CIK: 0001007295
申告総資産額
$73.8億
報告対象四半期: 2026-03-31 · 銘柄数: 890
BRIDGES INVESTMENT MANAGEMENT INCは最新の13F報告書で890件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$73.8億、四半期回転率は14.0%です。
Bridges Investment Management INCが開示している保有銘柄のハーフィンダール集中度指数は 0.022 で、これは約 45 件の均等加重ポジションに相当し、実際の開示銘柄数 890 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 2.79）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 MSFT
+0.4% -$1.0億
増加 VEA
+6.4% $2369.7万
減少 AAPL
-9.6% -$5822.8万
増加 CASY
-1.5% $2593.7万
減少 BWXT
-80.5% -$3094.2万
減少 GOOGL
-4.0% -$5116.8万
上位200銘柄を表示中（全890銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.29% | +0.25% | -3.87% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.19% | -0.32% | -3.98% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.55% | -0.99% | +0.42% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.25% | -0.47% | -9.64% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.97% | -0.18% | -0.88% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.85% | +0.55% | +6.37% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.51% | -0.03% | -0.86% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.28% | -0.10% | -4.53% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.56% | -0.20% | -0.67% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.53% | +0.25% | +3.55% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | -0.05% | -3.92% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.26% | +0.24% | +1.38% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | -0.18% | -9.96% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.06% | -0.93% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.95% | -0.10% | -14.76% | |
| 16 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.70% | +0.32% | -7.11% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.66% | -0.16% | -0.55% | |
| 18 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.54% | +0.43% | -1.53% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.43% | — | +0.16% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | -0.11% | +0.26% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.43% | -0.15% | -2.66% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.41% | -0.12% | -3.52% | |
| 23 | SPGI | S&p Global INC | 株式-金融 | 1.37% | -0.09% | +7.95% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.14% | -0.08% | -4.21% | |
| 25 | PGR | Progressive CORP | 株式-金融 | 1.05% | -0.10% | -1.39% | |
| 26 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.05% | -0.17% | -1.22% | |
| 27 | BLK | Blackrock INC | 株式-金融 | 1.01% | -0.07% | -2.24% | |
| 28 | LAD | Lithia Motors INC | 株式-一般消費財 | 0.96% | -0.24% | +0.26% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | -0.08% | -4.61% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.95% | +0.18% | +14.79% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | -0.11% | -1.38% | |
| 32 | CSL | Carlisle Cos INC | 株式-資本財 | 0.87% | +0.14% | +7.62% | |
| 33 | ICE | Intercontinental Exchange In | 株式-金融 | 0.84% | — | +0.12% | |
| 34 | KLAC | Kla CORP | 株式-IT | 0.83% | — | -16.51% | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.77% | -0.05% | +27.46% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | -3.88% | |
| 37 | URI | United Rentals INC | 株式-資本財 | 0.71% | — | +4.05% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.70% | -0.07% | +0.35% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.68% | — | +5.42% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.67% | — | +2.86% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.66% | +0.21% | -0.73% | |
| 42 | CDNS | Cadence Design Sys INC | 株式-IT | 0.65% | -0.04% | +0.34% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.11% | -0.57% | |
| 44 | CTAS | Cintas CORP | 株式-資本財 | 0.61% | -0.02% | -0.57% | |
| 45 | AZO | Autozone INC | 株式-一般消費財 | 0.58% | +0.22% | +50.83% | |
| 46 | CPRT | Copart INC | 株式-資本財 | 0.57% | +0.12% | +38.33% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.55% | — | -1.23% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -0.69% | |
| 49 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.49% | -0.13% | -14.62% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -1.36% |
Q3 2026のパフォーマンス
+1.8%
直近4四半期のパフォーマンス
+18.1%
価格取得が可能な保有銘柄（報告価値の72%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 890 | $73.8億 | 14 | |
| 2025-12-31 | 869 | $78.8億 | 11 | |
| 2025-09-30 | 937 | $78.2億 | 22 | |
| 2025-06-30 | 888 | $74.0億 | 0 | |
| 2025-03-31 | 854 | $69.3億 | 100 | |
| 2024-12-31 | 838 | $71.5億 | 0 | |
| 2024-09-30 | 839 | $71.5億 | 0 | |
| 2024-06-30 | 795 | $65.7億 | 0 | |
| 2024-03-31 | 513 | $32.0億 | 0 | |
| 2023-12-31 | 511 | $30.2億 | 0 | |
| 2023-09-30 | 498 | $28.2億 | 0 | |
| 2023-06-30 | 514 | $29.8億 | 0 | |
| 2023-03-31 | 523 | $28.2億 | 0 | |
| 2022-12-31 | 531 | $27.2億 | 0 | |
| 2022-09-30 | 536 | $25.9億 | 0 | |
| 2022-06-30 | 536 | $27.5億 | 0 | |
| 2022-03-31 | 546 | $32.4億 | 0 | |
| 2021-12-31 | 551 | $34.2億 | 0 | |
| 2021-09-30 | 549 | $31.8億 | 0 | |
| 2021-06-30 | 556 | $33.6億 | 100 | |
| 2021-03-31 | 538 | $34.2億 | 10 | |
| 2020-12-31 | 546 | $32.5億 | 13 | |
| 2020-09-30 | 547 | $29.6億 | 11 | |
| 2020-06-30 | 557 | $27.4億 | 26 | |
| 2020-03-31 | 555 | $22.1億 | 29 | |
| 2019-12-31 | 649 | $27.0億 | 20 | |
| 2019-09-30 | 816 | $26.2億 | 10 | |
| 2019-06-30 | 824 | $26.1億 | 14 | |
| 2019-03-31 | 727 | $24.5億 | 19 | |
| 2018-12-31 | 745 | $21.3億 | 24 | |
| 2018-09-30 | 633 | $20.2億 | 37 | |
| 2018-06-30 | 607 | $22.2億 | 13 | |
| 2018-03-31 | 533 | $21.7億 | 57 | |
| 2017-12-31 | 450 | $12.4億 | 21 | |
| 2017-09-30 | 365 | $10.6億 | 35 | |
| 2017-06-30 | 293 | $7.5億 | 5 | |
| 2017-03-31 | 285 | $7.2億 | 11 | |
| 2016-12-31 | 293 | $7.1億 | 21 | |
| 2016-09-30 | 292 | $6.0億 | 9 | |
| 2016-06-30 | 292 | $5.8億 | 10 | |
| 2016-03-31 | 284 | $5.5億 | 11 | |
| 2015-12-31 | 290 | $5.6億 | 22 | |
| 2015-09-30 | 326 | $5.8億 | 0 | |
| 2015-06-30 | 326 | $5.8億 | 11 | |
| 2015-03-31 | 332 | $5.7億 | 8 | |
| 2014-12-31 | 320 | $5.6億 | 12 | |
| 2014-09-30 | 320 | $5.3億 | 7 | |
| 2014-06-30 | 316 | $5.2億 | 12 | |
| 2014-03-31 | 300 | $4.8億 | 13 | |
| 2013-12-31 | 294 | $4.4億 | 14 | |
| 2013-09-30 | 291 | $4.0億 | 10 | |
| 2013-06-30 | 282 | $3.8億 | — |
Bridges Investment Management INCの2026-03-31時点における主要なポジション変更： 全売却: Ishares Russell 2500 ETF (SMMD); 増加: Microsoft CORP (MSFT) — 保有株数 +0.42%; 増加: Vanguard Ftse Developed ETF (VEA) — 保有株数 +6.37%; 減少: Apple INC (AAPL) — 保有株数 -9.64%; 減少: Casey's General Stores INC (CASY) — 保有株数 -1.53%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.37% | 増加 |
| 2 | CASY | Casey's General Stores INC | +0.4% | -1.53% | 減少 |
| 3 | ODFL | Old Dominion Freight Line | +0.3% | -7.11% | 減少 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +3.55% | 増加 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | -3.87% | 減少 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.38% | 増加 |
| 7 | AZO | Autozone INC | +0.2% | +50.83% | 増加 |
| 8 | TT | Trane Technologies plc | +0.2% | +2478.53% | 増加 |
| 9 | EOG | Eog Resources INC | +0.2% | -0.73% | 減少 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +14.79% | 増加 |
| 11 | BMI | Badger Meter INC | +0.2% | +606.55% | 増加 |
| 12 | CSL | Carlisle Cos INC | +0.1% | +7.62% | 増加 |
| 13 | ZTS | Zoetis INC | +0.1% | +44.05% | 増加 |
| 14 | CVX | Chevron CORP | +0.1% | -0.98% | 減少 |
| 15 | CPRT | Copart INC | +0.1% | +38.33% | 増加 |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.57% | 減少 |
| 17 | POOL | Pool CORP | +0.1% | +71.23% | 増加 |
| 18 | CTAS | Cintas CORP | 0% | -0.57% | 減少 |
| 19 | NVDA | Nvidia CORP | 0% | -0.86% | 減少 |
| 20 | CDNS | Cadence Design Sys INC | 0% | +0.34% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.92% | 減少 |
| 22 | NOW | Servicenow INC | -0.1% | +27.46% | 増加 |
| 23 | ACN | Accenture plc | -0.1% | -4.02% | 減少 |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | -0.93% | 減少 |
| 25 | BLK | Blackrock INC | -0.1% | -2.24% | 減少 |
| 26 | WFC | Wells Fargo & Co | -0.1% | +0.35% | 増加 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | -4.21% | 減少 |
| 28 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.61% | 減少 |
| 29 | SPGI | S&p Global INC | -0.1% | +7.95% | 増加 |
| 30 | INTU | Intuit INC | -0.1% | -2.86% | 減少 |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -4.53% | 減少 |
| 32 | UNP | Union Pacific CORP | -0.1% | -14.76% | 減少 |
| 33 | PGR | Progressive CORP | -0.1% | -1.39% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.26% | 増加 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.1% | -1.38% | 減少 |
| 36 | AVGO | Broadcom INC | -0.1% | -3.52% | 減少 |
| 37 | ULTA | Ulta Beauty INC | -0.1% | -14.62% | 減少 |
| 38 | PANW | Palo Alto Networks INC | -0.2% | -2.66% | 減少 |
| 39 | V | Visa Inc-class A Shares | -0.2% | -0.55% | 減少 |
| 40 | ISRG | Intuitive Surgical INC | -0.2% | -1.22% | 減少 |
| 41 | AMZN | Amazon.com INC | -0.2% | -0.88% | 減少 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -9.96% | 減少 |
| 43 | MA | Mastercard INC - A | -0.2% | -0.67% | 減少 |
| 44 | ADBE | Adobe INC | -0.2% | -15.24% | 減少 |
| 45 | LAD | Lithia Motors INC | -0.2% | +0.26% | 増加 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.98% | 減少 |
| 47 | BWXT | Bwx Technologies INC | -0.4% | -80.55% | 減少 |
| 48 | AAPL | Apple INC | -0.5% | -9.64% | 減少 |
| 49 | MSFT | Microsoft CORP | -1% | +0.42% | 増加 |
| 50 | SMMD | Ishares Russell 2500 ETF | — | EXIT | 全売却 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-10 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-04 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-28 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-30 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-05 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-01 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-13 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-04-25 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-01-23 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-10-24 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-07 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-04-28 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-13 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-10-21 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-07-12 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-04-08 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-01 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-11-12 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-07-19 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-05-05 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-02-12 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-11-12 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-08-10 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-05-12 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-02-18 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-11-12 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-08-07 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-01 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-02-11 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-15 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-08-15 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-04-25 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-02-09 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-10-05 | 修正 | EDGARで見る |
| 2017-09-30 | 2017-10-02 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-07-21 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-04-05 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-01-10 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-10-24 | 修正 | EDGARで見る |
| 2016-09-30 | 2016-10-18 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-10-24 | 修正 | EDGARで見る |
| 2016-06-30 | 2016-07-06 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-10-24 | 修正 | EDGARで見る |
| 2016-03-31 | 2016-04-21 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-01-13 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-11-02 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-07-21 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-04-24 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-02-04 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-10-21 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-14 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-05-06 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-01-31 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-11-05 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-08-08 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
CIK 0001126116
申告総資産額
$73.9億
174 stks
2013-09-30
データが古く、未更新
運用資産規模の差はわずか0.1%
CIK 0001672594
申告総資産額
$73.7億
250 stks
2026-06-30
運用資産規模の差はわずか0.1%
CIK 0001569758
申告総資産額
$73.9億
124 stks
2025-12-31
データが古く、未更新
運用資産規模の差はわずか0.2%
上位保有銘柄が重なる機関
CIK 0000002230
申告総資産額
$28.4億
99 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Apple INCも共通保有
CIK 0000014745
申告総資産額
$4.0億
1,021 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Alphabet Inc-cl Aも共通保有
CIK 0000038777
申告総資産額
$4083.0億
14,782 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Microsoft CORPも共通保有