Bridges Investment Management INC — Q3 2025 13F Holdings

Name: Bridges Investment Management INC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001007295

Total reported value

$7.4B

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Full holdings list this quarter

Showing top 200 holdings (of 414 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	6.09%	-0.99%	-1.87%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.89%	-0.32%	-1.59%
3	AAPL	Apple INC	Stock-Tech	4.87%	-0.47%	-2.24%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	4.07%	-0.18%	-1.47%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.71%	+0.25%	-3.02%
6	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	3.55%	-0.10%	-3.66%
7	NVDA	Nvidia CORP	Stock-Tech	3.54%	-0.03%	-4.20%
8	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.07%	+0.55%	+30.14%
9	MA	Mastercard INC - A	Stock-Financials	2.84%	-0.20%	-0.92%
10	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.43%	-0.05%	-0.58%
11	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.24%	+0.25%	+0.19%
12	JPM	Jpmorgan Chase & Co	Stock-Financials	2.13%	-0.06%	-0.58%
13	UNP	Union Pacific CORP	Stock-Industrials	2.02%	-0.10%	-0.63%
14	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.97%	+0.24%	-10.59%
15	V	Visa Inc-class A Shares	Stock-Financials	1.82%	-0.16%	-0.53%
16	PANW	Palo Alto Networks INC	Stock-Tech	1.79%	-0.15%	-1.57%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	1.71%	-0.11%	-1.39%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.70%	-0.18%	+2.80%
19	AVGO	Broadcom INC	Stock-Tech	1.56%	-0.12%	-5.96%
20	LOW	Lowe's Cos INC	Stock-Consumer Disc	1.35%	—	+13.44%
21	BLK	Blackrock INC	Stock-Financials	1.29%	-0.07%	-0.16%
22	PGR	Progressive CORP	Stock-Financials	1.26%	-0.10%	-1.12%
23	CASY	Casey's General Stores INC	Stock-Consumer Disc	1.26%	+0.43%	-0.42%
24	SPGI	S&p Global INC	Stock-Financials	1.24%	-0.09%	-1.08%
25	ODFL	Old Dominion Freight Line	Stock-Industrials	1.24%	+0.32%	-0.19%
26	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.17%	-0.08%	+0.18%
27	LAD	Lithia Motors INC	Stock-Consumer Disc	1.06%	-0.24%	+2.96%
28	IWF	Ishares Russell 1000 Growth	ETF-Other	1.04%	-0.08%	-15.32%
29	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.98%	-0.17%	-1.41%
30	USB	US Bancorp	Stock-Financials	0.92%	—	-0.15%
31	NOW	Servicenow INC	Stock-Tech	0.89%	-0.05%	+14.80%
32	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.88%	-0.11%	-0.97%
33	URI	United Rentals INC	Stock-Industrials	0.83%	—	+0.76%
34	ICE	Intercontinental Exchange In	Stock-Financials	0.82%	—	-0.88%
35	CDNS	Cadence Design Sys INC	Stock-Tech	0.77%	-0.04%	-0.96%
36	IWD	Ishares Russell 1000 Value E	ETF-Other	0.71%	—	-27.58%
37	CTAS	Cintas CORP	Stock-Industrials	0.71%	-0.02%	+0.07%
38	KLAC	Kla CORP	Stock-Tech	0.71%	—	+0.07%
39	WFC	Wells Fargo & Co	Stock-Financials	0.70%	-0.07%	-0.16%
40	BWXT	Bwx Technologies INC	Stock-Industrials	0.67%	-0.38%	-0.83%
41	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.67%	+0.18%	+3964.74%
42	ADBE	Adobe INC	Stock-Tech	0.63%	-0.20%	-1.77%
43	CSL	Carlisle Cos INC	Stock-Industrials	0.62%	+0.14%	+221.32%
44	SYK	Stryker CORP	Stock-Healthcare	0.59%	—	+30.26%
45	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.58%	—	-18.93%
46	HD	Home Depot INC	Stock-Consumer Disc	0.58%	—	+7.58%
47	ABBV	Abbvie INC	Stock-Healthcare	0.57%	—	+1.11%
48	ULTA	Ulta Beauty INC	Stock-Consumer Disc	0.57%	-0.13%	-1.69%
49	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.56%	+0.11%	+0.33%
50	EOG	Eog Resources INC	Stock-Energy	0.53%	+0.21%	+0.36%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Bridges Investment Management INC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+1.3%	-1.59%	Trim
2	NVDA	Nvidia CORP	+1.1%	-4.20%	Trim
3	MSFT	Microsoft CORP	+1%	-1.87%	Trim
4	VEA	Vanguard Ftse Developed ETF	+0.8%	+30.14%	Add
5	RSP	Invesco S&p 500 Equal Weight	+0.7%	+3964.74%	Add
6	AVGO	Broadcom INC	+0.6%	-5.96%	Trim
7	CSL	Carlisle Cos INC	+0.4%	+221.32%	Add
8	GOOG	Alphabet Inc-cl C	+0.3%	+0.18%	Trim
9	URI	United Rentals INC	+0.3%	+0.76%	Add
10	CDNS	Cadence Design Sys INC	+0.3%	-0.96%	Add
11	SYK	Stryker CORP	+0.3%	+30.26%	Add
12	META	Meta Platforms Inc-class A	+0.3%	-1.39%	Add
13	BWXT	Bwx Technologies INC	+0.3%	-0.83%	Add
14	JPM	Jpmorgan Chase & Co	+0.3%	-0.58%	Trim
15	IVV	Ishares Core S&p 500 ETF	+0.2%	+2.80%	Add
16	KLAC	Kla CORP	+0.2%	+0.07%	Trim
17	AMZN	Amazon.com INC	+0.2%	-1.47%	Add
18	VWO	Vanguard Ftse Emerging Marke	+0.2%	+0.19%	Add
19	CASY	Casey's General Stores INC	+0.2%	-0.42%	Trim
20	ULTA	Ulta Beauty INC	+0.1%	-1.69%	Trim
21	APH	Amphenol Corp-cl A	+0.1%	+3.20%	Add
22	NOW	Servicenow INC	+0.1%	+14.80%	Add
23	LOW	Lowe's Cos INC	+0.1%	+13.44%	Add
24	BLK	Blackrock INC	+0.1%	-0.16%	Trim
25	FND	Floor & Decor Holdings Inc-a	+0.1%	+4.22%	Add
26	PANW	Palo Alto Networks INC	+0.1%	-1.57%	Trim
27	LAD	Lithia Motors INC	0%	+2.96%	Add
28	HD	Home Depot INC	0%	+7.58%	Add
29	USB	US Bancorp	0%	-0.15%	Trim
30	IJH	Ishares Core S&p Midcap ETF	-0.1%	-3.02%	Trim
31	TGT	Target CORP	-0.1%	-65.83%	Trim
32	AMT	American Tower CORP	-0.1%	-6.36%	Trim
33	ZTS	Zoetis INC	-0.2%	-2.74%	Trim
34	EOG	Eog Resources INC	-0.2%	+0.36%	Add
35	ALC	Alcon Inc.	-0.2%	-1.31%	Trim
36	LMT	Lockheed Martin CORP	-0.2%	-81.15%	Trim
37	SPGI	S&p Global INC	-0.2%	-1.08%	Trim
38	CHE	Chemed CORP	-0.3%	-7.53%	Trim
39	ISRG	Intuitive Surgical INC	-0.3%	-1.41%	Trim
40	CPRT	Copart INC	-0.3%	-3.37%	Trim
41	MA	Mastercard INC - A	-0.3%	-0.92%	Trim
42	IWD	Ishares Russell 1000 Value E	-0.3%	-27.58%	Trim
43	V	Visa Inc-class A Shares	-0.3%	-0.53%	Trim
44	ODFL	Old Dominion Freight Line	-0.4%	-0.19%	Add
45	PGR	Progressive CORP	-0.4%	-1.12%	Trim
46	ATR	Aptargroup INC	-0.4%	-27.83%	Trim
47	AAPL	Apple INC	-0.4%	-2.24%	Trim
48	BRK-B	Berkshire Hathaway Inc-cl B	-0.6%	-0.58%	Trim
49	BRK-A	Berkshire Hathaway Inc-cl A	-0.9%	-3.66%	Trim
50	UNH	Unitedhealth Group INC	-1.7%	-65.57%	Trim