Long-term investor
Campbell Newman Asset Management Inc. @campbellnewmanassetmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000874791).
Record
- Tracked since 2025-06-30 (441 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KLAC · 6.9% · long · since 2025-06-30
- AAPL · 6.1% · long · since 2025-06-30
- AVGO · 5.0% · long · since 2025-06-30
- LLY · 4.7% · long · since 2025-06-30
- APH · 4.1% · long · since 2025-06-30
- STT · 3.8% · long · since 2025-12-31
- MSFT · 3.7% · long · since 2025-06-30
- ETN · 3.7% · long · since 2025-06-30
- TXN · 3.6% · long · since 2025-06-30
- WMB · 3.6% · long · since 2025-12-31
- ADI · 3.5% · long · since 2025-06-30
- UNH · 3.4% · long · since 2026-06-30