BRIDGES INVESTMENT MANAGEMENT INC

CIK

1007295

Location

OMAHA, NE

Portfolio Value

Mid $6,763,796,182

Diversification

Diversified

Filing Date

Global Rank

#604 / 8,710 ▲ 23

Top Industry

Internet Content & Information 10.3%

Period ended 3 months ago

Filed Aug 7, 2026 · 45d

26 quarters · since Mar 2020

Portfolio Concentration

336 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

+0.9 pts

Top 5

29.3%

+0.9 pts

Top 10

46.8%

+1.1 pts

HHI

299

Diversified+18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$1,825,285,903	52
Financial Services	21.2%	$1,433,001,273	53
Consumer Cyclical	12.9%	$873,463,229	35
Industrials	11.3%	$765,923,562	72
Communication Services	10.2%	$690,186,212	11
Healthcare	6.6%	$443,456,918	30
Unclassified	5.8%	$393,561,836	11
Consumer Defensive	1.9%	$126,812,424	19
Energy	1.5%	$104,052,141	23
Basic Materials	1.0%	$66,438,480	13
Real Estate	0.5%	$36,401,732	8
Utilities	0.1%	$5,212,472	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+456,797	498,542	$150,415,105
AVGO	Broadcom Inc.	+74,254	409,492	$154,685,602
NOW	ServiceNow, Inc.	+70,670	610,865	$60,646,676
SYK	Stryker Corp	+54,839	207,365	$65,286,795
CPRT	Copart Inc	+40,874	1,306,876	$36,840,833
BMI	Badger Meter Inc	+38,359	135,764	$20,144,661
PH	Parker-Hannifin Corp	+33,522	50,718	$49,608,289
TT	Trane Technologies plc	+24,013	63,774	$31,323,236
VEA	Vanguard FTSE Developed Markets ETF	+23,733	4,453,914	$317,341,372
PANW	Palo Alto Networks Inc	+22,141	678,562	$231,403,212
KO	Coca Cola Co	+21,443	75,508	$6,136,533
ISRG	Intuitive Surgical Inc	+20,173	187,721	$74,652,886
GIL	Gildan Activewear Inc.	+18,260	53,055	$2,737,638
UL	Unilever PLC	+16,220	28,576	$1,717,989
URI	United Rentals, Inc.	+14,587	86,985	$98,544,436
XRAY	DENTSPLY SIRONA Inc.	+13,460	60,826	$645,363
FISV	Fiserv Inc	+13,163	42,410	$2,080,210
WMT	Walmart Inc.	+12,264	92,378	$10,462,730
USB	US Bancorp De	+12,053	799,540	$48,292,215
FND	Floor & Decor Holdings, Inc.	+11,813	486,454	$28,875,908
LKQ	Lkq Corp	+11,460	42,690	$1,124,027
BKNG	Booking Holdings Inc.	+11,435	11,900	$2,121,056
WMG	Warner Music Group Corp.	+11,210	53,600	$1,450,952
HLNE	Hamilton Lane INC	+11,053	28,793	$2,269,751
KHC	Kraft Heinz Co	+10,740	47,196	$1,114,769
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−3,470,001	647,813	$54,254,337
ZTS	Zoetis Inc.	−228,396	20,413	$1,466,878
EOG	Eog Resources Inc	−155,745	178,669	$23,178,728
VB	Vanguard Morningstar Small-Cap ETF	−129,411	39,944	$12,107,824
UNP	Union Pacific Corp	−114,210	480,021	$130,565,712
GOOGL	Alphabet Inc.	−78,670	1,546,579	$551,559,968
ADBE	Adobe Inc.	−77,782	25,948	$5,319,857
NVDA	Nvidia Corp	−75,007	1,409,406	$282,008,045
CHE	Chemed Corp	−61,293	4,628	$2,155,443
POOL	Pool Corp	−60,651	10,009	$2,150,933
AAPL	Apple Inc.	−56,266	1,180,277	$341,524,951
BWXT	BWX Technologies, Inc.	−19,017	26,218	$5,103,333
ACLS	Axcelis Technologies Inc	−17,079	21,558	$4,084,161
AMZN	Amazon Com Inc	−16,078	1,390,101	$331,316,671
TMO	Thermo Fisher Scientific Inc.	−13,367	126,117	$63,230,018
HON	Honeywell International Inc	−11,124	11,126	$2,491,109
MO	Altria Group, Inc.	−8,060	43,340	$3,118,311
PGR	Progressive Corp/Oh/	−8,041	384,540	$84,002,762
ABT	Abbott Laboratories	−7,944	269,145	$24,422,216
LOW	Lowes Companies Inc	−7,385	439,775	$96,965,988
BAH	Booz Allen Hamilton Holding Corp	−7,240	141,869	$8,607,192
LAD	Lithia Motors Inc	−6,797	278,265	$80,833,199
VIG	Vanguard Dividend Appreciation ETF	−6,093	3,838	$908,147
STT	State Street Corp	−5,690	19,946	$3,382,841
ARMK	Aramark	−5,445	26,905	$1,530,894
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	288,995	$20,634,242
HONA	Honeywell Aerospace Inc.	11,125	$2,459,514
IFF	International Flavors & Fragrances Inc	7,900	$625,838
STX	Seagate Technology Holdings plc	457	$441,005
MU	Micron Technology Inc	303	$349,748
CGDV	Capital Group Dividend Value ETF	6,866	$338,356
DAL	Delta Air Lines, Inc.	3,435	$321,722
BX	Blackstone Inc.	2,692	$316,766
CRWD	CrowdStrike Holdings, Inc.	364	$277,782
BROS	Dutch Bros Inc.	3,639	$261,316
AMAT	Applied Materials Inc /De	332	$240,036
TSM	Taiwan Semiconductor Manufacturing Co Ltd	494	$235,917
MPC	Marathon Petroleum Corp	906	$231,636
TTWO	Take Two Interactive Software Inc	872	$217,982
CEG	Constellation Energy Corp	848	$210,617
DOV	DOVER Corp	902	$202,300
CHH	Choice Hotels International Inc /De	1,826	$201,353
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	363,865	$69,832,970
BNDC	FlexShares Core Select Bond Fund	154,217	$14,171,850
BKF	iShares MSCI BIC ETF	107,714	$6,117,077
—		23,584	$4,282,145
AFK	VanEck Africa Index ETF	135,805	$1,738,304
FNDA	Schwab Fundamental U.S. Small Company ETF	56,101	$1,662,497
SWK	Stanley Black & Decker, Inc.	6,835	$485,695
DCOR	Dimensional US Core Equity 1 ETF	11,815	$459,712
MKC	Mccormick & Co Inc	8,990	$453,455
—		10,093	$383,633
BNDW	Vanguard Total World Bond ETF	3,444	$322,840
AGNG	Global X Funds Global X Aging Population ETF	4,070	$318,070
WYNN	Wynn Resorts Ltd	3,104	$315,211
TKO	TKO Group Holdings, Inc.	1,332	$268,597
IDXX	Idexx Laboratories Inc /De	451	$253,412
CSGP	Costar Group, Inc.	6,000	$242,040
CNM	Core & Main, Inc.	4,839	$239,046
ALL	Allstate Corp	1,148	$238,026
CPAY	Corpay, Inc.	815	$237,156
SITE	SiteOne Landscape Supply, Inc.	1,684	$224,157
PTC	Ptc Inc.	1,535	$218,721
OKE	Oneok Inc /New/	2,342	$211,692
NOC	Northrop Grumman Corp /De/	310	$211,493
THO	Thor Industries Inc	2,582	$206,275
GLDM	World Gold Trust	2,207	$204,566
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

336 tracked positions · $6,763,796,182 total · filing declares 906 positions · $8,222,588,038 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 336 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	1,546,579	-78,670	$551,559,968	+18.1%	8.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	362,890	+7,566	$419,561,702	+1.8%	6.20%
AAPL	Apple Inc. Technology	Reduced	1,180,277	-56,266	$341,524,951	+8.8%	5.05%
MSFT	Microsoft Corp Technology	Reduced	904,889	-2,230	$337,541,694	+0.5%	4.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,390,101	-16,078	$331,316,671	+13.1%	4.90%
VEA	Vanguard FTSE Developed Markets ETF	Added	4,453,914	+23,733	$317,341,372	+11.8%	4.69%
NVDA	Nvidia Corp Technology	Reduced	1,409,406	-75,007	$282,008,045	+8.9%	4.17%
PANW	Palo Alto Networks Inc Technology	Added	678,562	+22,141	$231,403,212	+119.9%	3.42%
MA	Mastercard Inc Financial Services	Reduced	376,973	-1,215	$193,613,332	+2.5%	2.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	489,080	-3,992	$160,090,555	+10.4%	2.37%
AVGO	Broadcom Inc. Technology	Added	409,492	+74,254	$154,685,602	+49.1%	2.29%
KLAC	Kla Corp Technology	Added	498,542	+456,797	$150,415,105	+144.7%	2.22%
V	Visa Inc. Financial Services	Reduced	405,537	-240	$139,135,688	+13.4%	2.06%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	641,260	-1,115	$138,896,915	+10.7%	2.05%
UNP	Union Pacific Corp Industrials	Reduced	480,021	-114,210	$130,565,712	−9.4%	1.93%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	155,740	-1	$123,780,593	+9.2%	1.83%
META	Meta Platforms, Inc. Communication Services	Added	186,651	+2,064	$105,138,640	−0.4%	1.55%
SPGI	S&P Global Inc. Financial Services	Added	247,443	+9,960	$100,773,632	−0.2%	1.49%
URI	United Rentals, Inc. Industrials	Added	86,985	+14,587	$98,544,436	+86.8%	1.46%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	439,775	-7,385	$96,965,988	−8.2%	1.43%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	384,540	-8,041	$84,002,762	+7.9%	1.24%
LAD	Lithia Motors Inc Consumer Cyclical	Reduced	278,265	-6,797	$80,833,199	+13.6%	1.20%
APH	Amphenol Corp /De/ Technology	Added	218,564	+2,086	$77,074,408	+40.9%	1.14%
BLK	BlackRock, Inc. Financial Services	Added	77,933	+92	$74,937,254	+0.1%	1.11%
ISRG	Intuitive Surgical Inc Healthcare	Added	187,721	+20,173	$74,652,886	−3.3%	1.10%
CSL	Carlisle Companies Inc Industrials	Added	200,409	+6,933	$72,698,364	+12.6%	1.07%
SYK	Stryker Corp Healthcare	Added	207,365	+54,839	$65,286,795	+30.3%	0.97%
CDNS	Cadence Design Systems Inc Technology	Reduced	170,593	-2,889	$64,026,964	+32.8%	0.95%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	126,117	-13,367	$63,230,018	−7.8%	0.93%
NOW	ServiceNow, Inc. Technology	Added	610,865	+70,670	$60,646,676	+7.4%	0.90%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	647,813	-3,470,001	$54,254,337	−77.1%	0.80%
WFC	Wells Fargo & Company/Mn Financial Services	Added	655,304	+3,060	$54,154,322	+4.3%	0.80%
PH	Parker-Hannifin Corp Industrials	Added	50,718	+33,522	$49,608,289	+222.2%	0.73%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	395,731	+2,296	$48,718,443	−21.3%	0.72%
ABBV	AbbVie Inc. Healthcare	Added	193,443	+7,350	$48,677,995	+20.3%	0.72%
USB	US Bancorp De Financial Services	Added	799,540	+12,053	$48,292,215	+17.9%	0.71%
CTAS	Cintas Corp Industrials	Added	266,472	+1,947	$45,321,557	+1.3%	0.67%
AZO	Autozone Inc Consumer Cyclical	Added	13,524	+943	$43,221,890	+1.7%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	44,758	-251	$41,869,765	−6.6%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	106,516	+610	$37,566,062	+7.9%	0.56%
CPRT	Copart Inc Industrials	Added	1,306,876	+40,874	$36,840,833	−12.3%	0.54%
AMGN	Amgen Inc Healthcare	Added	87,741	+160	$31,772,770	+3.1%	0.47%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	69,705	+555	$31,435,560	−13.0%	0.46%
TT	Trane Technologies plc Industrials	Added	63,774	+24,013	$31,323,236	+89.0%	0.46%
LLY	ELI LILLY & Co Healthcare	Added	25,479	+523	$30,560,279	+33.1%	0.45%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Added	486,454	+11,813	$28,875,908	+19.8%	0.43%
UNH	Unitedhealth Group Inc Healthcare	Added	69,295	+2,044	$28,801,079	+58.3%	0.43%
SHW	Sherwin Williams Co Basic Materials	Added	83,213	+364	$28,651,898	+7.9%	0.42%
ALC	Alcon Inc Healthcare	Added	412,607	+3,585	$27,685,928	−10.2%	0.41%
LIN	Linde PLC Basic Materials	Added	51,674	+477	$26,815,704	+5.7%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.