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CIK: 0001007295
Total reported value
$8.2B
$8.2B
206 檔
9.7%
In Q1 2024, Bridges Investment Management Inc's U.S. equity holdings reached a combined market value of $8.2B, distributed across 206 disclosed stock positions.
During Q1 2024, Bridges Investment Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.16% | -0.38% | -5.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.39% | -0.44% | -1.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.10% | -5.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.76% | +0.18% | +409.82% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | +0.06% | -1.47% | |
| 6 | BRGIX | Bridges Investment Fund-i | Stock-Other | 3.57% | — | -2.76% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.46% | +0.30% | -3.85% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.35% | +0.01% | -0.06% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.16% | -0.21% | -4.07% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.11% | -0.10% | -0.74% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | -0.08% | -4.16% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.82% | +0.15% | -5.35% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.72% | — | -0.56% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.89% | -0.36% | -5.24% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.03% | -1.23% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | +0.03% | -3.75% | |
| 17 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.79% | -0.01% | +92.72% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | +0.10% | -1.55% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.59% | +1.38% | -0.03% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.02% | -1.19% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.15% | -2.35% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.34% | +0.01% | +2.05% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.07% | -6.63% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 1.28% | -0.03% | -4.56% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.19% | -0.01% | -0.64% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.19% | -1.35% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.25% | +7.60% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.10% | -0.03% | +4.88% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.09% | — | -5.38% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.07% | -0.14% | +1.55% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.05% | -0.28% | -1.57% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.91% | -0.16% | -5.58% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.01% | -34.38% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.03% | -2.01% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.83% | -0.14% | +4.44% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.78% | -0.25% | +12.98% | |
| 37 | ALC | Alcon Inc. | Stock-Healthcare | 0.73% | -0.08% | -4.73% | |
| 38 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.69% | +0.02% | +40.35% | |
| 39 | CHE | Chemed CORP | Stock-Healthcare | 0.67% | -0.31% | -3.60% | |
| 40 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.65% | -0.07% | -5.59% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.64% | -0.38% | -0.85% | |
| 42 | CPRT | Copart Inc | Stock-Industrials | 0.59% | -0.12% | -2.04% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | -0.01% | — | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.56% | -0.11% | -2.67% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.55% | -0.38% | +64.27% | |
| 46 | ATR | Aptargroup Inc | Stock-Healthcare | 0.54% | — | -1.99% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.09% | -6.47% | |
| 48 | CTAS | Cintas CORP | Stock-Industrials | 0.50% | -0.06% | +12.82% | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.48% | — | -5.68% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.04% | -2.36% |
According to official SEC Form 13F filings, Bridges Investment Management Inc reported a total U.S. public equity portfolio value of $8.2B across 206 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BRK-A, MSFT, AAPL) accounted for 9.7% of total reported equity market value during Q1 2024.
During Q1 2024, Bridges Investment Management Inc's top holdings by market value included BRK-A (6.2%)、MSFT (5.4%)、AAPL (4.8%). The largest single position, BRK-A, represented 6.2% of total portfolio value.
In Q1 2024, Bridges Investment Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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