Bridges Investment Management INC 13F holdings
Bridges Investment Management INC reported 399 positions with a total reported value of $8.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: GOOGL ALPHABET INC CL A (6.7%), ISHARES CORE S&P MID CAP ETF (5.5%), BRK-B BERKSHIRE HATHAWAY INC CLASS A (5.1%), AAPL APPLE INC (4.2%), MSFT MICROSOFT CORP COM (4.1%). Against 2026-03-31 it opened 24 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Bridges Investment Management INC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 399 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC CL A | 1,546,579 | $551.6M | 6.7% |
| ISHARES CORE S&P MID CAP ETF | 5,830,885 | $449.6M | 5.5% |
| BRK-B BERKSHIRE HATHAWAY INC CLASS A | 362,890 | $419.6M | 5.1% |
| AAPL APPLE INC | 1,180,277 | $341.5M | 4.2% |
| MSFT MICROSOFT CORP COM | 904,889 | $337.5M | 4.1% |
| AMZN AMAZON.COM INC | 1,390,101 | $331.3M | 4.0% |
| VANGUARD FTSE DEVELOPED MARKET | 4,453,914 | $317.3M | 3.9% |
| NVDA NVIDIA CORPORATION | 1,409,406 | $282.0M | 3.4% |
| PANW PALO ALTO NETWORKS INC COM | 678,562 | $231.4M | 2.8% |
| VANGUARD FTSE EMERGING MARKETS | 3,479,278 | $207.7M | 2.5% |
| ISHARES CORE S&P SMALL CAP ETF | 1,333,633 | $197.8M | 2.4% |
| MA MASTERCARD | 376,973 | $193.6M | 2.4% |
| ISHARES CORE S&P 500 ETF | 246,971 | $185.0M | 2.2% |
| JPM JPMORGAN CHASE & CO COM | 489,080 | $160.1M | 1.9% |
| AVGO BROADCOM INC | 409,492 | $154.7M | 1.9% |
| KLAC KLA CORP COM | 498,542 | $150.4M | 1.8% |
| V VISA INC. CLASS A | 405,537 | $139.1M | 1.7% |
| ODFL OLD DOMINION FREIGHT LINE, INC | 641,260 | $138.9M | 1.7% |
| UNP UNION PACIFIC CORP COM | 480,021 | $130.6M | 1.6% |
| CASY CASEYS GEN STORES COM | 155,740 | $123.8M | 1.5% |
| META META PLATFORMS INC | 186,651 | $105.1M | 1.3% |
| SPGI S & P GLOBAL INC | 247,443 | $100.8M | 1.2% |
| URI UNITED RENTALS INC COM | 86,985 | $98.5M | 1.2% |
| LOWES COMPANIES COM | 439,775 | $97.0M | 1.2% |
| PGR PROGRESSIVE CORP | 384,540 | $84.0M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 24 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NFLX NETFLIX | 288,995 | $20.6M | 0.3% |
| HONEYWELL INTL INC | 11,126 | $2.5M | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 11,125 | $2.5M | <0.1% |
| GLOBAL X U.S. INFRASTRUCTURE D | 17,939 | $1.1M | <0.1% |
| IFF INTL FLAVORS & FRAGRANCE | 7,900 | $625.8K | <0.1% |
| STX SEAGATE TECHNOLOGY HLDNGS PLC | 457 | $441.0K | <0.1% |
| MU MICRON TECHNOLOGY INC COM | 303 | $349.8K | <0.1% |
| CAPITAL GROUP DIVIDEND VALUE E | 6,866 | $338.4K | <0.1% |
| DAL DELTA AIR LINES INC | 3,435 | $321.7K | <0.1% |
| BX BLACKSTONE INC | 2,692 | $316.8K | <0.1% |
| ISHARES GLOBAL TECH ETF | 2,126 | $307.2K | <0.1% |
| ISHARES CORE S&P TOTAL U.S. ST | 1,785 | $293.2K | <0.1% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 364 | $277.8K | <0.1% |
| BROS DUTCH BROTHERS INC CL A | 3,639 | $261.3K | <0.1% |
| APPLIED MATERIALS INC | 332 | $240.0K | <0.1% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD S | 494 | $235.9K | <0.1% |
| MARATHON PETROLEUM CORP | 906 | $231.6K | <0.1% |
| TTWO TAKE-TWO INTERACTIVE SOFTWARE, | 872 | $218.0K | <0.1% |
| CEG CONSTELLATION ENERGY CORP | 848 | $210.6K | <0.1% |
| DIMENSIONAL U.S. TARGETED VALU | 3,000 | $209.7K | <0.1% |
| SECURITY NATIONAL CORPORATION | 1,007 | $209.5K | <0.1% |
| FIRST TRUST DEVELP MKT EX. US | 2,191 | $207.4K | <0.1% |
| DOV DOVER CORP | 902 | $202.3K | <0.1% |
| CHH CHOICE HOTELS INTL INC | 1,826 | $201.4K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| HONEYWELL INTERNATIONAL INC CO | 22,250 | $5.0M | <0.1% |
| SWK STANLEY BLACK & DECKER, INC. | 6,835 | $485.7K | <0.1% |
| MKC MCCORMICK & COMPANY, INC. | 8,990 | $453.5K | <0.1% |
| ITT ITT CORP | 2,060 | $392.5K | <0.1% |
| ISHARES MSCI ACWI ETF | 2,514 | $347.9K | <0.1% |
| WYNN WYNN RESORTS LTD COM | 3,104 | $315.2K | <0.1% |
| TKO TKO GROUP HOLDINGS INC CL A | 1,332 | $268.6K | <0.1% |
| IDEXX LABORATORIES INC | 451 | $253.4K | <0.1% |
| CSGP COSTAR GROUP INC COM | 6,000 | $242.0K | <0.1% |
| CNM CORE & MAIN INC CL A | 4,839 | $239.0K | <0.1% |
| ALL ALLSTATE CORP COM | 1,148 | $238.0K | <0.1% |
| CPAY CORPAY INC | 815 | $237.2K | <0.1% |
| DIMENSIONAL INTERNATIONAL CORE | 5,815 | $226.6K | <0.1% |
| SITE SITEONE LANDSCAPE SUPPLY INC | 1,684 | $224.2K | <0.1% |
| PTC PTC INC | 1,535 | $218.7K | <0.1% |
| OKE ONEOK INC COM | 2,342 | $211.7K | <0.1% |
| NOC NORTHROP GRUMMAN CORP COM | 310 | $211.5K | <0.1% |
| THOR INDS INC COM | 2,582 | $206.3K | <0.1% |
| SPDR GOLD MINISHARES TRUST OF | 2,207 | $204.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP COM | 41,745 | 498,542 | +1,094.3% | $150.4M |
| ISHARES RUSSELL 1000 GROWTH ET | 164,182 | 650,736 | +296.4% | $80.8M |
| PH PARKER-HANNIFIN CORP | 17,196 | 50,718 | +194.9% | $49.6M |
| AVGO BROADCOM INC | 335,238 | 409,492 | +22.1% | $154.7M |
| VANGUARD MID-CAP INDEX FUND -E | 73,709 | 295,340 | +300.7% | $23.8M |
| SYK STRYKER CORP COM | 152,526 | 207,365 | +36.0% | $65.3M |
| URI UNITED RENTALS INC COM | 72,398 | 86,985 | +20.1% | $98.5M |
| TT TRANE TECHOLOGIES PLC | 39,761 | 63,774 | +60.4% | $31.3M |
| ISHARES CORE S&P 500 ETF | 232,208 | 246,971 | +6.4% | $185.0M |
| BRK-B BERKSHIRE HATHAWAY INC CLASS A | 355,324 | 362,890 | +2.1% | $419.6M |
| ISRG INTUITIVE SURGICAL, INC. | 167,548 | 187,721 | +12.0% | $74.7M |
| PANW PALO ALTO NETWORKS INC COM | 656,421 | 678,562 | +3.4% | $231.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| UNP UNION PACIFIC CORP COM | 594,231 | 480,021 | -19.2% | $130.6M |
| CHE CHEMED CORP COM | 65,921 | 4,628 | -93.0% | $2.2M |
| GOOGL ALPHABET INC CL A | 1,625,249 | 1,546,579 | -4.8% | $551.6M |
| EOG EOG RESOURCES INC. | 334,414 | 178,669 | -46.6% | $23.2M |
| ZTS ZOETIS INC | 248,809 | 20,413 | -91.8% | $1.5M |
| AAPL APPLE INC | 1,236,543 | 1,180,277 | -4.6% | $341.5M |
| ADBE ADOBE INC COM | 103,730 | 25,948 | -75.0% | $5.3M |
| NVDA NVIDIA CORPORATION | 1,484,413 | 1,409,406 | -5.1% | $282.0M |
| POOL POOL CORP | 70,660 | 10,009 | -85.8% | $2.2M |
| TMO THERMO FISHER SCIENTIFIC | 139,484 | 126,117 | -9.6% | $63.2M |
| AMZN AMAZON.COM INC | 1,406,179 | 1,390,101 | -1.1% | $331.3M |
| BWXT BWX TECHNOLOGIES INC | 45,235 | 26,218 | -42.0% | $5.1M |
CIK 1007295 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
