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CIK: 0001007295
Total reported value
$8.2B
$8.2B
392 檔
19.0%
The Q1 2025 SEC filing reveals that Bridges Investment Management Inc held a total portfolio value of $8.2B, covering 392 public equity positions.
In Q1 2025, Bridges Investment Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.28% | -0.10% | -2.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -0.44% | -0.56% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.48% | -0.38% | -2.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.89% | +0.06% | -10.87% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.83% | +0.18% | +5.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.61% | +0.30% | -0.54% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.12% | -0.21% | -2.28% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.01% | -0.10% | -2.17% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | -0.08% | -1.14% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.30% | +0.01% | -0.21% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.30% | -0.36% | -2.10% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.16% | +0.03% | -0.75% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.16% | +0.15% | +1.24% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | +0.10% | -6.34% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.06% | — | +7.71% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.02% | -1.57% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.73% | +1.38% | -0.67% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.66% | -0.03% | -1.60% | |
| 19 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.63% | -0.01% | -0.59% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 1.48% | -0.14% | +0.11% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.19% | +11.40% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.15% | +0.90% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.25% | -0.25% | -0.53% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.23% | -0.14% | -0.87% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.20% | -0.10% | -0.98% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.03% | -3.92% | |
| 27 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.10% | -0.03% | +1.74% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | +0.01% | +5.95% | |
| 29 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.02% | +0.02% | +5.00% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.01% | -0.16% | +5.91% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.47% | -6.36% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.96% | -0.25% | -0.33% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.91% | +0.03% | -0.20% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.07% | -2.79% | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 0.81% | -0.06% | +0.92% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.28% | +2.55% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.03% | -2.56% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.04% | -0.01% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.01% | -6.28% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | -0.38% | +0.06% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.67% | -0.12% | -4.72% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.10% | +0.16% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.64% | -0.38% | +1.39% | |
| 44 | CHE | Chemed CORP | Stock-Healthcare | 0.63% | -0.31% | +5.23% | |
| 45 | ALC | Alcon Inc. | Stock-Healthcare | 0.61% | -0.08% | -1.73% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.04% | +6.76% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | -5.15% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.54% | +0.49% | +120.59% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.51% | +1.00% | +0.37% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.48% | +0.13% | -14.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 11 | UNP | Union Pacific CORP | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 15 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 18 | PGR | Progressive CORP | — | NEW | New buy |
| 19 | ODFL | Old Dominion Freight Line | — | NEW | New buy |
| 20 | SPGI | S&p Global Inc | — | NEW | New buy |
| 21 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 23 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 24 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 25 | BLK | Blackrock Inc | — | NEW | New buy |
| 26 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 27 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 28 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 29 | LAD | Lithia Motors Inc | — | NEW | New buy |
| 30 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 31 | AVGO | Broadcom Inc | — | NEW | New buy |
| 32 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 33 | USB | US Bancorp | — | NEW | New buy |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | CTAS | Cintas CORP | — | NEW | New buy |
| 36 | ADBE | Adobe Inc | — | NEW | New buy |
| 37 | NOW | Servicenow Inc | — | NEW | New buy |
| 38 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 39 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 40 | EOG | Eog Resources Inc | — | NEW | New buy |
| 41 | CPRT | Copart Inc | — | NEW | New buy |
| 42 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 43 | ZTS | Zoetis Inc | — | NEW | New buy |
| 44 | CHE | Chemed CORP | — | NEW | New buy |
| 45 | ALC | Alcon Inc. | — | NEW | New buy |
| 46 | ABBV | Abbvie Inc | — | NEW | New buy |
| 47 | HD | Home Depot Inc | — | NEW | New buy |
| 48 | URI | United Rentals Inc | — | NEW | New buy |
| 49 | KLAC | Kla CORP | — | NEW | New buy |
| 50 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bridges Investment Management Inc reported a total U.S. public equity portfolio value of $8.2B across 392 disclosed positions in Q1 2025.
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, BRK-A) accounted for 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $366.2M
During Q1 2025, Bridges Investment Management Inc's top holdings by market value included AAPL (5.3%)、MSFT (5.1%)、BRK-A (4.5%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q1 2025, Bridges Investment Management Inc made 50 total portfolio adjustments, initiating 50 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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