SH
Visa, Inc. Class A	COMMON STOCKS	$29.5M	2.2%Prev: 3.1%	84,110 SH	Decreased-41,953 SH
Vital Farms, Inc.	COMMON STOCKS	$2.1M	0.2%Prev: 0.2%	66,219 SH	Decreased-2,505 SH
VSE Corp.	COMMON STOCKS	$2.0M	0.1%	11,653 SH	New
Vulcan Materials Co.	COMMON STOCKS	$18.7M	1.4%Prev: 1.5%	65,709 SH	Decreased+464 SH
WEC Energy Group, Inc.	COMMON STOCKS	$39.2M	2.9%Prev: 3.1%	371,669 SH	Decreased+2,236 SH
Wells Fargo & Co.	COMMON STOCKS	$31.4M	2.3%	337,184 SH	New

Sold (vs prior filing)

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All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0000874791-26-000004	$1.37B	View
Oct 23, 2025	Q3 2025	13F-HR	0000874791-25-000013	$1.37B	View
Jul 21, 2026	Q2 2026