CIK: 0001007295
Total reported value
$7.4B
Reporting period: 2026-03-31 · Number of holdings: 890
BRIDGES INVESTMENT MANAGEMENT INC disclosed 890 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $7.4B and a quarterly turnover rate of 14.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "B"
Bridges Investment Management INC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 890 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.79), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+0.4% -$101.1M
Add VEA
+6.4% $23.7M
Trim AAPL
-9.6% -$58.2M
Add CASY
-1.5% $25.9M
Trim BWXT
-80.5% -$30.9M
Trim GOOGL
-4.0% -$51.2M
Showing top 200 holdings (of 890 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.29% | +0.25% | -3.87% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.19% | -0.32% | -3.98% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.99% | +0.42% | |
| 4 | AAPL | Apple INC | Stock-Tech | 4.25% | -0.47% | -9.64% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.97% | -0.18% | -0.88% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.85% | +0.55% | +6.37% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.03% | -0.86% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.28% | -0.10% | -4.53% | |
| 9 | MA | Mastercard INC - A | Stock-Financials | 2.56% | -0.20% | -0.67% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.53% | +0.25% | +3.55% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -0.05% | -3.92% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.26% | +0.24% | +1.38% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.18% | -9.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.06% | -0.93% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.95% | -0.10% | -14.76% | |
| 16 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.70% | +0.32% | -7.11% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -0.16% | -0.55% | |
| 18 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 1.54% | +0.43% | -1.53% | |
| 19 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.43% | — | +0.16% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.11% | +0.26% | |
| 21 | PANW | Palo Alto Networks INC | Stock-Tech | 1.43% | -0.15% | -2.66% | |
| 22 | AVGO | Broadcom INC | Stock-Tech | 1.41% | -0.12% | -3.52% | |
| 23 | SPGI | S&p Global INC | Stock-Financials | 1.37% | -0.09% | +7.95% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.08% | -4.21% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 1.05% | -0.10% | -1.39% | |
| 26 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.05% | -0.17% | -1.22% | |
| 27 | BLK | Blackrock INC | Stock-Financials | 1.01% | -0.07% | -2.24% | |
| 28 | LAD | Lithia Motors INC | Stock-Consumer Disc | 0.96% | -0.24% | +0.26% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.08% | -4.61% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | +0.18% | +14.79% | |
| 31 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.93% | -0.11% | -1.38% | |
| 32 | CSL | Carlisle Cos INC | Stock-Industrials | 0.87% | +0.14% | +7.62% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.84% | — | +0.12% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.83% | — | -16.51% | |
| 35 | NOW | Servicenow INC | Stock-Tech | 0.77% | -0.05% | +27.46% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.74% | — | -3.88% | |
| 37 | URI | United Rentals INC | Stock-Industrials | 0.71% | — | +4.05% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.07% | +0.35% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | — | +5.42% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | — | +2.86% | |
| 41 | EOG | Eog Resources INC | Stock-Energy | 0.66% | +0.21% | -0.73% | |
| 42 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.65% | -0.04% | +0.34% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | +0.11% | -0.57% | |
| 44 | CTAS | Cintas CORP | Stock-Industrials | 0.61% | -0.02% | -0.57% | |
| 45 | AZO | Autozone INC | Stock-Consumer Disc | 0.58% | +0.22% | +50.83% | |
| 46 | CPRT | Copart INC | Stock-Industrials | 0.57% | +0.12% | +38.33% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.55% | — | -1.23% | |
| 48 | ABBV | Abbvie INC | Stock-Healthcare | 0.55% | — | -0.69% | |
| 49 | ULTA | Ulta Beauty INC | Stock-Consumer Disc | 0.49% | -0.13% | -14.62% | |
| 50 | HD | Home Depot INC | Stock-Consumer Disc | 0.47% | — | -1.36% |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+18.1%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 890 | $7.4B | 14 | |
| 2025-12-31 | 869 | $7.9B | 11 | |
| 2025-09-30 | 937 | $7.8B | 22 | |
| 2025-06-30 | 888 | $7.4B | 0 | |
| 2025-03-31 | 854 | $6.9B | 100 | |
| 2024-12-31 | 838 | $7.2B | 0 | |
| 2024-09-30 | 839 | $7.2B | 0 | |
| 2024-06-30 | 795 | $6.6B | 0 | |
| 2024-03-31 | 513 | $3.2B | 0 | |
| 2023-12-31 | 511 | $3.0B | 0 | |
| 2023-09-30 | 498 | $2.8B | 0 | |
| 2023-06-30 | 514 | $3.0B | 0 | |
| 2023-03-31 | 523 | $2.8B | 0 | |
| 2022-12-31 | 531 | $2.7B | 0 | |
| 2022-09-30 | 536 | $2.6B | 0 | |
| 2022-06-30 | 536 | $2.7B | 0 | |
| 2022-03-31 | 546 | $3.2B | 0 | |
| 2021-12-31 | 551 | $3.4B | 0 | |
| 2021-09-30 | 549 | $3.2B | 0 | |
| 2021-06-30 | 556 | $3.4B | 100 | |
| 2021-03-31 | 538 | $3.4B | 10 | |
| 2020-12-31 | 546 | $3.2B | 13 | |
| 2020-09-30 | 547 | $3.0B | 11 | |
| 2020-06-30 | 557 | $2.7B | 26 | |
| 2020-03-31 | 555 | $2.2B | 29 | |
| 2019-12-31 | 649 | $2.7B | 20 | |
| 2019-09-30 | 816 | $2.6B | 10 | |
| 2019-06-30 | 824 | $2.6B | 14 | |
| 2019-03-31 | 727 | $2.5B | 19 | |
| 2018-12-31 | 745 | $2.1B | 24 | |
| 2018-09-30 | 633 | $2.0B | 37 | |
| 2018-06-30 | 607 | $2.2B | 13 | |
| 2018-03-31 | 533 | $2.2B | 57 | |
| 2017-12-31 | 450 | $1.2B | 21 | |
| 2017-09-30 | 365 | $1.1B | 35 | |
| 2017-06-30 | 293 | $745.7M | 5 | |
| 2017-03-31 | 285 | $724.3M | 11 | |
| 2016-12-31 | 293 | $705.1M | 21 | |
| 2016-09-30 | 292 | $600.3M | 9 | |
| 2016-06-30 | 292 | $578.6M | 10 | |
| 2016-03-31 | 284 | $550.3M | 11 | |
| 2015-12-31 | 290 | $559.6M | 22 | |
| 2015-09-30 | 326 | $576.6M | 0 | |
| 2015-06-30 | 326 | $576.6M | 11 | |
| 2015-03-31 | 332 | $571.4M | 8 | |
| 2014-12-31 | 320 | $564.4M | 12 | |
| 2014-09-30 | 320 | $533.4M | 7 | |
| 2014-06-30 | 316 | $524.5M | 12 | |
| 2014-03-31 | 300 | $479.0M | 13 | |
| 2013-12-31 | 294 | $444.1M | 14 | |
| 2013-09-30 | 291 | $403.2M | 10 | |
| 2013-06-30 | 282 | $378.9M | — |
Bridges Investment Management INC's most significant position changes for 2026-03-31: Sold out: Ishares Russell 2500 ETF (SMMD); Add: Microsoft CORP (MSFT) — shares +0.42%; Add: Vanguard Ftse Developed ETF (VEA) — shares +6.37%; Trim: Apple INC (AAPL) — shares -9.64%; Trim: Casey's General Stores INC (CASY) — shares -1.53%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.37% | Add |
| 2 | CASY | Casey's General Stores INC | +0.4% | -1.53% | Trim |
| 3 | ODFL | Old Dominion Freight Line | +0.3% | -7.11% | Trim |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +3.55% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | -3.87% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.38% | Add |
| 7 | AZO | Autozone INC | +0.2% | +50.83% | Add |
| 8 | TT | Trane Technologies plc | +0.2% | +2478.53% | Add |
| 9 | EOG | Eog Resources INC | +0.2% | -0.73% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +14.79% | Add |
| 11 | BMI | Badger Meter INC | +0.2% | +606.55% | Add |
| 12 | CSL | Carlisle Cos INC | +0.1% | +7.62% | Add |
| 13 | ZTS | Zoetis INC | +0.1% | +44.05% | Add |
| 14 | CVX | Chevron CORP | +0.1% | -0.98% | Trim |
| 15 | CPRT | Copart INC | +0.1% | +38.33% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.57% | Trim |
| 17 | POOL | Pool CORP | +0.1% | +71.23% | Add |
| 18 | CTAS | Cintas CORP | 0% | -0.57% | Trim |
| 19 | NVDA | Nvidia CORP | 0% | -0.86% | Trim |
| 20 | CDNS | Cadence Design Sys INC | 0% | +0.34% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.92% | Trim |
| 22 | NOW | Servicenow INC | -0.1% | +27.46% | Add |
| 23 | ACN | Accenture plc | -0.1% | -4.02% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | -0.93% | Trim |
| 25 | BLK | Blackrock INC | -0.1% | -2.24% | Trim |
| 26 | WFC | Wells Fargo & Co | -0.1% | +0.35% | Add |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | -4.21% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.61% | Trim |
| 29 | SPGI | S&p Global INC | -0.1% | +7.95% | Add |
| 30 | INTU | Intuit INC | -0.1% | -2.86% | Trim |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -4.53% | Trim |
| 32 | UNP | Union Pacific CORP | -0.1% | -14.76% | Trim |
| 33 | PGR | Progressive CORP | -0.1% | -1.39% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.26% | Add |
| 35 | TMO | Thermo Fisher Scientific INC | -0.1% | -1.38% | Trim |
| 36 | AVGO | Broadcom INC | -0.1% | -3.52% | Trim |
| 37 | ULTA | Ulta Beauty INC | -0.1% | -14.62% | Trim |
| 38 | PANW | Palo Alto Networks INC | -0.2% | -2.66% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.2% | -0.55% | Trim |
| 40 | ISRG | Intuitive Surgical INC | -0.2% | -1.22% | Trim |
| 41 | AMZN | Amazon.com INC | -0.2% | -0.88% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -9.96% | Trim |
| 43 | MA | Mastercard INC - A | -0.2% | -0.67% | Trim |
| 44 | ADBE | Adobe INC | -0.2% | -15.24% | Trim |
| 45 | LAD | Lithia Motors INC | -0.2% | +0.26% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.98% | Trim |
| 47 | BWXT | Bwx Technologies INC | -0.4% | -80.55% | Trim |
| 48 | AAPL | Apple INC | -0.5% | -9.64% | Trim |
| 49 | MSFT | Microsoft CORP | -1% | +0.42% | Add |
| 50 | SMMD | Ishares Russell 2500 ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-23 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-21 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-08 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-01 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-19 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-18 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-07 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-15 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-25 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-05 | Amendment | View on EDGAR |
| 2017-09-30 | 2017-10-02 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-21 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-05 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-24 | Amendment | View on EDGAR |
| 2016-09-30 | 2016-10-18 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-10-24 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-07-06 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-10-24 | Amendment | View on EDGAR |
| 2016-03-31 | 2016-04-21 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-13 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-02 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-21 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-24 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-04 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-21 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-06 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-05 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001126116
Total reported value
$7.4B
174 stks
2013-09-30
Stale — no recent filing
AUM within 0.1% of this institution
CIK 0001672594
Total reported value
$7.4B
250 stks
2026-06-30
AUM within 0.1% of this institution
CIK 0001569758
Total reported value
$7.4B
124 stks
2025-12-31
Stale — no recent filing
AUM within 0.2% of this institution
Institutions with overlapping top holdings
CIK 0000002230
Total reported value
$2.8B
99 stks
2026-03-31
4 of the top 5 holdings overlap, including Apple INC
CIK 0000014745
Total reported value
$400.4M
1,021 stks
2026-03-31
4 of the top 5 holdings overlap, including Alphabet Inc-cl A
CIK 0000038777
Total reported value
$408.3B
14,782 stks
2026-03-31
4 of the top 5 holdings overlap, including Microsoft CORP