account_balance
Investment manager · 13F filer · SEC CIK 874791
Campbell Newman Asset Management Inc
Reported value$1.33Bas of Sep 30, 2026
Positions99 7 new, 7 sold out
Top 10 weight45.8%AAPL alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.2%
MSFTMicrosoft Corp
5.5%Added +7%
KLACKLA Corp
5.1%Added +13%
AVGOBroadcom Inc.
4.7%
LLYELI Lilly & Co
4.7%
APHAmphenol Corp
3.9%
STTState Street Corp
3.9%
ETNEaton Corp PLC
3.8%
ADIAnalog Devices Inc
3.5%
TXNTexas Instruments Inc
3.5%
WMBWilliams Companies, Inc.
3.4%
UNHUnitedHealth Group Inc
3.1%
AAPLApple Inc.
7.2%
MSFTMicrosoft Corp
5.5%
KLACKLA Corp
5.1%
AVGOBroadcom Inc.
4.7%
LLYELI Lilly & Co
4.7%
APHAmphenol Corp
3.9%
STTState Street Corp
3.9%
ETNEaton Corp PLC
3.8%
ADIAnalog Devices Inc
3.5%
TXNTexas Instruments Inc
3.5%
WMBWilliams Companies, Inc.
3.4%
UNHUnitedHealth Group Inc
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.2% HeldMSFT Microsoft Corp 5.5% Added +7%KLAC KLA Corp 5.1% Added +13%AVGO Broadcom Inc. 4.7% HeldLLY ELI Lilly & Co 4.7% HeldAPH Amphenol Corp 3.9% HeldSTT State Street Corp 3.9% HeldETN Eaton Corp PLC 3.8% HeldADI Analog Devices Inc 3.5% HeldTXN Texas Instruments Inc 3.5% HeldWMB Williams Companies, Inc. 3.4% HeldUNH UnitedHealth Group Inc 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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