CIK: 0000945444
申報總市值
US$1.8億
申報季度: 2017-12-31 · 持股檔數: 234
BRIDGES INVESTMENT COUNSEL INC/在最新一期 13F 報告中揭露了 234 項持股，申報期為 2017-12-31，總持股市值約為 US$1.8億，季度換手率為 9.8%。
Bridges Investment Counsel Inc/ 目前揭露的持股，Herfindahl 集中度指數為 0.019——換算下來相當於約 52 個等權重部位，明顯低於其實際揭露的 234 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 1.23），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 65%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
加碼 BA
+1.6% US$139.7萬
減碼 PM
-14.7% -US$104.3萬
減碼 CELG
-2.2% -US$105.4萬
減碼 AEP
-16.8% -US$80.8萬
加碼 UNP
-6.4% US$85.3萬
減碼 AMGN
-38.4% -US$71.3萬
僅顯示前 129 大持股（共 234 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | 股票-工業 | 6.18% | +0.43% | -6.39% | |
| 2 | BA | Boeing Co/the | 股票-工業 | 5.08% | +0.74% | +1.63% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.58% | +0.09% | -5.83% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 3.20% | -0.18% | -10.46% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.14% | -0.38% | -15.02% | |
| 6 | ✓ | DuPont de Nemours, Inc. | 股票-其他 | 2.81% | -0.08% | -4.68% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 2.49% | -0.60% | -14.66% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 2.37% | +0.19% | +0.40% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 2.35% | -0.10% | -9.81% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.27% | +0.13% | -0.59% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.27% | +0.35% | +14.89% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.18% | — | -8.34% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 2.17% | — | -8.74% | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 1.94% | -0.16% | -17.49% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.90% | — | -1.21% | |
| 16 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.82% | — | -0.45% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.57% | +0.13% | -0.48% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | +0.17% | -0.78% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | +0.05% | -1.77% | |
| 20 | CELG | Celgene CORP | 股票-其他 | 1.36% | -0.59% | -2.22% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.32% | +0.11% | -0.54% | |
| 22 | MMM | 3m Co | 股票-工業 | 1.28% | +0.09% | -3.66% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | +0.05% | +1.21% | |
| 24 | COF | Capital One Financial CORP | 股票-金融 | 1.19% | +0.13% | -3.85% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.17% | +0.08% | +0.81% | |
| 26 | BLKCHF | Blackrock INC | 股票-其他 | 1.08% | — | -9.46% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | +0.16% | +2.22% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.06% | — | -6.44% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | — | -8.07% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.08% | -14.40% | |
| 31 | FINN | First Natl Of Nebraska INC | 股票-其他 | 0.94% | — | — | |
| 32 | USB | US Bancorp | 股票-金融 | 0.91% | — | +1.56% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.90% | +0.10% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.08% | -0.65% | |
| 35 | LEG | Leggett & Platt INC | 股票-循環性消費 | 0.82% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | -0.10% | -16.67% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | — | -9.97% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.78% | +0.05% | -0.28% | |
| 39 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.73% | -0.13% | -9.60% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.73% | — | -7.49% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | +0.22% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.67% | — | -4.47% | |
| 43 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.67% | -0.45% | -16.79% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.66% | — | -13.05% | |
| 45 | ✓ | Eaton Corporation plc | 股票-其他 | 0.66% | +0.04% | +5.36% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.66% | — | -14.18% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.64% | — | -4.35% | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.63% | — | -10.97% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | -5.05% | |
| 50 | ✓ | Comcast Corporation | 股票-其他 | 0.61% | — | -8.04% |
可定價持股資料尚不足以計算績效
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2017-12-31 | 234 | US$1.8億 | 10 | |
| 2017-09-30 | 235 | US$1.8億 | 87 | |
| 2017-06-30 | 327 | US$4.4億 | 77 | |
| 2017-03-31 | 273 | US$3.4億 | 73 | |
| 2016-12-31 | 326 | US$4.1億 | 22 | |
| 2016-09-30 | 316 | US$4.7億 | 9 | |
| 2016-06-30 | 331 | US$4.6億 | 9 | |
| 2016-03-31 | 345 | US$4.6億 | 70 | |
| 2015-12-31 | 326 | US$5.8億 | 0 | |
| 2015-09-30 | 326 | US$5.8億 | 74 | |
| 2015-06-30 | 361 | US$4.2億 | 13 | |
| 2015-03-31 | 365 | US$4.4億 | 7 | |
| 2014-12-31 | 368 | US$4.4億 | 11 | |
| 2014-09-30 | 368 | US$4.3億 | 8 | |
| 2014-06-30 | 375 | US$4.4億 | 9 | |
| 2014-03-31 | 377 | US$4.3億 | 9 | |
| 2013-12-31 | 387 | US$4.4億 | 12 | |
| 2013-09-30 | 380 | US$4.0億 | 7 | |
| 2013-06-30 | 381 | US$3.9億 | 0 |
Bridges Investment Counsel Inc/ 在 2017-12-31 最顯著的持倉異動： 新建倉: Medtronic plc (MDT); 清倉: American Express Company; 清倉: Level 3 Communications INC; 新建倉: General Mills INC (GIS); 新建倉: Occidental Petroleum CORP (OXY).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.7% | +1.63% | 加碼 |
| 2 | UNP | Union Pacific CORP | +0.4% | -6.39% | 減碼 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +14.89% | 加碼 |
| 4 | ABBV | Abbvie INC | +0.2% | +0.40% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.78% | 減碼 |
| 6 | HD | Home Depot INC | +0.2% | +2.22% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.59% | 減碼 |
| 8 | COF | Capital One Financial CORP | +0.1% | -3.85% | 減碼 |
| 9 | WFC | Wells Fargo & Co | +0.1% | -0.48% | 減碼 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -0.54% | 減碼 |
| 11 | SHW | Sherwin-williams Co/the | +0.1% | — | 不變 |
| 12 | AAPL | Apple INC | +0.1% | -5.83% | 減碼 |
| 13 | MMM | 3m Co | +0.1% | -3.66% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.65% | 減碼 |
| 15 | ABT | Abbott Laboratories | +0.1% | +0.81% | 加碼 |
| 16 | WMT | Walmart INC | +0.1% | — | 不變 |
| 17 | CSCO | Cisco Systems INC | +0.1% | +1.78% | 加碼 |
| 18 | DE | Deere & Co | +0.1% | — | 不變 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.77% | 減碼 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.21% | 加碼 |
| 21 | EMR | Emerson Electric Co | +0.1% | +5.68% | 加碼 |
| 22 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +8.77% | 加碼 |
| 23 | VZ | Verizon Communications INC | +0.1% | -0.28% | 減碼 |
| 24 | PYPL | Paypal Holdings INC | +0.1% | -5.52% | 減碼 |
| 25 | ✓ | Eaton Corporation plc | 0% | +5.36% | 加碼 |
| 26 | BIIB | Biogen INC | -0.1% | -16.84% | 減碼 |
| 27 | KHC | Kraft Heinz Co/the | -0.1% | -15.51% | 減碼 |
| 28 | CAT | Caterpillar INC | -0.1% | -36.70% | 減碼 |
| 29 | GILD | Gilead Sciences INC | -0.1% | -7.71% | 減碼 |
| 30 | MDLZ | Mondelez International Inc-a | -0.1% | -17.32% | 減碼 |
| 31 | ✓ | Merck & Co., Inc. | -0.1% | +0.64% | 加碼 |
| 32 | V | Visa Inc-class A Shares | -0.1% | -14.40% | 減碼 |
| 33 | ✓ | DuPont de Nemours, Inc. | -0.1% | -4.68% | 減碼 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | 減碼 |
| 35 | MA | Mastercard INC - A | -0.1% | -9.81% | 減碼 |
| 36 | SLB | Slb LTD | -0.1% | -18.14% | 減碼 |
| 37 | BKNG | Booking Hldgs INC | -0.1% | -9.60% | 減碼 |
| 38 | MO | Altria Group INC | -0.2% | -17.49% | 減碼 |
| 39 | ✓ | -0.2% | -8.87% | 減碼 | |
| 40 | CVX | Chevron CORP | -0.2% | -10.46% | 減碼 |
| 41 | IBM | Intl Business Machines CORP | -0.4% | -15.02% | 減碼 |
| 42 | AMGN | Amgen INC | -0.4% | -38.38% | 減碼 |
| 43 | AEP | American Electric Power Company, Inc. | -0.5% | -16.79% | 減碼 |
| 44 | CELG | Celgene CORP | -0.6% | -2.22% | 減碼 |
| 45 | PM | Philip Morris International | -0.6% | -14.66% | 減碼 |
| 46 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 47 | ✓ | American Express Company | — | EXIT | 清倉 |
| 48 | ✓ | Level 3 Communications INC | — | EXIT | 清倉 |
| 49 | GIS | General Mills INC | — | NEW | 新建倉 |
| 50 | OXY | Occidental Petroleum CORP | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2017-12-31 | 2018-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-05 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-04-05 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-01-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-24 | 修正案 | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-20 | 修正案 | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-19 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-10-24 | 修正案 | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-07-06 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-10-24 | 修正案 | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-01-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-02 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-03 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-07-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-01-31 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-08 | 13F-HR | 在 EDGAR 上查看 |
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