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CIK: 0001007295
Total reported value
$8.2B
$8.2B
405 檔
21.3%
In Q4 2024, Bridges Investment Management Inc's U.S. equity holdings reached a combined market value of $8.2B, distributed across 405 disclosed stock positions.
In Q4 2024, Bridges Investment Management Inc adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.93% | -0.10% | -4.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.44% | -1.65% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.88% | +0.06% | -1.86% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.31% | +0.30% | -2.28% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.79% | -0.38% | -1.49% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.75% | +0.18% | +2.70% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.97% | -0.21% | -2.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | -0.08% | -4.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | -0.10% | -2.09% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.28% | +0.15% | +2.63% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.20% | -0.36% | -1.27% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | +0.10% | -1.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | +0.01% | +3.27% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.03% | -2.60% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.02% | -2.16% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | — | +0.80% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.80% | +1.38% | +95.91% | |
| 18 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.70% | -0.01% | -0.93% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.41% | -0.14% | -1.98% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.15% | -2.01% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.47% | -1.39% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 1.38% | -0.03% | -2.73% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.19% | +7.51% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.29% | -0.25% | -0.78% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.27% | -0.10% | — | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.27% | -0.14% | -0.91% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.25% | +0.03% | -3.41% | |
| 28 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.15% | +0.02% | -0.36% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.07% | -4.65% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.01% | -0.03% | -5.46% | |
| 31 | USB | US Bancorp | Stock-Financials | 1.00% | +0.03% | -0.21% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.96% | -0.16% | -1.02% | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.96% | -0.03% | -1.79% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.94% | +0.01% | -1.10% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.88% | -0.28% | -1.26% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.81% | -0.25% | -1.66% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.69% | -0.06% | -0.81% | |
| 38 | CPRT | Copart Inc | Stock-Industrials | 0.69% | -0.12% | -0.76% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | -0.01% | -0.15% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.04% | -15.12% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.64% | +0.13% | +111.24% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.63% | -0.38% | +4.68% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.61% | -0.38% | -3.26% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | -2.79% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.10% | -1.85% | |
| 46 | ALC | Alcon Inc. | Stock-Healthcare | 0.54% | -0.08% | -1.57% | |
| 47 | CHE | Chemed CORP | Stock-Healthcare | 0.50% | -0.31% | -6.58% | |
| 48 | ATR | Aptargroup Inc | Stock-Healthcare | 0.47% | — | -0.82% | |
| 49 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.46% | -0.07% | -18.96% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.09% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.3% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.86% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.28% | Trim |
| 4 | CDNS | Cadence Design Sys Inc | +0.4% | +111.24% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | -1.39% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.2% | -2.60% | Trim |
| 7 | FND | Floor & Decor Holdings Inc-a | +0.2% | +174.90% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -2.16% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -4.09% | Trim |
| 10 | NVDA | Nvidia CORP | +0.2% | -4.18% | Trim |
| 11 | LAD | Lithia Motors Inc | +0.1% | -0.36% | Trim |
| 12 | MA | Mastercard Inc - A | +0.1% | -2.06% | Trim |
| 13 | AFG | American Financial Group Inc | +0.1% | +966.69% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.51% | Add |
| 15 | NOW | Servicenow Inc | +0.1% | -5.46% | Trim |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.70% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -4.65% | Trim |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +95.91% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -0.91% | Trim |
| 20 | CPRT | Copart Inc | +0.1% | -0.76% | Trim |
| 21 | TGT | Target CORP | -0.1% | -6.53% | Trim |
| 22 | ABBV | Abbvie Inc | -0.1% | -0.23% | Trim |
| 23 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -0.15% | Trim |
| 24 | PEP | Pepsico Inc | -0.1% | -1.09% | Trim |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -0.93% | Trim |
| 26 | SHW | Sherwin-williams Co/the | -0.1% | -1.08% | Trim |
| 27 | AMGN | Amgen Inc | -0.1% | -0.76% | Trim |
| 28 | SPGI | S&p Global Inc | -0.1% | -1.98% | Trim |
| 29 | ICE | Intercontinental Exchange In | -0.1% | -1.66% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.09% | Trim |
| 31 | BWXT | Bwx Technologies Inc | -0.1% | -18.96% | Trim |
| 32 | ALC | Alcon Inc. | -0.1% | -1.57% | Trim |
| 33 | CTAS | Cintas CORP | -0.1% | -0.81% | Trim |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -1.49% | Trim |
| 35 | CHE | Chemed CORP | -0.1% | -6.58% | Trim |
| 36 | KLAC | Kla CORP | -0.1% | -0.37% | Trim |
| 37 | AMT | American Tower CORP | -0.1% | -5.68% | Trim |
| 38 | GNRC | Generac Holdings Inc | -0.1% | -64.08% | Trim |
| 39 | LOW | Lowe's Cos Inc | -0.1% | -0.78% | Trim |
| 40 | PGR | Progressive CORP | -0.1% | -2.73% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.80% | Add |
| 42 | ADBE | Adobe Inc | -0.2% | -1.26% | Trim |
| 43 | ZTS | Zoetis Inc | -0.2% | -3.26% | Trim |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | +3.27% | Add |
| 45 | UNP | Union Pacific CORP | -0.2% | -1.27% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.02% | Trim |
| 47 | MSFT | Microsoft CORP | -0.2% | -1.65% | Trim |
| 48 | ODFL | Old Dominion Freight Line | -0.2% | -0.93% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | -1.33% | Trim |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Bridges Investment Management Inc reported a total U.S. public equity portfolio value of $8.2B across 405 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 21.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $90.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $86.7M
During Q4 2024, Bridges Investment Management Inc's top holdings by market value included AAPL (5.9%)、MSFT (5.6%)、AMZN (4.9%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q4 2024, Bridges Investment Management Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 40 holdings, and fully liquidating 1 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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