CAMPBELL NEWMAN ASSET MANAGEMENT INC

Long Only Manager

CAMPBELL NEWMAN ASSET MANAGEMENT INC is a Long Only Manager based in Milwaukee, WI led by Mary Campbell Brown, managing $1.4B across 105 long positions as of Q3 2025 with 38% Technology concentration.

PresidentMary Campbell Brown

Portfolio Value: $1.4B
Positions: 105
Top Holding: MSFT at 6.89%
Last Reported: Q3 2025

Address330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI, 53202, United States

Top Holdings

Largest long holdings in CAMPBELL NEWMAN ASSET MANAGEMENT INC's portfolio (42.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$94.2M	6.89%	+$1.1M Bought	0.00% 181.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$87.3M	6.39%	+$1.3M Bought	0.00% 343.0K shares	≤ Q2 2013 Held for 12y 5m+
3 Broadcom Inc. AVGO	Semiconductors Technology	$76.9M	5.62%	-$6.2M Sold	0.00% 233.2K shares	Q1 2017 Held for 8y 8m
4 KLA Corporation KLAC	Semiconductors Technology	$62.9M	4.60%	-$3.1M Sold	0.04% 58.3K shares	Q1 2018 Held for 7y 8m
5 Amphenol APH	Hardware, Equipment & Parts Technology	$50.7M	3.71%	-$4.9M Sold	0.03% 409.9K shares	Q1 2025 Held for 8 months
6 Eaton Corporation ETN	Industrial - Machinery Industrials	$46.0M	3.36%	+$22.5M Bought	0.03% 122.9K shares	Q2 2025 Held for 5 months
7 Mastercard MA	Financial - Credit Services Financial Services	$44.7M	3.27%	+$849.2K Bought	0.01% 78.6K shares	≤ Q2 2013 Held for 12y 5m+
8 Visa V	Financial - Credit Services Financial Services	$43.0M	3.15%	+$773.6K Bought	0.01% 126.1K shares	Q3 2015 Held for 10y 2m
9 WEC Energy Group WEC	Regulated Electric Utilities	$42.3M	3.10%	+$921.2K Bought	0.11% 369.4K shares	Q1 2025 Held for 8 months
10 Stryker SYK	Medical - Devices Healthcare	$38.8M	2.84%	+$771.1K Bought	0.03% 105.0K shares	Q2 2017 Held for 8y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CAMPBELL NEWMAN ASSET MANAGEMENT INC's latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+8.96%

+$112.5M

Net Flows % of MV

+1.81%

Turnover Ratio

2.16%

New Purchases

1 stocks

$1.1M

Added To

79 stocks

+$40.8M

Sold Out Of

2 stocks

$2.4M

Reduced Holdings

7 stocks

-$14.8M

Increased Positions

Position	Shares Δ	Change
1 Upstart Holdings, Inc. UPST	New	0 → 21.9K +$1.1M
2 Eaton Corporation ETN	+95.84%	62.8K → 122.9K +$22.5M
3 Modine Manufacturing MOD	+24.58%	25.4K → 31.6K +$886.9K
4 Nasdaq, Inc. NDAQ	+2.25%	334.3K → 341.8K +$666.0K
5 WEC Energy Group WEC	+2.22%	361.4K → 369.4K +$921.2K

Decreased Positions

Position	Shares Δ	Change
1 NV5 Global, Inc. NVEE	Sold	75.5K → 0 −$1.7M
2 LGI Homes LGIH	Sold	13.2K → 0 −$678.9K
3 Amphenol APH	-8.81%	449.5K → 409.9K −$4.9M
4 Broadcom Inc. AVGO	-7.45%	251.9K → 233.2K −$6.2M
5 Fabrinet FN	-5.61%	14.9K → 14.1K −$305.2K

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Analytics

Portfolio insights and performance metrics for CAMPBELL NEWMAN ASSET MANAGEMENT INC

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Sector Allocation

Technology

38.10%

Financial Services

17.20%

Industrials

15.70%

Healthcare

13.40%

Consumer Cyclical

5.90%

Utilities

3.10%

Basic Materials

2.20%

Communication Services

1.80%

Energy

1.60%

Consumer Defensive

1.10%

Market Cap Distribution

Mega Cap (> $200B)

40.57%

Large Cap ($10B - $200B)

54.73%

Mid Cap ($2B - $10B)

4.10%

Small Cap ($300M - $2B)

0.60%

Portfolio Concentration

Top 10 Holdings %

42.91%

Top 20 Holdings %

68.56%

Top 50 Holdings %

93.23%

Top 100 Holdings %

99.84%