BRIDGES INVESTMENT MANAGEMENT INC
Sector Allocation
- Technology30.4%$2.5B
- Other21.9%$1.8B
- Financials18.4%$1.5B
- Consumer Discretionary11.6%$950.7M
- Industrials6.7%$553.5M
- Healthcare5.4%$442.0M
- Materials1.8%$147.9M
- Consumer Staples1.5%$126.3M
- Energy1.3%$102.8M
- Real Estate0.5%$38.4M
AUM History
13fpro.ai/research/fund/bridges-investment-management-inc-1007295
Conviction and streaks
Stable · top 10 = 38.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$451.8M- ISHARES$449.6M
AAPL
$341.5MMSFT
$337.5MAMZN
$331.3M- VANGUARD$317.3M
NVDA
$282.0MBRK.A
$238.1MPANW
$231.4M- VANGUARD$207.7M
- ISHARES$197.8M
MA
$193.6M- ISHARES$185.0M
BRK.B
$181.4MJPM
$160.1MAVGO
$154.7MKLAC
$150.4MV
$139.1MODFL
$138.9MUNP
$130.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bridges-investment-management-inc-1007295
BRIDGES INVESTMENT MANAGEMENT INC 13F holdings — Q2 2026
$8.2B portfolio (+11.4% QoQ) · 401 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$451.8M
5.5% of stocks
-5%This quarter-10.4%Since filed10+ qtrsHeld- 2
ISHARES CORE S&P MID CAP ETF - ETF
$449.6M
5.5% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $341.5M
4.2% of stocks
-5%This quarter+10.8%Since filed10+ qtrsHeld$337.5M
4.1% of stocks
-0.2%This quarter+6.3%Since filed10+ qtrsHeld$331.3M
4.0% of stocks
-1%This quarter-7.8%Since filed10+ qtrsHeld- 6
VANGUARD FTSE DEVELOPED MARKET - ETF
$317.3M
3.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $282.0M
3.4% of stocks
-5%This quarter-2.7%Since filed10+ qtrsHeld$238.1M
2.9% of stocks
-6%This quarter—Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 8 qtrs in a row$231.4M
2.8% of stocks
+3%This quarter+10.4%Since filed10+ qtrsHeld- 10
VANGUARD FTSE EMERGING MARKETS - ETF
$207.7M
2.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — BRIDGES INVESTMENT MANAGEMENT INC (Q2 2026)
401 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES CORE S&P SMALL CAP ETF - ETFetf/fund | — | $197.8M | 2.4% | 1.33M | -0.6% | — | — | 13F |
| 12 | Mastercard Inc | Financials | $193.6M | 2.4% | 377K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES CORE S&P 500 ETF - ETFetf/fund | — | $185.0M | 2.3% | 247K | +6% | — | — | 13F |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $181.4M | 2.2% | 363K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $160.1M | 1.9% | 489K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $154.7M | 1.9% | 409K | +22% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | KLA CORP | Technology | $150.4M | 1.8% | 499K | +1094% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $139.1M | 1.7% | 406K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | OLD DOMINION FREIGHT LINE, INC. | Industrials | $138.9M | 1.7% | 641K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNION PACIFIC CORP | Industrials | $130.6M | 1.6% | 480K | -19% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CASEYS GENERAL STORES INC | Consumer Discretionary | $123.8M | 1.5% | 156K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc. | Technology | $105.1M | 1.3% | 187K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | S&P Global Inc. | Financials | $100.8M | 1.2% | 247K | +4% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $99.8M | 1.2% | 282K | -4% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | UNITED RENTALS, INC. | Industrials | $98.5M | 1.2% | 87K | +20% | 9 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $97.0M | 1.2% | 440K | -2% | |||
| 27 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $84.0M | 1.0% | 385K | -2% | |||
| 28 | $LAD | LITHIA MOTORS INC | Consumer Discretionary | $80.8M | 1.0% | 278K | -2% | |||
| 29 | — | ISHARES RUSSELL 1000 GROWTH ET - ETF | — | $80.8M | 1.0% | 651K | +296% | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $78.4M | 0.9% | 368K | +1% | |||
| 31 | $BLK | BlackRock, Inc. | Financials | $74.9M | 0.9% | 78K | +0.1% | |||
| 32 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $74.7M | 0.9% | 188K | +12% | |||
| 33 | $CSL | CARLISLE COMPANIES INC | Materials | $72.7M | 0.9% | 200K | +4% | |||
| 34 | $SYK | STRYKER CORP | Healthcare | $65.3M | 0.8% | 207K | +36% | |||
| 35 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $64.0M | 0.8% | 171K | -2% | |||
| 36 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $63.2M | 0.8% | 126K | -10% | |||
| 37 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $61.5M | 0.8% | 254K | -1% | |||
| 38 | $NOW | ServiceNow, Inc. | Technology | $60.6M | 0.7% | 611K | +13% | |||
| 39 | — | VANGUARD FTSE ALL-WORLD EX-US - ETF | — | $54.3M | 0.7% | 648K | -2% | |||
| 40 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $54.2M | 0.7% | 655K | +0.5% | |||
| 41 | $PH | Parker-Hannifin Corp | Industrials | $49.6M | 0.6% | 51K | +195% | |||
| 42 | $ICE | Intercontinental Exchange, Inc. | Financials | $48.7M | 0.6% | 396K | +0.6% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $48.7M | 0.6% | 193K | +4% | |||
| 44 | $USB | US BANCORP DE | Financials | $48.3M | 0.6% | 800K | +2% | |||
| 45 | $CTAS | CINTAS CORP | Consumer Discretionary | $45.3M | 0.6% | 266K | +0.7% | |||
| 46 | $AZO | AUTOZONE INC | Consumer Discretionary | $43.2M | 0.5% | 14K | +7% | |||
| 47 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $41.9M | 0.5% | 45K | -0.6% | |||
| 48 | $APH | AMPHENOL CORP /DE/ | Technology | $38.5M | 0.5% | 219K | +1.0% | |||
| 49 | — | FIRST NATL NEB INC COM - COM | — | $38.0M | 0.5% | 2,029 | -0.1% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $37.6M | 0.5% | 107K | +0.6% | |||
| 51 | $CPRT | COPART INC | Consumer Discretionary | $36.8M | 0.5% | 1.31M | +3% | |||
| 52 | $AMGN | AMGEN INC | Healthcare | $31.8M | 0.4% | 88K | +0.2% | |||
| 53 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $31.4M | 0.4% | 70K | +0.8% | |||
| 54 | $TT | Trane Technologies plc | Technology | $31.3M | 0.4% | 64K | +60% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $30.6M | 0.4% | 25K | +2% | |||
| 56 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $28.9M | 0.3% | 486K | +2% | |||
| 57 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $28.8M | 0.3% | 69K | +3% | |||
| 58 | $SHW | SHERWIN WILLIAMS CO | Materials | $28.7M | 0.3% | 83K | +0.4% | |||
| 59 | $ALC | ALCON INC | Healthcare | $27.7M | 0.3% | 413K | +0.9% | |||
| 60 | $LIN | LINDE PLC | Materials | $26.8M | 0.3% | 52K | +0.9% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $25.1M | 0.3% | 186K | -2% | |||
| 62 | — | ISHARES CORE MSCI EMERGING MKT - ETF | — | $24.4M | 0.3% | 295K | -11% | |||
| 63 | $ABT | ABBOTT LABORATORIES | Healthcare | $24.4M | 0.3% | 269K | -3% | |||
| 64 | $CVX | CHEVRON CORP | Energy | $23.9M | 0.3% | 144K | +4% | |||
| 65 | — | VANGUARD S&P 500 ETF - ETF | — | $23.8M | 0.3% | 35K | -2% | |||
| 66 | — | VANGUARD MID-CAP INDEX FUND -E - ETF | — | $23.8M | 0.3% | 295K | +301% | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $23.7M | 0.3% | 88K | +0.4% | |||
| 68 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $23.2M | 0.3% | 104K | +2% | |||
| 69 | $EOG | EOG RESOURCES INC | Energy | $23.2M | 0.3% | 179K | -47% | |||
| 70 | — | ISHARES RUSSELL MID CAP ETF - ETF | — | $23.1M | 0.3% | 209K | -0.3% | |||
| 71 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $22.5M | 0.3% | 149K | +1% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $20.6M | 0.3% | 289K | New | |||
| 73 | $BMI | BADGER METER INC | Technology | $20.1M | 0.2% | 136K | +39% | |||
| 74 | $JNJ | JOHNSON & JOHNSON | Healthcare | $19.4M | 0.2% | 76K | +1% | |||
| 75 | $PLD | Prologis, Inc. | Real Estate | $17.6M | 0.2% | 130K | +1% | |||
| 76 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $15.7M | 0.2% | 112K | +0.2% | |||
| 77 | — | VANGUARD SMALL CAP INDEX FUND - ETF | — | $12.1M | 0.1% | 40K | -0.0% | |||
| 78 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $11.1M | 0.1% | 67K | -7% | |||
| 79 | $GGG | GRACO INC | Industrials | $11.1M | 0.1% | 147K | +0.7% | |||
| 80 | $HSY | HERSHEY CO | Consumer Staples | $11.1M | 0.1% | 63K | -0.8% | |||
| 81 | $ETN | Eaton Corp plc | Industrials | $11.0M | 0.1% | 26K | -0.3% | |||
| 82 | $FLEX | FLEX LTD. | Technology | $10.9M | 0.1% | 121K | -0.3% | |||
| 83 | $ROL | ROLLINS INC | Industrials | $10.7M | 0.1% | 255K | +0.1% | |||
| 84 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $10.6M | 0.1% | 77K | +6% | |||
| 85 | $WMT | Walmart Inc. | Consumer Staples | $10.5M | 0.1% | 92K | +15% | |||
| 86 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $9.8M | 0.1% | 4,930 | -15% | |||
| 87 | $ING | ING GROEP NV | Financials | $8.7M | 0.1% | 278K | — | |||
| 88 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $8.7M | 0.1% | 237K | — | |||
| 89 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $8.6M | 0.1% | 53K | +0.2% | |||
| 90 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $8.6M | 0.1% | 142K | -5% | |||
| 91 | $PM | Philip Morris International Inc. | Consumer Staples | $8.6M | 0.1% | 47K | +2% | |||
| 92 | — | PEM HOLDING COMAPNY, LLC - COM | — | $8.3M | 0.1% | 1 | — | |||
| 93 | $MSCI | MSCI Inc. | Financials | $8.0M | 0.1% | 14K | +2% | |||
| 94 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.0M | 0.1% | 68K | -0.2% | |||
| 95 | $ACN | Accenture plc | Technology | $7.5M | 0.1% | 60K | -8% | |||
| 96 | — | ISHARES MSCI EMERGING MKTS ETF - ETF | — | $7.5M | 0.1% | 109K | +1% | |||
| 97 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $7.4M | 0.1% | 25K | -2% | |||
| 98 | $INTU | INTUIT INC. | Technology | $7.3M | 0.1% | 28K | -6% | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $7.2M | 0.1% | 56K | +0.5% | |||
| 100 | $ET | Energy Transfer LP | Energy | $6.6M | 0.1% | 343K | +1% | |||
| 101 | $MPLX | MPLX LP | Energy | $6.5M | 0.1% | 115K | +0.9% | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $6.4M | 0.1% | 6,029 | +1% | |||
| 103 | $KO | COCA COLA CO | Consumer Staples | $6.1M | 0.1% | 76K | +40% | |||
| 104 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $6.0M | 0.1% | 11K | +0.4% | |||
| 105 | — | ISHARES S&P 500 GROWTH INDEX F - ETF | — | $6.0M | 0.1% | 43K | +0.2% | |||
| 106 | $APG | APi Group Corp | Industrials | $5.8M | 0.1% | 138K | +0.4% | |||
| 107 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $5.8M | 0.1% | 259K | +1% | |||
| 108 | $EVR | Evercore Inc. | Financials | $5.6M | 0.1% | 17K | +0.4% | |||
| 109 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.6M | 0.1% | 38K | -3% | |||
| 110 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $5.4M | 0.1% | 34K | +0.4% | |||
| 111 | $ADBE | ADOBE INC. | Technology | $5.3M | 0.1% | 26K | -75% | |||
| 112 | $RTX | RTX Corp | Industrials | $5.3M | 0.1% | 28K | +5% | |||
| 113 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.2M | 0.1% | 12K | +4% | |||
| 114 | $BWXT | BWX Technologies, Inc. | Industrials | $5.1M | 0.1% | 26K | -42% | |||
| 115 | $DE | DEERE & CO | Industrials | $5.1M | 0.1% | 7,985 | — | |||
| 116 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.0M | 0.1% | 17K | -3% | |||
| 117 | $AAON | AAON, INC. | Industrials | $4.9M | 0.1% | 38K | +0.4% | |||
| 118 | — | ISHARES EDGE MSCI USA QUALITY - ETF | — | $4.9M | 0.1% | 22K | +0.5% | |||
| 119 | $GNRC | GENERAC HOLDINGS INC. | Technology | $4.8M | 0.1% | 17K | +0.4% | |||
| 120 | $LSCC | LATTICE SEMICONDUCTOR CORP | Technology | $4.7M | 0.1% | 31K | +0.4% | |||
| 121 | — | ISHARES RUSSELL MID CAP VALUE - ETF | — | $4.6M | 0.1% | 28K | +0.1% | |||
| 122 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | — | $4.5M | 0.1% | 21K | — | |||
| 123 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.5M | 0.1% | 6,009 | -44% | |||
| 124 | $TMHC | Taylor Morrison Home Corp | Industrials | $4.3M | 0.1% | 61K | +0.4% | |||
| 125 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $4.3M | 0.1% | 16K | +0.4% | |||
| 126 | $GE | GENERAL ELECTRIC CO | Industrials | $4.2M | 0.1% | 11K | +2% | |||
| 127 | $BELFA | BEL FUSE INC /NJ | Technology | $4.2M | 0.1% | 12K | +0.4% | |||
| 128 | $TRGP | Targa Resources Corp. | Energy | $4.1M | 0.1% | 15K | — | |||
| 129 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $4.1M | 0.1% | 22K | -44% | |||
| 130 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $4.0M | 0.1% | 41K | +1.0% | |||
| 131 | $XPEL | XPEL, Inc. | Industrials | $3.9M | 0.1% | 79K | +0.4% | |||
| 132 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $3.9M | 0.1% | 54K | +0.4% | |||
| 133 | $WM | WASTE MANAGEMENT INC | Utilities | $3.8M | 0.1% | 17K | +0.1% | |||
| 134 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $3.8M | 0.1% | 8,324 | +0.7% | |||
| 135 | $KNSL | Kinsale Capital Group, Inc. | Financials | $3.7M | 0.0% | 11K | +49% | |||
| 136 | $CLH | CLEAN HARBORS INC | Utilities | $3.6M | 0.0% | 12K | +0.4% | |||
| 137 | $GEV | GE Vernova Inc. | Industrials | $3.6M | 0.0% | 3,036 | +4% | |||
| 138 | $DIS | Walt Disney Co | Communication Services | $3.4M | 0.0% | 35K | +15% | |||
| 139 | $STT | STATE STREET CORP | Financials | $3.4M | 0.0% | 20K | -22% | |||
| 140 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.3M | 0.0% | 58K | +17% | |||
| 141 | $ORCL | ORACLE CORP | Technology | $3.3M | 0.0% | 22K | +0.4% | |||
| 142 | $TYL | TYLER TECHNOLOGIES INC | Technology | $3.3M | 0.0% | 11K | +134% | |||
| 143 | $BA | BOEING CO | Industrials | $3.2M | 0.0% | 15K | — | |||
| 144 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.1M | 0.0% | 43K | -16% | |||
| 145 | $TGT | TARGET CORP | Consumer Staples | $3.1M | 0.0% | 24K | -8% | |||
| 146 | $RBA | RB GLOBAL INC. | Industrials | $3.1M | 0.0% | 26K | +23% | |||
| 147 | $EQBK | EQUITY BANCSHARES INC | Financials | $3.0M | 0.0% | 62K | — | |||
| 148 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.9M | 0.0% | 5,701 | +0.9% | |||
| 149 | — | ISHARES S&P SMALL CAP 600 VALU - ETF | — | $2.9M | 0.0% | 21K | -0.9% | |||
| 150 | — | VANGUARD GROWTH ETF - ETF | — | $2.8M | 0.0% | 33K | +496% |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 189 added to, 90 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
$NFLXNETFLIX INC$20.6M
first bought this quarter
$HONAHoneywell Aerospace Inc.$2.5M
first bought this quarter
- GLOBAL X U.S. INFRASTRUCTURE D - ETF$1.1M
first bought this quarter
$IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$626K
first bought this quarter
$STXSeagate Technology Holdings plc$441K
first bought this quarter
$MUMICRON TECHNOLOGY INC$350K
first bought this quarter
+17 more in the Excel export
Added to (189)
now $150.4M · held 10+ qtrs
- ISHARES RUSSELL 1000 GROWTH ET - ETF+296%
now $80.8M
$PHParker-Hannifin Corp+195%
now $49.6M · held 9 qtrs
now $154.7M · held 10+ qtrs
- VANGUARD MID-CAP INDEX FUND -E - ETF+301%
now $23.8M
$SYKSTRYKER CORP+36%
now $65.3M · held 10+ qtrs, 5 adds in a row
+183 more in the Excel export
Trimmed (90)
now $130.6M · held 10+ qtrs, 2 trims in a row
$CHECHEMED CORP-93%
now $2.2M
now $451.8M · held 10+ qtrs, 5 trims in a row
$EOGEOG RESOURCES INC-47%
now $23.2M · held 10+ qtrs
$ZTSZoetis Inc.-92%
now $1.5M
now $341.5M · held 10+ qtrs, 8 trims in a row
+84 more in the Excel export
Holdings by quarter
Every 13F BRIDGES INVESTMENT MANAGEMENT INC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow BRIDGES INVESTMENT MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of BRIDGES INVESTMENT MANAGEMENT's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 13% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BRIDGES INVESTMENT MANAGEMENT INC disclosed 401 positions worth $8.2B in its Form 13F-HR for Q2 2026, led by $GOOGL (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 (30.4% of disclosed assets). All figures are sourced directly from BRIDGES INVESTMENT MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1007295.
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