Campbell Newman Asset Management Inc Q4 2022 vs Q1 2023: Changes in Fund Holdings

In the world of investing, wise decisions pay off fruitfully. From quarterly reports to annual 13F filings, data informs investors on the latest changes in holdings to make informed decisions. In this article, we'll examine the changes in holdings of Campbell Newman Asset Management Inc from Q4 2022 to Q1 2023 using publicly available data.

Let's dive straight into the data. We have the sym, issuer name, option type, Q4 2022 shares, Q1 2023 shares, Q4 2022 value in USD thousands, Q1 2023 value in USD thousands, and the percentage change in holdings.

According to the report, Campbell Newman Asset Management's major holdings include Apple, Microsoft Corp, and Broadcom. The report highlights that the firm has increased its holdings in Analog Devices, Inc. by 20% and KLA Corp. by 5.3%. However, there is a 16.3% decrease in holdings of ConocoPhillips, and a 15.7% decrease in Northrop Grumman Corp.

The report shows that UnitedHealth Group, Corning Inc., and Johnson & Johnson experienced a decrease in holdings by 11.3%, 6.5%, and 13.4%, respectively. Meanwhile, some of the smaller holdings of the firm saw positive growth with Ensign Group, Inc. experiencing a 76.4% increase and Lantheus Holdings, Inc. seeing a 152.3% increase in holdings.

There is an interesting 50.6% percent decrease in the holdings of Crown Castle, Inc., and the firm completely sold its holdings in Arthur J. Gallagher & Co.

The report shows that a few technology stocks in Campbell Newman's portfolio saw positive growth. For example, the firm has increased holdings in TE Connectivity Ltd. by 14.1%, Moody's Corp. by 9.4% and Fiserv, Inc. by 11.4%. However, there has been a 10.3% decrease in holdings of Alphabet Inc. Class A, and a 9.2% increase in Cisco Systems, Inc.

Campbell Newman Asset Management's holdings in the energy sector saw a negative growth with ConocoPhillips experiencing a 16.3% decrease in holdings. On the other hand, the holdings in air products and chemicals saw a positive growth with Air Products & Chemicals, Inc. experiencing an increase in holdings by 76.6%

In conclusion, the report suggests that despite the minor decrease in holdings of some established companies, Campbell Newman Asset Management has made some big gains in the smaller holdings. Meanwhile, tech stocks and companies in the chemical sector witnessed some positive growth. As the market continues to fluctuate, keeping an eye on these quarterly and annual reports can help investors navigate the ever-changing stock market.