CAMPBELL NEWMAN ASSET MANAGEMENT INC VITL — Vital Farms, Inc.

Ownership history in CAMPBELL NEWMAN ASSET MANAGEMENT INC  ·  9 quarters on record

AI Ownership Summary

CAMPBELL NEWMAN ASSET MANAGEMENT INC reported Vital Farms, Inc. (VITL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q2. The latest visible filing shows VITL at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VITL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAMPBELL NEWMAN ASSET MANAGEMENT INC's position in Vital Farms, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VITL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VITL stock page CAMPBELL NEWMAN ASSET MANAGEMENT INC fund profile CAMPBELL NEWMAN ASSET MANAGEMENT INC full holdings
How CAMPBELL NEWMAN ASSET MANAGEMENT INC held VITL — position size vs. price
% of Fund (quarterly)    VITL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 67,356 +1,137 +1.7% 0.08% $951K 2026-04-16 $12.47
2025 Q4 REDUCED — — — 66,219 -2,505 -3.6% 0.15% $2.1M 2026-01-26 $27.50
2025 Q3 ADDED — — — 68,724 +291 +0.4% 0.21% $2.8M 2025-10-23 $38.11
2025 Q2 ADDED — — — 68,433 +4,543 +7.1% 0.21% $2.6M 2025-07-17 $37.35
2025 Q1 REDUCED — — — 63,890 -295 -0.5% 0.17% $1.9M 2025-04-16 $33.03
2024 Q4 REDUCED — — — 64,185 -169 -0.3% 0.19% $2.4M 2025-01-14 $42.08
2024 Q3 REDUCED — — — 64,354 -1,054 -1.6% 0.17% $2.3M 2024-10-15 $40.00
2024 Q2 ADDED — — — 65,408 +209 +0.3% 0.24% $3.1M 2024-07-18 $40.44
2024 Q1 INITIATED — — — 65,199 — — 0.12% $1.5M 2024-04-16 $25.17

🏢 Other funds also holding VITL

As of 2026 Q1 — sorted by position size

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC 9.46% CADEN CAPITAL PARTNERS, LP 3Y 2.0% Van Berkom & Associates Inc. 3Y 7Y 1.05% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.83% Taylor Frigon Capital Management LLC 3Y 7Y 0.72% Green Alpha Advisors, LLC 3Y 0.67% Aurora Investment Counsel 3Y 7Y 0.6% Ranger Investment Management, L.P. 3Y 7Y 0.59% 4WEALTH ADVISORS, INC. 0.56% Watershed Asset Management, L.L.C. 3Y 7Y 0.46%

FAQ About CAMPBELL NEWMAN ASSET MANAGEMENT INC and VITL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAMPBELL NEWMAN ASSET MANAGEMENT INC reported owning VITL?

CAMPBELL NEWMAN ASSET MANAGEMENT INC reported VITL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VITL position in CAMPBELL NEWMAN ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VITL was 0.24% in 2024 Q2.

What is the latest reported VITL position on this page?

The most recent filing on this page is 2026 Q1, when CAMPBELL NEWMAN ASSET MANAGEMENT INC reported 67,356 shares, equal to 0.08% of portfolio, with an estimated market value of $951K.

What does the chart on this VITL ownership page compare?

The chart compares CAMPBELL NEWMAN ASSET MANAGEMENT INC's quarterly VITL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAMPBELL NEWMAN ASSET MANAGEMENT INC time their VITL position?

Based on 13F filing dates vs. subsequent VITL price moves, CAMPBELL NEWMAN ASSET MANAGEMENT INC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on VITL relative to SPY over the holding period was -41.1%.

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