BI
Bridges Investment Counsel Inc/ Historical SEC 13F Holdings & Archive (Q4 2017)
Bridges Investment Counsel Inc/CIK: 0000945444
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$181.3M
Reporting period: 2017-12-31 · Number of holdings: 234
BRIDGES INVESTMENT COUNSEL INC/ disclosed 234 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $181.3M and a quarterly turnover rate of 9.8%.
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Personality snowflake
- Concentration
- 7.74
- Portfolio Stability
- 9.8
- Momentum
- 100
- Sector conviction
- 41.01
- Diversification
- 100
- Sizing Uniformity
- 87.73
Bridges Investment Counsel Inc/'s disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 52 equally-sized positions, well below its 234 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.23), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 65% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BA
+1.6% $1.4M
Trim PM
-14.7% -$1.0M
Trim CELG
-2.2% -$1.1M
Trim AEP
-16.8% -$808.0K
Add UNP
-6.4% $853.0K
Trim AMGN
-38.4% -$713.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 129 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | Stock-Industrials | 6.18% | +0.43% | -6.39% | |
| 2 | BA | Boeing Co/the | Stock-Industrials | 5.08% | +0.74% | +1.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.09% | -5.83% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 3.20% | -0.18% | -10.46% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 3.14% | -0.38% | -15.02% | |
| 6 | ✓ | DuPont de Nemours, Inc. | Stock-Other | 2.81% | -0.08% | -4.68% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 2.49% | -0.60% | -14.66% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | +0.19% | +0.40% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.35% | -0.10% | -9.81% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | +0.13% | -0.59% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.27% | +0.35% | +14.89% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | — | -8.34% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.17% | — | -8.74% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 1.94% | -0.16% | -17.49% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.90% | — | -1.21% | |
| 16 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.82% | — | -0.45% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.57% | +0.13% | -0.48% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.17% | -0.78% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | +0.05% | -1.77% | |
| 20 | CELG | Celgene CORP | Stock-Other | 1.36% | -0.59% | -2.22% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | +0.11% | -0.54% | |
| 22 | MMM | 3m Co | Stock-Industrials | 1.28% | +0.09% | -3.66% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.27% | +0.05% | +1.21% | |
| 24 | COF | Capital One Financial CORP | Stock-Financials | 1.19% | +0.13% | -3.85% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.17% | +0.08% | +0.81% | |
| 26 | BLKCHF | Blackrock Inc | Stock-Other | 1.08% | — | -9.46% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.16% | +2.22% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.06% | — | -6.44% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | — | -8.07% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.08% | -14.40% | |
| 31 | FINN | First Natl Of Nebraska Inc | Stock-Other | 0.94% | — | — | |
| 32 | USB | US Bancorp | Stock-Financials | 0.91% | — | +1.56% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.90% | +0.10% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.08% | -0.65% | |
| 35 | LEG | Leggett & Platt Inc | Stock-Consumer Disc | 0.82% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.10% | -16.67% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | -9.97% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | +0.05% | -0.28% | |
| 39 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 0.73% | -0.13% | -9.60% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.73% | — | -7.49% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | — | +0.22% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.67% | — | -4.47% | |
| 43 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.67% | -0.45% | -16.79% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | — | -13.05% | |
| 45 | ✓ | Stock-Other | 0.66% | +0.04% | +5.36% | ||
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | — | -14.18% | |
| 47 | UTXZ | United Tech CORP | Stock-Other | 0.64% | — | -4.35% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.63% | — | -10.97% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | — | -5.05% | |
| 50 | ✓ | Stock-Other | 0.61% | — | -8.04% |
1–50 of 129
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q4 | 234 | $181.3M | 10 | ||
| 2017 Q3 | 235 | $179.9M | 87 | ||
| 2017 Q2 | 327 | $440.3M | 77 | ||
| 2017 Q1 | 273 | $342.2M | 73 | ||
| 2016 Q4 | 326 | $411.0M | 22 | ||
| 2016 Q3 | 316 | $474.6M | 9 | ||
| 2016 Q2 | 331 | $455.0M | 9 | ||
| 2016 Q1 | 345 | $463.8M | 70 | ||
| 2015 Q4 | 326 | $576.6M | 0 | ||
| 2015 Q3 | 326 | $576.6M | 74 | ||
| 2015 Q2 | 361 | $425.0M | 13 | ||
| 2015 Q1 | 365 | $438.0M | 7 | ||
| 2014 Q4 | 368 | $437.2M | 11 | ||
| 2014 Q3 | 368 | $433.9M | 8 | ||
| 2014 Q2 | 375 | $435.4M | 9 | ||
| 2014 Q1 | 377 | $429.5M | 9 | ||
| 2013 Q4 | 387 | $435.6M | 12 | ||
| 2013 Q3 | 380 | $401.8M | 7 | ||
| 2013 Q2 | 381 | $389.1M | 0 |
Holding changes this quarter
Bridges Investment Counsel Inc/'s most significant position changes for 2017-12-31: New buy: Medtronic plc (MDT); Sold out: American Express Company; Sold out: Level 3 Communications Inc; New buy: General Mills Inc (GIS); New buy: Occidental Petroleum CORP (OXY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.7% | +1.63% | Add |
| 2 | UNP | Union Pacific CORP | +0.4% | -6.39% | Trim |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +14.89% | Add |
| 4 | ABBV | Abbvie Inc | +0.2% | +0.40% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.78% | Trim |
| 6 | HD | Home Depot Inc | +0.2% | +2.22% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.59% | Trim |
| 8 | COF | Capital One Financial CORP | +0.1% | -3.85% | Trim |
| 9 | WFC | Wells Fargo & Co | +0.1% | -0.48% | Trim |
| 10 | MCD | Mcdonald's CORP | +0.1% | -0.54% | Trim |
| 11 | SHW | Sherwin-williams Co/the | +0.1% | — | Unchanged |
| 12 | AAPL | Apple Inc | +0.1% | -5.83% | Trim |
| 13 | MMM | 3m Co | +0.1% | -3.66% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.65% | Trim |
| 15 | ABT | Abbott Laboratories | +0.1% | +0.81% | Add |
| 16 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +1.78% | Add |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.77% | Trim |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.21% | Add |
| 21 | EMR | Emerson Electric Co | +0.1% | +5.68% | Add |
| 22 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +8.77% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | -0.28% | Trim |
| 24 | PYPL | Paypal Holdings Inc | +0.1% | -5.52% | Trim |
| 25 | ✓ | 0% | +5.36% | Add | |
| 26 | BIIB | Biogen Inc | -0.1% | -16.84% | Trim |
| 27 | KHC | Kraft Heinz Co/the | -0.1% | -15.51% | Trim |
| 28 | CAT | Caterpillar Inc | -0.1% | -36.70% | Trim |
| 29 | GILD | Gilead Sciences Inc | -0.1% | -7.71% | Trim |
| 30 | MDLZ | Mondelez International Inc-a | -0.1% | -17.32% | Trim |
| 31 | ✓ | -0.1% | +0.64% | Add | |
| 32 | V | Visa Inc-class A Shares | -0.1% | -14.40% | Trim |
| 33 | ✓ | DuPont de Nemours, Inc. | -0.1% | -4.68% | Trim |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | Trim |
| 35 | MA | Mastercard Inc - A | -0.1% | -9.81% | Trim |
| 36 | SLB | Slb LTD | -0.1% | -18.14% | Trim |
| 37 | BKNG | Booking Holdings Inc. | -0.1% | -9.60% | Trim |
| 38 | MO | Altria Group Inc | -0.2% | -17.49% | Trim |
| 39 | ✓ | -0.2% | -8.87% | Trim | |
| 40 | CVX | Chevron CORP | -0.2% | -10.46% | Trim |
| 41 | IBM | Intl Business Machines CORP | -0.4% | -15.02% | Trim |
| 42 | AMGN | Amgen Inc | -0.4% | -38.38% | Trim |
| 43 | AEP | American Electric Power Company, Inc. | -0.5% | -16.79% | Trim |
| 44 | CELG | Celgene CORP | -0.6% | -2.22% | Trim |
| 45 | PM | Philip Morris International | -0.6% | -14.66% | Trim |
| 46 | MDT | Medtronic plc | — | NEW | New buy |
| 47 | ✓ | American Express Company | — | EXIT | Sold out |
| 48 | ✓ | Level 3 Communications Inc | — | EXIT | Sold out |
| 49 | GIS | General Mills Inc | — | NEW | New buy |
| 50 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
Filing History
FAQ
What is Bridges Investment Counsel Inc/ and what type of investor is it?
Bridges Investment Counsel Inc/ is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $181.3M, spread across 234 disclosed positions.
What are Bridges Investment Counsel Inc/'s largest equity positions?
Based on the latest 13F filing, Bridges Investment Counsel Inc/'s top holdings by market value are:
1. Union Pacific CORP (UNP) — $11.2M (6.2%)
2. Boeing Co/the (BA) — $9.2M (5.1%)
3. Apple Inc (AAPL) — $6.5M (3.6%)
4. Chevron CORP (CVX) — $5.8M (3.2%)
5. Intl Business Machines CORP (IBM) — $5.7M (3.1%)
What changes did Bridges Investment Counsel Inc/ make in its most recent portfolio filing?
In the latest reported quarter, Bridges Investment Counsel Inc/ made 47 notable position adjustments: 3 new positions were initiated, 11 existing holdings were added to, 31 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Medtronic plc (MDT); Sold out: American Express Company; Sold out: Level 3 Communications Inc; New buy: General Mills Inc (GIS); New buy: Occidental Petroleum CORP (OXY)
What sectors does Bridges Investment Counsel Inc/ focus on?
Bridges Investment Counsel Inc/ is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 20.4%
• Financials: 15.4%
• Information Technology: 15.2%
• Health Care: 13.7%
• Consumer Staples: 9.9%
• Energy: 8.6%
Investment Profile
Bridges Investment Counsel Inc/'s portfolio is broadly diversified and long-term-holding.
It has added to its MAR position over the past two quarters (+$86.0K, now $329.0K), while trimming MA over the same stretch (-$10.8M, still holding $4.3M).
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Developer Access
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