CAMPBELL NEWMAN ASSET MANAGEMENT INC
Top Portfolio Positions
102 positions ·
$1,226,883,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
310,180 | $78,720,582 | 6.42% | |
| KLAC |
Kla Corp
Technology
|
42,069 | $61,942,816 | 5.05% | |
| AVGO |
Broadcom Inc.
Technology
|
196,119 | $60,700,791 | 4.95% | |
| MSFT |
Microsoft Corp
Technology
|
149,775 | $55,442,211 | 4.52% | |
| APH |
Amphenol Corp /De/
Technology
|
373,689 | $47,215,605 | 3.85% | |
| ETN |
Eaton Corp plc
Industrials
|
123,177 | $44,056,717 | 3.59% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
375,749 | $43,500,461 | 3.55% | |
| RTX |
RTX Corp
Industrials
|
222,016 | $42,826,886 | 3.49% | |
| STT |
State Street Corp
Financial Services
|
332,857 | $42,126,381 | 3.43% | |
| WMB |
Williams Companies, Inc.
Energy
|
572,943 | $41,698,791 | 3.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KNF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,423,077 | 17,429 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,200,311 | 17,062 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,368,209 | 17,799 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,445,926 | 17,711 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||