StockDriftsStockDriftsTop 50 Campbell Newman Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | 6.39% | 310.2K | $78.7M | -9.87%(-33.98K) | $43.99(+545.96%) | 2026-03-31 | |
| KLAC | KLA Corp. | 5.03% | 42.1K | $61.9M | -17.44%(-8.89K) | $134.73(+1186.20%) | 2026-03-31 | |
| AVGO | Broadcom, Inc. | 4.92% | 196.1K | $60.7M | -15.48%(-35.92K) | $37.89(+1027.89%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 4.5% | 149.8K | $55.4M | -17.92%(-32.71K) | $61.37(+570.36%) | 2026-03-31 | |
| APH | Amphenol Corp. | 3.83% | 373.7K | $47.2M | +0.95%(+3.50K) | $74.07(+84.54%) | 2026-03-31 | |
| ETN | Eaton Corp. plc | 3.57% | 123.2K | $44.1M | +4.86%(+5.71K) | $339.98(+20.85%) | 2026-03-31 | |
| WEC | WEC Energy Group, Inc. | 3.53% | 375.7K | $43.5M | +1.10%(+4.08K) | $103.55(+11.27%) | 2026-03-31 | |
| RTX | RTX Corp. | 3.47% | 222.0K | $42.8M | +0.98%(+2.15K) | $68.23(+153.35%) | 2026-03-31 | |
| STT | State Street Corp. | 3.42% | 332.9K | $42.1M | +99.59%(+166.09K) | $125.14(+18.81%) | 2026-03-31 | |
| WMB | The Williams Companies, Inc. | 3.38% | 572.9K | $41.7M | +64.42%(+224.49K) | $63.58(+19.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.19% |
| Top 20 Holdings Unweighted | +13.93% | +47.89% |
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