Campbell Newman Asset Management Inc Q2 2026 Investment Activity Analysis
This analysis details the significant purchases and sales observed by Campbell Newman Asset Management Inc during their second quarter filing ending June 30, 2026.
According to data filed on InsiderSet, Campbell Newman Asset Management Inc made notable changes to its portfolio holdings during the second quarter of 2026, which ended on June 30th.
The investment firm demonstrated a clear focus on increasing exposure in specific sectors and companies while strategically reducing positions elsewhere. Key areas identified for significant buying activity include Technology and Healthcare, with notable additions to Energy and Consumer Cyclical stocks as well.
Significant Purchases Observed
Campbell Newman significantly boosted its position in KLA Corp. (KLAC), increasing shares by an impressive 628.42% during the quarter, resulting in a portfolio allocation of approximately $92.5 million.
Concurrently, there was substantial buying activity reported for Eli Lilly & Co. (LLY), evidenced by a 71.38% increase in shares and the stock now representing about $64 million of the portfolio.
Furthermore, The Williams Companies, Inc. (WMB) saw a significant purchase, with its position growing by 14.27% in shares and now accounting for $48.7 million.
The firm also increased its stake in Starbucks Corp. (SBUX) substantially, raising the position by 51.96% and allocating $35.6 million to this Consumer Cyclical stock.
Strategic Sales and Position Reductions
In contrast to these large purchases, Campbell Newman divested from several holdings during Q2 2026. The firm sold shares of Jacobs Solutions, Inc. (J) completely, reducing its allocation by 95.88%.
The sale of Intercontinental Exchange, Inc. (ICE) was also very deep, with a staggering 97.54% reduction in shares and the stock now only representing $658 thousand.
Additionally, Amphenol Corp. (APH) experienced a significant decrease of 16.91% in its position during the quarter.
New Positions and Minor Changes
The filing also indicates that Campbell Newman established new positions this quarter, including KLA Corp. (KLAC) and The Williams Companies, Inc. (WMB), both of which previously held zero allocation.
Conversely, the firm exited positions in other companies like Jacobs Solutions, Inc. (J) and Intercontinental Exchange, Inc. (ICE), which now have zero allocation.
A minor purchase was noted in the stock Primo Brands Corp. (741623102), increasing its position by 106.29%.
Overall Portfolio Stability
Campbell Newman's portfolio, valued at $1.3 billion as of June 30th, 2026, appears to be navigating the market with a mix of strategic buying and selling activities.
The firm maintains a significant allocation in Technology stocks ($548 million), followed by Healthcare ($196 million) and Financial Services ($181 million).
Despite these changes, the overall portfolio structure remains relatively stable, suggesting focused management rather than wholesale shifts. The top five holdings account for 26.78% of the total value.