BRIDGES INVESTMENT MANAGEMENT INC
13F Reported Value
ⓘ$8.2B
Holdings
401
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BRIDGES INVESTMENT MANAGEMENT INC disclosed 401 positions worth $8.2B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 5.5% of the equity portfolio. During the quarter the fund opened 23 new positions and exited 18 — including a new stake in $NFLX and a full exit from $SWK. The portfolio is most concentrated in Technology (31.2% of disclosed assets). All figures are sourced directly from BRIDGES INVESTMENT MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1007295.
AI Fund Analysis
Stable
$GOOG
$AAPL
$MSFT
$AMZN
$H
$CSL
$APG
$EVRSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$451.8M1,264,162 sh ISHARES CORE S&P MID CAP ETF - ETF
—Quality
$449.6M5,830,885 sh- 76.4#84
Quality
$341.5M1,180,277 sh - 79.8
Quality
$337.5M904,889 sh - 68.7
Quality
$331.3M1,390,101 sh VANGUARD FTSE DEVELOPED MARKET - ETF
—Quality
$317.3M4,453,914 sh- 85.9
Quality
$282.0M1,409,406 sh - 73.8
Quality
$238.1M318 sh - 65.5
Quality
$231.4M678,562 sh VANGUARD FTSE EMERGING MARKETS - ETF
—Quality
$207.7M3,479,278 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 78.2#57 | $451.8M | 1,264,162 |
| ISHARES CORE S&P MID CAP ETF - ETF | — | $449.6M | 5,830,885 |
| Apple Inc.$AAPL | 76.4#84 | $341.5M | 1,180,277 |
| MICROSOFT CORP$MSFT | 79.8 | $337.5M | 904,889 |
| AMAZON COM INC$AMZN | 68.7 | $331.3M | 1,390,101 |
| VANGUARD FTSE DEVELOPED MARKET - ETF | — | $317.3M | 4,453,914 |
 NVIDIA CORP$NVDA | 85.9 | $282.0M | 1,409,406 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $238.1M | 318 |
 Palo Alto Networks Inc$PANW | 65.5 | $231.4M | 678,562 |
| VANGUARD FTSE EMERGING MARKETS - ETF | — | $207.7M | 3,479,278 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRIDGES INVESTMENT MANAGEMENT INC's 401 positions.
Showing top 10 of 401 holdings.
Sector Allocation
Technology
$2.6B
Other
$1.8B
Financials
$1.5B
Consumer Discretionary
$1.0B
Industrials
$561.9M
Healthcare
$377.5M
Materials
$121.6M
Energy
$102.8M
Top Holdings — BRIDGES INVESTMENT MANAGEMENT INC (Q2 2026)
Top 150 of 401 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $451.8M | 5.5% | -5% | 78.2 |
| 2 | — | ISHARES CORE S&P MID CAP ETF - ETF | $449.6M | 5.5% | +1% | — |
| 3 | $AAPL | Apple Inc. | $341.5M | 4.2% | -5% | 76.4 |
| 4 | $MSFT | MICROSOFT CORP | $337.5M | 4.1% | -0% | 79.8 |
| 5 | $AMZN | AMAZON COM INC | $331.3M | 4.0% | -1% | 68.7 |
| 6 | — | VANGUARD FTSE DEVELOPED MARKET - ETF | $317.3M | 3.9% | +1% | — |
| 7 | $NVDA | NVIDIA CORP | $282.0M | 3.4% | -5% | 85.9 |
| 8 | $BRK.A | BERKSHIRE HATHAWAY INC | $238.1M | 2.9% | -6% | 73.8 |
| 9 | $PANW | Palo Alto Networks Inc | $231.4M | 2.8% | +3% | 65.5 |
| 10 | — | VANGUARD FTSE EMERGING MARKETS - ETF | $207.7M | 2.5% | +1% | — |
| 11 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $197.8M | 2.4% | -1% | — |
| 12 |  $MA | Mastercard Inc | $193.6M | 2.4% | -0% | 85.1 |
| 13 | — | ISHARES CORE S&P 500 ETF - ETF | $185.0M | 2.3% | +6% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $181.4M | 2.2% | +2% | 73.8 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $160.1M | 1.9% | -1% | 70.7 |
| 16 |  $AVGO | Broadcom Inc. | $154.7M | 1.9% | +22% | 84.5 |
| 17 |  $KLAC | KLA CORP | $150.4M | 1.8% | +1094% | 78.6 |
| 18 |  $V | VISA INC. | $139.1M | 1.7% | -0% | 82.9 |
| 19 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $138.9M | 1.7% | -0% | 61.3 |
| 20 |  $UNP | UNION PACIFIC CORP | $130.6M | 1.6% | -19% | 69.7 |
| 21 |  $CASY | CASEYS GENERAL STORES INC | $123.8M | 1.5% | -0% | 65.1 |
| 22 |  $META | Meta Platforms, Inc. | $105.1M | 1.3% | +1% | 79.6 |
| 23 |  $SPGI | S&P Global Inc. | $100.8M | 1.2% | +4% | 76.1 |
| 24 |  $GOOGL | Alphabet Inc. | $99.8M | 1.2% | -4% | 78.2 |
| 25 |  $URI | UNITED RENTALS, INC. | $98.5M | 1.2% | +20% | 63.9 |
| 26 |  $LOW | LOWES COMPANIES INC | $97.0M | 1.2% | -2% | 60.8 |
| 27 |  $PGR | PROGRESSIVE CORP/OH/ | $84.0M | 1.0% | -2% | 80.1 |
| 28 |  $LAD | LITHIA MOTORS INC | $80.8M | 1.0% | -2% | 46.6 |
| 29 | — | ISHARES RUSSELL 1000 GROWTH ET - ETF | $80.8M | 1.0% | +296% | — |
| 30 |  $IVZ | Invesco Ltd. | $78.4M | 0.9% | +1% | — |
| 31 |  $BLK | BlackRock, Inc. | $74.9M | 0.9% | +0% | 70 |
| 32 |  $ISRG | INTUITIVE SURGICAL INC | $74.7M | 0.9% | +12% | 79.9 |
| 33 | $CSL | CARLISLE COMPANIES INC | $72.7M | 0.9% | +4% | 59.4 |
| 34 |  $SYK | STRYKER CORP | $65.3M | 0.8% | +36% | 72.1 |
| 35 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $64.0M | 0.8% | -2% | 72.6 |
| 36 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $63.2M | 0.8% | -10% | 65.1 |
| 37 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $61.5M | 0.8% | -1% | — |
| 38 |  $NOW | ServiceNow, Inc. | $60.6M | 0.7% | +13% | 72.9 |
| 39 | — | VANGUARD FTSE ALL-WORLD EX-US - ETF | $54.3M | 0.7% | -2% | — |
| 40 |  $WFC | WELLS FARGO & COMPANY/MN | $54.2M | 0.7% | +0% | 61.8 |
| 41 |  $PH | Parker-Hannifin Corp | $49.6M | 0.6% | +195% | 65.8 |
| 42 |  $ICE | Intercontinental Exchange, Inc. | $48.7M | 0.6% | +1% | 73.7 |
| 43 |  $ABBV | AbbVie Inc. | $48.7M | 0.6% | +4% | 72.6 |
| 44 |  $USB | US BANCORP \DE\ | $48.3M | 0.6% | +2% | 65.3 |
| 45 |  $CTAS | CINTAS CORP | $45.3M | 0.6% | +1% | 68.7 |
| 46 |  $AZO | AUTOZONE INC | $43.2M | 0.5% | +7% | 66.2 |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $41.9M | 0.5% | -1% | 66.2 |
| 48 |  $APH | AMPHENOL CORP /DE/ | $38.5M | 0.5% | +1% | 79.3 |
| 49 | — | FIRST NATL NEB INC COM - COM | $38.0M | 0.5% | -0% | — |
| 50 |  $HD | HOME DEPOT, INC. | $37.6M | 0.5% | +1% | 60.3 |
| 51 |  $CPRT | COPART INC | $36.8M | 0.5% | +3% | 69.1 |
| 52 |  $AMGN | AMGEN INC | $31.8M | 0.4% | +0% | 79.2 |
| 53 |  $ULTA | Ulta Beauty, Inc. | $31.4M | 0.4% | +1% | 67.3 |
| 54 |  $TT | Trane Technologies plc | $31.3M | 0.4% | +60% | — |
| 55 |  $LLY | ELI LILLY & Co | $30.6M | 0.4% | +2% | 87.5 |
| 56 |  $FND | Floor & Decor Holdings, Inc. | $28.9M | 0.3% | +2% | 54.5 |
| 57 |  $UNH | UNITEDHEALTH GROUP INC | $28.8M | 0.3% | +3% | 62.7 |
| 58 |  $SHW | SHERWIN WILLIAMS CO | $28.7M | 0.3% | +0% | 61.3 |
| 59 |  $ALC | ALCON INC | $27.7M | 0.3% | +1% | 54.9 |
| 60 |  $LIN | LINDE PLC | $26.8M | 0.3% | +1% | — |
| 61 |  $PEP | PEPSICO INC | $25.1M | 0.3% | -2% | 63.4 |
| 62 | — | ISHARES CORE MSCI EMERGING MKT - ETF | $24.4M | 0.3% | -11% | — |
| 63 |  $ABT | ABBOTT LABORATORIES | $24.4M | 0.3% | -3% | 65.5 |
| 64 |  $CVX | CHEVRON CORP | $23.9M | 0.3% | +4% | 62.8 |
| 65 | — | VANGUARD S&P 500 ETF - ETF | $23.8M | 0.3% | -2% | — |
| 66 | — | VANGUARD MID-CAP INDEX FUND -E - ETF | $23.8M | 0.3% | +301% | — |
| 67 |  $MCD | MCDONALDS CORP | $23.7M | 0.3% | +0% | 69 |
| 68 |  $ADP | AUTOMATIC DATA PROCESSING INC | $23.2M | 0.3% | +2% | 69.8 |
| 69 |  $EOG | EOG RESOURCES INC | $23.2M | 0.3% | -47% | 71.9 |
| 70 | — | ISHARES RUSSELL MID CAP ETF - ETF | $23.1M | 0.3% | -0% | — |
| 71 |  $TJX | TJX COMPANIES INC /DE/ | $22.5M | 0.3% | +1% | 68.7 |
| 72 |  $NFLX | NETFLIX INC | $20.6M | 0.3% | NEW | 78.8 |
| 73 |  $BMI | BADGER METER INC | $20.1M | 0.2% | +39% | 61 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $19.4M | 0.2% | +1% | 69 |
| 75 |  $PLD | Prologis, Inc. | $17.6M | 0.2% | +1% | 68.3 |
| 76 |  $AFG | AMERICAN FINANCIAL GROUP INC | $15.7M | 0.2% | +0% | 60.2 |
| 77 | — | VANGUARD SMALL CAP INDEX FUND - ETF | $12.1M | 0.1% | -0% | — |
| 78 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $11.1M | 0.1% | -7% | 66.2 |
| 79 |  $GGG | GRACO INC | $11.1M | 0.1% | +1% | 63.4 |
| 80 |  $HSY | HERSHEY CO | $11.1M | 0.1% | -1% | 65.7 |
| 81 |  $ETN | Eaton Corp plc | $11.0M | 0.1% | -0% | — |
| 82 |  $FLEX | FLEX LTD. | $10.9M | 0.1% | -0% | — |
| 83 |  $ROL | ROLLINS INC | $10.7M | 0.1% | +0% | 65 |
| 84 |  $XOM.R34088 | EXXON MOBIL CORP | $10.6M | 0.1% | +6% | 57.9 |
| 85 |  $WMT | Walmart Inc. | $10.5M | 0.1% | +15% | 60.2 |
| 86 |  $FIX | COMFORT SYSTEMS USA INC | $9.8M | 0.1% | -15% | 77.7 |
| 87 |  $ING | ING GROEP NV | $8.7M | 0.1% | +0% | — |
| 88 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.7M | 0.1% | +0% | 61.4 |
| 89 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.6M | 0.1% | +0% | 66.3 |
| 90 |  $BAH | Booz Allen Hamilton Holding Corp | $8.6M | 0.1% | -5% | 58 |
| 91 |  $PM | Philip Morris International Inc. | $8.6M | 0.1% | +2% | 75.9 |
| 92 | — | PEM HOLDING COMAPNY, LLC - COM | $8.3M | 0.1% | +0% | — |
| 93 |  $MSCI | MSCI Inc. | $8.0M | 0.1% | +2% | 75.7 |
| 94 |  $CSCO | CISCO SYSTEMS, INC. | $8.0M | 0.1% | -0% | 70.3 |
| 95 |  $ACN | Accenture plc | $7.5M | 0.1% | -8% | — |
| 96 | — | ISHARES MSCI EMERGING MKTS ETF - ETF | $7.5M | 0.1% | +1% | — |
| 97 | — | ISHARES RUSSELL 2000 ETF - ETF | $7.4M | 0.1% | -2% | — |
| 98 |  $INTU | INTUIT INC. | $7.3M | 0.1% | -6% | 79.3 |
| 99 |  $MRK | Merck & Co., Inc. | $7.2M | 0.1% | +0% | 59.9 |
| 100 |  $ET | Energy Transfer LP | $6.6M | 0.1% | +1% | 64.4 |
| 101 |  $MPLX | MPLX LP | $6.5M | 0.1% | +1% | 70 |
| 102 |  $CAT | CATERPILLAR INC | $6.4M | 0.1% | +1% | 66.5 |
| 103 |  $KO | COCA COLA CO | $6.1M | 0.1% | +40% | 69.5 |
| 104 |  $MUSA | Murphy USA Inc. | $6.0M | 0.1% | +0% | 52.7 |
| 105 | — | ISHARES S&P 500 GROWTH INDEX F - ETF | $6.0M | 0.1% | +0% | — |
| 106 | $APG | APi Group Corp | $5.8M | 0.1% | +0% | 65.4 |
| 107 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $5.8M | 0.1% | +1% | 59.1 |
| 108 | $EVR | Evercore Inc. | $5.6M | 0.1% | +0% | 76.9 |
| 109 |  $PG | PROCTER & GAMBLE Co | $5.6M | 0.1% | -3% | 64.6 |
| 110 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $5.4M | 0.1% | +0% | 63.1 |
| 111 |  $ADBE | ADOBE INC. | $5.3M | 0.1% | -75% | 77.6 |
| 112 |  $RTX | RTX Corp | $5.3M | 0.1% | +5% | 73.2 |
| 113 |  $TSLA | Tesla, Inc. | $5.2M | 0.1% | +4% | 53.9 |
| 114 |  $BWXT | BWX Technologies, Inc. | $5.1M | 0.1% | -42% | 63.8 |
| 115 |  $DE | DEERE & CO | $5.1M | 0.1% | +0% | 55.4 |
| 116 |  $TXN | TEXAS INSTRUMENTS INC | $5.0M | 0.1% | -3% | 73.4 |
| 117 |  $AAON | AAON, INC. | $4.9M | 0.1% | +0% | 56.4 |
| 118 | — | ISHARES EDGE MSCI USA QUALITY - ETF | $4.9M | 0.1% | +1% | — |
| 119 |  $GNRC | GENERAC HOLDINGS INC. | $4.8M | 0.1% | +0% | 54.4 |
| 120 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $4.7M | 0.1% | +0% | 48.7 |
| 121 | — | ISHARES RUSSELL MID CAP VALUE - ETF | $4.6M | 0.1% | +0% | — |
| 122 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $4.5M | 0.1% | +0% | — |
| 123 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 0.1% | -44% | — |
| 124 |  $TMHC | Taylor Morrison Home Corp | $4.3M | 0.1% | +0% | 51.8 |
| 125 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $4.3M | 0.1% | +0% | 60.1 |
| 126 |  $GE | GENERAL ELECTRIC CO | $4.2M | 0.1% | +2% | 73.8 |
| 127 |  $BELFA | BEL FUSE INC /NJ | $4.2M | 0.1% | +0% | 58.5 |
| 128 |  $TRGP | Targa Resources Corp. | $4.1M | 0.1% | +0% | 63.3 |
| 129 |  $ACLS | AXCELIS TECHNOLOGIES INC | $4.1M | 0.1% | -44% | 37.7 |
| 130 | — | ISHARES CORE MSCI EAFE ETF - ETF | $4.0M | 0.1% | +1% | — |
| 131 |  $XPEL | XPEL, Inc. | $3.9M | 0.1% | +0% | 55.7 |
| 132 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $3.9M | 0.1% | +0% | 51.7 |
| 133 |  $WM | WASTE MANAGEMENT INC | $3.8M | 0.1% | +0% | 67.6 |
| 134 |  $AMP | AMERIPRISE FINANCIAL INC | $3.8M | 0.1% | +1% | 68.7 |
| 135 |  $KNSL | Kinsale Capital Group, Inc. | $3.7M | 0.0% | +49% | 77.3 |
| 136 |  $CLH | CLEAN HARBORS INC | $3.6M | 0.0% | +0% | 55.6 |
| 137 |  $GEV | GE Vernova Inc. | $3.6M | 0.0% | +4% | 81.1 |
| 138 |  $DIS | Walt Disney Co | $3.4M | 0.0% | +15% | 60.1 |
| 139 |  $STT | STATE STREET CORP | $3.4M | 0.0% | -22% | 71.5 |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.3M | 0.0% | +17% | 67.6 |
| 141 |  $ORCL | ORACLE CORP | $3.3M | 0.0% | +0% | 66.2 |
| 142 |  $TYL | TYLER TECHNOLOGIES INC | $3.3M | 0.0% | +134% | 64.3 |
| 143 |  $BA | BOEING CO | $3.2M | 0.0% | +0% | 61.6 |
| 144 |  $MO | ALTRIA GROUP, INC. | $3.1M | 0.0% | -16% | 67.4 |
| 145 |  $TGT | TARGET CORP | $3.1M | 0.0% | -8% | 60.7 |
| 146 |  $RBA | RB GLOBAL INC. | $3.1M | 0.0% | +23% | 67.3 |
| 147 |  $EQBK | EQUITY BANCSHARES INC | $3.0M | 0.0% | +0% | 46.4 |
| 148 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 0.0% | +1% | 65.6 |
| 149 | — | ISHARES S&P SMALL CAP 600 VALU - ETF | $2.9M | 0.0% | -1% | — |
| 150 | — | VANGUARD GROWTH ETF - ETF | $2.8M | 0.0% | +496% | — |
New Positions (23)
$NFLX NETFLIX INC$20.6M
$HONA Honeywell Aerospace Inc.$2.5M
$IFF INTERNATIONAL FLAVORS & FRAGRANCES INC$625,838
$STX Seagate Technology Holdings plc$441,005
$MU MICRON TECHNOLOGY INC$349,750
$DAL DELTA AIR LINES, INC.$321,722
$BX Blackstone Inc.$316,768
$CRWD CrowdStrike Holdings, Inc.$277,783
$BROS Dutch Bros Inc.$261,317
$AMAT APPLIED MATERIALS INC /DE$240,036
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$235,920Exited Positions (18)
$SWK STANLEY BLACK & DECKER, INC.
$MKC MCCORMICK & CO INC
$ITT ITT INC.
$WYNN WYNN RESORTS LTD
$TKO TKO Group Holdings, Inc.
$IDXX IDEXX LABORATORIES INC /DE
$CSGP COSTAR GROUP, INC.
$CNM Core & Main, Inc.
$ALL ALLSTATE CORP
$CPAY CORPAY, INC.
$SITE SiteOne Landscape Supply, Inc.
$PTC PTC INC.
$OKE ONEOK INC /NEW/Browse Top Institutional Investors
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