Campbell Newman Asset Management 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
Abbott Laboratories	COMMON STOCKS	002824100	14,860,952	136,314	SH		SOLE		86,676	0	49,638
Abbvie Inc.	COMMON STOCKS	00287Y109	1,216,073	9,026	SH		SOLE		9,026	0	0
Accenture plc	COMMON STOCKS	G1151C101	26,513,502	85,921	SH		SOLE		53,637	0	32,284
Advanced Micro Devices, Inc.	COMMON STOCKS	007903107	1,031,797	9,058	SH		SOLE		4,937	0	4,121
Air Products & Chemicals, Inc.	COMMON STOCKS	009158106	17,618,055	58,819	SH		SOLE		35,258	0	23,561
Alphabet, Inc. Class A	COMMON STOCKS	02079K305	4,394,067	36,709	SH		SOLE		27,142	0	9,567
Alphabet, Inc. Class C	COMMON STOCKS	02079K107	4,344,396	35,913	SH		SOLE		34,713	0	1,200
Amazon.com, Inc.	COMMON STOCKS	023135106	11,422,665	87,624	SH		SOLE		81,613	0	6,011
American Tower Corp.	COMMON STOCKS	03027X100	21,396,261	110,324	SH		SOLE		66,971	0	43,353
Amgen,Inc.	COMMON STOCKS	031162100	1,554,140	7,000	SH		SOLE		7,000	0	0
Analog Devices, Inc.	COMMON STOCKS	032654105	43,155,480	221,526	SH		SOLE		142,757	0	78,769
Apple, Inc.	COMMON STOCKS	037833100	82,833,903	427,045	SH		SOLE		304,514	0	122,531
Arthur J. Gallagher & Co.	COMMON STOCKS	363576109	19,069,874	86,851	SH		SOLE		52,568	0	34,283
Bank of America Corp.	COMMON STOCKS	060505104	2,606,487	90,850	SH		SOLE		90,850	0	0
Blackbaud, Inc.	COMMON STOCKS	09227Q100	951,321	13,365	SH		SOLE		1,315	0	12,050
Boeing Co.	COMMON STOCKS	097023105	514,175	2,435	SH		SOLE		875	0	1,560
Bristol-Myers Squibb Co.	COMMON STOCKS	110122108	2,099,223	32,826	SH		SOLE		32,486	0	340
Broadcom, Inc.	COMMON STOCKS	11135F101	45,726,706	52,715	SH		SOLE		34,807	0	17,908
CEVA, Inc.	COMMON STOCKS	157210105	870,310	34,063	SH		SOLE		3,348	0	30,715
Cambium Networks Corp.	COMMON STOCKS	G17766109	1,175,212	77,215	SH		SOLE		7,676	0	69,539
Carrier Global Corp.	COMMON STOCKS	14448C104	471,648	9,488	SH		SOLE		9,488	0	0
Century Communities, Inc.	COMMON STOCKS	156504300	1,928,449	25,169	SH		SOLE		2,498	0	22,671
Ciena Corp.	COMMON STOCKS	171779309	1,392,185	32,765	SH		SOLE		3,224	0	29,541
Cisco Systems, Inc.	COMMON STOCKS	17275R102	17,468,769	337,626	SH		SOLE		211,675	0	125,951
Coca-Cola Co.	COMMON STOCKS	191216100	340,604	5,656	SH		SOLE		5,656	0	0
Comcast Corp. Class A	COMMON STOCKS	20030n101	23,434,532	564,008	SH		SOLE		341,448	0	222,560
ConocoPhillips	COMMON STOCKS	20825C104	35,461,041	342,255	SH		SOLE		228,615	0	113,640
Corcept Therapeutics, Inc.	COMMON STOCKS	218352102	1,106,648	49,737	SH		SOLE		4,914	0	44,823
Corning, Inc.	COMMON STOCKS	219350105	2,559,742	73,052	SH		SOLE		73,052	0	0
Corteva Inc.	COMMON STOCKS	22052L047	329,475	5,750	SH		SOLE		5,750	0	0
Costco Wholesale Corp.	COMMON STOCKS	22160K105	271,882	505	SH		SOLE		505	0	0
Crown Castle, Inc.	COMMON STOCKS	22822V101	5,663,533	49,706	SH		SOLE		30,546	0	19,160
Curtiss-Wright Corp.	COMMON STOCKS	231561101	1,526,215	8,310	SH		SOLE		816	0	7,494
Deere & Co.	COMMON STOCKS	244199105	14,276,464	35,234	SH		SOLE		21,354	0	13,880
Dycom Industries, Inc.	COMMON STOCKS	267475101	1,598,942	14,069	SH		SOLE		1,378	0	12,691
EOG Resources, Inc.	COMMON STOCKS	26875P101	19,733,690	172,437	SH		SOLE		111,324	0	61,113
Eli Lilly & Co.	COMMON STOCKS	532457108	41,432,976	88,347	SH		SOLE		63,883	0	24,464
Ensign Group, Inc.	COMMON STOCKS	29358P101	1,747,395	18,305	SH		SOLE		1,825	0	16,480
Evercore, Inc.	COMMON STOCKS	29977A105	1,199,595	9,706	SH		SOLE		954	0	8,752
ExlService Holdings, Inc.	COMMON STOCKS	302081104	2,146,563	14,210	SH		SOLE		1,408	0	12,802
ExxonMobil Corp.	COMMON STOCKS	30231G102	630,952	5,883	SH		SOLE		1,405	0	4,478
Fabrinet	COMMON STOCKS	G3323L100	2,726,441	20,992	SH		SOLE		2,067	0	18,925
Fiserv, Inc.	COMMON STOCKS	337738108	2,578,128	20,437	SH		SOLE		9,280	0	11,157
Five Below, Inc.	COMMON STOCKS	33829M101	2,035,368	10,356	SH		SOLE		1,024	0	9,332
Halozyme Therapeutics, Inc.	COMMON STOCKS	40637H109	1,250,042	34,656	SH		SOLE		3,455	0	31,201
Hershey Foods Corp.	COMMON STOCKS	427866108	2,347,180	9,400	SH		SOLE		9,400	0	0
Honeywell International, Inc.	COMMON STOCKS	438516106	29,670,425	142,990	SH		SOLE		87,127	0	55,863
Humana, Inc.	COMMON STOCKS	444859102	447,130	1,000	SH		SOLE		1,000	0	0
Integra Lifesciences Holdings	COMMON STOCKS	457985208	597,578	14,529	SH		SOLE		1,431	0	13,098
Intercontinental Exchange, Inc	COMMON STOCKS	45866F104	22,051,072	195,004	SH		SOLE		119,116	0	75,888
Intl. Flavors & Fragrances, In	COMMON STOCKS	459506101	16,488,581	207,169	SH		SOLE		207,169	0	0
Johnson & Johnson	COMMON STOCKS	478160104	4,828,218	29,170	SH		SOLE		28,670	0	500
Johnson Controls Intl PLC	COMMON STOCKS	G51502105	272,560	4,000	SH		SOLE		0	0	4,000
KLA Corp.	COMMON STOCKS	482480100	49,422,083	101,897	SH		SOLE		65,698	0	36,199
LGI Homes, Inc.	COMMON STOCKS	50187T106	1,692,600	12,548	SH		SOLE		1,228	0	11,320
Lantheus Holdings, Inc.	COMMON STOCKS	516544103	2,834,062	33,771	SH		SOLE		3,370	0	30,401
Lithia Motors, Inc.	COMMON STOCKS	536797103	985,012	3,239	SH		SOLE		318	0	2,921
Lowe's Companies, Inc.	COMMON STOCKS	548661107	37,370,745	165,577	SH		SOLE		101,006	0	64,571
Lululemon Athletica, Inc.	COMMON STOCKS	550021109	665,782	1,759	SH		SOLE		597	0	1,162
MP Materials Corp.	COMMON STOCKS	553368101	1,220,785	53,356	SH		SOLE		5,304	0	48,052
Magnolia Oil & Gas Corp. Cl A	COMMON STOCKS	559663109	1,945,560	93,089	SH		SOLE		9,257	0	83,832
MarketAxess Holdings, Inc.	COMMON STOCKS	57060D108	875,507	3,349	SH		SOLE		332	0	3,017
MasTec, Inc.	COMMON STOCKS	576323109	3,339,259	28,306	SH		SOLE		2,793	0	25,513
Mastercard, Inc.	COMMON STOCKS	57636Q104	28,824,957	73,290	SH		SOLE		45,367	0	27,923
McDonald's Corp.	COMMON STOCKS	580135101	7,599,607	25,467	SH		SOLE		25,467	0	0
Medpace Holdings, Inc.	COMMON STOCKS	58506Q109	2,700,471	11,244	SH		SOLE		1,120	0	10,124
Merck & Co., Inc.	COMMON STOCKS	58933y105	32,304,815	279,962	SH		SOLE		174,640	0	105,322
Meta Platforms, Inc.	COMMON STOCKS	30303M102	1,641,239	5,719	SH		SOLE		3,243	0	2,476
Microsoft Corp.	COMMON STOCKS	594918104	73,953,369	217,165	SH		SOLE		148,946	0	68,219
Moelis & Co. Class A	COMMON STOCKS	60786M105	725,712	16,006	SH		SOLE		1,621	0	14,385
Monolithic Power Systems, Inc.	COMMON STOCKS	609839105	3,303,506	6,115	SH		SOLE		601	0	5,514
Moody's Corp.	COMMON STOCKS	615369105	18,315,456	52,673	SH		SOLE		33,734	0	18,939
NIKE, Inc. Class B	COMMON STOCKS	654106103	2,221,638	20,129	SH		SOLE		13,046	0	7,083
NV5 Global, Inc.	COMMON STOCKS	62945V109	1,991,091	17,975	SH		SOLE		1,768	0	16,207
NVIDIA Corp.	COMMON STOCKS	67066G104	1,259,331	2,977	SH		SOLE		1,023	0	1,954
Norfolk Southern Corporation	COMMON STOCKS	655844108	2,078,255	9,165	SH		SOLE		9,165	0	0
Northrop Grumman Corp.	COMMON STOCKS	666807102	23,201,631	50,903	SH		SOLE		30,740	0	20,163
O Reilly Automotive	COMMON STOCKS	67103H107	573,180	600	SH		SOLE		0	0	600
Ollie's Bargain Outlet Holding	COMMON STOCKS	681116109	1,134,327	19,581	SH		SOLE		1,953	0	17,628
Onto Innovation, Inc.	COMMON STOCKS	683344105	2,187,190	18,779	SH		SOLE		1,862	0	16,917
PTC, Inc.	COMMON STOCKS	69370C100	1,636,877	11,503	SH		SOLE		1,134	0	10,369
Pacira BioSciences, Inc.	COMMON STOCKS	695127100	1,410,103	35,191	SH		SOLE		3,496	0	31,695
PepsiCo, Inc.	COMMON STOCKS	713448108	1,751,070	9,454	SH		SOLE		8,388	0	1,066
Perficient, Inc.	COMMON STOCKS	71375U101	1,476,608	17,720	SH		SOLE		1,748	0	15,972
Pfizer, Inc.	COMMON STOCKS	717081103	783,888	21,371	SH		SOLE		21,141	0	230
Planet Fitness, Inc. Class A	COMMON STOCKS	72703H101	968,506	14,361	SH		SOLE		1,427	0	12,934
Pool Corp.	COMMON STOCKS	73278L105	1,856,341	4,955	SH		SOLE		1,003	0	3,952
Procter & Gamble Co.	COMMON STOCKS	742718109	629,721	4,150	SH		SOLE		4,150	0	0
Raytheon Technologies Corp.	COMMON STOCKS	75513E101	40,183,174	410,200	SH		SOLE		252,316	0	157,884
S&P Global, Inc.	COMMON STOCKS	78409V104	10,178,597	25,390	SH		SOLE		16,823	0	8,567
Starbucks Corp.	COMMON STOCKS	855244109	1,488,377	15,025	SH		SOLE		8,667	0	6,358
Stryker Corp.	COMMON STOCKS	863667101	36,583,973	119,912	SH		SOLE		72,519	0	47,393
Supernus Pharmaceuticals, Inc.	COMMON STOCKS	868459108	777,923	25,879	SH		SOLE		2,544	0	23,335
Syneos Health Class A	COMMON STOCKS	87166B102	1,247,934	29,614	SH		SOLE		2,930	0	26,684
T-Mobile US, Inc.	COMMON STOCKS	872590104	744,782	5,362	SH		SOLE		1,809	0	3,553
TE Connectivity Ltd. Regular S	COMMON STOCKS	H84989104	29,390,010	209,689	SH		SOLE		126,813	0	82,876
Texas Instruments, Inc.	COMMON STOCKS	882508104	25,466,908	141,467	SH		SOLE		86,174	0	55,293
The Brink's Co.	COMMON STOCKS	109696104	1,217,820	17,954	SH		SOLE		1,780	0	16,174
The Home Depot, Inc.	COMMON STOCKS	437076102	21,284,642	68,519	SH		SOLE		44,380	0	24,139
The TJX Companies, Inc.	COMMON STOCKS	872540109	1,377,583	16,247	SH		SOLE		9,380	0	6,867
The Walt Disney Co.	COMMON STOCKS	254687106	1,568,203	17,565	SH		SOLE		17,565	0	0
Thermo Fisher Scientific, Inc.	COMMON STOCKS	883556102	1,461,422	2,801	SH		SOLE		1,491	0	1,310
UnitedHealth Group	COMMON STOCKS	91324P102	28,827,826	59,978	SH		SOLE		37,365	0	22,613
Verint Systems, Inc.	COMMON STOCKS	92343X100	937,504	26,740	SH		SOLE		2,651	0	24,089
Vertex Pharmaceuticals, Inc.	COMMON STOCKS	92532f100	637,309	1,811	SH		SOLE		616	0	1,195
Visa, Inc. Class A	COMMON STOCKS	92826C839	34,205,907	144,037	SH		SOLE		90,849	0	53,188
ePlus, Inc.	COMMON STOCKS	294268107	1,383,235	24,569	SH		SOLE		2,410	0	22,159
iShares Tr Russell Midcap	EXCHANGE-TRADED	464287499	937,705	12,840	SH		SOLE		12,840	0	0