BRIDGES INVESTMENT MANAGEMENT INC
Filing Date
Global Rank
#632
/ 8,622
▼ 21
· as of Mar 2026
Top Industry
Internet Content & Information
9.1%
3Y Alpha vs SPY
-4.9%
Period ended 4 months ago
Filed May 4, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+56.4%
SPY
+67.9%
Annualised alpha
-2.8%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
327 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.1%
−0.4 pts
Top 5
29.3%
−2.2 pts
Top 10
43.6%
−2.7 pts
HHI
274
Diversified−31
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.6% | $1,440,531,183 |
| Financial Services | 20.9% | $1,132,253,208 |
| Consumer Cyclical | 15.2% | $824,695,005 |
| Industrials | 12.3% | $666,029,126 |
| Communication Services | 9.3% | $500,817,947 |
| Healthcare | 8.6% | $464,041,094 |
| Energy | 2.5% | $137,584,913 |
| Consumer Defensive | 2.4% | $131,528,194 |
| Basic Materials | 1.1% | $61,142,183 |
| Real Estate | 0.6% | $35,070,968 |
| Unclassified | 0.2% | $9,582,938 |
| Utilities | 0.1% | $5,238,003 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +350,819 | 1,266,002 | $42,031,266 | |
| NOW | ServiceNow, Inc. | +116,380 | 540,195 | $56,477,386 | |
| PAA | Plains All American Pipeline LP | +85,405 | 256,241 | $5,721,861 | |
| BMI | Badger Meter Inc | +83,619 | 97,405 | $14,839,650 | |
| FND | Floor & Decor Holdings, Inc. | +78,263 | 474,641 | $24,111,762 | |
| ZTS | Zoetis Inc. | +76,079 | 248,809 | $29,411,710 | |
| DV | DoubleVerify Holdings, Inc. | +62,349 | 85,777 | $814,880 | |
| ET | Energy Transfer LP | +40,075 | 339,257 | $6,547,660 | |
| TT | Trane Technologies plc | +38,219 | 39,761 | $16,569,998 | |
| ABT | Abbott Laboratories | +36,712 | 277,089 | $28,448,726 | |
| POOL | Pool Corp | +29,394 | 70,660 | $14,296,636 | |
| DT | Dynatrace, Inc. | +27,678 | 52,308 | $1,934,348 | |
| BAH | Booz Allen Hamilton Holding Corp | +27,520 | 149,109 | $11,634,974 | |
| LSEGY | London Stock Exchange Group plc | +22,610 | 64,830 | $1,933,878 | |
| EPD | Enterprise Products Partners L.P. | +22,270 | 236,597 | $8,952,829 | |
| APG | APi Group Corp | +18,808 | 137,365 | $5,566,028 | |
| FFIN | First Financial Bankshares Inc | +17,734 | 76,834 | $2,262,760 | |
| SPGI | S&P Global Inc. | +17,497 | 237,483 | $101,011,011 | |
| CELH | Celsius Holdings, Inc. | +16,095 | 61,650 | $2,187,341 | |
| CSL | Carlisle Companies Inc | +13,706 | 193,476 | $64,547,462 | |
| BLDR | Builders FirstSource, Inc. | +10,946 | 24,848 | $2,045,735 | |
| XPEL | XPEL, Inc. | +10,824 | 79,062 | $3,499,283 | |
| MPLX | Mplx LP | +10,813 | 114,164 | $6,515,339 | |
| AAON | Aaon, Inc. | +10,412 | 38,189 | $3,160,138 | |
| ACLS | Axcelis Technologies Inc | +10,237 | 38,637 | $3,596,330 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | −187,305 | 45,235 | $9,250,104 | |
| AAPL | Apple Inc. | −131,994 | 1,236,543 | $313,822,246 | |
| UNP | Union Pacific Corp | −102,875 | 594,231 | $144,172,324 | |
| GOOGL | Alphabet Inc. | −55,178 | 1,332,433 | $383,154,432 | |
| ODFL | Old Dominion Freight Line, Inc. | −49,193 | 642,375 | $125,520,074 | |
| ADBE | Adobe Inc. | −18,651 | 103,730 | $25,214,688 | |
| PANW | Palo Alto Networks Inc | −17,966 | 656,421 | $105,237,414 | |
| BRK-B | Berkshire Hathaway Inc | −14,484 | 354,987 | $170,109,769 | |
| NVDA | Nvidia Corp | −12,950 | 1,484,413 | $258,881,626 | |
| AMZN | Amazon Com Inc | −12,476 | 1,406,179 | $292,864,899 | |
| AVGO | Broadcom Inc. | −12,242 | 335,238 | $103,759,511 | |
| ULTA | Ulta Beauty, Inc. | −11,841 | 69,150 | $36,145,395 | |
| USB | US Bancorp De | −9,792 | 787,487 | $40,957,197 | |
| KLAC | Kla Corp | −8,254 | 41,745 | $61,465,754 | |
| WMT | Walmart Inc. | −7,792 | 80,114 | $9,956,566 | |
| ATR | Aptargroup, Inc. | −6,507 | 8,260 | $1,040,924 | |
| PGR | Progressive Corp/Oh/ | −5,537 | 392,581 | $77,825,256 | |
| OXY | Occidental Petroleum Corp /De/ | −5,230 | 18,274 | $1,187,810 | |
| LEG | Leggett & Platt Inc | −5,000 | 22,129 | $218,633 | |
| HLMN | Hillman Solutions Corp. | −4,928 | 30,336 | $252,395 | |
| JPM | Jpmorgan Chase & Co | −4,613 | 493,072 | $145,042,058 | |
| PFE | Pfizer Inc | −4,400 | 46,831 | $1,315,014 | |
| MO | Altria Group, Inc. | −4,338 | 51,400 | $3,391,884 | |
| SCHW | Schwab Charles Corp | −4,250 | 16,066 | $1,509,882 | |
| BAC | Bank Of America Corp /De/ | −3,988 | 49,029 | $2,390,163 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EQBK | Equity Bancshares Inc | 61,876 | $2,747,913 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 21,120 | $1,374,700 | |
| WAT | Waters Corp /De/ | 3,098 | $922,583 | |
| HTFL | Heartflow, Inc. | 17,313 | $421,225 | |
| BOH | Bank Of Hawaii Corp | 4,279 | $317,715 | |
| WDC | Western Digital Corp | 1,013 | $274,006 | |
| PBH | Prestige Consumer Healthcare Inc. | 4,527 | $268,315 | |
| FUL | Fuller H B Co | 4,314 | $266,087 | |
| GTY | Getty Realty Corp /Md/ | 7,601 | $241,711 | |
| CW | Curtiss Wright Corp | 350 | $238,392 | |
| LSTR | Landstar System Inc | 1,377 | $220,746 | |
| NOC | Northrop Grumman Corp /De/ | 310 | $211,493 | |
| ALH | Alliance Laundry Holdings Inc. | 10,053 | $208,499 | |
| D | Dominion Energy, Inc | 3,366 | $208,086 | |
| GLDM | World Gold Trust | 2,207 | $204,566 | |
| BRC | Brady Corp | 2,463 | $200,094 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JKHY | Jack Henry & Associates Inc | 8,030 | $1,465,313 | |
| ATO | Atmos Energy Corp | 5,940 | $995,722 | |
| XPO | XPO, Inc. | 7,176 | $975,289 | |
| ARES | Ares Management Corp | 4,409 | $712,626 | |
| CVNA | Carvana Co. | 1,548 | $653,286 | |
| OTEX | Open Text Corp | 19,620 | $639,219 | |
| ROK | Rockwell Automation, Inc | 1,619 | $629,903 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 1,216 | $483,542 | |
| INSM | INSMED Inc | 2,081 | $362,177 | |
| RDDT | Reddit, Inc. | 1,509 | $346,873 | |
| CHWY | Chewy, Inc. | 9,564 | $316,090 | |
| PODD | Insulet Corp | 1,102 | $313,232 | |
| TRI | Thomson Reuters Corp /Can/ | 2,207 | $291,080 | |
| ZM | Zoom Communications, Inc. | 3,367 | $290,538 | |
| TRMB | Trimble Inc. | 3,681 | $288,406 | |
| BROS | Dutch Bros Inc. | 4,576 | $280,142 | |
| SOLS | Solstice Advanced Materials Inc. | 5,614 | $272,726 | |
| MDB | MongoDB, Inc. | 643 | $269,860 | |
| VEEV | Veeva Systems Inc | 1,079 | $240,865 | |
| CAG | Conagra Brands Inc. | 13,837 | $239,518 | |
| LW | Lamb Weston Holdings, Inc. | 5,570 | $233,326 | |
| TTWO | Take Two Interactive Software Inc | 885 | $226,586 | |
| RLI | Rli Corp | 3,204 | $204,991 | |
| NFLX | Netflix Inc | 2,180 | $204,396 | |
| DASH | DoorDash, Inc. | 887 | $200,887 | |
| No positions match the current search. | ||||
327 tracked positions ·
$5,408,514,762 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 327 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,332,433 | $383,154,432 | 7.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 907,119 | $335,788,239 | 6.21% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,236,543 | $313,822,246 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,406,179 | $292,864,899 | 5.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,484,413 | $258,881,626 | 4.79% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 378,188 | $188,965,415 | 3.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 354,987 | $170,109,769 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 493,072 | $145,042,058 | 2.68% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 594,231 | $144,172,324 | 2.67% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 642,375 | $125,520,074 | 2.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 405,777 | $122,642,039 | 2.27% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 155,741 | $113,357,642 | 2.10% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 447,160 | $105,654,963 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 184,587 | $105,607,759 | 1.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 656,421 | $105,237,414 | 1.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 335,238 | $103,759,511 | 1.92% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 237,483 | $101,011,011 | 1.87% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 392,581 | $77,825,256 | 1.44% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 167,548 | $77,237,951 | 1.43% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 77,841 | $74,860,466 | 1.38% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
Added | 285,062 | $71,185,681 | 1.32% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 139,484 | $68,560,569 | 1.27% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Added | 193,476 | $64,547,462 | 1.19% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 393,435 | $61,879,455 | 1.14% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 41,745 | $61,465,754 | 1.14% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 540,195 | $56,477,386 | 1.04% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 72,398 | $52,746,286 | 0.98% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 652,244 | $51,925,144 | 0.96% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 152,526 | $50,118,517 | 0.93% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 334,414 | $48,346,230 | 0.89% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 173,482 | $48,205,441 | 0.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 45,009 | $44,848,316 | 0.83% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 264,525 | $44,741,757 | 0.83% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 12,581 | $42,495,849 | 0.79% | |
| CPRT |
Copart Inc
Industrials
|
Added | 1,266,002 | $42,031,266 | 0.78% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 787,487 | $40,957,197 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 186,093 | $40,473,365 | 0.75% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Reduced | 69,150 | $36,145,395 | 0.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 105,906 | $34,831,423 | 0.64% | |
| ALC |
Alcon Inc
Healthcare
|
Reduced | 409,022 | $30,819,806 | 0.57% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 87,581 | $30,815,373 | 0.57% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 248,809 | $29,411,710 | 0.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 188,607 | $29,288,780 | 0.54% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 139,217 | $28,803,995 | 0.53% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 277,089 | $28,448,726 | 0.53% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 216,478 | $27,351,994 | 0.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 87,216 | $27,105,859 | 0.50% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 82,849 | $26,557,245 | 0.49% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 51,197 | $25,381,423 | 0.47% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 103,730 | $25,214,688 | 0.47% |
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.