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| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Newman Asset Management Inc
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| CRD # | 107003 |
| SEC # | 801-8825 |
| CIK # | 0000874791 |
| AUM | $1.3 B (2025-03-03) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 414-908-6670 |
| Address | 330 East Kilbourn Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000874791 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 89.4 | |
| Broadcom Inc | 69.4 | |
| Apple Inc | 69.3 | |
| KLA Tencor Corp | 54.8 | |
| Amphenol Corp /DE/ | 44.4 | |
| VISA Inc | 44.0 | |
| Mastercard Inc | 43.3 | |
| Stryker Corp | 40.7 | |
| Gallagher Arthur J & Co | 38.7 | |
| Intercontinentalexchange Group Inc | 38.5 | |
| Wisconsin Energy Corp | 37.7 | |
| Texas Instruments Inc | 35.3 | |
| Jacobs Engineering Group Inc /DE/ | 32.7 | |
| Emerson Electric Co | 32.4 | |
| Lilly Eli & Co | 32.0 | |
| Abbott Laboratories | 31.9 | |
| United Technologies Corp /DE/ | 31.4 | |
| Lowes Companies Inc | 31.3 | |
| Nasdaq OMX Group Inc | 29.9 | |
| Analog Devices Inc | 29.8 | |
| AbbVie Inc | 29.5 | |
| Tyco Electronics Ltd | 23.3 | |
| Moodys Corp /DE/ | 22.8 | |
| Eaton Corp Ltd | 22.4 | |
| Honeywell International Inc | 18.7 | |
| Cognizant Technology Solutions Corp | 18.5 | |
| Amazon Com Inc | 18.1 | |
| EOG Resources Inc | 17.9 | |
| Vulcan Materials Co | 16.7 | |
| Deere & Co | 15.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,127 | 408.3 |
| (b) Individuals (high net worth individuals) | 203 | 529.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 24.7 |
| (h) Charitable organizations | 11 | 36.0 |
| (i) State or municipal government entities | 1 | 40.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 246.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 1,285.4 |
| By Discretionary | ||
| Discretionary | 1,382 | 1,285.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,382 | 1,285.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,285.4 | |
| Total | 1,382 | 1,285.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000874791] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Investment Services Inc
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|
MA | 1.3 |
|
CJM Wealth Advisers Ltd
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|
VA | 1.3 |
|
Bigsur Wealth Management LLC
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FL | 1.3 |
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Claro Advisors LLC
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|
MA | 1.3 |
|
Petersen Hastings Wealth Advisors Inc
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|
WA | 1.3 |
|
Meramec Financial Planners LLC
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MO | 1.3 |
|
Northern Trust Securities Inc
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|
IL | 1.3 |
|
TBH Global Asset Management LLC
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|
TN | 1.3 |
|
Cumberland Investment Counsel Inc
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|
1.3 | |
|
Wealthplan Partners LLC
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|
NE | 1.3 |