BI
Bridges Investment Management Inc 13F Holdings (906 Positions, Q2 2026)
Bridges Investment Management IncCIK: 0001007295
Diversified strategyMomentum followerLong-term holder
Total reported value
$8.2B
Reporting period: 2026-06-30 · Number of holdings: 906
BRIDGES INVESTMENT MANAGEMENT INC disclosed 906 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $8.2B and a quarterly turnover rate of 16.9%.
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Personality snowflake
- Concentration
- 9.03
- Portfolio Stability
- 16.94
- Momentum
- 100
- Sector conviction
- 53.97
- Diversification
- 100
- Sizing Uniformity
- 71.59
Bridges Investment Management Inc's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 906 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 2.84), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd PANW
+3.4% $126.2M
Add KLAC
+1094.3% $88.9M
Add URI
+20.1% $45.8M
Add AVGO
+22.1% $50.9M
Trim MSFT
-0.2% $1.8M
Add PH
+194.9% $34.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 906 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.49% | +0.30% | -5.12% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.47% | +0.18% | +0.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.15% | -0.10% | -4.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.11% | -0.44% | -0.25% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | +0.06% | -1.14% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.86% | +0.01% | +0.54% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | -0.08% | -5.05% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.90% | -0.38% | -5.64% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.81% | +1.38% | +3.37% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.53% | — | +0.68% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.41% | +0.15% | -0.62% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.35% | -0.21% | -0.32% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | +0.19% | +6.36% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | -0.10% | +2.14% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.02% | -0.81% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | +0.47% | +22.15% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.83% | +1.00% | +1094.26% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.03% | -0.06% | |
| 19 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.69% | -0.01% | -0.17% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.59% | -0.36% | -19.22% | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.51% | -0.03% | -0.00% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.15% | +1.12% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | -0.14% | +4.19% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.07% | -3.55% | |
| 25 | URI | United Rentals Inc | Stock-Industrials | 1.20% | +0.49% | +20.15% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.25% | -1.65% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 1.02% | -0.03% | -2.05% | |
| 28 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.98% | +0.02% | -2.38% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | +0.03% | +296.35% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | — | +1.26% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.91% | -0.10% | +0.12% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.91% | -0.14% | +12.04% | |
| 33 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.88% | +0.01% | +3.58% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | +0.11% | +35.95% | |
| 35 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.78% | +0.13% | -1.67% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.16% | -9.58% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | +0.01% | -1.44% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.03% | +13.08% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.66% | -0.01% | -2.16% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.04% | +0.47% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.60% | +0.39% | +194.94% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.59% | -0.25% | +0.58% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.04% | +3.95% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.59% | +0.03% | +1.53% | |
| 45 | CTAS | Cintas CORP | Stock-Industrials | 0.55% | -0.06% | +0.74% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.53% | -0.05% | +7.50% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.10% | -0.56% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.47% | +0.10% | +0.96% | |
| 49 | FINN | First Natl Of Nebraska Inc | Stock-Other | 0.46% | +0.01% | -0.15% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | +0.58% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.8%
Performance Last 4 Quarters
+17.2%
- Stdev
- +12.4%
- Beta
- +0.92
- Alpha
- -2.1%
- Max Drawdown
- -8.3%
- Annualized Perf
- +16.7%
- Batting Avg vs S&P
- +27.8%
- Sortino
- +2.55
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +1.03
- Calmar
- +2.01
- Information Ratio
- -1.02
- Tracking Error
- +3.6%
- Stdev Down
- +6.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +31.5%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.31
- Stdev Sectors
- +9%
- Skewness
- +0.08
- Kurtosis
- +0.14
- Upside Potential
- +4.2
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 906 | $8.2B | 17 | ||
| 2026 Q1 | 890 | $7.4B | 14 | ||
| 2025 Q4 | 869 | $7.9B | 11 | ||
| 2025 Q3 | 937 | $7.8B | 22 | ||
| 2025 Q2 | 888 | $7.4B | 0 | ||
| 2025 Q1 | 854 | $6.9B | 100 | ||
| 2024 Q4 | 838 | $7.2B | 0 | ||
| 2024 Q3 | 839 | $7.2B | 0 | ||
| 2024 Q2 | 795 | $6.6B | 0 | ||
| 2024 Q1 | 513 | $3.2B | 0 | ||
| 2023 Q4 | 511 | $3.0B | 0 | ||
| 2023 Q3 | 498 | $2.8B | 0 | ||
| 2023 Q2 | 514 | $3.0B | 0 | ||
| 2023 Q1 | 523 | $2.8B | 0 | ||
| 2022 Q4 | 531 | $2.7B | 0 | ||
| 2022 Q3 | 536 | $2.6B | 0 | ||
| 2022 Q2 | 536 | $2.7B | 0 | ||
| 2022 Q1 | 546 | $3.2B | 0 | ||
| 2021 Q4 | 551 | $3.4B | 0 | ||
| 2021 Q3 | 549 | $3.2B | 0 | ||
| 2021 Q2 | 556 | $3.4B | 100 | ||
| 2021 Q1 | 538 | $3.4B | 10 | ||
| 2020 Q4 | 546 | $3.2B | 13 | ||
| 2020 Q3 | 547 | $3.0B | 11 | ||
| 2020 Q2 | 557 | $2.7B | 26 | ||
| 2020 Q1 | 555 | $2.2B | 29 | ||
| 2019 Q4 | 649 | $2.7B | 20 | ||
| 2019 Q3 | 816 | $2.6B | 10 | ||
| 2019 Q2 | 824 | $2.6B | 14 | ||
| 2019 Q1 | 727 | $2.5B | 19 | ||
| 2018 Q4 | 745 | $2.1B | 24 | ||
| 2018 Q3 | 633 | $2.0B | 37 | ||
| 2018 Q2 | 607 | $2.2B | 13 | ||
| 2018 Q1 | 533 | $2.2B | 57 | ||
| 2017 Q4 | 450 | $1.2B | 21 | ||
| 2017 Q3 | 365 | $1.1B | 35 | ||
| 2017 Q2 | 293 | $745.7M | 5 | ||
| 2017 Q1 | 285 | $724.3M | 11 | ||
| 2016 Q4 | 293 | $705.1M | 21 | ||
| 2016 Q3 | 292 | $600.3M | 9 | ||
| 2016 Q2 | 292 | $578.6M | 10 | ||
| 2016 Q1 | 284 | $550.3M | 11 | ||
| 2015 Q4 | 290 | $559.6M | 22 | ||
| 2015 Q3 | 326 | $576.6M | 0 | ||
| 2015 Q2 | 326 | $576.6M | 11 | ||
| 2015 Q1 | 332 | $571.4M | 8 | ||
| 2014 Q4 | 320 | $564.4M | 12 | ||
| 2014 Q3 | 320 | $533.4M | 7 | ||
| 2014 Q2 | 316 | $524.5M | 12 | ||
| 2014 Q1 | 300 | $479.0M | 13 | ||
| 2013 Q4 | 294 | $444.1M | 14 | ||
| 2013 Q3 | 291 | $403.2M | 10 | ||
| 2013 Q2 | 282 | $378.9M | — |
Holding changes this quarter
Bridges Investment Management Inc's most significant position changes for 2026-06-30: New buy: Netflix Inc (NFLX); Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: Global X US Infrastructure (PAVE).
Showing top 200 changes by size (of 420 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.4% | +3.37% | Add |
| 2 | KLAC | Kla CORP | +1% | +1094.26% | Add |
| 3 | URI | United Rentals Inc | +0.5% | +20.15% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +22.15% | Add |
| 5 | PH | Parker Hannifin CORP | +0.4% | +194.94% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.12% | Trim |
| 7 | NFLX | Netflix Inc | +0.3% | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.36% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +0.84% | Add |
| 10 | TT | Trane Technologies plc | +0.2% | +60.39% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | -0.62% | Trim |
| 12 | CDNS | Cadence Design Sys Inc | +0.1% | -1.67% | Trim |
| 13 | SYK | Stryker CORP | +0.1% | +35.95% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +0.96% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +3.04% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -3.55% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | -1.14% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | +2.10% | Add |
| 19 | ABBV | Abbvie Inc | 0% | +3.95% | Add |
| 20 | BMI | Badger Meter Inc | 0% | +39.38% | Add |
| 21 | V | Visa Inc-class A Shares | 0% | -0.06% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | +296.35% | Add |
| 23 | USB | US Bancorp | 0% | +1.53% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.22% | Trim |
| 25 | FERG | Ferguson Enterprises Inc | 0% | +852.51% | Add |
| 26 | ✓ | 0% | NEW | New buy | |
| 27 | ✓ | 0% | NEW | New buy | |
| 28 | LAD | Lithia Motors Inc | 0% | -2.38% | Trim |
| 29 | FND | Floor & Decor Holdings Inc-a | 0% | +2.49% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +1.31% | Add |
| 31 | LSCC | Lattice Semiconductor CORP | 0% | +0.43% | Add |
| 32 | AAON | Aaon Inc | 0% | +0.43% | Add |
| 33 | BELFB | Bel Fuse Inc-cl B | 0% | +0.43% | Add |
| 34 | TYL | Tyler Technologies Inc | 0% | +134.28% | Add |
| 35 | GNRC | Generac Holdings Inc | 0% | +0.43% | Add |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +142.36% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +0.54% | Add |
| 38 | CSL | Carlisle Cos Inc | 0% | +3.58% | Add |
| 39 | IWD | Ishares Russell 1000 Value E | 0% | -1.44% | Trim |
| 40 | FINN | First Natl Of Nebraska Inc | 0% | -0.15% | Trim |
| 41 | KO | Coca-cola Co/the | 0% | +39.66% | Add |
| 42 | FIX | Comfort Systems USA Inc | 0% | -15.44% | Trim |
| 43 | VB | Vanguard Small-cap ETF | 0% | -0.04% | Trim |
| 44 | TXN | Texas Instruments Inc | 0% | -3.01% | Trim |
| 45 | ING | Ing Groep N.v.-sponsored Adr | 0% | — | Unchanged |
| 46 | EEM | Ishares Msci Emerging Market | 0% | +1.11% | Add |
| 47 | IWM | Ishares Russell 2000 ETF | 0% | -1.54% | Trim |
| 48 | KNSL | Kinsale Capital Group Inc | 0% | +49.06% | Add |
| 49 | GE | General Electric | 0% | +2.39% | Add |
| 50 | PAVE | Global X US Infrastructure | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Bridges Investment Management Inc and what type of investor is it?
Bridges Investment Management 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $8.2B, spread across 906 disclosed positions.
What are Bridges Investment Management Inc's largest equity positions?
Based on the latest 13F filing, Bridges Investment Management Inc's top holdings by market value are:
1. Alphabet Inc-cl A (GOOGL) — $451.8M (5.5%)
2. Ishares Core S&p Midcap ETF (IJH) — $449.6M (5.5%)
3. Apple Inc (AAPL) — $341.5M (4.2%)
4. Microsoft CORP (MSFT) — $337.5M (4.1%)
5. Amazon.com Inc (AMZN) — $331.3M (4.0%)
What changes did Bridges Investment Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Bridges Investment Management Inc made 192 notable position adjustments: 8 new positions were initiated, 123 existing holdings were added to, 56 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Netflix Inc (NFLX); Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: Global X US Infrastructure (PAVE)
What sectors does Bridges Investment Management Inc focus on?
Bridges Investment Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.3%
• Financials: 17.1%
• Consumer Discretionary: 14.9%
• Industrials: 12.9%
• Communication Services: 11.7%
• Health Care: 7.5%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Bridges Investment Management Inc returned an annualized 16.7% over the trailing 36 months — underperforming the S&P 500 by 2.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.92 (roughly in line with the market) and a 28% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 30.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 17 over the past 4 quarters — a shift toward more active trading.
It has added to its KLAC position over the past two quarters (+$89.7M, now $150.4M), while trimming ADBE over the same stretch (-$37.5M, still holding $5.3M).
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Developer Access
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