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CIK: 0001007295
Total reported value
$8.2B
$8.2B
409 檔
20.3%
According to the latest 13F quarterly dataset, Bridges Investment Management Inc managed an equity portfolio of $8.2B at the end of Q2 2025, spanning 409 distinct U.S. exchange-listed positions.
In Q2 2025, Bridges Investment Management Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 409 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.29% | -0.44% | -0.85% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | +0.06% | +3.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.10% | -7.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.84% | +0.18% | +0.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | +0.30% | -1.34% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.76% | -0.38% | -1.80% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | -0.08% | -0.37% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.00% | -0.21% | +0.03% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | -0.10% | -2.70% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.37% | +0.01% | -1.85% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.16% | — | +2.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.14% | +0.15% | +1.04% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.09% | -0.36% | -0.35% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.02% | -0.22% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.03% | -1.78% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.93% | +1.38% | -0.69% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.15% | +6.89% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.19% | +5.99% | |
| 19 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.51% | -0.01% | +0.71% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.47% | -1.71% | |
| 21 | PGR | Progressive CORP | Stock-Financials | 1.46% | -0.03% | -0.44% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.43% | -0.14% | -0.47% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | +0.10% | +7.12% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.27% | -0.14% | +0.72% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.23% | -0.10% | -1.44% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.21% | -0.03% | -0.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | +0.03% | -3.67% | |
| 28 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.17% | +0.02% | +5.87% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.25% | +0.12% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.99% | +0.01% | -2.24% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.95% | -0.25% | -1.16% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.92% | -0.03% | -0.36% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.91% | +0.03% | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.07% | -0.61% | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 0.81% | -0.06% | -1.27% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.79% | -0.16% | +2.41% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.75% | -0.28% | -0.95% | |
| 38 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.72% | +0.13% | +32.62% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | -0.01% | -0.63% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -0.04% | -4.00% | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.69% | +0.49% | +14.36% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.10% | -0.47% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.62% | +1.00% | -0.95% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.59% | -0.38% | -0.19% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.56% | -0.38% | -1.51% | |
| 46 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.56% | -0.07% | +1.98% | |
| 47 | ALC | Alcon Inc. | Stock-Healthcare | 0.53% | -0.08% | -0.64% | |
| 48 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.52% | -0.11% | +0.84% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.01% | -2.25% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | +0.11% | +67.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -0.85% | Trim |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.37% | Trim |
| 3 | AVGO | Broadcom Inc | +0.5% | -1.71% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | +3.93% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +6.89% | Add |
| 6 | CDNS | Cadence Design Sys Inc | +0.2% | +32.62% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.34% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.22% | Trim |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -0.69% | Trim |
| 10 | SYK | Stryker CORP | +0.2% | +67.02% | Add |
| 11 | NOW | Servicenow Inc | +0.2% | -0.36% | Trim |
| 12 | BWXT | Bwx Technologies Inc | +0.2% | +1.98% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.99% | Add |
| 14 | LAD | Lithia Motors Inc | +0.2% | +5.87% | Add |
| 15 | URI | United Rentals Inc | +0.2% | +14.36% | Add |
| 16 | CASY | Casey's General Stores Inc | +0.1% | -0.52% | Trim |
| 17 | KLAC | Kla CORP | +0.1% | -0.95% | Trim |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.01% | Add |
| 19 | FND | Floor & Decor Holdings Inc-a | +0.1% | +44.03% | Add |
| 20 | ULTA | Ulta Beauty Inc | +0.1% | +0.84% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.85% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.67% | Trim |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.63% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | Trim |
| 25 | INTU | Intuit Inc | +0.1% | -2.00% | Trim |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +24.40% | Add |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +0.72% | Add |
| 28 | BLK | Blackrock Inc | 0% | -1.44% | Trim |
| 29 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.63% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.78% | Add |
| 31 | WFC | Wells Fargo & Co | 0% | -4.00% | Trim |
| 32 | USB | US Bancorp | — | -0.17% | Trim |
| 33 | CTAS | Cintas CORP | — | -1.27% | Trim |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +1.04% | Add |
| 35 | CVX | Chevron CORP | -0.1% | +0.30% | Add |
| 36 | AMT | American Tower CORP | -0.1% | -29.00% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | -2.87% | Trim |
| 38 | ABBV | Abbvie Inc | -0.1% | -1.07% | Trim |
| 39 | MA | Mastercard Inc - A | -0.1% | +0.03% | Add |
| 40 | LOW | Lowe's Cos Inc | -0.1% | +0.12% | Add |
| 41 | CHE | Chemed CORP | -0.2% | +0.69% | Add |
| 42 | CPRT | Copart Inc | -0.2% | -11.73% | Trim |
| 43 | PGR | Progressive CORP | -0.2% | -0.44% | Trim |
| 44 | UNP | Union Pacific CORP | -0.2% | -0.35% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.41% | Add |
| 46 | ATR | Aptargroup Inc | -0.4% | -82.87% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -2.70% | Trim |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | -1.80% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.9% | +7.12% | Add |
| 50 | AAPL | Apple Inc | -1% | -7.20% | Trim |
According to official SEC Form 13F filings, Bridges Investment Management Inc reported a total U.S. public equity portfolio value of $8.2B across 409 disclosed positions in Q2 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 MSFT, AMZN, AAPL) accounted for 20.3% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $366.2M
During Q2 2025, Bridges Investment Management Inc's top holdings by market value included MSFT (6.3%)、AMZN (4.4%)、AAPL (4.2%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q2 2025, Bridges Investment Management Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 29 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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