Campbell-Newman-Asset-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
105
Total Value
1178586120
Accession Number
0000874791-25-000007
Form Type
13F-HR
Manager Name
Campbell-Newman-Asset-Management
Data Enrichment
100% identified
105 identified0 unidentified

Holdings

105 positions
Manager:
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AMGEN INC
Shares:6.8K
Value:$2.1M
DYCOM INDUSTRIES INC
Shares:13.8K
Value:$2.1M
RAMBUS INC
Shares:38.9K
Value:$2.0M
Vital Farms, Inc.
Shares:63.9K
Value:$1.9M
CIENA CORP
Shares:32.2K
Value:$1.9M
EPLUS INC
Shares:31.8K
Value:$1.9M
Evercore Inc.
Shares:9.5K
Value:$1.9M
TJX COMPANIES INC /DE/
Shares:15.3K
Value:$1.9M
MODINE MANUFACTURING CO
Shares:24.2K
Value:$1.9M
PTC INC.
Shares:11.3K
Value:$1.8M
APi Group Corp
Shares:47.2K
Value:$1.7M
Century Communities, Inc.
Shares:24.9K
Value:$1.7M
LITHIA MOTORS INC
Shares:5.4K
Value:$1.6M
AAON, INC.
Shares:20.1K
Value:$1.6M
Walt Disney Co
Shares:15.6K
Value:$1.5M
POOL CORP
Shares:4.7K
Value:$1.5M
BANK OF AMERICA CORP /DE/
Shares:34.4K
Value:$1.4M
CISCO SYSTEMS, INC.
Shares:23.1K
Value:$1.4M
PEPSICO INC
Shares:9.5K
Value:$1.4M
SUPERNUS PHARMACEUTICALS, INC.
Shares:42.6K
Value:$1.4M