Home / Leaderboard / Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc.
Mary C. Brown · Asset Manager · Growth
Campbell Newman Asset Management is a 100% employee-owned boutique investment management firm based in Milwaukee, Wisconsin. Founded in 1977 by Leonard Campbell, Jr. and Raymond F. Newman, the firm serves institutional, intermediary, and private clients. It focuses on high-quality, high-conviction equity strategies, specializing in Large Cap Dividend Growth and Small Cap Growth. The firm's culture is built on values of stewardship, transparency, and integrity, utilizing a disciplined investment approach described as 'judgment backed by experience' to provide long-term results and downside protection across various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.0% |
| YTD return | +10.1% |
| Sharpe ratio | 3.58 |
| Win rate | 50% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.campbellnewman.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 8.6% | +29.4% |
| AVGO | Broadcom Inc | 7.4% | +4.5% |
| MSFT | Microsoft Corporation | 6.6% | +0.2% |
| LLY | Eli Lilly and Company | 6.5% | +12.3% |
| KLAC | KLA-Tencor Corporation | 6.4% | -31.7% |
| STT | State Street Corp | 5.6% | +19.7% |
| ETN | Eaton Corporation PLC | 5.4% | +14.0% |
| APH | Amphenol Corporation | 5.3% | +21.2% |
| WMB | Williams Companies Inc | 4.8% | +0.9% |
| RTX | Raytheon Technologies Corp | 4.7% | +13.6% |
| TXN | Texas Instruments Incorporated | 4.6% | +25.9% |
| ADI | Analog Devices Inc | 4.5% | +40.8% |
| UNH | UnitedHealth Group Incorporated | 4.4% | -10.1% |
| WEC | WEC Energy Group Inc | 4.1% | -8.1% |
| EMR | Emerson Electric Company | 3.9% | +12.5% |
| ABBV | AbbVie Inc | 3.8% | +12.0% |
| MSI | Motorola Solutions Inc | 3.8% | +5.0% |
| SBUX | Starbucks Corporation | 3.7% | -7.9% |
| NDAQ | Nasdaq Inc | 3.1% | +6.7% |
| WFC | Wells Fargo & Company | 3.0% | -2.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | EMR | 3.8% → 3.9% |
| Aug 17, 2026 | BUY | UNH | 4.5% → 4.4% |
| Aug 17, 2026 | SELL | AAPL | 8.9% → 8.6% |
| Aug 17, 2026 | BUY | ETN | 5.3% → 5.4% |
| Aug 17, 2026 | SELL | WMB | 4.7% → 4.8% |
Investment Style Analysis
Campbell Newman Asset Management, Inc. is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Campbell Newman Asset Management, Inc. made a significant move by increasing exposure to EMR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Campbell Newman’s philosophy centers on the belief that quality and profitability are the primary drivers of long-term investment success. For large-cap companies, the firm views dividend policy as tangible evidence of management's confidence in future earnings, specifically targeting companies with a history of consistent annual dividend increases. For small-cap investments, they exclusively focus on companies that have achieved profitability to ensure business model viability and reduce speculative risk. Their bottom-up, research-driven process aims to construct concentrated portfolios that participate in rising markets while emphasizing capital preservation during downturns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Campbell Newman Asset Management, Inc..
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +17.7%
- Summit Partners, L.P. — Peter Y. Chung · 3M +26.2%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -22.3%
- Hartline Investment Corporation — Brian W. Hart · 3M +0.4%
Frequently asked questions
How is the simulated portfolio for Campbell Newman Asset Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Campbell Newman Asset Management, Inc.'s largest holding?
As of the latest filing, Campbell Newman Asset Management, Inc.'s top position is Apple Inc (AAPL), representing 8.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Campbell Newman Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +13.0% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.58, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Campbell Newman Asset Management, Inc. primarily invest in?
Campbell Newman Asset Management, Inc. has a strong preference for the Semiconductors sector, which makes up 16.4% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Campbell Newman Asset Management, Inc.'s portfolio concentrated or diversified?
Campbell Newman Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 22.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Campbell Newman Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Campbell Newman Asset Management, Inc. tracks a Year-to-Date (YTD) return of +10.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mary C. Brown manage Campbell Newman Asset Management, Inc. directly?
Yes, Mary C. Brown serves as the key portfolio manager for Campbell Newman Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.