CAMPBELL NEWMAN ASSET MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0000874791
13F-HR · 60 reported holdings · 2026-03-31
Campbell Newman Asset Management Inc is an investment management firm.
Reported long-US-equity value
$1.08B
Top-10 concentration
47.7%
CAMPBELL NEWMAN ASSET MANAGEMENT INC — $1.08B AUM allocation strategy
CAMPBELL NEWMAN ASSET MANAGEMENT INC files SEC Form 13F and reports $1.08B of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 38.2%, followed by Industrials 11.1% and Financials 8.4%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CAMPBELL NEWMAN ASSET MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.08B
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMB +224K sh · +$20.8M+$SBUX +216K sh · +$19.4M+$PEP +182K sh · +$28.4M
Biggest trims (shares)
−$ABT −235K sh · −$29.5M−$TEL −139K sh · −$31.8M−$AJG −115K sh · −$30M
Exited to nil (held last quarter, gone now)
$SPGI ($11.9M last qtr)$IFF ($9.21M last qtr)$MCD ($7.09M last qtr)$NSC ($2.65M last qtr)$AMGN ($2.21M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.5%—
- Technology Hardware, Storage & Peripherals7.3%—
- Electrical Components & Equipment7.1%—
- Financial Exchanges & Data5.9%—
- Semiconductor Materials & Equipment5.7%—
- Systems Software5.1%—
- Electronic Components4.3%—
- Electric Utilities4.0%—
- Other holdings48.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 310K | $78.7M | -34K | 7.3% |
| $KLAC | KLA Corporation | 42.1K | $61.9M | -8.89K | 5.7% |
| $AVGO | Broadcom Inc | 196K | $60.7M | -35.9K | 5.6% |
| $MSFT | Microsoft Corporation | 150K | $55.4M | -32.7K | 5.1% |
| $APH | Amphenol Corporation | 374K | $47.2M | +3.5K | 4.4% |
| $ETN | Eaton Corporation PLC | 123K | $44.1M | +5.71K | 4.1% |
| $WEC | WEC Energy Group Inc | 376K | $43.5M | +4.08K | 4.0% |
| $RTX | RTX Corporation | 222K | $42.8M | +2.15K | 4.0% |
| $WMB | Williams Companies Inc | 573K | $41.7M | +224K | 3.9% |
| $ADI | Analog Devices Inc | 126K | $40M | -2.15K | 3.7% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.