CAMPBELL NEWMAN ASSET MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Wells Fargo & Co. | 0 | 337,184 | +337,184 | 0 | 31,425,549 | +31,425,549 |
| State Street Corp. | 0 | 166,768 | +166,768 | 0 | 21,514,740 | +21,514,740 |
| The Williams Companies, Inc. | 0 | 348,456 | +348,456 | 0 | 20,945,690 | +20,945,690 |
| Intuit, Inc. | 0 | 30,238 | +30,238 | 0 | 20,030,256 | +20,030,256 |
| Eli Lilly & Co. | 41,424 | 41,553 | +129 | 31,606,512 | 44,656,178 | +13,049,666 |
| Apple, Inc. | 343,009 | 344,157 | +1,148 | 87,340,489 | 93,562,636 | +6,222,147 |
| RTX Corp. | 218,720 | 219,861 | +1,141 | 36,598,387 | 40,322,474 | +3,724,087 |
| Analog Devices, Inc. | 127,475 | 128,006 | +531 | 31,320,608 | 34,715,227 | +3,394,619 |
| Broadcom, Inc. | 233,169 | 232,037 | -1,132 | 76,924,785 | 80,308,006 | +3,383,221 |
| Nasdaq, Inc. | 341,804 | 344,191 | +2,387 | 30,232,564 | 33,431,272 | +3,198,708 |
| Cognizant Technology Solutions | 242,460 | 233,518 | -8,942 | 16,261,815 | 19,382,022 | +3,120,207 |
| Alphabet, Inc. Class C | 35,728 | 35,728 | 0 | 8,701,554 | 11,211,446 | +2,509,892 |
| Alphabet, Inc. Class A | 35,520 | 35,439 | -81 | 8,634,912 | 11,092,407 | +2,457,495 |
| DigitalOcean Holdings, Inc. | 0 | 43,667 | +43,667 | 0 | 2,101,256 | +2,101,256 |
| VSE Corp. | 0 | 11,653 | +11,653 | 0 | 2,013,289 | +2,013,289 |
| Advanced Energy Industries, In | 0 | 9,334 | +9,334 | 0 | 1,954,260 | +1,954,260 |
| RadNet, Inc. | 0 | 24,848 | +24,848 | 0 | 1,772,905 | +1,772,905 |
| Moody's Corp. | 46,348 | 46,589 | +241 | 22,083,895 | 23,799,991 | +1,716,096 |
| Clear Secure, Inc. | 0 | 38,881 | +38,881 | 0 | 1,363,945 | +1,363,945 |
| TE Connectivity plc | 141,025 | 141,899 | +874 | 30,959,218 | 32,283,441 | +1,324,223 |
| Onto Innovation, Inc. | 18,880 | 22,779 | +3,899 | 2,439,674 | 3,595,893 | +1,156,219 |
| Amazon.com, Inc. | 82,591 | 82,531 | -60 | 18,134,506 | 19,049,805 | +915,299 |
| S&P Global, Inc. | 22,642 | 22,743 | +101 | 11,020,088 | 11,885,264 | +865,176 |
| Intl. Flavors & Fragrances, In | 136,671 | 136,671 | 0 | 8,410,733 | 9,210,259 | +799,526 |
| Emerson Electric Co. | 248,333 | 249,775 | +1,442 | 32,576,323 | 33,150,138 | +573,815 |
| SPDR Tr Unit Ser 1 | 0 | 814 | +814 | 0 | 555,083 | +555,083 |
| Dycom Industries, Inc. | 14,815 | 14,276 | -539 | 4,322,424 | 4,823,860 | +501,436 |
| Johnson & Johnson | 22,601 | 22,601 | 0 | 4,190,677 | 4,677,277 | +486,600 |
| Lantheus Holdings, Inc. | 35,925 | 34,616 | -1,309 | 1,842,593 | 2,303,695 | +461,102 |
| ePlus, Inc. | 34,210 | 32,955 | -1,255 | 2,429,252 | 2,890,154 | +460,902 |
| Advanced Micro Devices, Inc. | 8,571 | 8,532 | -39 | 1,386,702 | 1,827,213 | +440,511 |
| Deere & Co. | 30,764 | 30,946 | +182 | 14,067,161 | 14,407,544 | +340,383 |
| Amgen,Inc. | 6,762 | 6,762 | 0 | 1,908,236 | 2,213,270 | +305,034 |
| Catalyst Pharmaceuticals | 94,366 | 90,917 | -3,449 | 1,859,010 | 2,122,003 | +262,993 |
| Medpace Holdings, Inc. | 9,387 | 9,039 | -348 | 4,826,420 | 5,076,754 | +250,334 |
| Thermo Fisher Scientific, Inc. | 2,647 | 2,633 | -14 | 1,283,848 | 1,525,692 | +241,844 |
| Cisco Systems, Inc. | 23,140 | 23,140 | 0 | 1,583,239 | 1,782,474 | +199,235 |
| APi Group Corp. | 76,095 | 73,310 | -2,785 | 2,615,385 | 2,804,841 | +189,456 |
| The TJX Companies, Inc. | 15,319 | 15,251 | -68 | 2,214,208 | 2,342,706 | +128,498 |
| Bank of America Corp. | 34,350 | 34,350 | 0 | 1,772,117 | 1,889,250 | +117,133 |
| Vertex Pharmaceuticals, Inc. | 1,634 | 1,622 | -12 | 639,940 | 735,350 | +95,410 |
| Transmedics Group, Inc. | 12,498 | 12,039 | -459 | 1,402,276 | 1,464,544 | +62,268 |
| Boot Barn Holdings, Inc. | 12,944 | 12,477 | -467 | 2,145,080 | 2,201,816 | +56,736 |
| Skyward Specialty Insurance Gr | 27,316 | 26,318 | -998 | 1,299,149 | 1,345,113 | +45,964 |
| McDonald's Corp. | 23,204 | 23,204 | 0 | 7,051,464 | 7,091,839 | +40,375 |
| ExxonMobil Corp. | 5,133 | 5,133 | 0 | 578,746 | 617,705 | +38,959 |
| Johnson Controls Intl PLC | 3,600 | 3,600 | 0 | 395,820 | 431,100 | +35,280 |
| PepsiCo, Inc. | 9,454 | 9,454 | 0 | 1,327,720 | 1,356,838 | +29,118 |
| Lithia Motors, Inc. | 5,847 | 5,636 | -211 | 1,847,652 | 1,873,012 | +25,360 |
| Supernus Pharmaceuticals, Inc. | 45,760 | 44,070 | -1,690 | 2,186,870 | 2,190,279 | +3,409 |
| The Boeing Co. | 2,261 | 2,244 | -17 | 487,992 | 487,217 | -775 |
| ConocoPhillips | 2,451 | 2,451 | 0 | 231,840 | 229,438 | -2,402 |
| The Walt Disney Co. | 15,565 | 15,565 | 0 | 1,782,193 | 1,770,830 | -11,363 |
| Starbucks Corp. | 13,261 | 13,179 | -82 | 1,121,881 | 1,109,804 | -12,077 |
| Costco Wholesale Corp. | 505 | 505 | 0 | 467,443 | 435,482 | -31,961 |
| The Hershey Co. | 6,379 | 6,379 | 0 | 1,193,192 | 1,160,850 | -32,342 |
| Procter & Gamble Co. | 4,150 | 4,150 | 0 | 637,648 | 594,737 | -42,911 |
| NVIDIA Corp. | 27,343 | 27,114 | -229 | 5,101,657 | 5,056,761 | -44,896 |
| Carrier Global Corp. | 9,488 | 9,488 | 0 | 566,434 | 501,346 | -65,088 |
| NIKE, Inc. Class B | 13,407 | 13,341 | -66 | 934,870 | 849,955 | -84,915 |
| Moelis | 17,158 | 16,565 | -593 | 1,223,709 | 1,138,678 | -85,031 |
| Ensign Group, Inc. | 19,480 | 18,768 | -712 | 3,365,560 | 3,269,386 | -96,174 |
| Evercore, Inc. | 10,227 | 9,854 | -373 | 3,449,772 | 3,352,824 | -96,948 |
| Curtiss-Wright Corp. | 8,747 | 8,426 | -321 | 4,749,096 | 4,645,001 | -104,095 |
| Norfolk Southern Corporation | 9,165 | 9,165 | 0 | 2,753,258 | 2,646,119 | -107,139 |
| Trane Technologies plc | 2,266 | 2,127 | -139 | 956,161 | 827,828 | -128,333 |
| O Reilly Automotive | 8,010 | 8,010 | 0 | 863,558 | 730,592 | -132,966 |
| Century Communities, Inc. | 26,774 | 25,801 | -973 | 1,696,668 | 1,531,289 | -165,379 |
| Knife River Corp. | 17,799 | 17,062 | -737 | 1,368,209 | 1,200,312 | -167,897 |
| Upstart Holdings, Inc. | 21,943 | 21,045 | -898 | 1,114,704 | 920,298 | -194,406 |
| Motorola Solutions, Inc. | 2,280 | 2,140 | -140 | 1,042,621 | 820,305 | -222,316 |
| ExlService Holdings, Inc. | 79,500 | 76,685 | -2,815 | 3,500,385 | 3,254,511 | -245,874 |
| Magnolia Oil & Gas Corp. Cl A | 98,832 | 95,099 | -3,733 | 2,359,120 | 2,081,717 | -277,403 |
| AbbVie, Inc. | 161,861 | 162,759 | +898 | 37,477,182 | 37,188,692 | -288,490 |
| Halozyme Therapeutics, Inc. | 36,878 | 35,527 | -1,351 | 2,704,633 | 2,390,967 | -313,666 |
| Meta Platforms, Inc. | 4,355 | 4,337 | -18 | 3,198,225 | 2,862,810 | -335,415 |
| T-Mobile US, Inc. | 9,017 | 8,967 | -50 | 2,158,489 | 1,820,660 | -337,829 |
| MasTec, Inc. | 24,254 | 22,123 | -2,131 | 5,161,494 | 4,808,877 | -352,617 |
| Fabrinet | 14,077 | 10,486 | -3,591 | 5,132,756 | 4,774,066 | -358,690 |
| Primo Brands Corp. | 56,161 | 53,843 | -2,318 | 1,241,158 | 880,333 | -360,825 |
| Modine Manufacturing Co. | 31,623 | 30,724 | -899 | 4,495,526 | 4,101,961 | -393,565 |
| PTC, Inc. | 12,147 | 11,709 | -438 | 2,466,084 | 2,039,825 | -426,259 |
| Pool Corp. | 4,918 | 4,785 | -133 | 1,524,924 | 1,094,569 | -430,355 |
| AAON, Inc. | 21,647 | 20,871 | -776 | 2,022,696 | 1,591,414 | -431,282 |
| Ollie's Bargain Outlet Holding | 20,850 | 20,089 | -761 | 2,677,140 | 2,201,955 | -475,185 |
| The Home Depot, Inc. | 8,384 | 8,384 | 0 | 3,397,113 | 2,884,934 | -512,179 |
| Sprouts Farmers Market, Inc. | 17,329 | 16,596 | -733 | 1,885,395 | 1,322,203 | -563,192 |
| MarketAxess Holdings, Inc. | 3,548 | 0 | -3,548 | 618,239 | 0 | -618,239 |
| Rambus, Inc. | 41,851 | 40,346 | -1,505 | 4,360,874 | 3,707,394 | -653,480 |
| Oracle Corp. | 7,778 | 7,719 | -59 | 2,187,485 | 1,504,510 | -682,975 |
| Amphenol Corp. | 409,910 | 370,188 | -39,722 | 50,726,363 | 50,027,206 | -699,157 |
| Vital Farms, Inc. | 68,724 | 66,219 | -2,505 | 2,827,993 | 2,115,035 | -712,958 |
| Matador Resources Co. | 20,844 | 0 | -20,844 | 936,521 | 0 | -936,521 |
| KLA Corp. | 58,282 | 50,956 | -7,326 | 62,863,014 | 61,915,671 | -947,343 |
| Fiserv, Inc. | 18,972 | 18,911 | -61 | 2,446,060 | 1,270,252 | -1,175,808 |
| Lowe's Companies, Inc. | 144,005 | 144,801 | +796 | 36,189,963 | 34,920,273 | -1,269,690 |
| Intercontinental Exchange, Inc | 214,153 | 214,663 | +510 | 36,080,497 | 34,766,819 | -1,313,678 |
| Vulcan Materials Co. | 65,245 | 65,709 | +464 | 20,070,667 | 18,741,521 | -1,329,146 |
| American Superconductor Corp. | 65,365 | 63,148 | -2,217 | 3,882,027 | 1,817,399 | -2,064,628 |
| Texas Instruments, Inc. | 173,705 | 171,930 | -1,775 | 31,914,881 | 29,828,194 | -2,086,687 |