CAMPBELL NEWMAN ASSET MANAGEMENT INC: 13F holdings
CIK 8747912026Q2
| Positions | 99 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 99 (-4 vs prior quarter) |
|---|
| Reported value | $1.3bn (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KLAC KLA Corp. | 306,440 | $92.5m | 6.9% |
| AAPL Apple, Inc. | 286,001 | $82.8m | 6.1% |
| AVGO Broadcom, Inc. | 176,981 | $66.9m | 5.0% |
| LLY Eli Lilly & Co. | 53,348 | $64.0m | 4.7% |
| APH Amphenol Corp. | 310,493 | $54.7m | 4.1% |
| STT State Street Corp. | 297,972 | $50.5m | 3.8% |
| MSFT Microsoft Corp. | 133,704 | $49.9m | 3.7% |
| Eaton Corp. plc | 116,585 | $49.7m | 3.7% |
| TXN Texas Instruments, Inc. | 164,583 | $49.1m | 3.6% |
| WMB The Williams Companies, Inc. | 654,720 | $48.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="874791")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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